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The company

Federated Hermes, Inc.

FHI · NYSE

FinancialsCapital Markets & Asset ManagementSetting up

FHI stood above a rising 150-day average in 47 of the last 52 weekly readings, and has been out of that trend for the last 5 weeks. It is 3.8% below that average now. Capital Markets & Asset Management: 27% of its 97 stocks in an uptrend (−9 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
Setting up
Weeks in an uptrend
out for 5
Industry in uptrend
27% -9 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$23.3M
Officials’ trades on record
0
Institutions holding
363 (-8)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 47 of 52 weeks.

17 Apr – 16 Oct
27%44%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$13.2M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0
Sale orders, 12 months28
Buyers · sellers0 · 10
WhoDidSharesTraded
Peter J. GermainEVP, CLO & Sec.sold5,000at $63.1720 Aug 2026filed 21 Aug 2026
Saker Anwar NusseibehCEO, Federated Hermes Limitedsold6,400at $64.194 Aug 2026filed 5 Aug 2026
Saker Anwar NusseibehCEO, Federated Hermes Limitedsold630at $64.764 Aug 2026filed 5 Aug 2026
Meter Stephen VanVP, Chief Compliance Officersold1,682at $59.6423 Jun 2026filed 23 Jun 2026
Paul A. UhlmanVice Presidentsold6,145at $58.6716 Jun 2026filed 17 Jun 2026
Saker Anwar NusseibehCEO, Federated Hermes Limitedsold8,950at $57.348 Jun 2026filed 9 Jun 2026
Paul A. UhlmanVice Presidentsold1,021at $55.3126 May 2026filed 26 May 2026
Peter J. GermainEVP, CLO & Sec.sold409at $55.3126 May 2026filed 26 May 2026
Peter J. GermainEVP, CLO & Sec.sold5,000at $54.3015 May 2026filed 15 May 2026
Bryan M. BurkeVice Presidentsold4,000at $54.207 May 2026filed 8 May 2026
Thomas R. DonahueVP, CFO & Treasurersold30,000at $57.1013 Mar 2026filed 16 Mar 2026
Paul A. UhlmanVice Presidentsold62,105at $56.1512 Mar 2026filed 16 Mar 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders363-8 on the quarter
New · exited46 · 53
Reported value$3.6B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 20266,043,914$333.7M+119,758+2.0%
FMR LLCadded · filed 13 Aug 20264,663,900$257.5M+78,435+1.7%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 20264,397,255$242.8M-206,710−4.5%
Schneider Downs Wealth Management Advisors, LPadded · filed 5 Aug 20263,551,578$196.1M+823,700+30.2%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 20263,194,537$176.4M-35,904−1.1%
FULLER & THALER ASSET MANAGEMENT, INC.added · filed 12 Aug 20262,670,077$147.4M+22,351+0.8%
CHARLES SCHWAB INVESTMENT MANAGEMENT INCadded · filed 14 Aug 20262,646,942$146.2M+142,809+5.7%
Sixth Street Partners Management Company, L.P.new · filed 14 Aug 20262,646,942$146.2M+2,646,942
Invesco Ltd.added · filed 14 Aug 20262,523,070$139.3M+299,115+13.4%
AQR CAPITAL MANAGEMENT LLCreduced · filed 14 Aug 20262,460,945$135.9M-122,502−4.7%
31 Mar 2023 – 30 Jun 2026
259313367Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Thomas R. Donahue Company insiderVP, CFO & Treasurer · last 15 Oct 20260 · 43
Peter J. Germain Company insiderEVP, CLO & Sec. · last 20 Aug 20260 · 31
Saker Anwar Nusseibeh Company insiderCEO, Federated Hermes Limited · last 4 Aug 20260 · 26
Stephen Van Meter Company insiderVP, Chief Compliance Officer · last 23 Jun 20260 · 38
Paul A. Uhlman Company insiderVice President · last 16 Jun 20260 · 41
Bryan M. Burke Company insiderVice President · last 7 May 20260 · 1
Joseph C. Bartolacci Company insiderDirector · last 1 May 20260 · 0
Karen Hanlon Company insiderDirector · last 1 May 20260 · 0
Marie Milie Jones Company insiderDirector · last 1 May 20261 · 0
Dolores D. Dudiak Company insiderVice President · last 5 Mar 20260 · 9
J. Christopher Donahue Company insiderChairman, President & CEO · last 5 Mar 20260 · 38
Richard A. Novak Company insiderPrincipal Accounting Officer · last 5 Mar 20263 · 40

Same industry

MRX Marex GroupLeading+16%
WT WisdomTreeLeading+9%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Operating profit marginFY 2025 · to 31 Dec 202528.5%
Free cash flow marginFY 2025 · to 31 Dec 202516.4%
Return on capital employedFY 2025 · to 31 Dec 202526.8%
Cash conversionFY 2025 · to 31 Dec 202573.7%
Debt to equityFY 2025 · to 31 Dec 20250.29×
Cash and equivalentsFY 2025 · to 31 Dec 2025$582.5M
Free cash flowFY 2025 · to 31 Dec 2025$294.6M

Analyst forecasts

No analyst forecasts yet.