FHI
9/9 ScoreFederated Hermes, Inc.
Analysis Date: March 4, 2026
Federated Hermes, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, including high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipal government entities, and registered investment advisors. Through its subsidiaries, it manages separate client-focused equity, fixed income, balanced and money market mutual funds along with separate client-focused equity, fixed income, money market, and balanced portfolios. Through its subsidiaries, the firm invests in the public equity and fixed income markets across the globe. It invests in growth and value stocks of small-cap, mid-cap, and large-cap companies. The firm makes its fixed income investments in ultra-short, short-term, and intermediate-term mortgage-backed, U.S. Government, U.S. corporate, high yield, and municipal securities. It employs both fundamental and quantitative analysis to make its equity investments. Federated Hermes, Inc. was founded in 1955 and is based in Pittsburgh, Pennsylvania with additional offices in New York City and London, United Kingdom.
Buffettology Criteria
All 9 of 9 criteria passed
High ROE
Return on Equity > 12%
Value: 35.3%
High ROIC
Return on Invested Capital > 9%
Value: 19.7%
Cash Machine
FCF / Assets > 5%
Value: 0.13
Fair Valuation
Earnings Yield > 3.5%
Value: 9.7%
Share Buybacks
Share Count is Dropping
Value: -5.4%
Defensible Moat
Gross Profit Margin > 40%
Value: 68.6%
Simple Business
Not in a speculative sector (e.g., Biotech)
Value: Financial Services
Conservative Debt
Debt to Equity < 1.5
Value: 0.29x
Consistent Growth
5-Year Growth is Positive
Value: 58.7%
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