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Federated Hermes, Inc. (FHI) Stock Analysis

HoldVALUE-TRAP 1/5Moderate Confidence

Financial Services · Asset Management

Hold if already holding. Not a fresh buy at $55.58, 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

$55.58+4.3% A.UpsideScore 6.4/10#11 of 109 Asset Management
Stop $52.86Target $57.87(resistance)A.R:R -1.8:1
Analyst target$57.14+2.8%7 analysts
$57.87our TP
$55.58price
$57.14mean
$54
$60

Hold if already holding. Not a fresh buy at $55.58, 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. Maintain position. Not compelling to add more. Score 6.4/10, moderate confidence.

Passes 5/7 gates (positive momentum, clean insider activity, no SEC red flags, earnings proximity no date, semi cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

Thesis

Rewards
Strong earnings beat streak (4/4)
High-quality business
Strong growth profile
Risks
Concentration risk — Product: money market assets (53.0%)
Analyst target reached - limited upside remaining

Key Metrics

P/E (TTM)11.3
P/E (Fwd)10.2
Mkt Cap$4.4B
EV/EBITDA7.5
Profit Mgn22.4%
ROE34.3%
Rev Growth13.7%
Beta0.65
Dividend2.34%
Rating analysts12

Quality Signals

Piotroski F8/9

Options Flow

IV52%elevated

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

1 ceiling hit

GatesA.R:R -1.8=NEGATIVEMomentum 4.5<5.5 (soft — BUY_NOW allowed but watch)Momentum 4.5>=4.5Insider activity: OKNo SEC red flagsEARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARSuitability: Aggressive
RSI
47 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $54.49Resistance $59.05

Price Targets

$53
$58
A.Upside+4.1%
A.R:R-1.8:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! Target reached (-10.4% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-04-30 (nulld)

Verdict History

reverse chrono — latest first
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Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is FHI stock a buy right now?

Hold if already holding. Not a fresh buy at $55.58, 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. Maintain position. Not compelling to add more. Target $57.87 (+4.1%), stop $52.86 (−5.1%), A.R:R -1.8:1. Score 6.4/10, moderate confidence.

What is the FHI stock price target?

Take-profit target: $57.87 (+4.3% upside). Target $57.87 (+4.1%), stop $52.86 (−5.1%), A.R:R -1.8:1. Stop-loss: $52.86.

What are the risks of investing in FHI?

Concentration risk — Product: money market assets (53.0%); Analyst target reached - limited upside remaining.

Is FHI overvalued or undervalued?

Federated Hermes, Inc. trades at a P/E of 11.3 (forward 10.2). TrendMatrix value score: 6.6/10. Verdict: Hold.

What do analysts say about FHI?

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.

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