For the quarter ended March 2025, Federated Hermes (FHI) reported revenue of $423.54 million, up 6.9% over the same period last year. EPS came in at $1.10, compared to $0.89 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $419.86 million, representing a surprise of +0.88%. The company delivered an EPS surprise of +20.88%, with the consensus EPS estimate being $0.91.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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: $19.43 billion versus $20.05 billion estimated by two analysts on average.
- Asset Class - Managed Assets - Long-term assets - Multi-asset: $2.83 billion compared to the $2.89 billion average estimate based on two analysts.
- Asset Class - Managed Assets - Money market: $637.12 billion versus $627.66 billion estimated by two analysts on average.
- Product Type - Fund Assets - Funds - Long-term assets - Alternative / private markets: $11.88 billion compared to the $12.23 billion average estimate based on two analysts.
- Product Type - Fund Assets - Funds - Long-term assets - Multi-asset: $2.70 billion versus the two-analyst average estimate of $2.76 billion.
- Asset Class - Managed Assets - Long-term assets - Fixed-income: $99.49 billion versus the two-analyst average estimate of $100.19 billion.
- Product Type - Separate Accounts - Long-term assets - Alternative / private markets: $7.55 billion versus $7.82 billion estimated by two analysts on average.
- Product Type - Separate Accounts - Long-term assets - Multi-asset: $126 million compared to the $127.04 million average estimate based on two analysts.
- Product Type - Separate Accounts - Money market: $172.21 billion versus the two-analyst average estimate of $169.34 billion.
- Revenue- Administrative service fees, net-affiliates: $101.11 million compared to the $99.96 million average estimate based on two analysts. The reported number represents a change of +6.7% year over year.
- Revenue- Other service fees, net: $34.97 million versus the two-analyst average estimate of $36.97 million. The reported number represents a year-over-year change of -6.2%.
- Revenue- Investment advisory fees, net: $287.46 million versus the two-analyst average estimate of $283.63 million. The reported number represents a year-over-year change of +8.8%.
View all Key Company Metrics for Federated Hermes here>>>
Shares of Federated Hermes have returned -8.8% over the past month versus the Zacks S&P 500 composite's -5.1% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform 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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