Federated Hermes, Inc.: Business Overview, Financials & Competitive Analysis
Federated Hermes is a global leader in active investment management with $902.6 billion in assets under management as of December 31, 2025, delivering investment solutions across equity, fixed-income, alternative/priv...
Cyborg Score thesis
Quality active asset manager trading at reasonable valuation with record assets, strong profitability, and successful management...
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Get Current Report FreeFederated Hermes, Inc. Overview
Pro stress-test →Federated Hermes is a global leader in active investment management with $902.6 billion in assets under management as of December 31, 2025, delivering investment solutions across equity, fixed-income, alternative/private markets, and multi-asset strategies to more than 11,000 institutions and intermediaries worldwide. The company achieved a 34.25% return on equity and 22.40% net margin, with quarterly revenue up 13.7% year-over-year.
Strategic Profile
Pro stress-test →As a publicly owned investment manager, Federated Hermes provides services to high net worth individuals, banking institutions, investment companies, pension plans, charitable organizations, and registered investment advisors. The stock reached a new 52-week high of $57.16 in late February 2026, reflecting strong market performance and investor confidence.
Competitive Landscape
Pro stress-test →Federated Hermes competes in the active asset management space against firms offering similar investment services including separate accounts, mutual funds, and pooled vehicles for institutional and individual clients. The firm's $902.6 billion in AUM positions it as a mid-sized player with scale advantages relative to smaller regional managers but smaller than mega-cap competitors like BlackRock.
Industry Context
Federated Hermes, Inc. operates in Asset Management / Investment Management.
Key facts
Founded: 1940 · Headquarters: Pittsburgh, US · Employees: 2,000+ · Revenue: $482.83M (Q4 2025) · Market cap: $4.34B