Federated Hermes · Financials
FHI
$58.69
Federated Hermes is an investment manager headquartered in Pittsburgh, Pennsylvania, United States. Founded in 1955 and incorporated on October 18, 1957, the company manages $902.6 billion of customer assets, as of December 2025.FederatedHermes是一家投资管理公司，总部位于美国宾夕法尼亚州匹兹堡，成立于1955年，于1957年10月18日注册成立，截至2025年12月管理客户资产9026亿美元。
Financial金融股
Engine stance引擎立场2026-07-20
Constructive — building a base建设性 — 正在筑底
A normal mid-cycle dip below the 10-day average — the real cycle low isn't due for ~11+ trading days. Wait for support t这是跌破 10 日均线的正常周期中段回调——真正的周期低点要到约 11+ 个交易日后才会到来。等待支撑站稳，或等下一个低点构筑成形。
Key Statistics关键统计
Price价格
$58.69
2.2% below 52-week high低于52周高点 2.2%
Beta贝塔
0.68
Moves about 0.7x the market波动幅度约为市场的 0.7 倍
RSI (14)RSI（14）
54
Neutral zone中性区域
Next Earnings下次财报
2026-07-30 (11d)
Volatility Rank波动率分位
92th pctile
hist. vol. percentile历史波动率分位数
Performance价格表现
| Period周期 | FHI | S&P 500 | vs Index对比指数 |
|---|---|---|---|
| 1 Week近1周 | -1.4% | -1.5% | In line with the index与指数基本持平 |
| 1 Month近1月 | -1.0% | +0.6% | Lagged the index by 1.6 points落后指数 1.6 个百分点 |
| 3 Months近3月 | +4.3% | +4.7% | In line with the index与指数基本持平 |
| 6 Months近6月 | +9.4% | +7.8% | Beat the index by 1.6 points跑赢指数 1.6 个百分点 |
| Year to date年初至今 | +13.6% | +9.1% | Beat the index by 4.5 points跑赢指数 4.5 个百分点 |
| 1 Year近1年 | +28.1% | +19.4% | Beat the index by 8.7 points跑赢指数 8.7 个百分点 |
| 3 Years近3年 | +87.5% | +69.4% | Beat the index by 18.1 points跑赢指数 18.1 个百分点 |
Technicals技术面
RSI (14)RSI（14）
54
Neutral zone中性区域
vs 50-day相对50日均线
+3.2% vs 50-day avg
vs 200-day相对200日均线
+9.2% vs 200-day avg
Volatility rank波动率分位
92th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$57.95
Don't chase above不追高于
$58.69
Stop止损
$55.22
Wait for the pullback等待回撤
Earnings财务业绩
11
days until next report天后公布财报
2026-07-30
Estimates being raised — 1 analysts预期上调 — 1 位分析师
Earnings call transcripts — coming soon财报电话会议记录 — 即将上线
Financials财务数据
Revenue营业收入
5yr CAGR5年复合增速: 4.5%
Earnings Per Share每股收益
5yr CAGR5年复合增速: 9.7%
Free Cash Flow自由现金流
Margins利润率
33.7%Return on Equity股本回报率
18.1%Return on Assets资产回报率
Leverage杠杆
| Net debt / EBITDA净债务/EBITDA | -0.45 |
Capital Allocation资本配置
| Buybacks (TTM)回购（TTM） | $262.8M |
| Stock-based comp股权薪酬 | $29.1M |
Piotroski皮奥特罗斯基 6/7
Clean稳健
Snapshot Gauges综合指标
Beta市场敏感度
0.68×
0.21×3×
Moves about 0.7× the market波动幅度约为市场的 0.7 倍
Financial Health财务健康
6/7
Adequate financial health财务健康状况一般
Dividend分红
—
Does not pay a dividend不派发股息
Why Is It Moving为何波动
Macro宏观
Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓
Insider cluster activity内部人集中交易
Technical技术面
FHI made a new 52-week highFHI 创52周新高
Ownership & Smart Money持仓与聪明钱
Insider activity内部人员活动: -$10.7M net (0 buyers, 9 sellers)-$10.7M 净值（0 买家，9 卖家）
Signal History信号历史
BOTTOM WATCH
NEARING A LOW
Jul 15, 2026
FHI made a new 52-week highFHI 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $60.00.价格创出52周新高 — 全市场关注的动量/趋势极值。$60.00。
Jul 14, 2026
UPTREND → BUY ZONE上涨趋势 → 买入区
BUY买入
Jul 13, 2026
BUY ZONE → UPTREND买入区 → 上涨趋势
HOLD持有
Jul 10, 2026
FHI weekly MACD crossed upFHI 周线MACD上穿
The weekly MACD histogram turned positive — the slower, less-whippy momentum read.周线MACD柱状图转正 — 更慢、更少来回的动量信号。
Jul 9, 2026
UNCONFIRMED TURN → BUY ZONE未确认转向 → 买入区
BUY买入
Jul 9, 2026
FHI daily MACD crossed upFHI 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $58.87.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$58.87。
Jul 8, 2026
NEARING A HIGH → UNCONFIRMED TURN接近高点 → 未确认转向
HIGH-RISK · NIMBLE ONLY高风险 · 仅限灵活操作
Jul 6, 2026
UNCONFIRMED TURN → NEARING A HIGH未确认转向 → 接近高点
TAKE PROFITS止盈
Jul 6, 2026
FHI StochRSI turned up from oversoldFHI StochRSI自超卖区上行
StochRSI popped back above 20 — the earliest oscillator heads-up that downside momentum is easing. $57.91.StochRSI重回20上方 — 下行动量趋缓的最早预警。$57.91。
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Factor Profile因子特征
Composite factor score综合因子得分: -0.06
Quality质量
-1.3
Investment资本投入
+0.1
Low volatility低波动
+1.0
Low market beta低市场敏感度
+0.2
Earnings quality盈利质量
-1.6
Short interest空头兴趣
-1.6
Company Profile公司档案
Federated Hermes is an investment manager headquartered in Pittsburgh, Pennsylvania, United States. Founded in 1955 and incorporated on October 18, 1957, the company manages $902.6 billion of customer assets, as of December 2025.FederatedHermes是一家投资管理公司，总部位于美国宾夕法尼亚州匹兹堡，成立于1955年，于1957年10月18日注册成立，截至2025年12月管理客户资产9026亿美元。
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