Federated Hermes, Inc. (FHI) — SEC Filings
Federated Hermes, Inc. (FHI) — 43 SEC filings. Latest: 13F-HR (May 11, 2026). Includes 12 8-K, 12 SC 13G/A, 9 13F-HR.
View Federated Hermes, Inc. on SEC EDGAR
Overview
Federated Hermes, Inc. (FHI) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 10-Q filed on Oct 31, 2025: Federated Hermes, Inc. (FHI) reported a significant increase in net income for the three and nine months ended September 30, 2025. Net income for the three-month period rose to $104.126 million, up 19% from $87.538 million in the prior year. For the nine-month period, net income surged to $296.260 m
Sentiment Summary
Across 43 filings, the sentiment breakdown is: 2 bullish, 1 bearish, 39 neutral, 1 mixed. The dominant filing sentiment for Federated Hermes, Inc. is neutral.
Filing Type Overview
Federated Hermes, Inc. (FHI) has filed 9 13F-HR, 12 8-K, 6 10-Q, 2 10-K, 12 SC 13G/A, 1 SC 13D, 1 SC 13G with the SEC between Jan 2024 to May 2026.
Filings by Year
Recent SEC Filings (43)
Risk Profile
Risk Assessment: Of FHI's 19 recent filings, 0 were flagged as high-risk, 4 as medium-risk, and 15 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $1.318B |
| Net Income | $296.3M |
| EPS | $3.75 |
| Debt-to-Equity | 0.78 |
| Cash Position | $506.3M |
| Total Assets | $2.182B |
| Total Debt | $348.3M |
Key Executives
- STEPHEN VAN METER
- Abigail P. Johnson
Industry Context
Federated Hermes operates in the highly competitive asset management industry, facing pressure from both traditional firms and newer, technology-driven players. Key trends include increasing demand for passive and alternative investment strategies, a focus on ESG (Environmental, Social, and Governance) factors, and ongoing consolidation. Fee compression remains a significant challenge, requiring firms to focus on scale, efficiency, and differentiated product offerings.
Top Tags
financial-reporting (5) · institutional-ownership (5) · 8-k (4) · 10-Q (4) · passive-investment (4) · 8-K (3) · disclosure (3) · financials (3) · amendment (3) · Asset Management (2)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Net Income (Q3 2025) | $104.1M | Increased 19% from $87.5M in Q3 2024 |
| Net Income (YTD 2025) | $296.3M | Increased 61% from $183.6M in YTD 2024 |
| Total Revenue (Q3 2025) | $469.4M | Increased 14.9% from $408.5M in Q3 2024 |
| EPS (Q3 2025) | $1.34 | Increased from $1.06 in Q3 2024 |
| EPS (YTD 2025) | $3.75 | Increased from $2.20 in YTD 2024 |
| Cash Dividends Per Share (Q3 2025) | $0.34 | Increased from $0.31 in Q3 2024 |
| Intangible Asset Impairment (YTD 2024) | $66.3M | Zero in YTD 2025, contributing to higher net income |
| Compensation and Related Expenses (Q3 2025) | $144.6M | Increased from $136.0M in Q3 2024 |
| Distribution Expenses (Q3 2025) | $113.6M | Increased from $95.9M in Q3 2024 |
| Total Revenue (YTD 2025) | $1.318B | Increased from $1.207B in YTD 2024 |
| Affiliated Investment Advisory Fees | $250,000 | for the three months ended June 30, 2025, up from $200,000 |
| Non-Related Party Investment Advisory Fees | $150,000 | for the three months ended June 30, 2025, down from $180,000 |
| Affiliated Administrative Service Fees | $100,000 | for the three and six months ended June 30, 2025, stable |
| Other Affiliated Financial Service Income | $50,000 | for the three months ended June 30, 2025, up from $40,000 |
| Increase in Affiliated Investment Advisory Fees | 25% | for the six months ended June 30, 2025 |
Forward-Looking Statements
- {"claim":"FMR LLC will maintain its passive investment in FEDERATED HERMES INC's Class B Common Stock.","entity":"FMR LLC","targetDate":"12-2024","confidence":"high"}
- {"claim":"The significant stake by FMR LLC could attract other institutional investors to FEDERATED HERMES INC.","entity":"FEDERATED HERMES INC","targetDate":"08-2024","confidence":"medium"}
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Frequently Asked Questions
What are the latest SEC filings for Federated Hermes, Inc. (FHI)?
Federated Hermes, Inc. has 43 recent SEC filings from Jan 2024 to May 2026, including 12 8-K, 12 SC 13G/A, 9 13F-HR. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of FHI filings?
Across 43 filings, the sentiment breakdown is: 2 bullish, 1 bearish, 39 neutral, 1 mixed. The dominant sentiment is neutral.
Where can I find Federated Hermes, Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Federated Hermes, Inc. (FHI) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Federated Hermes, Inc.?
Key financial highlights from Federated Hermes, Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for FHI?
The investment thesis for FHI includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Federated Hermes, Inc.?
Key executives identified across Federated Hermes, Inc.'s filings include STEPHEN VAN METER, Abigail P. Johnson.
What are the main risk factors for Federated Hermes, Inc. stock?
Of FHI's 19 assessed filings, 0 were flagged high-risk, 4 medium-risk, and 15 low-risk.
What are recent predictions and forward guidance from Federated Hermes, Inc.?
Recent forward-looking statements from Federated Hermes, Inc. include guidance on {"claim":"FMR LLC will maintain its passive investment in FEDERATED HERMES INC's Class B Common Stock.","entity":"FMR LL and 1 other predictions.