Stock Fundamentals

Company Information

Company Name
Federated Investors Inc B
Sector
Financial Services
Industry
Asset Management
Exchange
NYSE
ISIN: US3142111034
CIK: 0001056288
CUSIP: 314211103
Currency: USD
Full Time Employees: 2,091
Phone: 412 288 1900
Fiscal Year End: December
IPO Date: May 14, 1998
Description:

Federated Hermes, Inc. is a publicly owned investment manager. 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; Chicago, Illinois and London, United Kingdom.

Address:

1001 Liberty Avenue, Pittsburgh, PA, United States, 15222-3779

Directors & Officers

Name Title Year Born
Mr. John Christopher Donahue President, CEO & Chairman 1949
Mr. Thomas Robert Donahue VP, Treasurer, CFO & Director 1959
Ms. Mary Jo Ochson CFA Head of the Tax-Free Money Market Investment Area, Chief Investment Officer, SVP & Sr Portfolio Mngr 1953
Mr. Richard Anthony Novak VP, Assistant Treasurer & Principal Accounting Officer 1963
Mr. Raymond J. Hanley Senior Vice President NA
Mr. Stephen Paul Van Meter VP & Chief Compliance Officer 1975
Mr. Peter J. Germain Executive VP, Chief Legal Officer & Secretary 1959
Ms. Dolores D. Dudiak VP & Director of Human Resources 1959
Mr. Michael R. Granito Head of Capital Market Research & Senior VP 1952
Mr. Stephen Frank Auth C.F.A. Chief Investment Officer of Global Equities, Executive VP & Portfolio Manager 1956

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 12, 2026 Paul A Uhlman N/A Sale 72.39K $56.23 $4.07M
Nov 19, 2025 Dolores D Dudiak N/A Sale 999.00 $47.87 $47.82K
Nov 19, 2025 Richard A Novak N/A Sale 1.25K $47.85 $59.76K
Nov 19, 2025 Saker Anwar Nusseibeh N/A Sale 4.46K $47.85 $213.46K
Nov 03, 2025 Saker Anwar Nusseibeh N/A Sale 15.00K $48.54 $728.10K
May 27, 2025 Paul A Uhlman N/A Sale 6.06K $42.14 $255.24K

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 8.25M Dec 31, 2025 10.86% $0.01 -2.71%
BlackRock Inc 5.92M Mar 31, 2026 7.80% $0.01 4.74%
Vanguard Portfolio Management, LLC 4.60M Mar 31, 2026 6.06% $0.01 0.00%
FMR Inc 4.59M Mar 31, 2026 6.04% $0.01 -7.50%
Vanguard Capital Management, LLC 3.23M Mar 31, 2026 4.26% $0.00 0.00%
LSV Asset Management 2.88M Mar 31, 2026 3.80% $0.35 -0.28%
Schneider Downs Wealth Management Advisors, LP 2.73M Mar 31, 2026 3.59% $17.06 2.44%
Fuller & Thaler Asset Management Inc 2.65M Mar 31, 2026 3.49% $0.51 -52.48%
AQR Capital Management LLC 2.58M Mar 31, 2026 3.40% $0.07 -14.91%
Charles Schwab Investment Management Inc 2.50M Mar 31, 2026 3.30% $0.02 -17.41%
Dimensional Fund Advisors, Inc. 2.25M Mar 31, 2026 2.96% $0.03 -2.62%
Amvescap Plc. 2.22M Mar 31, 2026 2.93% $0.02 -19.17%
State Street Corp 1.80M Mar 31, 2026 2.38% $0.00 0.23%
Geode Capital Management, LLC 1.63M Mar 31, 2026 2.14% $0.01 15.28%
Allianz Asset Management AG 1.48M Mar 31, 2026 1.95% $0.09 27.46%
Victory Capital Management Inc. 1.29M Mar 31, 2026 1.70% $0.05 -7.73%
Arrowstreet Capital Limited Partnership 814.22K Mar 31, 2026 1.07% $0.03 -4.05%
Woodline Partners LP 757.57K Mar 31, 2026 1.00% $0.16 148.04%
Morgan Stanley - Brokerage Accounts 742.83K Mar 31, 2026 0.98% $0.00 -10.01%
Bank of New York Mellon Corp 654.38K Mar 31, 2026 0.86% $0.01 -3.66%

Shares Statistics

Shares Outstanding: 75.90M
Shares Float: 69.20M
% Insiders: 384.30%
% Institutions: 9,076.60%
Short % Float: 4.90%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 FullerThaler Beh Small-Cap Equity SMA 2.66M 3.50% ▲ 0.00% Dec 31, 2025
2 FullerThaler Behavioral Small-Cap Equity 2.66M 3.50% ▼ 0.94% Dec 31, 2025
3 iShares Core S&P Mid-Cap ETF 2.51M 3.30% ▲ 0.02% May 29, 2026
4 FullerThaler Behavioral Sm-Cp Eq R6 2.49M 3.28% ▼ 1.54% Apr 30, 2026
5 Vanguard Total Stock Mkt Idx Inv 2.34M 3.08% ▲ 0.30% Apr 30, 2026
6 Fidelity Low-Priced Stock 2.10M 2.77% ▲ 0.00% Mar 31, 2026
7 Schwab US Dividend Equity ETF™ 1.77M 2.33% ▲ 0.19% May 30, 2026
8 Vanguard Small Cap Index 1.70M 2.24% ▼ 0.27% Apr 30, 2026
9 Vanguard Small Cap Value Index Inv 1.09M 1.44% ▲ 0.70% Apr 30, 2026
10 Vanguard Strategic Equity Inv 1.00M 1.32% ▲ 0.00% Mar 31, 2026

Valuation Metrics

Enterprise Value: $4.23B
Trailing P/E: 11.31
Forward P/E: 11.35

Financial Highlights

Market Cap: $4.42B
EBITDA: $530.54M
P/E Ratio: $11.31
PEG Ratio: $2.32
Book Value: $16.72
Dividend/Share: $1.36
Dividend Yield: 2.35%
Earnings/Share: $5.15
Profit Margin: 21.47%
Operating Margin: 26.38%
ROA (TTM): 15.33%
ROE (TTM): 33.76%
Revenue (TTM): $1.86B
Revenue/Share (TTM): $25.12
Earnings Growth (YOY): 1.60%
Revenue Growth (YOY): 13.10%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 41.26x 0.31x 0.45x 42.02x 0.63x
2024-12-31 2.70x 0.33x 0.45x 28.54x 0.88x
2023-12-31 2.51x 0.32x 0.45x 30.96x 0.85x
2022-12-31 2.53x 0.35x 0.45x 30.42x 0.92x
2021-12-31 2.07x 0.22x 0.45x 205.19x 0.59x
2020-12-31 2.17x 0.08x 0.45x 156.14x 0.20x
2019-12-31 2.00x 0.11x 0.45x 69.07x 0.30x
2018-12-31 1.68x 0.16x 0.44x 56.12x 0.39x
2017-12-31 3.39x 0.22x 0.38x 71.56x 0.48x
2016-12-31 2.21x 0.32x 0.48x 80.44x 0.55x
2015-12-31 2.49x 0.33x 0.45x 65.00x 0.75x
2014-12-31 2.29x 0.40x 0.47x 24.76x 0.97x
2013-12-31 1.58x 0.49x 0.50x 20.20x 1.05x
2012-12-31 1.66x 0.08x 0.54x 21.65x 0.13x
2011-12-31 8.09x 0.66x 0.53x 15.10x 1.29x
2010-12-31 1.66x 0.82x 0.57x 20.01x 1.25x
2009-12-31 0.67x 0.04x 0.40x 57.23x 0.06x
2008-12-31 1.62x 0.12x 0.50x 68.95x 0.13x
2007-12-31 2.94x 0.00x 0.31x 64.41x 0.00x
2006-12-31 26.04x 0.00x 0.35x 37.23x 0.00x
2005-12-31 4.43x 0.00x 0.40x 15.42x 0.01x
2004-12-31 8.26x 0.02x 0.52x 13.66x 0.02x
2003-12-31 6.94x 0.00x 0.55x 60.60x 0.00x
2002-12-31 5.52x 0.02x 0.36x 64.34x 0.02x
2001-12-31 3.24x 0.02x 0.45x 8.61x 0.02x
2000-12-31 5.98x 0.10x 0.79x 6.80x 0.05x
1999-12-31 5.18x 0.20x 0.82x 6.13x 0.10x
1998-12-31 7.41x 0.07x 0.85x 6.27x 0.07x
1997-12-31 2.35x -0.19x 1.12x 1.00x 0.13x

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