Federated Hermes Files 2025 Annual Report
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 27 2026
0mins
Should l Buy FHI?
Source: PRnewswire
- Annual Report Submission: On February 27, 2026, Federated Hermes filed its annual report with the SEC for the fiscal year ending December 31, 2025, demonstrating the company's commitment to transparency and compliance, ensuring investors have access to the latest financial information.
- Asset Management Scale: As of December 31, 2025, Federated Hermes managed assets totaling $902.6 billion, indicating its leadership position in the global active investment management sector and its ability to provide diverse investment solutions to clients.
- Diverse Client Base: The company serves over 11,000 institutions and intermediaries, including corporations, government entities, insurance companies, foundations, and banks, showcasing its extensive influence and service capabilities in the global market.
- Global Employee Network: Headquartered in Pittsburgh, Federated Hermes employs over 2,000 people across offices in London, New York, Boston, and worldwide, reflecting its robust operational capacity and human resource allocation in the investment management industry.
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Analyst Views on FHI
Wall Street analysts forecast FHI stock price to fall
4 Analyst Rating
1 Buy
3 Hold
0 Sell
Hold
Current: 56.470
Low
51.00
Averages
53.75
High
56.00
Current: 56.470
Low
51.00
Averages
53.75
High
56.00
About FHI
Federated Hermes, Inc. is an investment management company. The Company operates through a single segment, being the investment management business. It sponsors, markets, and provides investment-related services to various investment products, including sponsored investment companies and other funds (Federated Hermes Funds); and Separate Accounts, which include separately managed accounts (SMAs), institutional accounts, sub-advised funds and other managed products in both domestic and international markets. In addition, it markets and provides stewardship and real estate development services to various domestic and international companies. The Company provides investment advisory services to approximately 176 Federated Hermes Funds. It markets these funds to institutional customers and banks, broker/dealers and other financial intermediaries who use them to meet the needs of customers and/or clients, including, among others, retail investors, corporations, and retirement plans.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Vista Investment Partners Acquires Stake in Federated Hermes
- New Position: Vista Investment Partners II initiated a new stake in Federated Hermes by acquiring 54,815 shares in Q1 2026, with an estimated transaction value of $3 million, indicating strong confidence in the company's prospects.
- Value Appreciation: As of March 31, 2026, the value of Federated Hermes' stake reached $3.11 million, reflecting both the impact of share acquisition and price appreciation, suggesting optimistic expectations from investors regarding future performance.
- Strong Market Performance: As of April 22, 2026, Federated Hermes shares were priced at $57.37, marking a 58.5% increase year-over-year, outperforming the S&P 500 by 23.5 percentage points, highlighting its robust growth potential in the asset management sector.
- Earnings Outlook: Analysts predict that Federated Hermes' upcoming earnings report will show higher revenue and earnings per share (EPS), which could further attract investors and strengthen its market position.
See More
Federated Hermes Expected to Announce Dividend Increase
- Dividend Growth Trend: Federated Hermes is expected to announce a dividend increase, continuing its three-year streak of regular growth, with analysts forecasting an annual dividend of approximately $1.39 per share, translating to a quarterly dividend of about $0.3475, which represents a 2.2% increase from the current $0.34 payout.
- Historical Payment Record: The company last paid a dividend of $0.34 per share, yielding 2.40% annually, and previously increased its dividend from $0.31 to $0.34 in April last year, marking a significant 9.7% growth, showcasing its commitment to returning value to shareholders.
- Dividend Growth Rate: Over the past five years, Federated Hermes has achieved a dividend growth rate of approximately 4.72%, with a current payout ratio of 26.65%, indicating its ability to reward shareholders while maintaining profitability.
- Dividend Quality Ratings: The company holds a B+ rating for dividend safety, an A+ rating for dividend growth, a C- rating for yield, and a B rating for consistency, reflecting its robustness and reliability in dividend payments.
See More
Federated Hermes Releases Fund Data
- Fund Performance Data Released: Federated Hermes announced the monthly fund composition and performance data for the Premier Municipal Income Fund as of March 30, 2026, available on their website, enhancing transparency and client trust.
- Asset Management Scale: As of December 31, 2025, Federated Hermes managed assets totaling $902.6 billion, underscoring its leadership in active investment management and attracting more institutional investor interest.
- Diverse Client Base: The firm provides investment solutions to over 11,000 institutions and intermediaries, including corporations, government entities, and insurance companies, indicating its strong influence in a diversified market.
- Global Employee Network: With over 2,000 employees across multiple offices worldwide, Federated Hermes ensures efficient service and support for clients, further solidifying its market position.
See More
Federated Hermes Releases Fund Data
- Fund Performance Data Released: Federated Hermes announced the monthly fund composition and performance data for the Premier Municipal Income Fund as of March 30, 2026, aimed at providing investors with transparent information to support their investment decisions.
- Asset Management Scale: As of December 31, 2025, Federated Hermes manages a total of $902.6 billion in assets, demonstrating its strong capabilities and market position in active investment management.
- Diverse Client Base: The company provides investment solutions to over 11,000 institutions and intermediaries, including corporations, government entities, insurance companies, foundations, and banks, reflecting its significant influence in the global market.
- Global Employee Network: Federated Hermes has multiple offices worldwide, including London, New York, and Boston, with a workforce exceeding 2,000 employees, indicating its extensive presence and resource allocation in the global investment management industry.
See More
Federated Hermes Declares Tax-Free Dividend
- Dividend Declaration: Federated Hermes Premier Municipal Income Fund has declared a tax-free dividend of $0.0450 per share, with a record date of April 23, 2026, and a payable date of May 1, 2026, aimed at providing investors with current income exempt from federal income tax, enhancing its investment appeal.
- Tax Exemption Benefits: The fund's income is exempt not only from regular federal income tax but also from the federal alternative minimum tax (AMT), which holds significant strategic importance in tax planning and attracts high-net-worth investors.
- Leverage Reduction: On April 2, 2026, the fund redeemed 200 Variable Municipal Term Preferred Shares (VMTPS), effectively reducing its outstanding leverage, which enhances financial stability and lowers risk exposure.
- Asset Management Scale: As of December 31, 2025, Federated Hermes manages $902.6 billion in assets, demonstrating its leadership position in global active investment management and further solidifying its competitive edge in the market.
See More
Federated Hermes Declares Tax-Free Dividend
- Dividend Declaration: Federated Hermes Premier Municipal Income Fund has declared a tax-free dividend of $0.0450 per share, with a record date of April 23, 2026, and a payable date of May 1, 2026, aimed at providing investors with current income exempt from federal income tax, enhancing its investment appeal.
- Tax Exemption Benefits: The fund's income is exempt not only from regular federal income tax but also from the federal alternative minimum tax (AMT), providing significant advantages in tax planning and attracting high-net-worth investors.
- Redemption of Preferred Shares: On April 2, 2026, the fund redeemed 200 Variable Municipal Term Preferred Shares (VMTPS), reducing its outstanding leverage, which further optimizes its capital structure and lowers financial risk.
- Asset Management Scale: As of December 31, 2025, Federated Hermes manages $902.6 billion in assets, demonstrating its leadership in global active investment management and attracting over 11,000 institutional clients.
See More
Vista Investment Partners Acquires Stake in Federated Hermes
- New Position: Vista Investment Partners II initiated a new stake in Federated Hermes by acquiring 54,815 shares in Q1 2026, with an estimated transaction value of $3 million, indicating strong confidence in the company's prospects.
- Value Appreciation: As of March 31, 2026, the value of Federated Hermes' stake reached $3.11 million, reflecting both the impact of share acquisition and price appreciation, suggesting optimistic expectations from investors regarding future performance.
- Strong Market Performance: As of April 22, 2026, Federated Hermes shares were priced at $57.37, marking a 58.5% increase year-over-year, outperforming the S&P 500 by 23.5 percentage points, highlighting its robust growth potential in the asset management sector.
- Earnings Outlook: Analysts predict that Federated Hermes' upcoming earnings report will show higher revenue and earnings per share (EPS), which could further attract investors and strengthen its market position.
See More
Federated Hermes Expected to Announce Dividend Increase
- Dividend Growth Trend: Federated Hermes is expected to announce a dividend increase, continuing its three-year streak of regular growth, with analysts forecasting an annual dividend of approximately $1.39 per share, translating to a quarterly dividend of about $0.3475, which represents a 2.2% increase from the current $0.34 payout.
- Historical Payment Record: The company last paid a dividend of $0.34 per share, yielding 2.40% annually, and previously increased its dividend from $0.31 to $0.34 in April last year, marking a significant 9.7% growth, showcasing its commitment to returning value to shareholders.
- Dividend Growth Rate: Over the past five years, Federated Hermes has achieved a dividend growth rate of approximately 4.72%, with a current payout ratio of 26.65%, indicating its ability to reward shareholders while maintaining profitability.
- Dividend Quality Ratings: The company holds a B+ rating for dividend safety, an A+ rating for dividend growth, a C- rating for yield, and a B rating for consistency, reflecting its robustness and reliability in dividend payments.
See More
Federated Hermes Releases Fund Data
- Fund Performance Data Released: Federated Hermes announced the monthly fund composition and performance data for the Premier Municipal Income Fund as of March 30, 2026, available on their website, enhancing transparency and client trust.
- Asset Management Scale: As of December 31, 2025, Federated Hermes managed assets totaling $902.6 billion, underscoring its leadership in active investment management and attracting more institutional investor interest.
- Diverse Client Base: The firm provides investment solutions to over 11,000 institutions and intermediaries, including corporations, government entities, and insurance companies, indicating its strong influence in a diversified market.
- Global Employee Network: With over 2,000 employees across multiple offices worldwide, Federated Hermes ensures efficient service and support for clients, further solidifying its market position.
See More
Federated Hermes Releases Fund Data
- Fund Performance Data Released: Federated Hermes announced the monthly fund composition and performance data for the Premier Municipal Income Fund as of March 30, 2026, aimed at providing investors with transparent information to support their investment decisions.
- Asset Management Scale: As of December 31, 2025, Federated Hermes manages a total of $902.6 billion in assets, demonstrating its strong capabilities and market position in active investment management.
- Diverse Client Base: The company provides investment solutions to over 11,000 institutions and intermediaries, including corporations, government entities, insurance companies, foundations, and banks, reflecting its significant influence in the global market.
- Global Employee Network: Federated Hermes has multiple offices worldwide, including London, New York, and Boston, with a workforce exceeding 2,000 employees, indicating its extensive presence and resource allocation in the global investment management industry.
See More
Federated Hermes Declares Tax-Free Dividend
- Dividend Declaration: Federated Hermes Premier Municipal Income Fund has declared a tax-free dividend of $0.0450 per share, with a record date of April 23, 2026, and a payable date of May 1, 2026, aimed at providing investors with current income exempt from federal income tax, enhancing its investment appeal.
- Tax Exemption Benefits: The fund's income is exempt not only from regular federal income tax but also from the federal alternative minimum tax (AMT), which holds significant strategic importance in tax planning and attracts high-net-worth investors.
- Leverage Reduction: On April 2, 2026, the fund redeemed 200 Variable Municipal Term Preferred Shares (VMTPS), effectively reducing its outstanding leverage, which enhances financial stability and lowers risk exposure.
- Asset Management Scale: As of December 31, 2025, Federated Hermes manages $902.6 billion in assets, demonstrating its leadership position in global active investment management and further solidifying its competitive edge in the market.
See More
Federated Hermes Declares Tax-Free Dividend
- Dividend Declaration: Federated Hermes Premier Municipal Income Fund has declared a tax-free dividend of $0.0450 per share, with a record date of April 23, 2026, and a payable date of May 1, 2026, aimed at providing investors with current income exempt from federal income tax, enhancing its investment appeal.
- Tax Exemption Benefits: The fund's income is exempt not only from regular federal income tax but also from the federal alternative minimum tax (AMT), providing significant advantages in tax planning and attracting high-net-worth investors.
- Redemption of Preferred Shares: On April 2, 2026, the fund redeemed 200 Variable Municipal Term Preferred Shares (VMTPS), reducing its outstanding leverage, which further optimizes its capital structure and lowers financial risk.
- Asset Management Scale: As of December 31, 2025, Federated Hermes manages $902.6 billion in assets, demonstrating its leadership in global active investment management and attracting over 11,000 institutional clients.
See More
