Stock analysis, trade plans, and proprietary indicators by Trend Edge.
Trend Edge Setup Score
Trend Edge rates FHI Bullish with a Setup Score of 21, net conviction 36, actionability 12. How the Setup Score works →
Total Setup Score
21
Directional Bias
Bullish
Net Conviction
36
Actionability
12 (in range)
Key signals behind this score
40wk Uptrend — rising+above (sma 54.11 vs px 58.87)
80wk Uptrend — rising+above (sma 49.00 vs px 58.87)
200wk Uptrend — rising+above (sma 41.16 vs px 58.87)
Funds Accumulating — momZ +0.69 · 4.34→4.56
Founder-Led — founder/CEO led
Hidden Gem — stWatch 110
About Federated Investors Inc B
Federated Hermes, Inc. is a publicly owned investment manager. Through its subsidiaries, the firm provides its services to individuals, including high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipal government entities, and registered investment advisors. Read full Trend Edge analysis →
Sector: Financial Services
Industry: Asset Management
Exchange: NYSE
IPO Date: May 14, 1998
Headquarters: 1001 Liberty Avenue, Pittsburgh, PA, United States, 15222-3779
Hidden Gem: Yes — undiscovered relative to its market cap tier
Founder-Led: Yes — John F. Donahue (Vice President, Director), Richard B. Fisher (President and Chief Executive Officer, Federated Advisory Companies, Vice President, and Director)
Key Metrics
Current Price
$58.87
Market Cap
$4.30B
Float
69.2M
Shares Outstanding
75.9M
P/E (Forward)
10.64
P/E (TTM)
10.99
Price/Sales (TTM)
2.31
vs. Analyst Target
-5.6% to analyst PT
Profit Margin
21.47%
Operating Margin (TTM)
26.38%
Revenue (TTM)
$1.86B
Earnings Growth (YoY)
1.60%
Dividend Rate
1.4%
Analyst Target Price
$55.57 (8 analysts)
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
2020
$1.45B
$326M
$945M
$448M
2021
$1.30B
$270M
$768M
$408M
2022
$1.45B
$239M
$933M
$396M
2023
$1.61B
$299M
$1.05B
$428M
2024
$1.63B
$268M
$1.09B
$417M
2025
$1.81B
$403M
$1.33B
$583M
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Jun 2025
$425M
$91.0M
Sep 2025
$469M
$104M
Dec 2025
$487M
$108M
Mar 2026
$481M
$95.9M
Ownership & Float
Insider Ownership
3.8%
Institutional Ownership
90.4%
Short Float
5.3%
% of All Funds Holding
4.56%
Number of Funds Holding
375
Current Moving Averages
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$56.82
Near-term / short-term trend
Weekly
40-Week SMA
$54.11
Medium-term trend
Weekly
80-Week SMA
$49.00
Cyclical trend (business cycle)
Weekly
200-Week SMA
$41.16
Secular trend (multi-year)
Monthly
10-Month SMA
$54.50
Near-term monthly trend
Monthly
20-Month SMA
$49.35
Medium-term monthly trend
Monthly
40-Month SMA
$42.30
Secular monthly trend
Volume Shelves — Support & Resistance
Trend Edge identifies volume shelves: price zones where historically elevated trading volume
creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative
volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Price Level
Type
Volume Ratio
Age
$43.00
support
1.12x
12 months ago
$41.00
support
1.14x
13 months ago
$38.90
support
1.75x
15 months ago
Historical Earnings Reactions (112 events)
Timeframe
Avg Return
Median
Win Rate
Best
Worst
Gap
-0.07%
-0.07%
44.64%
7.75%
-8.43%
1 Day
0.06%
-0.20%
49.11%
9.44%
-7.85%
1 Week
0.40%
-0.52%
45.54%
17.25%
-9.64%
2 Weeks
1.29%
1.16%
55.36%
27.02%
-18.61%
1 Month
1.67%
1.87%
54.95%
30.87%
-23.63%
Next earnings: July 30, 2026 (19 days away)
Seasonality & Day-of-Week Patterns
Monthly Seasonality
Month
Avg Return
Win Rate
Samples
Jan
1.0%
53.6%
28
Feb
1.0%
53.6%
28
Mar
2.3%
71.4%
28
Apr
-2.1%
46.4%
28
May
1.8%
60.7%
28
Jun
1.1%
51.7%
29
Jul
0.7%
57.1%
28
Aug
-2.2%
42.9%
28
Sep
-0.2%
42.9%
28
Oct
3.1%
60.7%
28
Nov
0.3%
67.9%
28
Dec
2.4%
75.0%
28
Day-of-Week Tendencies
Day
Avg Return
Win Rate
Samples
Monday
0.01%
49.2%
1329
Tuesday
0.05%
49.8%
1453
Wednesday
0.07%
51.5%
1453
Thursday
0.01%
51.9%
1425
Friday
0.07%
50.5%
1417
Top Institutional Holders
Institutional holder breakdown coming soon.
Total institutional ownership: 90.4%
Insider Transactions — Smart Summary
Total insider ownership: 3.8%
Founder-led management: John F. Donahue (Vice President, Director), Richard B. Fisher (President and Chief Executive Officer, Federated Advisory Companies, Vice President, and Director)
Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Federated Investors Inc B
(FHI) powered by Claude Opus — Anthropic's most capable AI model.
The analysis covers five layers:
technical analysis (near-term, medium-term, cyclical, and secular trend, momentum,
volume shelf support and resistance, breakout and breakdown signals),
qualitative analysis (business model, competitive moat, sector dynamics),
insider sentiment (buy and sell signals from executive and director transactions),
share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and
fundamental analysis (valuation, revenue growth, profit margin, earnings quality).
AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit,
stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward.
Whether you are building a long position, initiating a short, or looking for a reversal setup,
AI Consult identifies the highest-probability signal from the current trend.