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FHI

9/9 Score

Federated 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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