Y Intercept Hong Kong Ltd Acquires 20,509 Shares of Federated Hermes, Inc. $FHI

Y Intercept Hong Kong Ltd lifted its holdings in Federated Hermes, Inc. (NYSE:FHI) by 229.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 29,437 shares of the company’s stock after acquiring an additional 20,509 shares during the period. Y Intercept Hong Kong Ltd’s holdings in Federated Hermes were worth $1,529,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Farther Finance Advisors LLC raised 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 during the period. Elevation Point Wealth Partners LLC bought a new position in shares of Federated Hermes during the 2nd quarter valued at approximately $46,000. BI Asset Management Fondsmaeglerselskab A S purchased a new stake in Federated Hermes during the 2nd quarter valued at $56,000. EverSource Wealth Advisors LLC raised its holdings in Federated Hermes by 76.5% during the 2nd 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 period. Finally, Headlands Technologies LLC bought a new stake in Federated Hermes in the second quarter worth $76,000. Hedge funds and other institutional investors own 75.94% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the stock. JPMorgan Chase & Co. increased their target price on shares of Federated Hermes from $55.00 to $56.00 and gave the company a “neutral” rating in a research note on Monday, November 3rd. Weiss Ratings reiterated a “buy (b)” rating on shares of Federated Hermes in a report on Thursday, January 22nd. TD Cowen reissued a “hold” rating on shares of Federated Hermes in a research note on Wednesday, January 14th. Zacks Research lowered Federated Hermes from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 9th. Finally, Wall Street Zen downgraded Federated Hermes from a “strong-buy” rating to a “buy” rating in a report on Saturday. Two analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $51.20.

Insider Activity

In other Federated Hermes news, CEO Saker Anwar Nusseibeh sold 15,000 shares of the firm’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $48.54, for a total transaction of $728,100.00. Following the transaction, 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 position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, 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 approximately $2,751,375. This represents a 2.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 21,709 shares of company stock worth $1,049,146. Company insiders own 3.80% of the company’s stock.

Federated Hermes Price Performance

Shares of FHI stock opened at $53.31 on Friday. The company has a market capitalization of $4.13 billion, a P/E ratio of 10.37, a P/E/G ratio of 0.55 and a beta of 0.75. The company’s 50-day simple moving average is $52.38 and its two-hundred day simple moving average is $51.45. Federated Hermes, Inc. has a one year low of $35.05 and a one year high of $55.13. The company has a debt-to-equity ratio of 0.29, a current ratio of 3.13 and a quick ratio of 2.58.

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

Federated Hermes Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, February 6th will be given a dividend of $0.34 per share. The ex-dividend date of this dividend is Friday, February 6th. This represents a $1.36 dividend on an annualized basis and a dividend yield of 2.6%. Federated Hermes’s dividend payout ratio is presently 26.46%.

Federated Hermes News Roundup

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.