For the quarter ended June 2025, Federated Hermes (FHI) reported revenue of $424.84 million, up 5.5% over the same period last year. EPS came in at $1.16, compared to $0.96 in the year-ago quarter.
The reported revenue represents a surprise of +0.1% over the Zacks Consensus Estimate of $424.43 million. With the consensus EPS estimate being $1.02, the EPS surprise was +13.73%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Federated Hermes performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Asset Class - Managed Assets - Long-term assets - Alternative / private markets: $20.74 billion compared to the $19.81 billion average estimate based on two analysts.
- Asset Class - Managed Assets - Long-term assets - Multi-asset: $2.86 billion versus $2.88 billion estimated by two analysts on average.
- Asset Class - Managed Assets - Money market: $634.4 billion compared to the $629.27 billion average estimate based on two analysts.
- Product Type - Fund Assets - Funds - Long-term assets - Alternative / private markets: $12.91 billion compared to the $12.04 billion average estimate based on two analysts.
- Product Type - Fund Assets - Funds - Long-term assets - Multi-asset: $2.73 billion compared to the $2.75 billion average estimate based on two analysts.
- Asset Class - Managed Assets - Long-term assets - Fixed-income: $98.69 billion versus the two-analyst average estimate of $99.61 billion.
- Product Type - Separate Accounts - Long-term assets - Alternative / private markets: $7.83 billion compared to the $7.77 billion average estimate based on two analysts.
- Product Type - Separate Accounts - Long-term assets - Multi-asset: $126 million compared to the $128.73 million average estimate based on two analysts.
- Product Type - Separate Accounts - Money market: $166.36 billion compared to the $167.59 billion average estimate based on two analysts.
- Revenue- Administrative service fees, net-affiliates: $101.66 million compared to the $100.21 million average estimate based on two analysts. The reported number represents a change of +6.6% year over year.
- Revenue- Other service fees, net: $35.75 million versus $35.77 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -2.4% change.
- Revenue- Investment advisory fees, net: $287.44 million compared to the $283.79 million average estimate based on two analysts. The reported number represents a change of +6.2% year over year.
View all Key Company Metrics for Federated Hermes here>>>
Shares of Federated Hermes have returned +9.7% over the past month versus the Zacks S&P 500 composite's +2.7% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Federated Hermes, Inc. (FHI): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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