Y Intercept Hong Kong Ltd Boosts Stake in Federated Hermes, Inc. $FHI

Y Intercept Hong Kong Ltd raised its stake in shares of Federated Hermes, Inc. (NYSE:FHI) by 229.7% during the 3rd quarter, Holdings Channel reports. The fund owned 29,437 shares of the company’s stock after purchasing an additional 20,509 shares during the period. Y Intercept Hong Kong Ltd’s holdings in Federated Hermes were worth $1,529,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Farther Finance Advisors LLC boosted its position in Federated Hermes by 97.7% during the third quarter. Farther Finance Advisors LLC now owns 870 shares of the company’s stock valued at $45,000 after purchasing an additional 430 shares in the last quarter. Elevation Point Wealth Partners LLC bought a new position in Federated Hermes in the second quarter worth about $46,000. BI Asset Management Fondsmaeglerselskab A S purchased a new stake in shares of Federated Hermes during the second quarter valued at about $56,000. EverSource Wealth Advisors LLC lifted its position in shares of Federated Hermes by 76.5% during the second quarter. EverSource Wealth Advisors LLC now owns 1,567 shares of the company’s stock valued at $69,000 after buying an additional 679 shares during the last quarter. Finally, Headlands Technologies LLC bought a new stake in shares of Federated Hermes in the 2nd quarter valued at about $76,000. 75.94% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, insider Richard A. Novak sold 1,249 shares of the business’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $47.85, for a total transaction of $59,764.65. Following the completion of the sale, the insider owned 57,500 shares of the company’s stock, valued at $2,751,375. The trade was a 2.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Saker Anwar Nusseibeh sold 15,000 shares of the business’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $48.54, for a total value of $728,100.00. Following the sale, the chief executive officer owned 157,039 shares of the company’s stock, valued at approximately $7,622,673.06. This trade represents a 8.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 21,709 shares of company stock valued at $1,049,146. 3.80% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

FHI has been the subject of several recent analyst reports. TD Cowen reiterated a “hold” rating on shares of Federated Hermes in a research note on Wednesday, January 14th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Federated Hermes in a research report on Thursday, January 22nd. Zacks Research lowered Federated Hermes from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 9th. JPMorgan Chase & Co. boosted their target price on Federated Hermes from $55.00 to $56.00 and gave the stock a “neutral” rating in a research note on Monday, November 3rd. Finally, Wall Street Zen cut Federated Hermes from a “strong-buy” rating to a “buy” rating in a research note on Saturday. Two research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $51.20.

Federated Hermes Stock Up 0.5%

Federated Hermes stock opened at $53.31 on Friday. The business’s 50-day simple moving average is $52.38 and its two-hundred day simple moving average is $51.45. The company has a debt-to-equity ratio of 0.29, a quick ratio of 2.58 and a current ratio of 3.13. The company has a market cap of $4.13 billion, a PE ratio of 10.37, a PEG ratio of 0.55 and a beta of 0.75. Federated Hermes, Inc. has a fifty-two week low of $35.05 and a fifty-two week high of $55.13.

Federated Hermes (NYSE:FHI) last released its quarterly earnings data on Thursday, January 29th. The company reported $1.39 earnings per share for the quarter, topping analysts’ consensus estimates of $1.20 by $0.19. The firm had revenue of $482.83 million for the quarter, compared to analyst estimates of $468.45 million. Federated Hermes had a net margin of 22.40% and a return on equity of 34.79%. The business’s quarterly revenue was up 13.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.04 earnings per share. Equities analysts anticipate that Federated Hermes, Inc. will post 4.04 EPS for the current year.

Federated Hermes Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Friday, February 6th will be paid a $0.34 dividend. This represents a $1.36 annualized dividend and a dividend yield of 2.6%. The ex-dividend date is Friday, February 6th. Federated Hermes’s payout ratio is currently 26.46%.

Key Federated Hermes News

Here are the key news stories impacting Federated Hermes this week:

• Positive Sentiment: Q4 earnings beat and full-year strength — FHI posted Q4 EPS of $1.39 versus consensus ~$1.20 and revenue of $482.8M (up 13.7% YoY); full-year 2025 EPS was $5.13, reflecting sizable net-income growth. Read More.
• Positive Sentiment: Record AUM — Total assets under management reached a record $902.6B, driven by a record $682.6B in money-market AUM, a positive signal for fee-related revenue and cash-management flows. Read More.
• Positive Sentiment: Dividend declared — The board approved a $0.34 quarterly dividend (ex-dividend Feb 6; record Feb 6; pay Feb 13), supporting income-oriented shareholder demand and reflecting strong cash generation. Read More.
• Positive Sentiment: Analyst/market interest — Coverage highlights FHI as an attractive dividend and momentum stock, which can help demand from income and momentum-focused investors. Read More. Read More.
• Neutral Sentiment: Full transcript and investor materials available — Management commentary and the earnings transcript provide more detail on inflows, margin drivers and outlook; useful for assessing sustainability of flows and fee revenue. Read More.
• Negative Sentiment: Rising costs weighed on results — Some coverage notes higher operating costs that trimmed margins despite revenue gains, a potential headwind if expense growth continues. Read More.

Federated Hermes Company Profile

Federated Hermes, Inc is a global investment manager that provides a range of asset management solutions to institutional and individual investors. The company offers active strategies across equity, fixed income, multi-asset, liquidity, and alternative investments. Through its suite of mutual funds, separate accounts and collective investment vehicles, Federated Hermes seeks to deliver performance-driven outcomes aligned with client objectives and risk tolerances.

In addition to traditional investment management, Federated Hermes has developed specialized capabilities in sustainability and responsible investing, integrating environmental, social and governance (ESG) research into its investment process.