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Federated Hermes (FHI)

(Real Time Quote from BATS)

$35.11 USD

35.11
647,333

+0.64 (1.86%)

Updated Jul 30, 2024 03:26 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.03%
2Buy17.70%
3Hold9.37%
4Sell5.03%
5Strong Sell2.48%
S&P50011.19%

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3-Hold of 5     3    

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

A Value C Growth A Momentum A VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Bottom 27% (183 out of 251)

Industry: Financial - Investment Management

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Better trading starts here.

Balance Sheet

Research for FHI

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

Learn more about Zacks Equity Research reports

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Fiscal Year End for Federated Hermes, Inc falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 383 337 233 302 249
Receivables 124 94 96 106 102
Notes Receivable 0 0 0 0 0
Inventories 178 185 193 137 91
Other Current Assets 36 35 37 31 19
Total Current Assets 721 651 559 575 461
Net Property & Equipment 31 36 47 53 52
Investments & Advances 0 0 0 0 0
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 0 0 0 0 0
Intangibles 1,217 1,210 1,270 1,282 1,221
Deposits & Other Assets 35 31 33 29 46
Total Assets 2,102 2,020 2,018 2,061 1,880
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 0 0 0 0 0
Accounts Payable 88 74 64 62 69
Current Portion Long-Term Debt 0 0 0 0 0
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 158 150 162 171 137
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 24 15 27 17 11
Total Current Liabilities 287 257 271 265 231
Mortgages 0 0 0 0 0
Deferred Taxes/Income 186 180 205 188 165
Convertible Debt 0 0 0 0 0
Long-Term Debt 348 348 223 75 100
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 32 41 36 37 23
Minority Interest (Liabilities) 26 62 63 237 212
Total Liabilities 974 975 904 924 839
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 0 0 0 0 0
Common Stock (Par) 475 441 449 419 392
Capital Surplus 0 0 0 0 0
Retained Earnings 1,195 1,016 1,187 1,028 930
Other Equity -20 -46 16 15 0
Treasury Stock 521 365 538 325 281
Total Shareholder's Equity 1,128 1,046 1,114 1,137 1,041
Total Liabilities & Shareholder's Equity 2,102 2,020 2,018 2,061 1,880
Total Common Equity 1,128 1,046 1,114 1,137 1,041
Shares Outstanding 84.85 89.29 93.40 99.30 101.10
Book Value Per Share 13.30 11.71 11.93 11.45 10.30

Fiscal Year End for Federated Hermes, Inc falls in the month of December.

All items in Millions except Per Share data.

6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Assets          
Cash & Equivalents -99,546 360 383 377 343
Receivables NA 121 124 125 138
Notes Receivable NA 0 0 0 0
Inventories NA 199 178 177 178
Other Current Assets 160 40 36 32 36
Total Current Assets 613 720 721 712 694
Net Property & Equipment NA 29 31 31 31
Investments & Advances NA 0 0 0 0
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 0 0 0 0
Intangibles 1,142 1,210 1,217 1,204 1,222
Deposits & Other Assets 157 33 35 33 31
Total Assets 1,912 2,087 2,102 2,080 2,060
Liabilities & Shareholders Equity 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Notes Payable NA 0 0 0 0
Accounts Payable NA 88 88 80 82
Current Portion Long-Term Debt NA 0 0 0 0
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 66 158 125 100
Income Taxes Payable NA 24 0 0 0
Other Current Liabilities NA 18 24 35 33
Total Current Liabilities 223 213 287 256 235
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 189 186 177 180
Convertible Debt NA 0 0 0 0
Long-Term Debt 348 348 348 348 348
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities 293 32 34 32
Minority Interest (Liabilities) 30 73 26 71 58
Total Liabilities 894 940 974 980 926
Shareholders Equity 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Preferred Stock NA 0 0 0 0
Common Stock (Par) NA 485 475 468 461
Capital Surplus NA 0 0 0 0
Retained Earnings NA 1,235 1,195 1,148 1,098
Other Equity 1,613 -25 -20 -43 -22
Treasury Stock 596 548 521 473 404
Total Shareholder's Equity 1,017 1,147 1,128 1,100 1,134
Total Liabilities & Shareholder's Equity 1,912 2,087 2,102 2,080 2,060
Total Common Equity 101,016 1,147 1,128 1,100 1,134
Shares Outstanding 84.16 84.16 84.80 86.20 88.30
Book Value Per Share 1,200.29 13.63 13.30 12.76 12.84