Federated Hermes, Inc. (FHI) Stock Analysis
Financial Services · Asset Management
Hold if already holding. Not a fresh buy at $57.47, but acceptable to hold if already in. Reasons: Concentration risk — Product: money market assets (53.0%); Analyst target reached - limited upside remaining.
Federated Hermes is a global investment manager with $902.6 billion in AUM as of December 31, 2025, operating in one segment and managing 176 funds plus $278.3 billion in Separate Accounts for institutions, banks, broker-dealers, and retail investors. Revenue comes primarily... Read more
Hold if already holding. Not a fresh buy at $57.47, but acceptable to hold if already in. Reasons: Concentration risk — Product: money market assets (53.0%); Analyst target reached - limited upside remaining. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Downgraded from BUY WAIT — price $57.47 has reached target $57.87. No upside to wait for. Score 6.3/10, moderate confidence.
Passes 4/7 gates (positive momentum, clean insider activity, no SEC red flags, semi cycle peak clear). Fails on favorable risk/reward ratio and earnings proximity 0d<=7d. Suitability: aggressive.
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHProductmoney market assets53%10-K Item 1A: 'Approximately 53% of Federated Hermes' total 2025 revenue was attributable to money market assets.'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
10 dimensions · all in-band
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $57.47, but acceptable to hold if already in. Reasons: Concentration risk — Product: money market assets (53.0%); Analyst target reached - limited upside remaining. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Downgraded from BUY WAIT — price $57.47 has reached target $57.87. No upside to wait for. Target $57.87 (+0.7%), stop $52.86 (−8.7%), A.R:R -2.6:1. Score 6.3/10, moderate confidence.
Take-profit target: $57.87 (+6.0% upside). Target $57.87 (+0.7%), stop $52.86 (−8.7%), A.R:R -2.6:1. Stop-loss: $52.86.
Concentration risk — Product: money market assets (53.0%); Analyst target reached - limited upside remaining; Near 52-week high (2.7% away).
Federated Hermes, Inc. trades at a P/E of 11.0 (forward 9.9). TrendMatrix value score: 6.6/10. Verdict: Hold.
12 analysts cover FHI with a consensus score of 3.4/5. Average price target: $57.
What does Federated Hermes, Inc. do?Federated Hermes is a global investment manager with $902.6 billion in AUM as of December 31, 2025, operating in one...
Federated Hermes is a global investment manager with $902.6 billion in AUM as of December 31, 2025, operating in one segment and managing 176 funds plus $278.3 billion in Separate Accounts for institutions, banks, broker-dealers, and retail investors. Revenue comes primarily from investment advisory fees based on AUM. Twenty-two money market funds hold $508.4 billion, making money markets its largest AUM category.