Is Federated Hermes, Inc. (FHI) Undervalued? Valuation & Fair Price
At $56.36, the frameworks are split on Federated Hermes, Inc. today — Peter Lynch rates it Buy, Warren Buffett and Phil Town (Rule #1) rate it Avoid, and Benjamin Graham rates it Hold. Each model calculates its own fair value and margin of safety; create a free account to see the exact buy price behind every verdict.
Federated Hermes, Inc.
FHIFinancial Services · Asset Management · NYSE
$56.36
P/E 11.6×
CEO
John Christopher Donahue
Sector
Financial Services
Industry
Asset Management
Website
www.federatedhermes.comFederated Hermes, Inc. (FHI) is a publicly listed holding company primarily engaged in asset management. Through its extensive network of subsidiaries, the firm delivers specialized financial services to a wide array of clients. These include high-net-worth individuals, banking and thrift institutions, investment companies, pension and profit-sharing plans, pooled investment vehicles, charitable organizations, state and municipal governmental entities, and registered investment advisors. FHI is responsible for managing a variety of investment products, including client-focused mutual funds across equity, fixed income, balanced, and money market categories, alongside bespoke portfolios in similar asset classes. The company's investment reach extends to public equity and fixed income markets worldwide. Its equity strategies involve investing in growth and value stocks of small, mid, and large-capitalization firms. Within fixed income, FHI allocates capital to ultra-short, short-term, and intermediate-term mortgage-backed securities, U.S. Government debt, corporate bonds, high-yield instruments, and municipal securities. To identify equity opportunities, the firm utilizes a combination of fundamental and quantitative analysis. Federated Hermes, Inc. was founded in 1955 and maintains its principal offices in Pittsburgh, Pennsylvania, complemented by presences in New York City and London, United Kingdom.
Investor scorecard
How the four investors rate Federated Hermes, Inc.
A split decision across the frameworks
Investor model analysis
Details lockedAt $56.36, 2 of 4 frameworks say Avoid
Intrinsic Value (DCF)
Warren Buffett's valuation model · select an investor above to switch
Intrinsic Value
Locked — upgrade to viewBuy Below
Locked — upgrade to viewStrong Buy
Locked — upgrade to viewMargin of Safety
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Insider & congress activity
Are insiders buying FHI?
Over recent SEC Form 4 filings, FHI insiders bought $0 and sold $16.9M of stock across 53 open-market trades. Insiders sell for many reasons, but they buy for one.
| Insider | Action | Shares | Value | Date |
|---|---|---|---|---|
| Germain Peter JEVP, CLO & Sec. | Sell | 5,000 | $316K | Aug 20, 2026 |
| Nusseibeh Saker AnwarCEO, Federated Hermes Limited | Sell | 6,400 | $411K | Aug 4, 2026 |
| Nusseibeh Saker AnwarCEO, Federated Hermes Limited | Sell | 630 | $41K | Aug 4, 2026 |
| Van Meter StephenVP, Chief Compliance Officer | Sell | 1,682 | $100K | Jun 23, 2026 |
| Uhlman Paul AVice President | Sell | 6,145 | $361K | Jun 16, 2026 |
Source: SEC Form 4 filings. Open-market buys & sells only. Not investment advice.
See the interactive insider chart & every tradeScenario analysis
Bear, base & bull
Three growth assumptions, three fair values — and where today's price lands
What's working
Key strengths
Identified by Buffett framework analysis
Return on Equity
ROE Consistency
ROE Quality (Low Leverage)
Risk factors & concerns — free account
UnlockCompany financials
5-Year Financials
Income statement highlights — annual, USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | $1.8B | $1.6B | $1.6B | $1.4B | $1.3B |
| Rev. Growth | +11.0% | +1.4% | +11.3% | +11.2% | — |
| Net Income | $403M | $268M | $299M | $239M | $270M |
| Net Margin | 22.3% | 16.4% | 18.6% | 16.6% | 20.8% |
| EPS (Diluted) | $5.37 | $3.23 | $3.40 | $2.65 | $2.77 |
| Free Cash Flow | Locked — upgrade to view | Locked — upgrade to view | Locked — upgrade to view | Locked — upgrade to view | Locked — upgrade to view |
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Educational Use Only · Not Financial Advice
Analysis, scores, valuations, and buy zones are derived from publicly documented investor frameworks (Buffett, Lynch, Benjamin Graham, Phil Town) for learning purposes only. They are not recommendations from licensed financial advisors. Past performance does not guarantee future results. Prices may be delayed up to 15 minutes. Always conduct your own research before making any investment decisions.