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Federated Hermes share price today

Federated Hermes, Inc. · FHI · Financials · Asset Management · price as of the 4 November 2026 close, updated every trading day · results updated weekly · All US stock lists

Federated Hermes share price: $65.73 at the close on 4 November 2026, +32.9% in a year.

Slowing from a peakBusiness trend from the last 12 quarters
$65.73Price +32.9% in a year
3.6×P/BV higher than 98% of the last 5.3 years
$503 MRevenue (Jun 2026) +18.3% on a year ago
$99.6 MProfit (Jun 2026) +14.6% on a year ago
19.8%Net margin −0.6 points on a year ago
31%ROE FY25
14.74%ROA latest

Federated Hermes, Inc.'s earnings have grown faster than its share price. Earnings per share grew +58.8% in a year while the price moved +32.9%.

The main question: yearly earnings per share moved +58.8% while the share price moved +32.9%.

The price has been rising for 2 weeks, and the P/BV is higher than 98% of its own last 5.3 years. Over the last four quarters, results have been improving, with profit +14.6% on a year earlier, with the net margin at 19.8%. What will decide it: whether the price catches up with earnings that have already grown.

What is the Federated Hermes share price today?

Federated Hermes, Inc.'s share price was $65.73 at the close on 4 November 2026. It has been rising for 2 weeks. That is 14.2% above its average price over the last 200 trading days. In the last 52 weeks it traded between $48 and $66, and at that close it was at the high of that range.

A share price tends to move through four phases: moving sideways (stage 1), rising (stage 2), stalling near a high (stage 3) and falling (stage 4). Today Federated Hermes, Inc. is in stage 2. The phase helps read everything below.

Over the past 13 weeks it has done better than the S&P 500, and it has stayed ahead for 1 week in a row.

1Y

Nov 2026: $65.73, 14.2% above its 200-day average. The price has been rising for 2 weeks.

  • Price $65.73
  • 50-day avg $58.52
  • 200-day avg $57.54
Nov 2026: $65.73, 14.2% above its 200-day average. The price has been rising for 2 weeks.
WeekPrice50-day avg200-day avg
31 Oct 2025$48.48$51.89$44.76
7 Nov 2025$49.46$51.49$45.04
14 Nov 2025$49.16$51.15$45.31
21 Nov 2025$48.40$50.65$45.52
28 Nov 2025$50.17$50.40$45.75
5 Dec 2025$50.85$50.23$46.05
12 Dec 2025$52.19$50.22$46.38
19 Dec 2025$52.64$50.23$46.73
26 Dec 2025$54.13$50.40$47.04
2 Jan 2026$52.37$50.50$47.32
9 Jan 2026$52.88$50.87$47.64
16 Jan 2026$54.37$51.31$47.93
23 Jan 2026$53.44$51.64$48.25
30 Jan 2026$53.28$52.01$48.64
6 Feb 2026$52.12$52.47$49.03
13 Feb 2026$55.44$52.90$49.40
20 Feb 2026$55.88$53.28$49.68
27 Feb 2026$56.01$53.69$50.02
6 Mar 2026$55.86$54.08$50.36
13 Mar 2026$56.99$54.31$50.70
20 Mar 2026$55.67$54.65$51.05
27 Mar 2026$56.00$55.08$51.42
2 Apr 2026$57.81$55.34$51.71
10 Apr 2026$55.27$55.68$52.06
17 Apr 2026$56.69$56.09$52.39
24 Apr 2026$55.86$56.43$52.67
1 May 2026$54.12$56.57$52.92
8 May 2026$55.95$56.48$53.10
15 May 2026$54.06$56.36$53.26
22 May 2026$54.81$56.18$53.35
29 May 2026$56.06$56.13$53.44
5 Jun 2026$57.03$56.14$53.52
12 Jun 2026$58.25$56.22$53.63
18 Jun 2026$59.07$56.33$53.74
26 Jun 2026$57.53$56.43$53.86
2 Jul 2026$56.60$56.35$53.92
10 Jul 2026$59.54$56.52$54.06
17 Jul 2026$58.69$56.87$54.23
24 Jul 2026$57.92$57.08$54.39
31 Jul 2026$59.96$57.59$54.58
7 Aug 2026$63.16$58.48$54.88
14 Aug 2026$64.13$59.22$55.21
21 Aug 2026$63.70$59.88$55.60
28 Aug 2026$64.41$60.53$55.98
4 Sep 2026$62.40$60.93$56.31
11 Sep 2026$59.57$61.30$56.56
18 Sep 2026$57.10$61.27$56.75
25 Sep 2026$57.82$61.11$56.93
2 Oct 2026$56.07$61.00$57.05
9 Oct 2026$56.52$60.68$57.14
16 Oct 2026$55.93$59.93$57.19
23 Oct 2026$56.81$59.24$57.28
30 Oct 2026$58.48$58.59$57.40
4 Nov 2026$65.73$58.52$57.54
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 1-year window.

3Y

Nov 2026: $65.73, 14.2% above its 200-day average. The price has been rising for 2 weeks.

  • Price $65.73
  • 50-day avg $58.52
  • 200-day avg $57.54
Nov 2026: $65.73, 14.2% above its 200-day average. The price has been rising for 2 weeks.
WeekPrice50-day avg200-day avg
3 Nov 2023$32.74$33.57$36.77
10 Nov 2023$32.77$33.37$36.63
17 Nov 2023$32.32$33.13$36.46
24 Nov 2023$31.62$32.88$36.29
1 Dec 2023$32.28$32.55$36.08
8 Dec 2023$32.32$32.32$35.89
15 Dec 2023$33.67$32.31$35.74
22 Dec 2023$34.11$32.31$35.59
29 Dec 2023$33.86$32.37$35.49
5 Jan 2024$33.27$32.52$35.35
12 Jan 2024$33.67$32.78$35.21
19 Jan 2024$35.40$32.99$35.10
26 Jan 2024$35.12$33.22$34.96
2 Feb 2024$35.00$33.51$34.77
9 Feb 2024$35.38$33.89$34.57
16 Feb 2024$35.16$34.24$34.42
23 Feb 2024$35.23$34.49$34.33
1 Mar 2024$35.88$34.71$34.28
8 Mar 2024$35.27$34.92$34.26
15 Mar 2024$35.81$35.10$34.26
22 Mar 2024$35.41$35.30$34.26
28 Mar 2024$36.12$35.42$34.23
5 Apr 2024$36.37$35.56$34.18
12 Apr 2024$35.73$35.67$34.18
19 Apr 2024$35.29$35.67$34.17
26 Apr 2024$32.80$35.58$34.18
3 May 2024$32.89$35.34$34.11
10 May 2024$33.03$35.08$34.02
17 May 2024$32.79$34.76$33.99
24 May 2024$32.54$34.46$33.97
31 May 2024$33.17$34.24$33.97
7 Jun 2024$32.64$33.96$33.96
14 Jun 2024$31.65$33.56$33.90
21 Jun 2024$32.40$33.19$33.84
28 Jun 2024$32.88$32.90$33.79
5 Jul 2024$32.57$32.72$33.75
12 Jul 2024$33.90$32.66$33.71
19 Jul 2024$34.53$32.84$33.72
26 Jul 2024$35.06$33.05$33.76
2 Aug 2024$33.95$33.20$33.78
9 Aug 2024$33.16$33.20$33.79
16 Aug 2024$33.60$33.21$33.84
23 Aug 2024$34.15$33.34$33.88
30 Aug 2024$34.30$33.56$33.92
6 Sep 2024$33.65$33.71$33.96
13 Sep 2024$34.78$33.84$34.02
20 Sep 2024$35.98$34.15$34.12
27 Sep 2024$36.99$34.41$34.25
4 Oct 2024$36.88$34.58$34.33
11 Oct 2024$36.66$34.75$34.39
18 Oct 2024$38.70$35.26$34.49
25 Oct 2024$38.63$35.82$34.61
1 Nov 2024$40.54$36.45$34.75
8 Nov 2024$41.10$37.16$34.91
15 Nov 2024$42.18$37.92$35.07
22 Nov 2024$42.34$38.68$35.24
29 Nov 2024$42.75$39.24$35.39
6 Dec 2024$42.79$39.84$35.58
13 Dec 2024$42.60$40.43$35.75
20 Dec 2024$41.05$40.95$35.89
27 Dec 2024$41.42$41.27$36.00
3 Jan 2025$41.08$41.47$36.11
10 Jan 2025$38.34$41.52$36.19
17 Jan 2025$38.19$41.32$36.24
24 Jan 2025$38.65$41.08$36.28
31 Jan 2025$39.77$40.82$36.36
7 Feb 2025$38.76$40.58$36.47
14 Feb 2025$38.59$40.13$36.58
21 Feb 2025$37.76$39.77$36.68
28 Feb 2025$38.75$39.35$36.82
7 Mar 2025$38.84$39.07$36.96
14 Mar 2025$39.01$38.78$37.11
21 Mar 2025$39.38$38.68$37.28
28 Mar 2025$40.69$38.94$37.49
4 Apr 2025$36.88$39.11$37.68
11 Apr 2025$37.81$38.87$37.80
17 Apr 2025$37.57$38.74$37.90
25 Apr 2025$40.10$38.68$38.03
2 May 2025$41.71$38.90$38.20
9 May 2025$42.79$39.32$38.39
16 May 2025$43.34$39.75$38.59
23 May 2025$42.08$40.17$38.82
30 May 2025$42.20$40.40$39.01
6 Jun 2025$42.29$40.58$39.24
13 Jun 2025$42.13$40.72$39.45
20 Jun 2025$42.47$41.14$39.62
27 Jun 2025$44.25$41.73$39.85
3 Jul 2025$45.54$42.36$40.07
11 Jul 2025$46.19$43.02$40.32
18 Jul 2025$47.31$43.54$40.56
25 Jul 2025$49.27$44.12$40.86
1 Aug 2025$49.23$44.76$41.18
8 Aug 2025$51.25$45.65$41.52
15 Aug 2025$53.73$46.72$41.88
22 Aug 2025$53.53$47.79$42.20
29 Aug 2025$53.10$48.91$42.51
5 Sep 2025$52.82$49.70$42.73
12 Sep 2025$53.65$50.55$43.02
19 Sep 2025$52.70$51.26$43.27
26 Sep 2025$51.97$51.82$43.50
3 Oct 2025$51.74$52.17$43.73
10 Oct 2025$51.04$52.45$44.00
17 Oct 2025$51.51$52.56$44.26
24 Oct 2025$48.15$52.37$44.51
31 Oct 2025$48.48$51.89$44.76
7 Nov 2025$49.46$51.49$45.04
14 Nov 2025$49.16$51.15$45.31
21 Nov 2025$48.40$50.65$45.52
28 Nov 2025$50.17$50.40$45.75
5 Dec 2025$50.85$50.23$46.05
12 Dec 2025$52.19$50.22$46.38
19 Dec 2025$52.64$50.23$46.73
26 Dec 2025$54.13$50.40$47.04
2 Jan 2026$52.37$50.50$47.32
9 Jan 2026$52.88$50.87$47.64
16 Jan 2026$54.37$51.31$47.93
23 Jan 2026$53.44$51.64$48.25
30 Jan 2026$53.28$52.01$48.64
6 Feb 2026$52.12$52.47$49.03
13 Feb 2026$55.44$52.90$49.40
20 Feb 2026$55.88$53.28$49.68
27 Feb 2026$56.01$53.69$50.02
6 Mar 2026$55.86$54.08$50.36
13 Mar 2026$56.99$54.31$50.70
20 Mar 2026$55.67$54.65$51.05
27 Mar 2026$56.00$55.08$51.42
2 Apr 2026$57.81$55.34$51.71
10 Apr 2026$55.27$55.68$52.06
17 Apr 2026$56.69$56.09$52.39
24 Apr 2026$55.86$56.43$52.67
1 May 2026$54.12$56.57$52.92
8 May 2026$55.95$56.48$53.10
15 May 2026$54.06$56.36$53.26
22 May 2026$54.81$56.18$53.35
29 May 2026$56.06$56.13$53.44
5 Jun 2026$57.03$56.14$53.52
12 Jun 2026$58.25$56.22$53.63
18 Jun 2026$59.07$56.33$53.74
26 Jun 2026$57.53$56.43$53.86
2 Jul 2026$56.60$56.35$53.92
10 Jul 2026$59.54$56.52$54.06
17 Jul 2026$58.69$56.87$54.23
24 Jul 2026$57.92$57.08$54.39
31 Jul 2026$59.96$57.59$54.58
7 Aug 2026$63.16$58.48$54.88
14 Aug 2026$64.13$59.22$55.21
21 Aug 2026$63.70$59.88$55.60
28 Aug 2026$64.41$60.53$55.98
4 Sep 2026$62.40$60.93$56.31
11 Sep 2026$59.57$61.30$56.56
18 Sep 2026$57.10$61.27$56.75
25 Sep 2026$57.82$61.11$56.93
2 Oct 2026$56.07$61.00$57.05
9 Oct 2026$56.52$60.68$57.14
16 Oct 2026$55.93$59.93$57.19
23 Oct 2026$56.81$59.24$57.28
30 Oct 2026$58.48$58.59$57.40
4 Nov 2026$65.73$58.52$57.54
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 3-year window.

5Y

Nov 2026: $65.73, 14.2% above its 200-day average. The price has been rising for 2 weeks.

  • Price $65.73
  • 50-day avg $58.52
  • 200-day avg $57.54
Nov 2026: $65.73, 14.2% above its 200-day average. The price has been rising for 2 weeks.
WeekPrice50-day avg200-day avg
29 Oct 2021$33.31$32.44$31.52
12 Nov 2021$35.75$32.65$31.78
26 Nov 2021$34.22$33.28$32.09
10 Dec 2021$35.82$34.05$32.45
23 Dec 2021$37.37$34.75$32.76
7 Jan 2022$39.16$35.80$33.16
21 Jan 2022$33.25$36.30$33.41
4 Feb 2022$32.93$35.79$33.51
18 Feb 2022$33.50$35.55$33.68
4 Mar 2022$31.98$34.88$33.68
18 Mar 2022$33.55$33.76$33.70
1 Apr 2022$34.45$33.05$33.77
14 Apr 2022$31.56$33.01$33.72
29 Apr 2022$28.48$32.41$33.57
13 May 2022$31.29$31.84$33.44
27 May 2022$34.33$31.98$33.44
10 Jun 2022$32.40$31.97$33.46
24 Jun 2022$32.15$31.45$33.33
8 Jul 2022$32.85$31.62$33.39
22 Jul 2022$34.39$32.46$33.46
5 Aug 2022$34.04$32.95$33.55
19 Aug 2022$35.14$33.13$33.64
2 Sep 2022$33.56$33.86$33.59
16 Sep 2022$33.83$34.31$33.59
30 Sep 2022$33.12$34.43$33.52
14 Oct 2022$31.69$34.03$33.29
28 Oct 2022$35.34$33.50$32.98
11 Nov 2022$35.44$33.68$33.01
25 Nov 2022$37.70$34.08$33.18
9 Dec 2022$36.25$34.80$33.39
23 Dec 2022$35.73$35.46$33.60
6 Jan 2023$38.43$36.28$33.74
20 Jan 2023$38.25$36.99$33.93
3 Feb 2023$40.68$37.55$34.26
17 Feb 2023$39.98$37.99$34.77
3 Mar 2023$40.05$38.55$35.18
17 Mar 2023$39.71$39.19$35.50
31 Mar 2023$40.14$39.49$35.82
14 Apr 2023$43.60$39.97$36.31
28 Apr 2023$41.39$40.51$36.83
12 May 2023$37.13$40.46$37.08
26 May 2023$36.06$39.84$37.18
9 Jun 2023$37.73$39.19$37.24
23 Jun 2023$36.75$38.69$37.39
7 Jul 2023$33.81$37.24$37.41
21 Jul 2023$36.57$36.21$37.48
4 Aug 2023$33.00$35.74$37.60
18 Aug 2023$33.50$35.21$37.63
1 Sep 2023$35.35$34.54$37.59
15 Sep 2023$34.85$34.40$37.48
29 Sep 2023$33.87$34.31$37.33
13 Oct 2023$33.05$33.99$37.21
27 Oct 2023$31.53$33.76$36.93
10 Nov 2023$32.77$33.37$36.63
24 Nov 2023$31.62$32.88$36.29
8 Dec 2023$32.32$32.32$35.89
22 Dec 2023$34.11$32.31$35.59
5 Jan 2024$33.27$32.52$35.35
19 Jan 2024$35.40$32.99$35.10
2 Feb 2024$35.00$33.51$34.77
16 Feb 2024$35.16$34.24$34.42
1 Mar 2024$35.88$34.71$34.28
15 Mar 2024$35.81$35.10$34.26
28 Mar 2024$36.12$35.42$34.23
12 Apr 2024$35.73$35.67$34.18
26 Apr 2024$32.80$35.58$34.18
10 May 2024$33.03$35.08$34.02
24 May 2024$32.54$34.46$33.97
7 Jun 2024$32.64$33.96$33.96
21 Jun 2024$32.40$33.19$33.84
5 Jul 2024$32.57$32.72$33.75
19 Jul 2024$34.53$32.84$33.72
2 Aug 2024$33.95$33.20$33.78
16 Aug 2024$33.60$33.21$33.84
30 Aug 2024$34.30$33.56$33.92
13 Sep 2024$34.78$33.84$34.02
27 Sep 2024$36.99$34.41$34.25
11 Oct 2024$36.66$34.75$34.39
25 Oct 2024$38.63$35.82$34.61
8 Nov 2024$41.10$37.16$34.91
22 Nov 2024$42.34$38.68$35.24
6 Dec 2024$42.79$39.84$35.58
20 Dec 2024$41.05$40.95$35.89
3 Jan 2025$41.08$41.47$36.11
17 Jan 2025$38.19$41.32$36.24
31 Jan 2025$39.77$40.82$36.36
14 Feb 2025$38.59$40.13$36.58
28 Feb 2025$38.75$39.35$36.82
14 Mar 2025$39.01$38.78$37.11
28 Mar 2025$40.69$38.94$37.49
11 Apr 2025$37.81$38.87$37.80
25 Apr 2025$40.10$38.68$38.03
9 May 2025$42.79$39.32$38.39
23 May 2025$42.08$40.17$38.82
6 Jun 2025$42.29$40.58$39.24
20 Jun 2025$42.47$41.14$39.62
3 Jul 2025$45.54$42.36$40.07
18 Jul 2025$47.31$43.54$40.56
1 Aug 2025$49.23$44.76$41.18
15 Aug 2025$53.73$46.72$41.88
29 Aug 2025$53.10$48.91$42.51
12 Sep 2025$53.65$50.55$43.02
26 Sep 2025$51.97$51.82$43.50
10 Oct 2025$51.04$52.45$44.00
24 Oct 2025$48.15$52.37$44.51
7 Nov 2025$49.46$51.49$45.04
21 Nov 2025$48.40$50.65$45.52
5 Dec 2025$50.85$50.23$46.05
19 Dec 2025$52.64$50.23$46.73
2 Jan 2026$52.37$50.50$47.32
16 Jan 2026$54.37$51.31$47.93
30 Jan 2026$53.28$52.01$48.64
13 Feb 2026$55.44$52.90$49.40
27 Feb 2026$56.01$53.69$50.02
13 Mar 2026$56.99$54.31$50.70
27 Mar 2026$56.00$55.08$51.42
10 Apr 2026$55.27$55.68$52.06
24 Apr 2026$55.86$56.43$52.67
8 May 2026$55.95$56.48$53.10
22 May 2026$54.81$56.18$53.35
5 Jun 2026$57.03$56.14$53.52
18 Jun 2026$59.07$56.33$53.74
2 Jul 2026$56.60$56.35$53.92
17 Jul 2026$58.69$56.87$54.23
31 Jul 2026$59.96$57.59$54.58
14 Aug 2026$64.13$59.22$55.21
28 Aug 2026$64.41$60.53$55.98
11 Sep 2026$59.57$61.30$56.56
25 Sep 2026$57.82$61.11$56.93
9 Oct 2026$56.52$60.68$57.14
23 Oct 2026$56.81$59.24$57.28
4 Nov 2026$65.73$58.52$57.54
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 5-year window.

10Y

Nov 2026: $65.73, 14.2% above its 200-day average. The price has been rising for 2 weeks.

  • Price $65.73
  • 50-day avg $58.52
  • 200-day avg $57.54
Nov 2026: $65.73, 14.2% above its 200-day average. The price has been rising for 2 weeks.
WeekPrice50-day avg200-day avg
28 Oct 2016$26.84$30.16–
18 Nov 2016$27.37$28.53–
9 Dec 2016$29.55$27.65–
30 Dec 2016$28.28$27.54–
20 Jan 2017$27.27$27.89–
10 Feb 2017$26.42$27.58–
3 Mar 2017$26.64$27.22–
24 Mar 2017$25.50$26.63–
13 Apr 2017$26.24$26.41–
5 May 2017$25.78$26.50$28.31
26 May 2017$26.87$26.23$27.88
16 Jun 2017$27.57$26.50$27.51
7 Jul 2017$28.92$26.86$27.22
28 Jul 2017$28.23$27.77$27.19
18 Aug 2017$26.74$28.17$27.21
8 Sep 2017$26.66$27.95$27.20
29 Sep 2017$29.70$27.87$27.23
20 Oct 2017$31.57$28.60$27.44
10 Nov 2017$30.69$29.78$27.70
1 Dec 2017$33.74$30.91$28.07
22 Dec 2017$36.34$32.41$28.69
12 Jan 2018$35.14$33.60$29.31
2 Feb 2018$34.54$34.72$29.91
23 Feb 2018$33.35$34.71$30.36
16 Mar 2018$33.67$34.04$30.93
6 Apr 2018$32.39$33.55$31.35
27 Apr 2018$26.99$32.79$31.59
18 May 2018$24.81$30.25$31.28
8 Jun 2018$24.82$27.76$31.09
29 Jun 2018$23.32$25.16$30.85
20 Jul 2018$23.34$24.09$30.47
10 Aug 2018$22.37$23.67$29.90
31 Aug 2018$23.16$23.31$29.31
21 Sep 2018$25.17$23.39$28.73
12 Oct 2018$22.45$23.60$27.89
2 Nov 2018$24.87$23.79$27.03
23 Nov 2018$26.27$24.42$26.39
14 Dec 2018$24.65$24.73$25.87
4 Jan 2019$25.94$25.31$25.34
25 Jan 2019$25.48$25.67$24.83
15 Feb 2019$28.37$25.96$24.57
8 Mar 2019$29.28$27.18$24.88
29 Mar 2019$29.31$28.21$25.24
18 Apr 2019$32.56$29.69$25.79
10 May 2019$31.90$30.72$26.41
31 May 2019$30.53$31.05$26.94
21 Jun 2019$32.19$31.68$27.61
12 Jul 2019$33.80$31.83$28.22
2 Aug 2019$33.99$32.67$28.96
23 Aug 2019$31.85$32.94$29.62
13 Sep 2019$33.02$32.95$30.08
4 Oct 2019$30.78$32.54$30.58
25 Oct 2019$30.49$31.88$30.99
15 Nov 2019$33.29$32.18$31.52
6 Dec 2019$33.79$32.42$31.91
27 Dec 2019$32.72$33.00$32.19
17 Jan 2020$33.96$33.43$32.47
7 Feb 2020$36.28$33.96$32.70
28 Feb 2020$28.85$34.27$32.92
20 Mar 2020$15.90$31.13$32.29
9 Apr 2020$21.34$26.67$31.31
1 May 2020$21.39$22.05$30.42
22 May 2020$21.74$20.02$29.50
12 Jun 2020$23.40$21.90$28.93
2 Jul 2020$23.30$22.90$28.31
24 Jul 2020$23.52$23.18$27.64
14 Aug 2020$26.06$24.11$27.22
4 Sep 2020$23.50$24.28$26.57
25 Sep 2020$20.82$24.08$25.77
16 Oct 2020$26.57$23.90$25.07
6 Nov 2020$24.05$23.53$24.37
27 Nov 2020$27.79$24.67$23.76
18 Dec 2020$29.26$26.80$23.51
8 Jan 2021$30.32$27.69$24.20
29 Jan 2021$27.00$29.00$24.94
19 Feb 2021$27.60$29.07$25.41
12 Mar 2021$31.15$29.05$25.95
1 Apr 2021$31.11$29.22$26.40
23 Apr 2021$30.21$29.86$26.96
14 May 2021$33.25$30.88$27.58
4 Jun 2021$32.62$31.27$27.98
25 Jun 2021$34.62$31.84$28.64
16 Jul 2021$33.27$32.82$29.46
6 Aug 2021$32.60$32.86$30.06
27 Aug 2021$34.55$33.21$30.74
17 Sep 2021$30.96$32.79$31.07
8 Oct 2021$33.53$32.47$31.27
29 Oct 2021$33.31$32.44$31.52
19 Nov 2021$34.65$32.98$31.96
10 Dec 2021$35.82$34.05$32.45
31 Dec 2021$37.58$35.23$32.94
21 Jan 2022$33.25$36.30$33.41
11 Feb 2022$33.21$35.71$33.60
4 Mar 2022$31.98$34.88$33.68
25 Mar 2022$34.24$33.28$33.74
14 Apr 2022$31.56$33.01$33.72
6 May 2022$29.29$32.05$33.49
27 May 2022$34.33$31.98$33.44
17 Jun 2022$29.25$31.59$33.37
8 Jul 2022$32.85$31.62$33.39
29 Jul 2022$34.11$32.77$33.51
19 Aug 2022$35.14$33.13$33.64
9 Sep 2022$35.45$34.09$33.59
30 Sep 2022$33.12$34.43$33.52
21 Oct 2022$31.59$33.77$33.13
11 Nov 2022$35.44$33.68$33.01
2 Dec 2022$38.31$34.39$33.28
23 Dec 2022$35.73$35.46$33.60
13 Jan 2023$39.21$36.73$33.85
3 Feb 2023$40.68$37.55$34.26
24 Feb 2023$38.89$38.17$34.96
17 Mar 2023$39.71$39.19$35.50
6 Apr 2023$40.33$39.66$36.03
28 Apr 2023$41.39$40.51$36.83
19 May 2023$36.51$40.18$37.14
9 Jun 2023$37.73$39.19$37.24
30 Jun 2023$35.85$37.89$37.40
21 Jul 2023$36.57$36.21$37.48
11 Aug 2023$33.22$35.53$37.64
1 Sep 2023$35.35$34.54$37.59
22 Sep 2023$34.83$34.48$37.40
13 Oct 2023$33.05$33.99$37.21
3 Nov 2023$32.74$33.57$36.77
24 Nov 2023$31.62$32.88$36.29
15 Dec 2023$33.67$32.31$35.74
5 Jan 2024$33.27$32.52$35.35
26 Jan 2024$35.12$33.22$34.96
16 Feb 2024$35.16$34.24$34.42
8 Mar 2024$35.27$34.92$34.26
28 Mar 2024$36.12$35.42$34.23
19 Apr 2024$35.29$35.67$34.17
10 May 2024$33.03$35.08$34.02
31 May 2024$33.17$34.24$33.97
21 Jun 2024$32.40$33.19$33.84
12 Jul 2024$33.90$32.66$33.71
2 Aug 2024$33.95$33.20$33.78
23 Aug 2024$34.15$33.34$33.88
13 Sep 2024$34.78$33.84$34.02
4 Oct 2024$36.88$34.58$34.33
25 Oct 2024$38.63$35.82$34.61
15 Nov 2024$42.18$37.92$35.07
6 Dec 2024$42.79$39.84$35.58
27 Dec 2024$41.42$41.27$36.00
17 Jan 2025$38.19$41.32$36.24
7 Feb 2025$38.76$40.58$36.47
28 Feb 2025$38.75$39.35$36.82
21 Mar 2025$39.38$38.68$37.28
11 Apr 2025$37.81$38.87$37.80
2 May 2025$41.71$38.90$38.20
23 May 2025$42.08$40.17$38.82
13 Jun 2025$42.13$40.72$39.45
3 Jul 2025$45.54$42.36$40.07
25 Jul 2025$49.27$44.12$40.86
15 Aug 2025$53.73$46.72$41.88
5 Sep 2025$52.82$49.70$42.73
26 Sep 2025$51.97$51.82$43.50
17 Oct 2025$51.51$52.56$44.26
7 Nov 2025$49.46$51.49$45.04
28 Nov 2025$50.17$50.40$45.75
19 Dec 2025$52.64$50.23$46.73
9 Jan 2026$52.88$50.87$47.64
30 Jan 2026$53.28$52.01$48.64
20 Feb 2026$55.88$53.28$49.68
13 Mar 2026$56.99$54.31$50.70
2 Apr 2026$57.81$55.34$51.71
24 Apr 2026$55.86$56.43$52.67
15 May 2026$54.06$56.36$53.26
5 Jun 2026$57.03$56.14$53.52
26 Jun 2026$57.53$56.43$53.86
17 Jul 2026$58.69$56.87$54.23
7 Aug 2026$63.16$58.48$54.88
28 Aug 2026$64.41$60.53$55.98
18 Sep 2026$57.10$61.27$56.75
9 Oct 2026$56.52$60.68$57.14
30 Oct 2026$58.48$58.59$57.40
4 Nov 2026$65.73$58.52$57.54
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 10-year window.

Price stage: Rising from Oct 2025 to Sep 2026; Sideways from Oct 2026 to Nov 2026.

Price stage: Sideways in Nov 2023; Falling from Nov 2023 to Jan 2024; Sideways from Jan 2024 to Apr 2024; Falling from Apr 2024 to Jul 2024; Sideways from Jul 2024 to Oct 2024; Rising from Oct 2024 to Sep 2026; Sideways from Oct 2026 to Nov 2026.

Price stage: Rising from Oct 2021 to Jan 2022; Sideways from Jan 2022 to Oct 2022; Sideways from Oct 2022 to Jan 2023; Rising from Jan 2023 to Jun 2023; Sideways from Jun 2023 to Nov 2023; Falling from Nov 2023 to Jan 2024; Sideways from Jan 2024 to Apr 2024; Falling from Apr 2024 to Aug 2024; Sideways from Aug 2024 to Oct 2024; Rising from Oct 2024 to Nov 2026.

Price stage: Rising from Dec 2017 to Apr 2018; Sideways from Apr 2018 to Aug 2018; Falling from Aug 2018 to Dec 2018; Sideways from Jan 2019 to May 2019; Rising from Jun 2019 to Feb 2020; Sideways from Feb 2020 to May 2020; Falling from May 2020 to Nov 2020; Sideways from Nov 2020 to Apr 2021; Rising from Apr 2021 to Dec 2021; Sideways from Jan 2022 to Oct 2022; Sideways from Nov 2022 to Dec 2022; Rising from Jan 2023 to Jun 2023; Sideways from Jun 2023 to Nov 2023; Falling from Nov 2023 to Jan 2024; Sideways from Jan 2024 to Apr 2024; Falling from May 2024 to Jun 2024; Sideways from Jul 2024 to Oct 2024; Rising from Oct 2024 to Nov 2026.

Week by week since 2016: did it beat the S&P 500 over the past 13 weeks?

Ahead in 250 of 527 weeks

Week by week since 2016: did it beat the S&P 500 over the past 13 weeks?
Week13-week return vs S&P 500
8 Jul 2016no S&P 500 reading
15 Jul 2016no S&P 500 reading
22 Jul 2016no S&P 500 reading
29 Jul 2016no S&P 500 reading
5 Aug 2016no S&P 500 reading
12 Aug 2016no S&P 500 reading
19 Aug 2016no S&P 500 reading
26 Aug 2016no S&P 500 reading
2 Sep 2016no S&P 500 reading
9 Sep 2016no S&P 500 reading
16 Sep 2016no S&P 500 reading
23 Sep 2016no S&P 500 reading
30 Sep 2016no S&P 500 reading
7 Oct 2016−2.9%
14 Oct 2016−9.4%
21 Oct 2016−11.1%
28 Oct 2016−12.9%
4 Nov 2016−17.9%
11 Nov 2016−11.1%
18 Nov 2016−15.5%
25 Nov 2016−15.3%
2 Dec 2016−16.1%
9 Dec 2016−12.7%
16 Dec 2016−19.6%
23 Dec 2016−15.0%
30 Dec 2016−7.9%
6 Jan 2017−5.7%
13 Jan 2017−6.3%
20 Jan 2017−6.6%
27 Jan 2017−10.4%
3 Feb 2017−3.8%
10 Feb 2017−13.2%
17 Feb 2017−9.3%
24 Feb 2017−9.0%
3 Mar 2017−12.3%
10 Mar 2017−16.0%
17 Mar 2017−10.3%
24 Mar 2017−12.9%
31 Mar 2017−12.3%
7 Apr 2017−11.0%
13 Apr 2017−7.6%
21 Apr 2017−4.3%
28 Apr 2017−1.3%
5 May 2017−7.2%
12 May 2017−5.5%
19 May 2017−6.0%
26 May 2017−3.1%
2 Jun 2017−1.3%
9 Jun 2017+0.3%
16 Jun 2017+3.8%
23 Jun 2017+4.9%
30 Jun 2017+4.7%
7 Jul 2017+7.6%
14 Jul 2017+5.7%
21 Jul 2017+2.8%
28 Jul 2017+1.5%
4 Aug 2017+4.9%
11 Aug 2017+2.9%
18 Aug 2017+2.4%
25 Aug 2017−1.0%
1 Sep 2017+0.4%
8 Sep 2017−2.6%
15 Sep 2017−1.0%
22 Sep 2017+1.5%
29 Sep 2017+1.2%
6 Oct 2017−0.2%
13 Oct 2017+3.2%
20 Oct 2017+3.9%
27 Oct 2017+4.4%
3 Nov 2017+8.7%
10 Nov 2017+7.4%
17 Nov 2017+9.4%
24 Nov 2017+9.5%
1 Dec 2017+16.2%
8 Dec 2017+23.0%
15 Dec 2017+19.6%
22 Dec 2017+18.5%
29 Dec 2017+15.3%
5 Jan 2018+10.9%
12 Jan 2018+3.3%
19 Jan 2018+0.3%
26 Jan 2018+7.7%
2 Feb 2018+2.9%
9 Feb 2018+2.5%
16 Feb 2018+3.0%
23 Feb 2018+1.3%
2 Mar 2018−3.3%
9 Mar 2018−4.3%
16 Mar 2018−8.0%
23 Mar 2018−7.4%
29 Mar 2018−6.0%
6 Apr 2018−4.8%
13 Apr 2018−4.1%
20 Apr 2018−3.8%
27 Apr 2018−19.1%
4 May 2018−23.2%
11 May 2018−27.4%
18 May 2018−25.7%
25 May 2018−24.6%
1 Jun 2018−28.2%
8 Jun 2018−29.1%
15 Jun 2018−31.0%
22 Jun 2018−34.2%
29 Jun 2018−33.3%
6 Jul 2018−32.8%
13 Jul 2018−32.7%
20 Jul 2018−30.9%
27 Jul 2018−18.7%
3 Aug 2018−16.2%
10 Aug 2018−12.6%
17 Aug 2018−12.0%
24 Aug 2018−12.1%
31 Aug 2018−11.2%
7 Sep 2018−10.8%
14 Sep 2018−4.8%
21 Sep 2018+1.4%
28 Sep 2018−3.7%
5 Oct 2018+0.4%
12 Oct 2018−2.5%
19 Oct 2018−1.1%
26 Oct 2018+11.8%
2 Nov 2018+12.7%
9 Nov 2018+14.5%
16 Nov 2018+15.0%
23 Nov 2018+21.6%
30 Nov 2018+19.4%
7 Dec 2018+16.7%
14 Dec 2018+14.7%
21 Dec 2018+17.4%
28 Dec 2018+24.3%
4 Jan 2019+16.4%
11 Jan 2019+18.8%
18 Jan 2019+19.5%
25 Jan 2019+2.3%
1 Feb 2019+5.2%
8 Feb 2019+11.2%
15 Feb 2019+9.3%
22 Feb 2019+4.1%
1 Mar 2019+9.9%
8 Mar 2019+13.5%
15 Mar 2019+12.7%
22 Mar 2019−2.5%
29 Mar 2019−3.1%
5 Apr 2019+4.8%
12 Apr 2019+17.0%
18 Apr 2019+14.4%
26 Apr 2019+11.6%
3 May 2019+12.4%
10 May 2019+10.1%
17 May 2019+4.7%
24 May 2019+5.3%
31 May 2019+5.2%
7 Jun 2019+3.7%
14 Jun 2019+6.1%
21 Jun 2019+7.6%
28 Jun 2019+7.2%
5 Jul 2019+4.3%
12 Jul 2019−0.1%
19 Jul 2019−0.3%
26 Jul 2019+11.4%
2 Aug 2019+8.3%
9 Aug 2019+0.6%
16 Aug 2019+4.0%
23 Aug 2019+2.5%
30 Aug 2019−1.3%
6 Sep 2019−3.0%
13 Sep 2019−2.2%
20 Sep 2019−2.3%
27 Sep 2019−0.9%
4 Oct 2019−6.1%
11 Oct 2019−4.5%
18 Oct 2019−5.9%
25 Oct 2019−14.1%
1 Nov 2019−8.9%
8 Nov 2019−1.4%
15 Nov 2019−4.2%
22 Nov 2019−5.6%
29 Nov 2019−2.9%
6 Dec 2019+0.1%
13 Dec 2019−4.1%
20 Dec 2019−4.2%
27 Dec 2019−8.5%
3 Jan 2020−3.8%
10 Jan 2020−5.4%
17 Jan 2020−3.2%
24 Jan 2020+2.1%
31 Jan 2020+6.3%
7 Feb 2020−0.6%
14 Feb 2020−1.4%
21 Feb 2020+0.7%
28 Feb 2020−8.2%
6 Mar 2020−16.0%
13 Mar 2020−24.4%
20 Mar 2020−23.1%
27 Mar 2020−23.1%
3 Apr 2020−22.6%
9 Apr 2020−21.2%
17 Apr 2020−24.4%
24 Apr 2020−24.8%
1 May 2020−28.9%
8 May 2020−27.2%
15 May 2020−28.0%
22 May 2020−27.5%
29 May 2020−26.0%
5 Jun 2020−9.3%
12 Jun 2020+2.7%
19 Jun 2020+15.4%
26 Jun 2020+3.8%
2 Jul 2020+5.9%
10 Jul 2020−10.5%
17 Jul 2020−4.3%
24 Jul 2020−0.1%
31 Jul 2020+7.8%
7 Aug 2020+5.3%
14 Aug 2020+11.3%
21 Aug 2020−0.7%
28 Aug 2020−4.3%
4 Sep 2020−16.9%
11 Sep 2020−13.7%
18 Sep 2020−13.1%
25 Sep 2020−15.6%
2 Oct 2020−12.8%
9 Oct 2020+6.2%
16 Oct 2020+9.1%
23 Oct 2020−1.8%
30 Oct 2020−9.3%
6 Nov 2020−13.7%
13 Nov 2020−0.6%
20 Nov 2020+1.9%
27 Nov 2020+9.5%
4 Dec 2020+16.6%
11 Dec 2020+22.0%
18 Dec 2020+18.6%
24 Dec 2020+24.8%
31 Dec 2020+19.7%
8 Jan 2021+8.8%
15 Jan 2021+7.5%
22 Jan 2021+9.5%
29 Jan 2021−0.4%
5 Feb 2021+7.3%
12 Feb 2021−7.4%
19 Feb 2021−5.5%
26 Feb 2021−8.4%
5 Mar 2021−1.3%
12 Mar 2021−2.3%
19 Mar 2021−1.9%
26 Mar 2021+0.7%
1 Apr 2021+0.5%
9 Apr 2021−4.5%
16 Apr 2021−9.8%
23 Apr 2021−8.0%
30 Apr 2021−6.1%
7 May 2021+6.4%
14 May 2021+11.9%
21 May 2021+9.0%
28 May 2021+8.6%
4 Jun 2021−1.4%
11 Jun 2021−3.2%
18 Jun 2021+1.5%
25 Jun 2021+4.6%
2 Jul 2021+2.0%
9 Jul 2021+0.8%
16 Jul 2021+3.5%
23 Jul 2021+1.4%
30 Jul 2021+7.6%
6 Aug 2021−5.2%
13 Aug 2021−5.5%
20 Aug 2021−1.6%
27 Aug 2021+1.5%
3 Sep 2021−7.3%
10 Sep 2021−8.0%
17 Sep 2021−11.8%
24 Sep 2021−14.1%
1 Oct 2021−5.0%
8 Oct 2021−0.2%
15 Oct 2021−4.1%
22 Oct 2021−0.5%
29 Oct 2021−2.0%
5 Nov 2021+0.3%
12 Nov 2021+1.1%
19 Nov 2021−2.4%
26 Nov 2021−2.9%
3 Dec 2021+5.7%
10 Dec 2021+7.8%
17 Dec 2021+17.4%
23 Dec 2021+14.0%
31 Dec 2021+5.8%
7 Jan 2022+10.3%
14 Jan 2022+11.0%
21 Jan 2022+3.7%
28 Jan 2022+2.7%
4 Feb 2022−0.6%
11 Feb 2022−1.4%
18 Feb 2022+4.1%
25 Feb 2022+1.5%
4 Mar 2022−2.6%
11 Mar 2022−1.0%
18 Mar 2022−7.5%
25 Mar 2022−4.6%
1 Apr 2022−3.7%
8 Apr 2022−13.3%
14 Apr 2022−11.3%
22 Apr 2022−5.2%
29 Apr 2022−6.8%
6 May 2022−2.7%
13 May 2022+3.0%
20 May 2022+7.2%
27 May 2022+8.7%
3 Jun 2022+11.6%
10 Jun 2022+9.7%
17 Jun 2022+4.9%
24 Jun 2022+7.7%
1 Jul 2022+9.1%
8 Jul 2022+14.6%
15 Jul 2022+19.3%
22 Jul 2022+19.5%
29 Jul 2022+19.8%
5 Aug 2022+15.7%
12 Aug 2022+6.6%
19 Aug 2022−0.2%
26 Aug 2022+3.2%
2 Sep 2022+2.9%
9 Sep 2022+5.1%
16 Sep 2022+10.3%
23 Sep 2022+10.9%
30 Sep 2022+9.4%
7 Oct 2022+4.4%
14 Oct 2022+0.7%
21 Oct 2022−2.9%
28 Oct 2022+9.2%
4 Nov 2022+13.0%
11 Nov 2022+7.0%
18 Nov 2022+13.5%
25 Nov 2022+9.7%
2 Dec 2022+10.4%
9 Dec 2022+5.5%
16 Dec 2022+5.8%
23 Dec 2022+1.5%
30 Dec 2022+2.6%
6 Jan 2023+12.7%
13 Jan 2023+12.3%
20 Jan 2023+15.3%
27 Jan 2023+5.2%
3 Feb 2023+5.3%
10 Feb 2023+10.0%
17 Feb 2023+3.2%
24 Feb 2023+4.6%
3 Mar 2023+5.2%
10 Mar 2023+8.8%
17 Mar 2023+9.9%
24 Mar 2023+7.5%
31 Mar 2023+3.5%
6 Apr 2023−0.5%
14 Apr 2023+7.7%
21 Apr 2023+8.0%
28 Apr 2023+4.5%
5 May 2023−4.2%
12 May 2023−7.7%
19 May 2023−11.5%
26 May 2023−13.2%
2 Jun 2023−16.3%
9 Jun 2023−14.1%
16 Jun 2023−16.2%
23 Jun 2023−16.7%
30 Jun 2023−19.0%
7 Jul 2023−23.3%
14 Jul 2023−27.9%
21 Jul 2023−24.4%
28 Jul 2023−28.2%
4 Aug 2023−23.7%
11 Aug 2023−18.8%
18 Aug 2023−12.5%
25 Aug 2023−9.5%
1 Sep 2023−6.9%
8 Sep 2023−11.4%
15 Sep 2023−9.9%
22 Sep 2023−4.6%
29 Sep 2023−2.0%
6 Oct 2023+3.3%
13 Oct 2023−2.5%
20 Oct 2023−6.9%
27 Oct 2023+3.5%
3 Nov 2023+1.9%
10 Nov 2023−0.2%
17 Nov 2023−6.8%
24 Nov 2023−11.4%
1 Dec 2023−10.4%
8 Dec 2023−10.4%
15 Dec 2023−9.2%
22 Dec 2023−12.1%
29 Dec 2023−11.2%
5 Jan 2024−11.7%
12 Jan 2024−8.6%
19 Jan 2024−2.3%
26 Jan 2024−7.3%
2 Feb 2024−6.8%
9 Feb 2024−5.8%
16 Feb 2024−2.0%
23 Feb 2024−0.1%
1 Mar 2024−0.6%
8 Mar 2024−2.1%
15 Mar 2024−2.3%
22 Mar 2024−6.2%
28 Mar 2024−3.4%
5 Apr 2024−1.5%
12 Apr 2024−1.1%
19 Apr 2024−2.9%
26 Apr 2024−10.9%
3 May 2024−9.5%
10 May 2024−10.6%
17 May 2024−12.7%
24 May 2024−11.9%
31 May 2024−10.4%
7 Jun 2024−11.8%
14 Jun 2024−18.1%
21 Jun 2024−13.0%
28 Jun 2024−13.0%
5 Jul 2024−17.4%
12 Jul 2024−14.7%
19 Jul 2024−13.0%
26 Jul 2024−0.2%
2 Aug 2024−1.0%
9 Aug 2024−1.9%
16 Aug 2024−2.2%
23 Aug 2024−1.2%
30 Aug 2024−3.5%
6 Sep 2024+1.9%
13 Sep 2024+6.3%
20 Sep 2024+6.7%
27 Sep 2024+7.5%
4 Oct 2024+9.9%
11 Oct 2024+4.6%
18 Oct 2024+5.6%
25 Oct 2024+3.8%
1 Nov 2024+12.3%
8 Nov 2024+11.7%
15 Nov 2024+19.9%
22 Nov 2024+18.0%
29 Nov 2024+17.7%
6 Dec 2024+14.7%
13 Dec 2024+15.0%
20 Dec 2024+10.1%
27 Dec 2024+7.9%
3 Jan 2025+8.1%
10 Jan 2025+4.4%
17 Jan 2025−3.5%
24 Jan 2025−4.9%
31 Jan 2025−7.3%
7 Feb 2025−6.1%
14 Feb 2025−12.6%
21 Feb 2025−11.6%
28 Feb 2025−8.0%
7 Mar 2025−4.0%
14 Mar 2025−1.6%
21 Mar 2025+0.5%
28 Mar 2025+4.9%
4 Apr 2025+4.4%
11 Apr 2025+6.6%
17 Apr 2025+10.3%
25 Apr 2025+13.2%
2 May 2025+10.7%
9 May 2025+16.5%
16 May 2025+14.9%
23 May 2025+14.9%
30 May 2025+9.7%
6 Jun 2025+4.9%
13 Jun 2025+1.9%
20 Jun 2025+2.5%
27 Jun 2025−1.9%
3 Jul 2025−0.3%
11 Jul 2025+5.4%
18 Jul 2025+6.7%
25 Jul 2025+7.2%
1 Aug 2025+8.3%
8 Aug 2025+6.9%
15 Aug 2025+15.7%
22 Aug 2025+15.8%
29 Aug 2025+16.4%
5 Sep 2025+16.9%
12 Sep 2025+17.2%
19 Sep 2025+12.4%
26 Sep 2025+9.8%
3 Oct 2025+6.6%
10 Oct 2025+5.8%
17 Oct 2025+3.0%
24 Oct 2025−8.6%
31 Oct 2025−11.2%
7 Nov 2025−8.8%
14 Nov 2025−12.9%
21 Nov 2025−11.7%
28 Nov 2025−11.5%
5 Dec 2025−9.7%
12 Dec 2025−6.4%
19 Dec 2025−2.7%
26 Dec 2025−0.1%
2 Jan 2026−0.9%
9 Jan 2026−2.7%
16 Jan 2026+1.4%
23 Jan 2026+9.2%
30 Jan 2026+8.4%
6 Feb 2026+2.4%
13 Feb 2026+11.3%
20 Feb 2026+10.8%
27 Feb 2026+11.3%
6 Mar 2026+11.8%
13 Mar 2026+12.1%
20 Mar 2026+10.5%
27 Mar 2026+11.6%
2 Apr 2026+14.4%
10 Apr 2026+6.6%
17 Apr 2026+1.6%
24 Apr 2026+0.9%
1 May 2026−2.6%
8 May 2026+0.5%
15 May 2026−10.9%
22 May 2026−10.1%
29 May 2026−10.2%
5 Jun 2026−7.6%
12 Jun 2026−9.8%
18 Jun 2026−9.0%
26 Jun 2026−12.2%
2 Jul 2026−15.7%
10 Jul 2026−3.4%
17 Jul 2026−1.1%
24 Jul 2026+0.2%
31 Jul 2026+7.1%
7 Aug 2026+8.1%
14 Aug 2026+13.6%
21 Aug 2026+13.5%
28 Aug 2026+13.2%
4 Sep 2026+5.0%
11 Sep 2026−0.8%
18 Sep 2026−5.3%
25 Sep 2026−5.3%
2 Oct 2026−4.3%
9 Oct 2026−8.2%
16 Oct 2026−7.4%
23 Oct 2026−4.8%
30 Oct 2026−3.6%
4 Nov 2026+4.9%
Each bar is one week, from 2016 to now (527 weeks with a reading). Green means the stock's return over the previous 13 weeks beat the S&P 500; red means it trailed. The colour is strongest at a gap of 25 percentage points or more. A gap means there is no reading for that week.

Over the last 10 years the share price moved +128% while the S&P 500 moved +261%, so it is behind the index over that whole period. The chart above shows the 13-week comparison for every week.

This page treats a rise as over when the price closes below its 200-day average on two Fridays in a row.

What dividend does Federated Hermes pay?

Federated Hermes, Inc. paid $1.40 per share over the last four reported quarters. The most recent declaration was $0.38 for Jun 2026. At today's price of $65.73 that is a yield of 2.13%, based on dividends already paid, not a forecast.

A dividend is cash paid out for each share. The 12-month total is the four most recent quarters added together.

Dividend per share each quarter: latest $0.38 (Jun 2026)

  • Dividend per share $0.38
Dividend per share each quarter: latest $0.38 (Jun 2026)
QuarterDividend per share
Sep 2023$0.28
Dec 2023$0.28
Mar 2024$0.28
Jun 2024$0.31
Sep 2024$0.31
Dec 2024$0.31
Mar 2025$0.31
Jun 2025$0.34
Sep 2025$0.34
Dec 2025$0.34
Mar 2026$0.34
Jun 2026$0.38
Declared dividend per share, $ a share, each reported quarter. 12 quarters on file.

Which stock lists is Federated Hermes on?

Federated Hermes is not in the Nasdaq 100, the S&P 500 or the Dow Jones 30, and is not on the US tech stocks list.

Is Federated Hermes profitable?

Federated Hermes, Inc. earned $99.6 M of net profit in the Jun 2026 quarter, +14.6% on the same quarter a year earlier. Full-year FY25 profit was $385 M. Over 4 years profit has grown 10.4% a year on average. That is 19.8% of the quarter's revenue. The same quarter a year earlier earned $86.9 M.

Net profit is what is left after every cost, interest and tax. Earnings per share, dividends and book value all grow from it.

For the full year, FY25 profit was $385 M (+50.0% on the year before).

FY25 profit $385 M (+50.0% on the year before), 10.4% a year over 4 years

  • Net profit $385 M
FY25 profit $385 M (+50.0% on the year before), 10.4% a year over 4 years
QuarterNet profit
FY21$259 M
FY22$228 M
FY23$285 M
FY24$257 M
FY25$385 M

Growth on a year earlier

  • Growth on a year earlier 50%
Growth on a year earlier
QuarterGrowth on a year earlier
FY21–
FY22−12.2%
FY2325.2%
FY24−9.9%
FY2550%
Top: net profit each year, $ M. Below: growth on the year before, %. 5-year window. A grey bar is lower than the year before.

Jun 2026: $99.6 M (+14.6% on a year earlier)

  • Net profit (quarterly) $99.6 M
Jun 2026: $99.6 M (+14.6% on a year earlier)
QuarterNet profit (quarterly)
Sep 2023$71.7 M
Dec 2023$78.5 M
Mar 2024$74.0 M
Jun 2024$17.9 M
Sep 2024$83.8 M
Dec 2024$81.1 M
Mar 2025$96.6 M
Jun 2025$86.9 M
Sep 2025$99.4 M
Dec 2025$102 M
Mar 2026$92.0 M
Jun 2026$99.6 M

Growth on a year earlier

  • Growth on a year earlier 14.6%
Growth on a year earlier
QuarterGrowth on a year earlier
Sep 20238.8%
Dec 202346.1%
Mar 202411.9%
Jun 2024−73.9%
Sep 202416.8%
Dec 20243.3%
Mar 202530.6%
Jun 2025385.3%
Sep 202518.7%
Dec 202526.1%
Mar 2026−4.8%
Jun 202614.6%
Top: net profit each quarter, $ M. Below: growth on the same quarter a year earlier, %. Last 12 quarters. A grey bar is lower than the quarter before.

Why profit moved: revenue changed +18.3% on a year earlier and the margin moved −0.6 percentage points. Sales did the work, and the margin was about flat.

On average over the last four quarters, profit changed +13.7% and revenue +15.0%. Profit and revenue are moving at about the same pace.

How much revenue does Federated Hermes make, and is it growing?

Federated Hermes, Inc. reported $503 M of income in the Jun 2026 quarter, +18.3% on the same quarter a year earlier. That is the 8th quarter in a row with growth on the year before. Over 4 years it has grown 8.5% a year on average. The last full year, FY25, came in at $1.8 B.

For a bank, revenue is everything it earns: interest on its loans plus fees from its businesses.

The last four reported quarters add to $1.9 B.

FY25 revenue was $1.8 B, +10.3% on the year before.

FY25 revenue $1.8 B (+10.3% on the year before), 8.5% a year over 4 years

  • Revenue $1.8 B
FY25 revenue $1.8 B (+10.3% on the year before), 8.5% a year over 4 years
QuarterRevenue
FY21$1.3 B
FY22$1.4 B
FY23$1.6 B
FY24$1.6 B
FY25$1.8 B

Growth on a year earlier

  • Growth on a year earlier 10.3%
Growth on a year earlier
QuarterGrowth on a year earlier
FY21–
FY2211.2%
FY2311.3%
FY241.4%
FY2510.3%
Top: revenue each year, $ B. Below: growth on the year before, %. 5-year window. A grey bar is lower than the year before.

Jun 2026: $503 M (+18.3% on a year earlier), the 8th quarter in a row of growth

  • Revenue (quarterly) $503 M
Jun 2026: $503 M (+18.3% on a year earlier), the 8th quarter in a row of growth
QuarterRevenue (quarterly)
Sep 2023$403 M
Dec 2023$391 M
Mar 2024$396 M
Jun 2024$403 M
Sep 2024$408 M
Dec 2024$425 M
Mar 2025$424 M
Jun 2025$425 M
Sep 2025$469 M
Dec 2025$483 M
Mar 2026$479 M
Jun 2026$503 M

Growth on a year earlier

  • Growth on a year earlier 18.3%
Growth on a year earlier
QuarterGrowth on a year earlier
Sep 20235.6%
Dec 20234.7%
Mar 20243.7%
Jun 2024−7.1%
Sep 20241.4%
Dec 20248.5%
Mar 20256.9%
Jun 20255.5%
Sep 202514.9%
Dec 202513.7%
Mar 202613.1%
Jun 202618.3%
Top: revenue each quarter, $ M. Below: growth on the same quarter a year earlier, %. Last 12 quarters. A grey bar is lower than the quarter before.

Recent pace: the last four quarters grew +15.0% on average, against 8.5% a year over the longer run, so this year is growing faster than its own long-run rate.

Is growth speeding up? Revenue over the last 12 months grew +15.0%, against +10.2% a year over the last 8 quarters (accelerating); profit over the last 12 months grew +12.9%, against +27.5% a year (rolling over).

How much does Federated Hermes keep from what it earns?

Federated Hermes, Inc.'s net margin was 19.8% in the Jun 2026 quarter, 0.6 percentage points lower than the same quarter a year ago. Its latest full-year margin is the highest it has ever reported. Across 5 years it has been between 15.7% and 21.4%. The latest quarter is within that range.

Net margin is what the bank keeps from every $100 of revenue after every cost, provision for bad loans and tax. With big fee businesses in the mix, it is the clearest margin we can read for this bank.

Across 5 years it has been between 15.7% and 21.4%, and FY25's 21.4% is the highest of them.

Why: the net margin move is clear, but the cost details behind it are not in our data, so we show the move without guessing the reason.

When margins are at a record, every ratio built on profit looks better than usual, so watch whether they hold.

FY25: 21.4%, the highest in a range of 15.7% to 21.4% over 5 years

  • Net margin 21.4%
FY25: 21.4%, the highest in a range of 15.7% to 21.4% over 5 years
QuarterNet margin
FY2119.9%
FY2215.7%
FY2317.7%
FY2415.7%
FY2521.4%

Change on the year before (points)

  • Change on the year before (points) +5.7 pts
Change on the year before (points)
QuarterChange on the year before (points)
FY21–
FY22−4.2 pts
FY23+2.0 pts
FY24−2.0 pts
FY25+5.7 pts
Net margin each year, % (top). Below: change on the year before, in percentage points. 5-year window.

Jun 2026: net margin 19.8% (−0.6 points on a year earlier)

  • Net margin 19.8%
Jun 2026: net margin 19.8% (−0.6 points on a year earlier)
QuarterNet margin
Sep 202317.8%
Dec 202320.1%
Mar 202418.7%
Jun 20244.4%
Sep 202420.5%
Dec 202419.1%
Mar 202522.8%
Jun 202520.4%
Sep 202521.2%
Dec 202521.2%
Mar 202619.2%
Jun 202619.8%

Change on a year earlier (points)

  • Change on a year earlier (points) −0.6 pts
Change on a year earlier (points)
QuarterChange on a year earlier (points)
Sep 2023+0.5 pts
Dec 2023+5.7 pts
Mar 2024+1.4 pts
Jun 2024−11.5 pts
Sep 2024+2.7 pts
Dec 2024−1.0 pts
Mar 2025+4.1 pts
Jun 2025+16.0 pts
Sep 2025+0.7 pts
Dec 2025+2.1 pts
Mar 2026−3.6 pts
Jun 2026−0.6 pts
Top: quarterly net margin, %. Below: change on the same quarter a year earlier, in percentage points. Last 12 quarters. Net profit as a share of total revenue, each quarter.

How many of Federated Hermes' loans have gone bad?

Federated Hermes, Inc. does not report loan-quality figures this page can read, so this section says so rather than guess. No bad-loan figures are filed in a form this page can read, and none are guessed from the profit line. The income, margin and return sections carry what this business does report.

Gross NPA is the share of the loan book where repayments have stopped. Net NPA is what is left after the money the lender has already set aside for those loans. Falling is good; rising is a warning.

Why: loan quality drives a lender, but its details (new bad loans, recoveries, money set aside) are not in our data for this company. The sections around this one carry what we can back up.

How fast is Federated Hermes' loan book growing?

Federated Hermes, Inc.'s revenue was $1.8 B in FY25, +10.3% on the year before, so the loan book is growing. The latest quarter was +18.3% on a year earlier. The net margin on that income is 19.8%, −0.6 percentage points on a year ago.

We read the loan book through revenue: when the book and the businesses grow, revenue grows with them. It is only a rough guide, because interest-rate changes and fee swings can move it a few points in any year.

Interest income stands in for the size of the loan book; changes in interest rates can move it a few points in any year.

FY25: revenue $1.8 B (+10.3% on the year before), net margin 21.4%

  • Revenue $1.8 B
FY25: revenue $1.8 B (+10.3% on the year before), net margin 21.4%
QuarterRevenue
FY21$1.3 B
FY22$1.4 B
FY23$1.6 B
FY24$1.6 B
FY25$1.8 B

Net margin

  • Net margin 21.4%
Net margin
QuarterNet margin
FY2119.9%
FY2215.7%
FY2317.7%
FY2415.7%
FY2521.4%
Top: revenue each year, $ B. Below: net margin, %. 5-year window. A grey bar is lower than the year before.

In short: a lender grows well when its loan book grows, its margin stays steady and its loans stay clean. Quarterly loan-quality figures are missing here, so revenue growth and margin are the two we watch.

What is Federated Hermes' P/BV ratio, and how does it compare with its own history?

Federated Hermes, Inc.'s P/BV is 3.6×, about the highest it has ever been. Its usual P/BV (the middle reading) is 2.9×, over 5.3 years of weekly prices. This compares the share price with the company’s own past. It does not say what the business is worth.

For a bank or lender we compare the price with book value, the net worth on its balance sheet. P/BV is how many dollars the market pays for each $1 of that net worth. Below 1× means the market values it at less than its net worth.

P/BV 3.6× against a usual 2.9×: about the highest it has ever been

  • P/BV 3.60×
  • Median 2.86×
P/BV 3.6× against a usual 2.9×: about the highest it has ever been
WeekP/BVMedian
2 Jul 20212.77×2.86×
16 Jul 20212.69×2.86×
30 Jul 20212.62×2.86×
13 Aug 20212.73×2.86×
27 Aug 20212.79×2.86×
10 Sep 20212.55×2.86×
24 Sep 20212.52×2.86×
8 Oct 20212.59×2.86×
22 Oct 20212.56×2.86×
5 Nov 20212.67×2.86×
19 Nov 20212.68×2.86×
3 Dec 20212.66×2.86×
17 Dec 20212.91×2.86×
31 Dec 20213.01×2.86×
14 Jan 20223.05×2.86×
28 Jan 20222.64×2.86×
11 Feb 20222.66×2.86×
25 Feb 20222.66×2.86×
11 Mar 20222.53×2.86×
25 Mar 20222.74×2.86×
8 Apr 20222.69×2.86×
22 Apr 20222.54×2.86×
6 May 20222.43×2.86×
20 May 20222.70×2.86×
3 Jun 20222.83×2.86×
17 Jun 20222.43×2.86×
1 Jul 20222.82×2.86×
15 Jul 20222.97×2.86×
29 Jul 20223.00×2.86×
12 Aug 20223.10×2.86×
26 Aug 20223.04×2.86×
9 Sep 20223.11×2.86×
23 Sep 20222.97×2.86×
7 Oct 20222.80×2.86×
21 Oct 20222.76×2.86×
4 Nov 20223.09×2.86×
18 Nov 20223.29×2.86×
2 Dec 20223.35×2.86×
16 Dec 20223.11×2.86×
30 Dec 20223.17×2.86×
13 Jan 20233.18×2.86×
27 Jan 20233.13×2.86×
10 Feb 20233.23×2.86×
24 Feb 20233.15×2.86×
10 Mar 20233.14×2.86×
24 Mar 20233.21×2.86×
6 Apr 20233.10×2.86×
21 Apr 20233.29×2.86×
5 May 20233.00×2.86×
19 May 20232.80×2.86×
2 Jun 20232.75×2.86×
16 Jun 20232.94×2.86×
30 Jun 20232.65×2.86×
14 Jul 20232.61×2.86×
28 Jul 20232.50×2.86×
11 Aug 20232.45×2.86×
25 Aug 20232.54×2.86×
8 Sep 20232.57×2.86×
22 Sep 20232.57×2.86×
6 Oct 20232.54×2.86×
20 Oct 20232.34×2.86×
3 Nov 20232.43×2.86×
17 Nov 20232.40×2.86×
1 Dec 20232.40×2.86×
15 Dec 20232.50×2.86×
29 Dec 20232.52×2.86×
12 Jan 20242.42×2.86×
26 Jan 20242.52×2.86×
9 Feb 20242.54×2.86×
23 Feb 20242.53×2.86×
8 Mar 20242.53×2.86×
22 Mar 20242.54×2.86×
5 Apr 20242.54×2.86×
19 Apr 20242.47×2.86×
3 May 20242.30×2.86×
17 May 20242.29×2.86×
31 May 20242.32×2.86×
14 Jun 20242.21×2.86×
28 Jun 20242.30×2.86×
12 Jul 20242.62×2.86×
26 Jul 20242.71×2.86×
9 Aug 20242.57×2.86×
23 Aug 20242.64×2.86×
6 Sep 20242.60×2.86×
20 Sep 20242.79×2.86×
4 Oct 20242.65×2.86×
18 Oct 20242.78×2.86×
1 Nov 20242.92×2.86×
15 Nov 20243.03×2.86×
29 Nov 20243.07×2.86×
13 Dec 20243.06×2.86×
27 Dec 20242.98×2.86×
10 Jan 20252.74×2.86×
24 Jan 20252.76×2.86×
7 Feb 20252.77×2.86×
21 Feb 20252.69×2.86×
7 Mar 20252.77×2.86×
21 Mar 20252.81×2.86×
4 Apr 20252.59×2.86×
17 Apr 20252.63×2.86×
2 May 20252.93×2.86×
16 May 20253.04×2.86×
30 May 20252.96×2.86×
13 Jun 20252.95×2.86×
27 Jun 20253.10×2.86×
11 Jul 20253.07×2.86×
25 Jul 20253.27×2.86×
8 Aug 20253.40×2.86×
22 Aug 20253.55×2.86×
5 Sep 20253.51×2.86×
19 Sep 20253.50×2.86×
3 Oct 20253.22×2.86×
17 Oct 20253.21×2.86×
31 Oct 20253.02×2.86×
14 Nov 20253.06×2.86×
28 Nov 20253.12×2.86×
12 Dec 20253.25×2.86×
26 Dec 20253.37×2.86×
9 Jan 20263.22×2.86×
23 Jan 20263.26×2.86×
6 Feb 20263.17×2.86×
20 Feb 20263.40×2.86×
6 Mar 20263.40×2.86×
20 Mar 20263.39×2.86×
2 Apr 20263.46×2.86×
17 Apr 20263.39×2.86×
1 May 20263.24×2.86×
15 May 20263.23×2.86×
29 May 20263.35×2.86×
12 Jun 20263.48×2.86×
26 Jun 20263.44×2.86×
10 Jul 20263.40×2.86×
24 Jul 20263.30×2.86×
7 Aug 20263.60×2.86×
21 Aug 20263.60×2.86×
4 Sep 20263.56×2.86×
18 Sep 20263.26×2.86×
2 Oct 20263.20×2.86×
16 Oct 20263.19×2.86×
30 Oct 20263.33×2.86×
4 Nov 20263.60×2.86×

Book value per share

  • Book value per share $17.54
Book value per share
WeekBook value per share
2 Jul 2021–
16 Jul 2021–
30 Jul 2021–
13 Aug 2021–
27 Aug 2021–
10 Sep 2021–
24 Sep 2021$12.37
8 Oct 2021$12.37
22 Oct 2021$12.37
5 Nov 2021$12.37
19 Nov 2021$12.37
3 Dec 2021$12.37
17 Dec 2021$12.37
31 Dec 2021$12.48
14 Jan 2022$12.48
28 Jan 2022$12.48
11 Feb 2022$12.48
25 Feb 2022$12.48
11 Mar 2022$12.48
25 Mar 2022$12.48
8 Apr 2022$12.48
22 Apr 2022$12.48
6 May 2022$12.48
20 May 2022$12.48
3 Jun 2022$12.48
17 Jun 2022$12.04
1 Jul 2022$12.04
15 Jul 2022$12.04
29 Jul 2022$12.04
12 Aug 2022$12.04
26 Aug 2022$12.04
9 Sep 2022$12.04
23 Sep 2022$11.45
7 Oct 2022$11.45
21 Oct 2022$11.45
4 Nov 2022$11.45
18 Nov 2022$11.45
2 Dec 2022$11.45
16 Dec 2022$11.45
30 Dec 2022$11.45
13 Jan 2023$11.45
27 Jan 2023$11.45
10 Feb 2023$11.45
24 Feb 2023$11.45
10 Mar 2023$11.45
24 Mar 2023$11.45
6 Apr 2023$13.02
21 Apr 2023$13.02
5 May 2023$13.02
19 May 2023$13.02
2 Jun 2023$13.02
16 Jun 2023$13.02
30 Jun 2023$13.54
14 Jul 2023$13.54
28 Jul 2023$13.54
11 Aug 2023$13.54
25 Aug 2023$13.54
8 Sep 2023$13.54
22 Sep 2023$13.54
6 Oct 2023$13.54
20 Oct 2023$13.54
3 Nov 2023$13.54
17 Nov 2023$13.54
1 Dec 2023$13.54
15 Dec 2023$13.54
29 Dec 2023$13.46
12 Jan 2024$13.46
26 Jan 2024$13.46
9 Feb 2024$13.46
23 Feb 2024$13.46
8 Mar 2024$13.46
22 Mar 2024$13.94
5 Apr 2024$13.94
19 Apr 2024$13.94
3 May 2024$13.94
17 May 2024$13.94
31 May 2024$13.94
14 Jun 2024$13.94
28 Jun 2024$14.29
12 Jul 2024$14.29
26 Jul 2024$14.29
9 Aug 2024$14.29
23 Aug 2024$14.29
6 Sep 2024$14.29
20 Sep 2024$12.92
4 Oct 2024$12.92
18 Oct 2024$12.92
1 Nov 2024$12.92
15 Nov 2024$12.92
29 Nov 2024$12.92
13 Dec 2024$12.92
27 Dec 2024$13.90
10 Jan 2025$13.90
24 Jan 2025$13.90
7 Feb 2025$13.90
21 Feb 2025$13.90
7 Mar 2025$13.90
21 Mar 2025$13.90
4 Apr 2025$14.02
17 Apr 2025$14.02
2 May 2025$14.02
16 May 2025$14.02
30 May 2025$14.02
13 Jun 2025$14.02
27 Jun 2025$14.26
11 Jul 2025$14.26
25 Jul 2025$14.26
8 Aug 2025$14.26
22 Aug 2025$14.26
5 Sep 2025$14.26
19 Sep 2025$15.07
3 Oct 2025$15.07
17 Oct 2025$15.07
31 Oct 2025$15.07
14 Nov 2025$15.07
28 Nov 2025$15.07
12 Dec 2025$15.07
26 Dec 2025$16.06
9 Jan 2026$16.06
23 Jan 2026$16.06
6 Feb 2026$16.06
20 Feb 2026$16.06
6 Mar 2026$16.06
20 Mar 2026$16.06
2 Apr 2026$16.42
17 Apr 2026$16.42
1 May 2026$16.42
15 May 2026$16.42
29 May 2026$16.42
12 Jun 2026$16.42
26 Jun 2026$16.72
10 Jul 2026$16.72
24 Jul 2026$16.72
7 Aug 2026$16.72
21 Aug 2026$16.72
4 Sep 2026$16.72
18 Sep 2026$17.54
2 Oct 2026$17.54
16 Oct 2026$17.54
30 Oct 2026$17.54
4 Nov 2026$17.54
Top: P/BV each week. Below: book value per share, quarterly steps drawn, a step line that moves once a quarter; 5.3 years of history; short peaks above 3.6× are drawn at the top edge.

PEG 1.98 at the Jun 2026 quarter end: above 1.0, so the P/E is bigger than the earnings growth rate

  • PEG 1.98×
  • PEG = 1.0 1.00×
PEG 1.98 at the Jun 2026 quarter end: above 1.0, so the P/E is bigger than the earnings growth rate
QuarterPEGPEG = 1.0
Sep 20216.00×1.00×
Dec 20211.75×1.00×
Mar 20220.90×1.00×
Jun 20220.89×1.00×
Sep 20220.71×1.00×
Dec 20221.15×1.00×
Mar 20230.77×1.00×
Jun 20230.59×1.00×
Sep 20230.70×1.00×
Dec 20230.69×1.00×
Mar 20240.83×1.00×
Jun 20241.09×1.00×
Sep 20241.37×1.00×
Dec 20241.09×1.00×
Mar 20250.99×1.00×
Jun 20250.83×1.00×
Sep 20250.67×1.00×
Dec 20250.53×1.00×
Mar 20261.88×1.00×
Jun 20261.98×1.00×
PEG each quarter: the P/E divided by the yearly growth rate of earnings. The flat line marks 1.0. Below it the P/E is smaller than the growth rate; above it the P/E is bigger. Last 20 quarters; values above 6 are drawn at the top edge.
3.6×P/BV · higher than 98% of its last 5.3 years
1.46PEG · today, as reported

Why the multiple is where it is: over the past year book value grew while the price moved +32.9%. The price ran ahead of book value, which pushed the multiple up within its own range.

Where the price move came from: over 5 years the price moved +13.7% a year; about +6.3% a year came from book-value growth and about +7.4 percentage points from the multiple (the market paying more). The split is approximate (price return minus book-value growth). It shows how much of the move came from the market paying a different multiple.

In short: the multiple is high against its own past, so the book value trend underneath matters more than the multiple.

Is the Federated Hermes business getting better or worse?

Federated Hermes, Inc.'s business is slowing from a peak. Profit and EPS growth have slowed sharply (profit growth from +43.9% at its peak to +12.9% now), while ROE is still 28.2%. This is based on 12 quarters of 4 measures.

Every business is somewhere on a path of getting better or worse, and this section names where. The last 12 quarters of growth in revenue, profit and earnings per share, plus the return the business earns on its capital, are read as lines. Getting worse: the lines are falling. Turning around: a low point has just formed and the last few quarters are rising from it. Getting better: the rise from the low has lasted. Growing steadily: steady growth with healthy returns. Slowing from a peak: still high, but slowing. When the lines disagree the result is mixed; too little history means no reading. CAGR (compound annual growth rate) is the steady yearly rate that would turn the starting value into the latest one. It is the fairest way to compare growth over different periods. If the 1-year figure is much bigger than the 10-year one, recent growth is running faster than the long-run trend. A dash means there is no figure for that period, or the starting year was a loss, where a growth rate means nothing.

Growth year by year: revenue +10.3% in FY25, profit +50.0%

  • Revenue growth 10.3%
Growth year by year: revenue +10.3% in FY25, profit +50.0%
QuarterRevenue growth
FY21–
FY2211.2%
FY2311.3%
FY241.4%
FY2510.3%

Profit growth, EPS growth

  • Profit growth 50%
  • EPS growth 58.8%
Profit growth, EPS growth
QuarterProfit growthEPS growth
FY21––
FY22−12.2%−3.6%
FY2325.2%28.2%
FY24−9.9%−5%
FY2550%58.8%
Growth on the year before, each year, %. Top: revenue. Below: net profit and earnings per share, on their own scale because profit growth swings much more. Zero line drawn.

Three growth lines over twelve quarters: revenue accelerating, profit rolling over

  • Revenue 15%
Three growth lines over twelve quarters: revenue accelerating, profit rolling over
QuarterRevenue
Sep 202314.2%
Dec 202311.3%
Mar 20248%
Jun 20241.4%
Sep 20240.4%
Dec 20241.4%
Mar 20252.2%
Jun 20255.5%
Sep 20259%
Dec 202510.3%
Mar 202611.9%
Jun 202615%

Profit, EPS

  • Profit 12.9%
  • EPS 19.4%
Profit, EPS
QuarterProfitEPS
Sep 20238.5%12.3%
Dec 202325.2%28.3%
Mar 202421.9%25.3%
Jun 2024−4.9%−1.4%
Sep 2024−2.3%2.7%
Dec 2024−9.9%−4.9%
Mar 2025−4.6%0.7%
Jun 202543.9%52.2%
Sep 202543.2%51.3%
Dec 202550%58.5%
Mar 202636.2%44.4%
Jun 202612.9%19.4%
Growth on a year earlier, % at each quarter end. Top: revenue. Below: profit and earnings per share, on their own scale because they swing much more. Each is measured over the last 12 months. A gap means there is no reading for that quarter.

ROE: the return line, worked out each quarter

  • ROE 28.2%
ROE: the return line, worked out each quarter
QuarterROE
Sep 202322.2%
Dec 202324.7%
Mar 202424%
Jun 202423.1%
Sep 202422.4%
Dec 202422.3%
Mar 202524.4%
Jun 202527.3%
Sep 202529.1%
Dec 202530.5%
Mar 202630.1%
Jun 202628.2%
Net profit over the last 12 months as a share of equity at the quarter end, %.
Steady highRevenue growth · latest +15.0%, range +0.4% to +15.0%
Turning downProfit growth · latest +12.9%, range −9.9% to +50.0%
Turning downEPS growth · latest +19.4%, range −4.9% to +58.5%
Steady highROE · latest 28.2%, range 22.2% to 30.5%

Why it matters: slowing from a peak is where good stories often end quietly.

Compound annual growth rate (%)

Compound annual growth rate over each period, %. Revenue, profit and EPS come from yearly figures; the stock price row is price growth over the same periods. A dash means no figure for that period, or the starting year was a loss.

Compound annual growth rate (%)
Measure1yr3yr5yr10yr
Revenue+10.3%+7.6%——
Profit+50.0%+19.2%——
EPS+58.8%+24.6%——
Stock price+32.9%+26.2%+13.7%+10.2%
+18.3%Revenue growth (Jun 2026) · latest quarter against a year ago
+14.6%Profit growth (Jun 2026) · latest quarter against a year ago
8.5%Revenue, 4 years · yearly growth over the long run

How much does Federated Hermes earn on its equity and assets?

Federated Hermes, Inc. earned a return on equity of 31% in FY25. Its lowest yearly reading on file was 21% in FY22. On its assets, every $100 earned about $14.74, before the effect of borrowing. For a lender the balance sheet is the business, so the return on equity and on assets have to be read together.

Two numbers rate a bank: ROE, what it earns on shareholders’ money, and ROA, what it earns on all its assets. An ROE above about 13 to 15% is healthy; below that, net worth grows slowly.

That is above the level a bank needs to grow its net worth steadily.

FY25: ROE 31%, ROA 14.90%, up from a FY22 low of 21%

  • ROE 30.5%
FY25: ROE 31%, ROA 14.90%, up from a FY22 low of 21%
QuarterROE
FY2122%
FY2220.6%
FY2324.7%
FY2422.3%
FY2530.5%

ROA

  • ROA 14.9%
ROA
QuarterROA
FY2111.2%
FY2211.4%
FY2311.8%
FY2412.8%
FY2514.9%
Return on equity each year, % (top); return on assets, % (below). 5-year window. A lender is judged on ROE and ROA; return on capital used (ROIC) does not apply to a bank.

Jun 2026: ROE 30.4% (last 12 months), ROA 14.40%

  • ROE (12 months) 30.4%
Jun 2026: ROE 30.4% (last 12 months), ROA 14.40%
QuarterROE (12 months)
Sep 202325%
Dec 202325.1%
Mar 202429.6%
Jun 202425.3%
Sep 20246.8%
Dec 202433.1%
Mar 202529.3%
Jun 202536.2%
Sep 202532%
Dec 202533.6%
Mar 202634.2%
Jun 202630.4%

ROA (12 months)

  • ROA (12 months) 14.4%
ROA (12 months)
QuarterROA (12 months)
Sep 202312.1%
Dec 202312.2%
Mar 202411.9%
Jun 202411.8%
Sep 202413.4%
Dec 202414.1%
Mar 202513.4%
Jun 202516.1%
Sep 202514.1%
Dec 202514.9%
Mar 202615.4%
Jun 202614.4%
Return on equity over the last 12 months (top) and on assets (below), each quarter, %. Last 12 quarters, lined up with the yearly figure.

Why ROE moved: profit grew 10.4% a year over 4 years while net worth grew more slowly. When earnings recover faster than net worth builds up, ROE climbs off its low.

Does Federated Hermes have too much debt?

For a bank, borrowing is the raw material of the business, not a warning sign: it borrows money in order to lend it out. Its safety is read through its returns and its loans. Its safety is read from the bad-loan figures and the return on equity instead.

For a manufacturer, debt is a claim on its profits. For a lender it is the stock it trades in, so the usual debt-to-equity test would mislead and is not used here.

What is the Federated Hermes shareholding pattern?

6.4% of Federated Hermes, Inc.'s tradable shares are in short positions, which are bets that the price will fall, so some traders are betting against it. At normal trading volumes, closing those positions would take about 5.3 days. US companies do not publish a quarter-by-quarter list of owners, so this page uses short interest instead.

There is no quarter-by-quarter list of owners here, so we look at short interest: the share of tradable shares held in short positions, which gain if the price falls.

It is a single reading at one point in time; we do not have its history.

6.4%Short interest · of the tradable float
5.3Days to cover · at typical volumes

Why it is at this level: the figure does not say who has the short positions or why, so we show the level without guessing the story.

How far is Federated Hermes from balance-sheet trouble?

For Federated Hermes, Inc., the Z-score is not used, because it was built for manufacturers, not lenders. For a lender, safety is read from its capital and bad-loan figures instead.

The Z-score estimates how far a company is from balance-sheet trouble. Above about 3 is safe; below about 1.8 is the danger zone. It was built for manufacturers, so it is not used for banks and lenders.

How does Federated Hermes rank in its industry?

There is no score against its industry: Federated Hermes, Inc. is not among the largest members shown in this industry comparison for Asset Management.

The score ranks a company within its industry: each measure is scored against the other members. Without that group there is no score, so none is shown.

Which companies is Federated Hermes compared with?

No sector comparison is shown here, not among the largest members shown in this industry comparison.

Which companies are close to Federated Hermes in size?

Federated Hermes is the 34th largest of 90 Asset Management companies on Sector Alpha by market value (scores of 4 November 2026). Just above it: Hamilton Lane Incorporated, HA Sustainable Infrastructure Capital, Inc. and Maase Inc. Just below it: Blue Owl Technology Finance Corp., Cohen & Steers, Inc. and Golub Capital BDC, Inc.

Asset Management companies close in size

  1. Hamilton Lane Incorporated $5.3 billion
  2. HA Sustainable Infrastructure Capital, Inc. $5.2 billion
  3. Maase Inc. $4.9 billion
  4. Federated Hermes, Inc. $4.6 billion
  5. Blue Owl Technology Finance Corp. $4.5 billion
  6. Cohen & Steers, Inc. $3.9 billion
  7. Golub Capital BDC, Inc. $3.4 billion

All 90 Asset Management companies, largest first

Companies close in size in other industries

  1. Workiva Inc. $4.6 billion · Software - Application
  2. Cinemark Holdings, Inc. $4.6 billion · Entertainment
  3. Federated Hermes, Inc. $4.6 billion
  4. Valvoline Inc. $4.6 billion · Auto & Truck Dealerships
  5. Lumen Technologies, Inc. $4.6 billion · Telecom Services

What else do people ask about Federated Hermes?

What were Federated Hermes's latest quarterly results?

Federated Hermes, Inc. reported total income of $503 M and net profit of $99.6 M for the Jun 2026 quarter. Income rose 18.3% and profit rose 14.6% compared with a year earlier. Earnings per share were $1.38.

The net margin was 19.8%, 0.6 percentage points lower than a year earlier (as of 4 November 2026).

What is Federated Hermes's market cap?

Federated Hermes, Inc.'s market capitalisation is $4.6 B at a stock price of $65.73. Market cap is the share price times the number of shares, so it changes whenever the price moves (as of 4 November 2026).

How is Federated Hermes performing?

Federated Hermes, Inc.'s share price has been rising for 2 weeks. In its latest quarter, income rose 18.3% and profit rose 14.6% compared with a year earlier. Over the past 13 weeks it has done better than the S&P 500, for 1 week running (as of 4 November 2026).

Will Federated Hermes's stock price go up?

This page does not forecast Federated Hermes, Inc.'s stock price. What it shows instead: the stock price is $65.73, and it has been rising for 2 weeks. Its P/BV of 3.6× is higher than 98% of its own last 5 years (as of 4 November 2026).

Where is Federated Hermes in its business cycle?

Federated Hermes, Inc.'s FY25 net margin was 21.4%, against a 5-year range of 15.7% to 21.4%: the top of its range, a record year. When profit is at a record, every ratio looks better than usual, and the story depends on margins staying high. The latest quarter was 19.8%.

Comparing margins with a company's own long history is a good way to see where it is in its cycle (as of 4 November 2026).

What could break the Federated Hermes story?

The main question: yearly earnings per share moved +58.8% while the share price moved +32.9%. On price, this page treats a rise as over when the share price closes below its 200-day average on two Fridays in a row (as of 4 November 2026).

Is Federated Hermes a stock worth studying right now?

What the numbers show: Federated Hermes, Inc.'s earnings have grown faster than its share price. Earnings per share grew +58.8% in a year while the price moved +32.9%. The main open question: whether the price catches up with earnings that have already grown.

Every number on this page is worked out by code from the published figures, with no forecasts and no price opinions (as of 4 November 2026).

Where do these numbers come from?

Sector Alpha, written by code from the published numbers. Data as of 4 November 2026.

Every chart on this page is drawn by code from the published figures, with no forecasts and no price opinions.

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