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FEDERATED HERMES, INC. (FHI)

Investment Advice

Latest Price
$58.25
TTM P/E
10.85
Normalized P/E
15.74
Div Yield
2.40%
Book Value
17.33
P/B Ratio
3.36

Valuation metrics

adjust assumptions →
EPS: $5.13
Book value / share: $15.94
Formula: √(22.5 × EPS × BVPS)
Graham Number
$42.89
26% downside
Norm. op. income: $366M (median of 7yr)
Tax rate: 25%
Discount rate: 10%
Growth assumption: zero (EPV is a no-growth value)
Earnings Power Value
$39.86
32% downside
Base FCF: $304M (median of recent 5yr)
Growth: 4%/yr (median YOY, capped at 25%)
Discount rate: 10%
Terminal growth: 3%
Projection horizon: 10 years
DCF Fair Value
$66.17
+14% upside
EPS: $5.13
Target P/E: 16×
Formula: EPS × P/E
P/E Fair Value
$82.08
+41% upside

Institutional Ownership

94.9% held by institutions
InstitutionSharesValueOwnership %ChangeFiling Date
BlackRock, Inc.6.04M$333.0M8.40%+119.8K2026-06-30
FMR LLC4.66M$257.0M6.48%+78.4K2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC4.40M$242.0M6.11%-206.7K2026-06-30
Schneider Downs Wealth Management Advisors, LP3.55M$196.0M4.94%+823.7K2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC3.19M$176.0M4.44%-35.9K2026-06-30
LSV ASSET MANAGEMENT2.87M$158.0M3.99%-15.2K2026-06-30
FULLER & THALER ASSET MANAGEMENT, INC.2.67M$147.0M3.71%+22.4K2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2.65M$146.0M3.68%+142.8K2026-06-30
Sixth Street Partners Management Company, L.P.2.65M$146.0M3.68%--2026-06-30
Invesco Ltd.2.52M$139.0M3.51%+299.1K2026-06-30
View all institutional holders →