Federated Hermes (FHI)

EMPEF GP Limited, Guernsey company • Federated Administrative Services, Inc. • Federated Advisory Services Company • Federated Equity Management Company • Federated Global Holdings LLC • Federated Global Investment Management Corp. • Federated Hermes (UK) LLP, a United Kingdom limited liability partnership • Federated Hermes European Direct Lending Fund II GP, Sarl • Federated Hermes Japan Ltd • Federated Hermes Limited ...

IRS number

251111467

SEC advisor number

801-78591

FINRA CRD number

169087

AUM ?

$19.96 bn (as of 25 Jun 20)

Accounts

10 (as of 25 Jun 20)

Employees

16 (10 investment advisory or research)

Address

Federated Hermes
1001 LIBERTY AVENUE
PITTSBURGH
PA 15222

Phone

4122881900

Brochures

Fed Uk Part 2 2023 (29 Mar 23)

FHI stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$40.75

Low target

$39.00

High target

$43.00

Latest filings (excl ownership)

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28 Feb 25

Federated Hermes, Inc. reports record assets under management with fourth quarter and full-year 2024 earnings

25 Oct 24

Federated Hermes, Inc. reports record assets under management with third quarter 2024 earnings

24 Oct 24

N-PX

Annual report of proxy voting record

26 Jul 24

Federated Hermes, Inc. reports record assets under management with second quarter 2024 earnings

26 Apr 24

Results of Operations and Financial Condition

25 Apr 24

DEF 14C

Information statement

13 Mar 24

Transcripts

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FHI

Earnings call transcript

2024 Q4

31 Jan 25

FHI

Earnings call transcript

2024 Q3

25 Oct 24

FHI

Earnings call transcript

2024 Q2

26 Jul 24

FHI

Earnings call transcript

2024 Q1

26 Apr 24

FHI

Earnings call transcript

2023 Q4

26 Jan 24

FHI

Earnings call transcript

2023 Q3

27 Oct 23

FHI

Earnings call transcript

2023 Q2

28 Jul 23

FHI

Earnings call transcript

2023 Q2

28 Jul 23

FHI

Earnings call transcript

2023 Q1

28 Apr 23

FHI

Earnings call transcript

2022 Q4

27 Jan 23

Latest ownership filings

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13F-HR

Quarterly holdings report by institutional manager

13 Feb 25

Saker Anwar Nusseibeh

10 Feb 25

144

Notice of proposed sale of securities

Saker Anwar Nusseibeh

Financial summary

Financial statements Chart FHI financial data

Quarter (USD)	Dec 24	Sep 24	Jun 24	Mar 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 24	Dec 23	Dec 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q4 2024

FHI institutional ownership history Ownership history

85.7% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	323	295	+9.5%
Opened positions	61	36	+69.4%
Closed positions	33	51	-35.3%
Increased positions	107	86	+24.4%
Reduced positions	105	121	-13.2%

13F shares	Current	Prev Q	Change
Total value	2.49 tn	2.22 tn	+12.3%
Total shares	70.11 mm	68.89 mm	+1.8%
Total puts	60.60 k	49.60 k	+22.2%
Total calls	17.40 k	17.80 k	-2.2%
Total put/call ratio	3.5	2.8	+25.0%

Largest owners	Shares	Value	Change
BlackRock	8.56 mm	$351.92 bn	+4.3%
Vanguard	8.50 mm	$349.24 bn	-1.2%
FMR	5.92 mm	$243.37 bn	+4.5%
Setanta Asset Management	5.51 mm	$179.64 mm	0.0%
Aqr Capital Management	2.56 mm	$105.16 bn	-3.8%
Dimensional Fund Advisors	2.35 mm	$96.61 bn	-1.6%
IVZ Invesco	2.23 mm	$91.70 bn	-2.9%
STT State Street	1.96 mm	$80.69 bn	+4.7%
Fuller & Thaler Asset Management	1.89 mm	$77.63 bn	+3.5%
Citadel Advisors	1.38 mm	$56.73 bn	-34.1%

Largest transactions	Shares	Bought/sold	Change
Balyasny Asset Management	0.00	-874.93 k	EXIT
Citadel Advisors	1.38 mm	-714.68 k	-34.1%
Acadian Asset Management	600.37 k	+600.37 k	NEW
Millennium Management	525.38 k	-539.90 k	-50.7%
BK The Bank of New York Mellon Corporation	1.28 mm	+446.68 k	+53.8%
UBS UBS	809.47 k	+429.86 k	+113.2%
MS Morgan Stanley	682.88 k	-427.86 k	-38.5%
BlackRock	8.56 mm	+351.21 k	+4.3%
BMO Bank of Montreal	8.64 k	-315.97 k	-97.3%
LSV Asset Management	870.78 k	+283.30 k	+48.2%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

FHI insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
7 Feb 25	Nusseibeh Saker Anwar	Class B Common Stock	Sell	Dispose S	No	No	38.8065	5,546	215.22 k	179,096
20 Nov 24	Donahue Thomas R	Class B Common Stock	Gift	Dispose G	No	No	0	18,700	0.00	564,199
19 Nov 24	Fisher John B	Class B Common Stock	Sell	Dispose S	No	No	41.3633	7,817	323.34 k	453,253
19 Nov 24	Dolores D Dudiak	Class B Common Stock	Sell	Dispose S	No	No	41.4904	938	38.92 k	86,350
19 Nov 24	Theodore W Zierden III	Class B Common Stock	Sell	Dispose S	No	No	41.413	2,478	102.62 k	131,321
18 Nov 24	Fisher John B	Class B Common Stock	Grant	Acquire A	No	No	3	18,500	55.50 k	461,070
18 Nov 24	Dolores D Dudiak	Class B Common Stock	Grant	Acquire A	No	No	3	10,000	30.00 k	87,288
18 Nov 24	Donahue Thomas R	Class B Common Stock	Grant	Acquire A	No	No	3	18,500	55.50 k	582,899
18 Nov 24	Theodore W Zierden III	Class B Common Stock	Grant	Acquire A	No	No	3	15,000	45.00 k	133,799