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Federated Hermes Q1 Earnings Top Estimates, Revenues Rise Y/Y

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Federated Hermes, Inc.’s (FHI - Free Report) first-quarter 2025 adjusted earnings per share of $1.10 topped the Zacks Consensus Estimate of 91 cents. The bottom line grew 23.6% from the year-ago quarter.

Increased net administrative service fees and net investment advisory fees are major driving factors. The company’s total managed assets touched a record level. A rise in revenues and a decline in expenses were added advantages.

Net income (GAAP basis) of $101.1 million rose 35% from the year-ago quarter.

FHI’s Revenues & Operating Expenses

Total revenues increased 7% year over year to $423.5 million. The top line surpassed the Zacks Consensus Estimate by 0.9%.

Quarterly net investment advisory fees rose 9% year over year to $287.5 million. Our estimate for the metric was $282.9 million.

Net other service fees fell 6% year over year to $34.9 million and net administrative service fees rose 7% to $101.1 million. Our estimate for the other service fees and administrative service fees was pegged at $37.8 million and $99.9 million, respectively.

Total operating expenses declined 2% year over year to $291.8 million. Our estimate for the metric was $324 million.

FHI recorded a net non-operating income of $4.3 million, down 21% from the prior-year quarter.

Federated Hermes’ Balance Sheet Position

As of March 31, 2025, cash and other investments and total long-term debt were $541.8 million and $348.2 million compared with $641 million and $348.1 million, respectively, as of Dec. 31, 2024.

FHI’s Asset Position

As of March 31, 2025, total managed assets were at a record level of $839.8 billion, up 7.8% year over year. Our estimate for the metric was $823 billion.

FHI reported money-market assets of $637.1 billion, up 10.1% year over year. Fixed-income assets increased 3.3% to $99.5 billion. Our expectations for money-market and fixed-income assets were $615.7 billion and $100.6 billion, respectively.

Equity assets of $80.9 billion increased 0.9% from the prior-year quarter. Alternative/private market assets fell 5.1% to $19.4 billion. Our estimate for equity assets and alternative/private market assets was $82.8 billion and $20.7 billion, respectively.

Average managed assets totaled $843.2 billion, up 8.6% year over year. Our estimate was $813.2 billion.

Federated Hermes’ Capital Distribution Update

The company declared a quarterly cash dividend of 34 cents per share, marking an increase of 9.7% from the prior payout. The dividend will be paid out on May 15, 2025, to shareholders of record as of May 8.

The company repurchased 3,057,542 shares of its class B common stock for $120.1 million in the reported quarter.

Our Viewpoint on FHI

Federated Hermes displays substantial growth potential, supported by its diverse asset and product mix, and a solid liquidity position. Though uncertain markets pose a threat, a solid asset under management balance will likely aid its financials.

Federated Hermes, Inc. Price, Consensus and EPS Surprise

 

Currently, FHI carries a Zacks Rank #4 (Sell). 

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Performances of Other Asset Managers

Invesco’s (IVZ - Free Report) first-quarter 2025 adjusted earnings of 44 cents per share surpassed the Zacks Consensus Estimate of 39 cents. Moreover, the bottom line jumped 33.3% from the prior-year quarter. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)

IVZ’s results primarily gained from higher adjusted net revenues. An increase in the AUM balance due to decent inflows was another positive. However, higher adjusted operating expenses were worrisome.

Blackstone’s (BX - Free Report) first-quarter 2025 distributable earnings of $1.09 per share surpassed the Zacks Consensus Estimate of $1.04. The figure reflects a rise of 11% from the prior-year quarter.

Results benefited from higher segment revenues and a surge in the AUM balance. However, an increase in GAAP expenses was a headwind for BX.


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