XNYS • Financial Services

Federated Hermes, Inc. (FHI)

INVESTMENT ADVICE · 1001 LIBERTY AVENUE, PITTSBURGH, PA, 15222

XNYSstockActive listing
55.25
-0.68 (-1.22%)
Quote updated 10/19/2026, 4:00:00 AM
Previous close55.93
Open55.83
Day range55.22 – 56.03
52-week range46.66 – 67.20
Volume485,178
Market cap4.22B
PRICE HISTORY

Stock price history and performance

Daily closing prices from the stored market history.

250 sessions
$67$62$56$51$46Oct 21Apr 21Oct 19
STOCK RESEARCH · EDITORIAL ANALYSIS

Federated Hermes, Inc. (FHI): Investment Research & Business Outlook

A research-led explanation of the company, its financial evidence, valuation context and risks—not just a list of market numbers.

Research note

What the available evidence tells us

The latest stored quote for Federated Hermes, Inc. (FHI) is 55.25, timestamped 10/19/2026, 4:00:00 AM. A quote is a point-in-time observation; it does not, by itself, explain why the price moved or establish whether the shares are attractive.

Business and financial quality

Federated Hermes provides asset management services for institutional and individual investors. The firm had $911.6 billion in managed assets at the end of the second quarter of 2026, composed of equity (12%), multi-asset (less than 1%), fixed-income (11%), alternative (2%), and money market (74%) funds. The company's cash management operations are expected to generate around 52% of Federated's revenue this year, compared with 30%, 10%, and 8%, respectively, for the equity, fixed-income, and alternatives/multi-asset/other operations. The company's products are distributed via trust banks, wealth managers, and retail broker/dealers (67% of AUM), institutional investors (26%), and international clients (7%). Stored fundamentals include 32 usable headline metrics. These should be read across several reporting periods and compared with peers before drawing a conclusion about business quality.

Valuation: context matters

The stored trailing P/E ratio is 41.71. P/E compares a company’s share price with its earnings, but it should be interpreted alongside expected growth, earnings quality, cyclicality and comparable companies.

Price trend and quantitative outlook

The chart is based on 250 stored daily price observations. Historical performance describes what happened over that period; it is not a guarantee of future returns. The current stored quantitative model signal is “neutral”. Treat model outputs as scenarios with uncertainty, not as certain targets or personalized advice.

Key risks and what to watch next

Risk records exist for this company; review the risk and performance section below for the available volatility, drawdown and risk-adjusted measures. The next useful evidence to review is the company’s next reported financial results, changes in forward estimates, and primary-source disclosures.

Editorial integrity: this summary uses fields available in the current database. Missing evidence is called out rather than filled with invented facts.

What the numbers mean for investors

Business quality

Reported revenue growth is +18.34%. Growth is encouraging, but investors should confirm it is recurring and understand what product, geography or customer group is driving it.

Profitability

Gross margin is +0.00% and operating margin is +26.43%. The gap helps show how much operating costs absorb after direct costs; compare the trend with prior periods and sector peers.

Valuation

The stored P/E is 41.71. A multiple is not a verdict by itself: interpret it alongside expected earnings growth, cyclicality, cash flow, and comparable companies.

Price trend

The latest quote can be compared with the 20-, 50- and 200-day moving averages (56.42, 59.77, and 57.20). Moving averages describe trend, not intrinsic value, and can lag sudden market changes.

Bull case, bear case and evidence to watch

Bull case

The stored snapshot combines positive revenue growth with positive free cash flow. If future reports sustain both, it would support—but not guarantee—the case for durable business momentum.

Bear case

The stored P/E of 41.71 means expectations matter: a slowdown, weaker margins or downward earnings revisions could pressure the valuation.

What to watch next

Track the next earnings release, changes in revenue and margin trends, cash flow, management guidance, analyst estimate revisions, and primary-source filings. Update the thesis when new evidence arrives rather than relying on one ratio or forecast.

These interpretations are rule-based explanations of the stored fields, not independently verified company-specific forecasts. Missing data is not treated as zero; all investment cases remain conditional on new evidence.

US Market AI Research Desk · Data/research timestamp: Oct 19, 2026 · Methodology & disclaimer
QUANTITATIVE RESEARCH

Stock forecast and analysis: price outlook

Forecasts are model outputs, not promises or personalized investment advice.

neutral
HorizonModel targetExpected changeSignalConfidence score
24H55.23-0.03%neutral77
7D55.19-0.11%neutral77
30D55.09-0.29%neutral77
90D54.93-0.57%neutral77

Long-term model scenarios

Latest stored scenario per future target year. Bear, base and bull prices are model scenarios, not guaranteed targets. The relative model score is not a calibrated probability; uncertainty rises materially for distant years.

Target yearBase caseBear caseBull caseExpected CAGRRelative model scoreSignal
202759.4659.3659.566.47%77long-term-positive
203069.7168.1671.285.7%76long-term-positive
203585.9678.7893.734.91%74long-term-positive
2040103.2487.36121.774.49%72long-term-positive
2050147.83106.20204.864.14%67long-term-positive
COMPANY FUNDAMENTALS

Financial performance and company fundamentals

Reported fields from the current fundamentals snapshot.

Revenue502.78MTotal sales reported for the period; compare growth across several periods.
Revenue growth+18.34%How quickly sales are expanding or contracting versus the comparison period.
Gross profit0Interpret alongside the company’s history, sector peers, reporting period and data source.
Operating income132.88MInterpret alongside the company’s history, sector peers, reporting period and data source.
Net income104.32MInterpret alongside the company’s history, sector peers, reporting period and data source.
EPS (reported period)1.38Earnings per share for the stored reporting period; confirm whether the figure is quarterly, annual or trailing twelve months before comparing it with valuation multiples.
EPS growth+18.97%Interpret alongside the company’s history, sector peers, reporting period and data source.
Gross margin+0.00%Share of revenue left after direct costs; higher margins can indicate pricing power.
Operating margin+26.43%Share of revenue left after operating expenses, before interest and taxes.
Net margin+20.75%Share of revenue that remains as profit after expenses and taxes.
EBITDA140.92MInterpret alongside the company’s history, sector peers, reporting period and data source.
EBIT259.21MInterpret alongside the company’s history, sector peers, reporting period and data source.
Cash & equivalents301.73MInterpret alongside the company’s history, sector peers, reporting period and data source.
Total assets2.33BInterpret alongside the company’s history, sector peers, reporting period and data source.
Total liabilities933.3MInterpret alongside the company’s history, sector peers, reporting period and data source.
Total debt0Interpret alongside the company’s history, sector peers, reporting period and data source.
Shareholders equity1.4BInterpret alongside the company’s history, sector peers, reporting period and data source.
Current assets660.51MInterpret alongside the company’s history, sector peers, reporting period and data source.
Current liabilities254.8MInterpret alongside the company’s history, sector peers, reporting period and data source.
Operating cash flow80.88MInterpret alongside the company’s history, sector peers, reporting period and data source.
Capital expenditure1.2MInterpret alongside the company’s history, sector peers, reporting period and data source.
Free cash flow79.68MCash remaining after operating needs and capital expenditure; can support investment or shareholder returns.
FCF margin+15.85%Interpret alongside the company’s history, sector peers, reporting period and data source.
Return on equity+7.47%Profit generated relative to book equity; leverage and one-off gains can distort it.
Return on assets+4.48%Interpret alongside the company’s history, sector peers, reporting period and data source.
Return on invested capital+23.67%How effectively the business earns returns on capital used in operations.
Return on capital employed+12.49%Interpret alongside the company’s history, sector peers, reporting period and data source.
Debt / equity0Debt relative to shareholder equity; definitions may vary by data provider.
PEG ratio0.74Interpret alongside the company’s history, sector peers, reporting period and data source.
EV / revenue7.79Interpret alongside the company’s history, sector peers, reporting period and data source.
EV / EBITDA27.8Interpret alongside the company’s history, sector peers, reporting period and data source.
Earnings yield+7.14%Interpret alongside the company’s history, sector peers, reporting period and data source.
Market cap4.22BMarket value of outstanding shares, not the same as enterprise value.
P/E ratio41.71Share price relative to earnings per share; interpret alongside growth and peers.
52-week high67.20Highest stored price over the rolling year; not a fair-value estimate.
52-week low46.66Lowest stored price over the rolling year; not a support guarantee.
Average volume485,178Typical shares traded; helps assess liquidity but can change around events.
TECHNICALS

Technical indicators

Latest stored daily indicator snapshot; unavailable indicators are omitted.

Oct 20, 2026
RSI (14)38.06Momentum oscillator from 0–100; extreme readings are context, not automatic buy/sell signals.
SMA 2056.42Average closing price over about 20 trading sessions; a short-term trend reference.
SMA 5059.77Average closing price over about 50 sessions; often used to assess medium-term direction.
SMA 10059.12Interpret alongside the company’s history, sector peers, reporting period and data source.
SMA 20057.20Average closing price over about 200 sessions; a longer-term trend reference.
EMA 2056.62Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 5058.19Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 20056.95Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD-1.05Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD signal-1.16Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD histogram0.1Difference between MACD and its signal line; sign and changes indicate momentum shifts.
Bollinger upper58.07Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger middle56.42Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger lower54.77Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic36.11Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic signal50.223254613498476Interpret alongside the company’s history, sector peers, reporting period and data source.
Williams %R-63.89Interpret alongside the company’s history, sector peers, reporting period and data source.
CCI-98.53Interpret alongside the company’s history, sector peers, reporting period and data source.
MFI46.14Interpret alongside the company’s history, sector peers, reporting period and data source.
ROC-1.62%Interpret alongside the company’s history, sector peers, reporting period and data source.
OBV-8.87MInterpret alongside the company’s history, sector peers, reporting period and data source.
Momentum-2.21Interpret alongside the company’s history, sector peers, reporting period and data source.
Volatility+18.56%Interpret alongside the company’s history, sector peers, reporting period and data source.
ATR1.3Average true range estimates recent price movement size, not direction.
ADX51.09Measures trend strength, not whether the trend is bullish or bearish.
Support level53.82Interpret alongside the company’s history, sector peers, reporting period and data source.
Resistance level58.64Interpret alongside the company’s history, sector peers, reporting period and data source.
TrendneutralInterpret alongside the company’s history, sector peers, reporting period and data source.
REPORTED RESULTS

Financial statements, earnings history and estimate revisions

Recent normalized financial statement records.

Showing up to 60 recent statement records. Reported periods and statement types are preserved; blank values are not estimated. Contradictory zero sentinels are withheld instead of presented as verified facts.

PeriodStatementFiscal periodBasisRevenueCost of revenueGross profitOperating incomeNet incomeBasic EPSDiluted EPSCashTotal assetsTotal liabilitiesDebtEquityOperating cash flowCapexFree cash flowSource
Jun 30, 2026balance sheetFY-2026-Q2quarterly———————301.73M2.33B933.3M01.4B———3spread
Jun 30, 2026cash flowFY-2026-Q2quarterly————————————80.88M1.2M79.68M3spread
Jun 30, 2026cash flowFY-2026-Q2annual————————————109.73M6.04M103.69M3spread
Jun 30, 2026income statementFY-2026-Q2quarterly502.78M00132.88M104.32M1.381.38————————3spread
Jun 30, 2026income statementFY-2026-Q2annual981.73M—0259.21M200.7M2.652.65————————3spread
Mar 31, 2026balance sheetFY-2026-Q1quarterly———————513.88M2.14B880.97M01.26B———3spread
Mar 31, 2026cash flowFY-2026-Q1quarterly————————————28.85M4.84M24M3spread
Mar 31, 2026income statementFY-2026-Q1quarterly478.96M—0126.33M96.38M1.271.27————————3spread
Dec 31, 2025balance sheetFY-2025-Q4quarterly———————582.54M2.23B965.86M01.26B———3spread
Dec 31, 2025cash flowFY-2025-Q4annual————————————297.35M2.76M294.58M3spread
Dec 31, 2025cash flowFY-2025-Q4quarterly————————————161.2M426K160.77M3spread
Dec 31, 2025income statementFY-2025-Q4quarterly482.83M—0135.57M107.04M——————————3spread
Dec 31, 2025income statementFY-2025-Q4annual1.8B—0513.88M403.3M5.135.13————————3spread
Sep 30, 2025balance sheetFY-2025-Q3quarterly———————506.28M2.18B931.47M01.25B———3spread
Sep 30, 2025cash flowFY-2025-Q3quarterly————————————136.15M3.19M132.96M3spread
Sep 30, 2025income statementFY-2025-Q3quarterly1.32B—0378.31M296.26M3.753.75————————3spread
Jun 30, 2025balance sheetFY-2025-Q2quarterly———————370.99M2.15B874.49M01.28B———3spread
Jun 30, 2025cash flowFY-2025-Q2annual————————————33.09M1.76M31.33M3spread
Jun 30, 2025cash flowFY-2025-Q2quarterly————————————18.79M786K18M3spread
Jun 30, 2025income statementFY-2025-Q2annual848.38M—0248.86M192.13M2.402.40————————3spread
Jun 30, 2025income statementFY-2025-Q2quarterly424.84M—0117.08M91M1.161.16————————3spread
Mar 31, 2025balance sheetFY-2025-Q1quarterly———————387.57M2B858.72M01.14B———3spread
Mar 31, 2025cash flowFY-2025-Q1quarterly————————————14.3M972K13.33M3spread
Mar 31, 2025income statementFY-2025-Q1quarterly423.54M—0131.77M101.13M1.251.25————————3spread
Dec 31, 2024balance sheetFY-2024-Q4quarterly———————504.44M2.08B933.96M01.15B———3spread
Dec 31, 2024cash flowFY-2024-Q4quarterly————————————126.7M505K126.2M3spread
Dec 31, 2024cash flowFY-2024-Q4annual————————————346.55M4.02M342.53M3spread
Dec 31, 2024income statementFY-2024-Q4quarterly424.68M—0110.43M84.72M——————————3spread
Dec 31, 2024income statementFY-2024-Q4annual1.63B—0361.47M268.31M3.233.23————————3spread
Sep 30, 2024balance sheetFY-2024-Q3quarterly———————374.95M2.04B900.63M01.14B———3spread
Sep 30, 2024cash flowFY-2024-Q3quarterly————————————117.15M3.03M114.12M3spread
Sep 30, 2024income statementFY-2024-Q3quarterly408.46M—0111.74M87.54M1.061.06————————3spread
Jun 30, 2024balance sheetFY-2024-Q2quarterly———————307.43M1.91B863.99M01.05B———3spread
Jun 30, 2024cash flowFY-2024-Q2quarterly————————————88.67M5.98M82.7M3spread
Jun 30, 2024cash flowFY-2024-Q2annual————————————102.71M6.55M96.16M3spread
Jun 30, 2024income statementFY-2024-Q2quarterly402.58M—040.72M21.03M0.200.20————————3spread
Jun 30, 2024income statementFY-2024-Q2annual798.95M—0139.3M96.06M1.121.12————————3spread
Mar 31, 2024balance sheetFY-2024-Q1quarterly———————359.78M2.09B866.42M01.22B———3spread
Mar 31, 2024cash flowFY-2024-Q1quarterly————————————14.03M569K13.46M3spread
Mar 31, 2024income statementFY-2024-Q1quarterly396.37M—098.58M75.03M0.890.89————————3spread
Dec 31, 2023balance sheetFY-2023-Q4quarterly———————383.18M2.1B947.75M01.15B———3spread
Dec 31, 2023cash flowFY-2023-Q4quarterly————————————129.63M2.11M127.52M3spread
Dec 31, 2023cash flowFY-2023-Q4annual————————————311.83M7.92M303.92M3spread
Dec 31, 2023income statementFY-2023-Q4annual1.61B—0387.55M298.98M3.403.40————————3spread
Dec 31, 2023income statementFY-2023-Q4quarterly391.5M—0102.57M82.18M——————————3spread
Sep 30, 2023balance sheetFY-2023-Q3quarterly———————376.96M2.08B909.67M01.17B———3spread
Sep 30, 2023cash flowFY-2023-Q3quarterly————————————182.2M5.8M176.4M3spread
Sep 30, 2023income statementFY-2023-Q3quarterly1.22B—0284.98M216.8M2.442.44————————3spread
Jun 30, 2023balance sheetFY-2023-Q2quarterly———————342.76M2.06B867.88M01.19B———3spread
Jun 30, 2023cash flowFY-2023-Q2quarterly————————————71.14M2.98M68.16M3spread
Jun 30, 2023cash flowFY-2023-Q2annual————————————76.56M3.72M72.84M3spread
Jun 30, 2023income statementFY-2023-Q2quarterly433.23M—098.39M72.18M0.810.81————————3spread
Jun 30, 2023income statementFY-2023-Q2annual815.42M—0183.56M141.78M1.591.59————————3spread
Mar 31, 2023balance sheetFY-2023-Q1quarterly———————323.98M2B852.77M01.15B———3spread
Mar 31, 2023cash flowFY-2023-Q1quarterly————————————5.42M739K4.68M3spread
Mar 31, 2023income statementFY-2023-Q1quarterly382.19M—085.17M69.6M0.780.78————————3spread
Dec 31, 2022balance sheetFY-2022-Q4quarterly———————336.78M2.02B912.97M01.11B———3spread
Dec 31, 2022cash flowFY-2022-Q4annual————————————323.95M4.37M319.58M3spread
Dec 31, 2022cash flowFY-2022-Q4quarterly————————————132.41M278K132.14M3spread
Dec 31, 2022income statementFY-2022-Q4quarterly373.9M—063.75M56.5M——————————3spread

Financial metric history

PeriodRevenue growthGross marginOperating marginNet marginROEROIC
Jun 30, 2026+18.34%+0.00%+26.43%+20.75%+7.47%+23.67%

Earnings history

These are SEC-reported financial facts grouped by fiscal period. The displayed date is the SEC filing/observation date, not a verified earnings announcement or release date. Use the company’s investor-relations calendar for confirmed earnings-release timing.

SEC filing / observation dateFiscal periodEPS reportedEPS estimateRevenue reportedRevenue estimate
Jul 31, 2026Q21.38—502.78M—
May 1, 2026Q11.27—478.96M—
Feb 27, 2026FY5.13—1.8B—
Oct 31, 2025Q31.34—469.45M—
Aug 1, 2025Q21.16—424.84M—
Apr 25, 2025Q11.25—423.54M—
VALUATION

Stock valuation: P/E, forward P/E and multiples

Multiples shown only when the database has a usable value.

P/E ratio41.71
PEG ratio0.74
Enterprise value3.92B

Peer comparisons are withheld until a comparable industry group and a reliable peer set are verified.

LATEST DEVELOPMENTS

News and company updates

Stories linked to this stock in the current database.

Zacks Investment ResearchOct 19, 2026

Why Federated Hermes (FHI) is a Top Dividend Stock for Your Portfolio

Federated Hermes (FHI), a major money market fund manager, offers an attractive dividend yield of 2.72% with a 14.3% year-over-year increase in annualized dividends. The company maintains a conservative 28% payout ratio and shows solid earnings growth projected at 10.64% for 202…

bullish
Zacks Investment ResearchOct 16, 2026

Will Federated Hermes (FHI) Beat Estimates Again in Its Next Earnings Report?

Federated Hermes has demonstrated a strong streak of beating earnings estimates in recent quarters, surpassing expectations by an average of 10.90%. With a positive Earnings ESP of +0.17% and a Zacks Rank #3 (Hold), the company appears well-positioned to beat estimates again in…

bullish
SHAREHOLDER RETURNS

Dividend data and payment history

Source-specific dividend records, with unavailable event dates left blank.

These are SEC-reported dividends-per-share facts. The stored date is the SEC filing/observation date, not a confirmed declaration or ex-dividend date. These records do not establish record dates or payment dates and must not be treated as a dividend payment calendar.

SEC filing / observation dateReported dividend per shareCurrencySource
Jul 31, 20260.3800USDSEC_XBRL_BULK
Jul 31, 20260.7200USDSEC_XBRL_BULK
Jul 31, 20260.6500USDSEC_XBRL_BULK
Jul 31, 20260.3400USDSEC_XBRL_BULK
May 1, 20260.3100USDSEC_XBRL_BULK
May 1, 20260.3400USDSEC_XBRL_BULK
Feb 27, 20261.1100USDSEC_XBRL_BULK
Feb 27, 20262.2100USDSEC_XBRL_BULK
Feb 27, 20261.3300USDSEC_XBRL_BULK
Oct 31, 20250.9900USDSEC_XBRL_BULK
Oct 31, 20250.3100USDSEC_XBRL_BULK
Oct 31, 20250.3400USDSEC_XBRL_BULK
Oct 31, 20251.9000USDSEC_XBRL_BULK
Aug 1, 20250.3400USDSEC_XBRL_BULK
Aug 1, 20251.5900USDSEC_XBRL_BULK
Aug 1, 20251.3100USDSEC_XBRL_BULK
Aug 1, 20250.6500USDSEC_XBRL_BULK
Apr 25, 20250.3100USDSEC_XBRL_BULK
Apr 25, 20250.2800USDSEC_XBRL_BULK
Feb 28, 20251.1100USDSEC_XBRL_BULK
Feb 28, 20251.0800USDSEC_XBRL_BULK
Feb 28, 20252.2100USDSEC_XBRL_BULK
Oct 25, 20240.8300USDSEC_XBRL_BULK
Oct 25, 20240.2800USDSEC_XBRL_BULK
Oct 25, 20241.9000USDSEC_XBRL_BULK
Oct 25, 20240.3100USDSEC_XBRL_BULK
Jul 26, 20240.2800USDSEC_XBRL_BULK
Jul 26, 20241.3100USDSEC_XBRL_BULK
Jul 26, 20240.5500USDSEC_XBRL_BULK
Jul 26, 20241.5900USDSEC_XBRL_BULK
RISK CONTEXT

Risk and performance profile

Computed risk/performance records; not a recommendation. Mathematically uninterpretable or extreme ratios are withheld rather than displayed as reliable facts.

Volatility+18.88%
Beta0.65
ATR1.3
Maximum drawdown-14.59%
Sharpe ratio0.43
Sortino ratio0.43
Debt / equity0
Current ratio2.59
Interest coverage42.06
1-day return+1.02%
5-day return-0.39%
1-month return-10.50%
3-month return-3.56%
6-month return-2.94%
YTD return+7.26%
1-year return+7.49%
All-time return+5.20%
RESEARCH EVIDENCE

Source data and research records

Expandable evidence tables keep the main page focused while preserving detailed data.

Institutional holders and ownership

Showing up to 50 recent holder records. Values failing a basic implied-price check are withheld, not silently corrected.

PeriodFiledHolderCIKSharesValueOwnershipShares changeChange %Source
Jun 30, 2026Jul 14, 2026City State Bank191066663535.07K———SEC_13F_DATASET
Jun 30, 2026Jul 17, 2026DIVERSIFIED TRUST CO147984411,685645.25K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026TWO SIGMA INVESTMENTS, LP117939296,1685.31M———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026BANK OF MONTREAL /CAN/9279715,316293.55K———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026Ledyard National Bank13106581,393,10730.61M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Legal & General Group Plc76406853,8592.97M———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026US BANCORP \DE\3610410,500579.81K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Pinnacle Financial Partners, Inc.20828661,033,46738.58M———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026Schneider Downs Wealth Management Advisors, LP16653593,551,578196.12M———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026Bayforest Capital Ltd20484231,28871.12K———SEC_13F_DATASET
Jun 30, 2026Jul 13, 2026Nova Wealth Management, Inc.2051980502.76K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026ALLSTATE CORP89905113,435741.88K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Woodline Partners LP17845471,070,48959.11M———SEC_13F_DATASET
Jun 30, 2026Jul 14, 2026LRI Investments, LLC202332513,631488.78K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026HUNTINGTON NATIONAL BANK49205114,3466.31M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026IFG Advisory, LLC17283191,58849.85K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026MetLife Investment Management, LLC152973533,6861.86M———SEC_13F_DATASET
Jun 30, 2026Aug 4, 2026PRINCIPAL FINANCIAL GROUP INC1126328163,6509.04M———SEC_13F_DATASET
Jun 30, 2026Jul 13, 2026DAVENPORT & Co LLC887777168,6825.62M———SEC_13F_DATASET
Jun 30, 2026Jul 13, 2026LAWOOD & CO21094844,960273.89K———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Keating Financial Advisory Services, Inc.2103443542.98K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026GEODE CAPITAL MANAGEMENT, LLC12147171,439,78279.52M———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026TWIN PEAKS WEALTH ADVISORS, LLC200621812,048302.33K———SEC_13F_DATASET
Jun 30, 2026Aug 4, 2026PRINCIPAL SECURITIES, INC.126007,297402.96K———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026LPL Financial LLC14034383,416,136107.23M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Brevan Howard Capital Management LP151285777,4064.27M———SEC_13F_DATASET
Jun 30, 2026Jul 9, 2026VISTA INVESTMENT PARTNERS LLC202338685,5114.72M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026AMERIPRISE FINANCIAL INC820027354,52219.58M———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026VANGUARD FIDUCIARY TRUST CO933478448,45524.76M———SEC_13F_DATASET
Jun 30, 2026Jul 24, 2026JAMES INVESTMENT RESEARCH, INC.8103848,952494.33K———SEC_13F_DATASET
Jun 30, 2026Jul 24, 2026MBM WEALTH CONSULTANTS, LLC176206810,840598.59K———SEC_13F_DATASET
Jun 30, 2026Aug 3, 2026Hardy Reed LLC17618715,098281.51K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC1446179136,0517.51M———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026RENAISSANCE TECHNOLOGIES LLC1037389329,30018.18M———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Godfrey Financial Associates, Inc.20979431558.56K———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026NICOLET BANKSHARES INC1174850318,45411.65M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026ROYCE & ASSOCIATES LP906304304,71916.83M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC8845462,646,942146.16M———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026STIFEL FINANCIAL CORP72067216884———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Allworth Financial LP155517056831.36K———SEC_13F_DATASET
Jun 30, 2026Jul 6, 2026Somerset Trust Co159709941,1071.37M———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Vanguard Personalized Indexing Management, LLC176730630,4541.68M———SEC_13F_DATASET
Jun 30, 2026Aug 3, 2026ENVESTNET ASSET MANAGEMENT INC14075431,091,66240.75M———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026BlueStem Wealth Partners, LLC1977465186,7186.56M———SEC_13F_DATASET
Jun 30, 2026Aug 17, 2026Empowered Funds, LLC159282837,9272.09M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Graham Capital Management, L.P.131542119,5031.08M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Medallion Wealth Advisors, LLC2131139155———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Quarry LP1965207522.87K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Amova Asset Management Americas, Inc.14807511,52784.32K———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026NorthRock Partners, LLC16320974,800265.06K———SEC_13F_DATASET
No verified records available for this section yet.
Insider transactions

Reported transaction values and remaining holdings are shown only when supplied by the source.

Transaction dateFiledInsiderTitleTypeCodeSharesPriceReported valueShares afterFilingSource
Oct 15, 2026Oct 15, 2026DONAHUE THOMAS RVP, CFO & TreasurerGiftG17,6700.000542,622Open filingSEC_FORM_3_4_5
SEC filings

Showing up to 30 latest filings. Open the original SEC document when a URL is available.

FiledAcceptedFormDescriptionReporting periodAccessionSEC document
Oct 15, 2026—44Oct 15, 20260001193125-26-422866View filing
Aug 21, 2026—44Aug 20, 20260001193125-26-361254View filing
Aug 20, 2026—144——0001965301-26-000130View filing
Aug 12, 2026—13F-HR—Jun 30, 20260001623632-26-001176View filing
Aug 5, 2026—44Aug 4, 20260001193125-26-335032View filing
Aug 4, 2026—144——0001950047-26-007607View filing
Jul 31, 2026—10-Q10-QJun 30, 20260001056288-26-000026View filing
Jul 30, 2026—8-K8-KJul 30, 20260001056288-26-000024View filing
Jun 23, 2026—44Jun 23, 20260001193125-26-279651View filing
Jun 23, 2026—144——0001950047-26-006412View filing
Jun 17, 2026—44Jun 16, 20260001193125-26-274129View filing
Jun 16, 2026—144——0001950047-26-006171View filing
Jun 9, 2026—44Jun 8, 20260001193125-26-263721View filing
Jun 8, 2026—144——0001950047-26-005742View filing
May 26, 2026—44May 26, 20260001193125-26-239241View filing
May 26, 2026—144——0001950047-26-005064View filing
May 26, 2026—144——0001950047-26-005062View filing
May 26, 2026—44May 26, 20260001193125-26-239242View filing
May 18, 2026—44May 18, 20260001193125-26-228877View filing
May 15, 2026—44May 15, 20260001193125-26-226869View filing
May 15, 2026—144——0001965301-26-000058View filing
May 11, 2026—13F-HR—Mar 31, 20260001623632-26-000680View filing
May 8, 2026—44May 7, 20260001193125-26-214897View filing
May 8, 2026—3/A3/AApr 30, 20260001193125-26-214893View filing
May 7, 2026—144——0001950047-26-004184View filing
May 4, 2026—44May 1, 20260001193125-26-203957View filing
May 4, 2026—44May 4, 20260001193125-26-203956View filing
May 4, 2026—44May 4, 20260001193125-26-203955View filing
May 4, 2026—44May 1, 20260001193125-26-203958View filing
May 4, 2026—44May 1, 20260001193125-26-203954View filing
Quarterly and monthly research
PeriodResearch summary
Jun 30, 2026Derived quarterly snapshot; AI narrative pending
Jun 30, 2026Latest reported fundamentals for fiscal period FY-2026-Q2. Revenue: $502776000. Revenue growth: 18.34%. EPS: $1.380. EPS growth: 18.97%. Gross margin: 0.00%. Operating margin: 26.43%. Net margin: 20.75%. Free cash flow: $79684000.
MonthResearch summary
Oct 1, 2026Derived monthly snapshot; AI narrative pending
Third-party metrics and ratios

Showing up to 40 recent metric records and 40 ratio records from the query window. Provider periods, units and validity flags are preserved when available.

PeriodReport periodFiscal yearQuarterPeriod typeCategoryValueUnitCurrencyValidSource
Jun 30, 2026Jun 30, 202620262instantcommon_stock551,092,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262instantredeemable_noncontrolling_interests144,164,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262instanttreasury_stock-973,836,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycontributions_from_noncontrolling_interests21,370,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyfx_effect252,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlygain_loss_on_sale_of_property_and_equipment-1,427,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyother_financing_activities290,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyother_investing_activities0—USDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyrepurchases_of_stock-64,012,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccounts_payable_and_accrued_expenses104,443,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccounts_receivable_net123,802,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccrued_compensation_and_benefits108,066,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccumulated_other_comprehensive_income-1,521,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualacquisitions_net_of_cash-213,025,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantadditional_paid_in_capital8,262,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycapital_expenditures-1,195,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantcash_and_equivalents301,727,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_beginning_of_period514,375,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_end_of_period302,286,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_other_liabilities-21,762,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_payables_and_accruals_combined34,537,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_prepaid_expenses-4,434,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_receivables-657,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantcurrent_assets660,505,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantcurrent_liabilities254,800,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlydeferred_income_taxes-1,762,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantdeferred_tax_liabilities182,661,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlydepreciation_and_amortization-6,384,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlydistributions_to_noncontrolling_interests-5,825,000ratioUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlydividends_and_distributions_paid-28,788,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlydividends_per_share0.38USD/shareUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyeps_basic1.38USD/shareUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyeps_diluted1.38USD/shareUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyequity_in_earnings_of_affiliates-35,536,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlygain_loss_on_investments10,605,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantgoodwill1,081,061,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyincome_before_taxes144,030,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyincome_tax_expense-37,216,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyinterest_and_investment_income3,725,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyinterest_expense-3,159,000USDUSDYes3Spread
PeriodReport periodFiscal yearQuarterPeriod typeRatio categoryRatioValuePercentileMissing inputsValidSource
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilitygross_margin_pct0+0.00%gross_profitNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyefficiencyinventory_turnover0+0.00%cost_of_revenue,inventoryNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyefficiencyasset_turnover0.22+62.15%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquiditycash_ratio1.18+84.39%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowcf_margin_pct16.09+55.38%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowcf_to_net_income0.78+34.98%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquiditycurrent_ratio2.59+75.08%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleveragedebt_to_assets0.4+26.62%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlysectordebt_to_ebitda6.62+30.59%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleveragedebt_to_equity0.67+38.40%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlysectorebitda_margin_pct28.03+73.08%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleverageequity_multiplier1.67+35.49%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowfree_cash_flow79,684,000+60.64%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleverageinterest_coverage42.06+91.09%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilitynet_margin_pct20.75+86.35%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowoperating_cf_ratio0.32+85.65%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityoperating_margin_pct26.43+86.36%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquidityquick_ratio2.59+82.24%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyefficiencyreceivables_turnover4.06+79.68%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityroa_pct4.48+91.52%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityroe_pct7.47+80.36%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquidityworking_capital405,705,000+59.20%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyprofitabilitygross_margin_pct0+0.00%gross_profitNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyefficiencyinventory_turnover0+0.00%cost_of_revenue,inventoryNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyefficiencyasset_turnover0.22+66.11%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyliquiditycash_ratio2.14+91.50%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowcf_margin_pct6.02+34.57%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowcf_to_net_income0.3+26.76%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyliquiditycurrent_ratio3.28+82.74%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleveragedebt_to_assets0.41+29.14%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlysectordebt_to_ebitda6.7+30.79%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleveragedebt_to_equity0.7+42.35%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlysectorebitda_margin_pct27.47+77.31%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleverageequity_multiplier1.7+39.18%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowfree_cash_flow24,004,000+49.47%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleverageinterest_coverage39.66+91.56%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyprofitabilitynet_margin_pct20.12+84.39%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowoperating_cf_ratio0.12+60.43%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyprofitabilityoperating_margin_pct26.38+88.48%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyliquidityquick_ratio3.28+86.75%—Yes3Spread
Data quality and provenance

This page does not fill gaps with sample data. Values shown above come from the connected market-data and research tables.

No verified records available for this section yet.
RetrievedDatasetProviderStatus
Oct 8, 2026company_profileUS Market AI / SEC-mapped universeVerified
Identifiers and model evaluation
IdentifierValueSource
cik1056288stocks.cik
tickerFHIstocks.symbol
No verified records available for this section yet.
QUICK ANSWERS

Frequently asked questions

What is FHI stock's current price?

The latest stored quote for FHI is 55.25. The quote timestamp is 10/19/2026, 4:00:00 AM. Prices can change during market hours.

What is the FHI stock forecast and analysis?

The latest available quantitative model signal is “neutral”. Review the forecast horizons alongside the company's reported financials, valuation, technical indicators and risks below; model outputs are estimates, not guarantees or personalized investment advice.

What is the FHI stock price target?

The forecast table shows stored quantitative model outputs for the available horizons. These are model targets, not necessarily Wall Street analyst consensus; a verified consensus target is not assumed unless explicitly stored.

What is the FHI stock price prediction for 2030?

A stored long-term model scenario for 2030 is shown in the forecast table. Long-range scenarios are highly uncertain and should be reviewed alongside the model version and assumptions.

What are the bullish and bearish views on FHI?

A sufficiently detailed analyst-opinion dataset is not currently stored for this stock. The bull and bear cases on this page are conditional evidence-based scenarios, not attributed analyst recommendations.

What is the FHI stock price prediction for 2026?

A verified 2026 long-term model output is not currently stored for this stock. Check the forecast section for available horizons rather than relying on an unsupported target.

Is FHI stock overvalued or undervalued?

The latest stored trailing P/E is 41.71. Those multiples alone cannot establish fair value; compare growth, cash flow, earnings quality, risk and relevant peers.

What is FHI's P/E ratio?

The latest stored trailing P/E ratio is 41.71. P/E compares share price with earnings per share and should be interpreted alongside growth, cyclicality and accounting quality.

What is FHI's 52-week high and low?

The stored 52-week range is 46.66 to 67.20. This describes the recent trading range, not a forecast or a guaranteed support/resistance level.

Does FHI pay a dividend, and what is its dividend history?

The database contains 30 SEC-reported dividends-per-share fact record(s). These do not confirm an ex-dividend date, record date or payment date and are not a payment calendar.

When is FHI's next earnings report?

The latest SEC filing/observation date in this database is Jul 31, 2026. This is not a verified earnings announcement date or a confirmed next-report date; check company investor relations for the official calendar.

How has FHI stock performed recently?

The price chart uses 250 stored daily observations, and the market snapshot includes the latest available quote. Use the chart to inspect the period shown; past performance does not predict future returns.

Is FHI stock in a bullish or bearish trend?

The stored technical snapshot classifies the trend as “neutral”. This rule-based label is based on available indicators and is not a standalone buy or sell signal.

What are the main risks of investing in FHI?

Available risk metrics are shown in the risk and performance section. These metrics do not capture every business, competitive, regulatory or market risk; review company filings and disclosures as well.

Where can I find FHI's financial statements and earnings history?

Use the Financial Statements section for stored statement records, financial metric history, earnings results and estimate revisions. Coverage depends on the data available for this company.

Does US Market AI provide a guaranteed FHI price target?

No. Forecasts shown here are quantitative model outputs, not guarantees or personalized financial advice. Missing forecast values are left unavailable rather than filled with invented targets.

US MARKET AI · STOCK RESEARCH

Data availability varies by company and provider. Missing values are omitted rather than estimated. Forecasts are model outputs and should be independently evaluated.

Research updated Oct 19, 2026 · Research methodology · Disclaimer