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Upturn AI Summary - About
Federated Investors Inc B(FHI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FHI
11/09/2026: FHI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Federated Hermes, Inc. is a well-established investment manager known for its strong presence in liquidity management and actively managed funds. The company has successfully evolved from a domestic firm into a global player by integrating ESG and private market strategies. Its main strength lies in its durable fee-based revenue and strong institutional relationships. However, the business faces risks from fee compression and the ongoing industry shift toward passive investing. The stock is best suited for income-oriented investors who value steady dividends, while investors should monitor the company's progress in expanding its higher-margin private market business and managing competitive pressure.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is moderate and tied to AUM cycles rather than aggressive expansion. |
| Momentum investor | Mixed fit | Momentum is conditional on market-driven inflows into active strategies. |
| Value investor | Strong fit | The stock often trades at a reasonable P/E multiple relative to its cash-generative profile. |
| Dividend investor | Strong fit | Consistent dividend payouts and strong cash flows make it attractive for income-focused portfolios. |
| Low-risk investor | Mixed fit | While established, market sensitivity creates volatility in assets and earnings. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Asset managers see stock price fluctuations correlated with market cycles. |
| Valuation risk | Low | The stock typically trades at a valuation that reflects stable rather than hyper-growth expectations. |
| Competition risk (active vs. passive) | High | The ongoing shift to passive index funds directly threatens fee-based active revenue. |
| Business quality | Strong | The company has a long-standing reputation and a durable, cash-flow-positive business model. |
| Dividend income | Strong | The firm has a strong track record of prioritizing shareholder returns through dividends. |
| Execution risk | Medium | Successful integration of private market acquisitions is critical to future growth. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 62.02% | Avg. Invested days 65 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.73B USD | Price to earnings Ratio 11.57 | 1Y Target Price 61 |
Price to earnings Ratio 11.57 | 1Y Target Price 61 | ||
Volume (30-day avg) 857.3K shares | Beta 0.65 | 52 Weeks Range 46.11 - 66.98 | Updated Date 11/08/2026 |
52 Weeks Range 46.11 - 66.98 | Updated Date 11/08/2026 | ||
Dividends yield (FY) 2.26% | Basic EPS (TTM) 5.53 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Liquidity Management | Money market funds and cash management products. | The firm earns steady fees from managing cash for institutions and individuals. |
| Equity & Fixed-Income | Actively managed mutual funds and separate accounts. | Management fees are earned on the total assets invested in their funds. |
| Private Markets | Real estate, infrastructure, and private equity projects. | High-margin, specialized management fees from alternative long-term investments. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-29 | When After Market | Estimate 1.42 | Actual 1.5 |
Profitability
Profit Margin 21.28% | Operating Margin (TTM) 30.22% |
Management Effectiveness
Return on Assets (TTM) 14.74% | Return on Equity (TTM) 31.03% |
Valuation
Trailing PE 11.57 | Forward PE 10.66 | Enterprise Value 4.65B | Price to Sales(TTM) 2.4 |
Enterprise Value 4.65B | Price to Sales(TTM) 2.4 | ||
Enterprise Value to Revenue 2.36 | Enterprise Value to EBITDA 7.69 | Shares Outstanding 73.92M | Shares Floating 67.25M |
Shares Outstanding 73.92M | Shares Floating 67.25M | ||
Percent Insiders 3.91 | Percent Institutions 94.66 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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