FHI Federated Hermes, Inc.

XNYS 56.99 Delayed
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

FHI $56.99 —
Key stats
$56.99
After hours $56.07 +0.00%
52-Week Range
$46.66 – $67.20
YTD
+8.82%
IV Rank (30D)
63.51
Straddle Price
$3.33
P/C Vol Ratio
0.67
Market Cap
$4.2B
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.26%
Beta vs SPY0.79
Cost of Equity (CAPM)9.19% (VRP-adj)
WACC8.75%
Volatility Risk Premium+47.5pp (IV − HV30)
Effective Tax Rate24.9%
Rev. Growth (YoY, DCF input)+7.1%
DCF Horizon12 years explicit + fade
Forward Tilt (NTM/TTM)×1.07 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.4B
Return on Equity (TTM)31.4%
Book / Price30.4% — banking bias active (P/B is primary)
Gross Margin (TTM)100.0%
FCF Margin (TTM)19.0%
Debt / Equity0.28
Quality Score5/6 — high quality (12y DCF)
Market-Implied Growth-3.2% (reverse-DCF on current price)
SMA 50$61.02 (Market Anchor value)
SMA 20 / Bollinger Mid$58.53
Bollinger Width / SMA2023.2% (drives anchor stability)
Net Debt$0.0B
Market Cap$4B
Peers used for multiples: BNY, GS, IDCC, JPM, OHI, SEIC, SYF, TPL
60-Day Conviction
43%
20-Day Fair Value
≈ by Nov 2, 2026
$56.24
α +0.3% rank 40%
conviction
28%
40-Day Fair Value
≈ by Dec 1, 2026
$57.29
α +2.2% rank 42%
conviction
65%
60-Day Fair Value
≈ by Dec 30, 2026
$56.77
α +1.2% rank 39%
conviction
43%
MethodImplied PriceWeightDetail
DCF $109.86 23%
DDM (Gordon) $36.08 18%
Peer P/E $94.78 10% median 16.5× · 8 peers
Peer EV/EBITDA $136.27 10% median 16.9× · 8 peers
Peer P/B $42.22 2% median 2.5× · 8 peers
Peer P/S $112.54 7% median 4.0× · 8 peers
Market Anchor (SMA50) $61.02 15% stability 34% (BB-width)
Options Expected (B-L 30d) $56.21 15% 13 strikes · skew +0.46
As of 2026-10-02 · updated
About
Industry (SIC)
INVESTMENT ADVICE (6282)
Exchange
XNYS
Market Cap
$4.2B

Federated Hermes provides asset management services for institutional and individual investors. The firm had $911.6 billion in managed assets at the end of the second quarter of 2026, composed of equity (12%), multi-asset (less than 1%), fixed-income (11%), alternative (2%), and money market (74%) funds. The company's cash management operations are expected to generate around 52% of Federated's revenue this year, compared with 30%, 10%, and 8%, respectively, for the equity, fixed-income, and alternatives/multi-asset/other operations. The company's products are distributed via trust banks, weal…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan +1.28% 12
Feb -3.34% 13
Mar +0.19% 13
Apr +3.53% 13
May +2.89% 13
Jun -2.58% 13
Jul +0.30% 14
Aug -1.63% 14
Sep -4.85% 14
Oct +1.62% 13
Nov +0.42% 12
Dec +2.38% 12
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $58.23
SMA 50: $61.00
SMA 200: $57.05
Current: $56.07
EMA 12: $57.34
EMA 26: $58.71
MACD: -1.3678 | Signal: -0.1006
BEARISH
ADX (14): 34.78
TREND
+DI: 11.65
−DI: 29.02

Momentum Oscillators

RSI (14): 32.91
NEUTRAL
Stoch %K: 17.32
Stoch %D: 20.67
Williams %R: -78.10

Volume & Volatility

BB Upper: $61.97
BB Lower: $54.48
NEUTRAL
OBV: 12,828,784
Vol SMA 20: 699,654
Vol ROC: -77.50%
ATR: $1.42
True Range: $0.93
HV 20: 19.8%
HV 30: 21.5%
HV 60: 24.4%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-04T00:00:00 – 2026-10-02T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall assessment: NEUTRAL (confidence level: 6/10)

Key drivers:

  • Technical trend indicators suggest a range-bound market, with recent price action consolidating around the SMA 20.
  • Momentum signals are mixed, with RSI neutral and MACD bullish.

Primary risks:

  • Volatility remains low, increasing risk of surprise moves.
  • Options market sentiment is bullish, potentially masking underlying risks.

Investment thesis: FHI's stable technical performance and positive news sentiment justify a neutral stance. However, the options market's bullish bias suggests potential upside, which may be worth exploring through targeted trades.

Recent news sentiment impact: Positive headlines (e.g., Vista Investment Partners' stake) have contributed to the stock's stability, while neutral dividend declarations haven't significantly impacted price action.

Technical Analysis

Trend Direction:

  • Short-term: Consolidating around SMA 20
  • Medium-term: Range-bound
  • Long-term: Uptrend

Support/Resistance Levels:

  • Lower Bollinger Band: $55.10
  • Middle Bollinger Band: $57.82
  • Upper Bollinger Band: $60.54
  • SMA 20: $57.82
  • EMA 12: $57.79

Momentum Signals:

  • RSI (14): 59.55 (neutral)
  • MACD: Bullish momentum signal
  • Stochastic %K: 68.21
  • Stochastic %D: 63.50
  • Williams %R: -19.46

Volume Analysis:

  • Volume SMA 20: 640779.10
  • On-Balance Volume (OBV): 21133134.66
  • Volume Rate of Change: 18.20%

News & Sentiment Analysis

Recent Headlines Summary:

  • Neutral dividend declarations and positive news sentiment have maintained a stable market.

Sentiment Assessment: Positive (aggregate sentiment)

Catalyst Identification:

  • No significant catalysts identified, but ongoing dividend declarations could impact price action.

Market Narrative:

  • Technical signals are range-bound, while news sentiment is generally positive. This mismatch could lead to surprise moves or consolidations.

Risk & Volatility Assessment

Risk Metrics:

  • Beta: 0.66 (vs SPY)
  • Alpha: 0.15
  • Correlation: 0.35
  • Stock Volatility: 0.24 Interpretation: Low volatility - stock moves less than market

Options Market Signals:

  • IV Rank: 15.1% (Low)
  • Current IV: 47.1%
  • Expected Move: $4.90 (42 DTE), 7-DTE: $4.80
  • Volume Flow: 11 calls vs 5 puts
  • Open Interest: 13 calls vs 5 puts
  • Put/Call Volume Ratio: 0.46 (Bullish sentiment)
  • Put/Call OI Ratio: 0.39

Downside Protection:

  • Support levels: SMA 20 ($57.82), Lower Bollinger Band ($55.10)

Market Context & Positioning

Sector Performance:

  • FHI's sector, Municipal Debt, is performing relatively strongly.

Institutional Activity:

  • Institutional interest remains moderate, with no significant buying or selling pressure.

Correlation Analysis:

  • R-squared: 0.35 (stock moves less than market)

Relative Valuation:

  • FHI trades within a trading range, with recent price action consolidating around the SMA 20.

Key Levels & Action Items

Critical Price Levels:

  • Support: SMA 20 ($57.82), Lower Bollinger Band ($55.10)
  • Resistance: Upper Bollinger Band ($60.54)

Breakout/Breakdown Levels:

  • Technical levels that could trigger significant moves: Upper and Lower Bollinger Bands

Time-Sensitive Catalysts:

  • No imminent catalysts identified, but ongoing dividend declarations could impact price action.

Risk Management:

  • Stop-loss levels: SMA 20 ($57.82) or Lower Bollinger Band ($55.10)
  • Position sizing considerations: Maintain a neutral stance and adjust exposure based on market conditions.

Please note that this report is based solely on the provided data and should not be taken as personalized investment advice.

Generated
News
Bloomberg MarketsT1·29d ago
Waller Is A Proxy For The Eight Fed Voters: Berro
Kelsey Berro, fixed income portfolio manager JPMorgan Asset Management, and Deborah Cunningham, executive vice president, CIO global liquidity markets, and senior portfolio manager at Federated Hermes, join Michael McKee on "Bloomberg Real Yield." Stocks rose and bond yields…
Fed$FHI$JPM
Bloomberg MarketsT1·29d ago
Global Bond Yields Rise, Waller Speaks Out | Real Yield 9/3/2026
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: JPMorgan Asset Management Field Income Portfolio Manager Kelsey Berro, Federated Hermes Senior Portfolio Manager Deborah Cunningham, Invesco Head of North American Investment Grade Credit…
General$FHI$IVZ$JPM
Earnings History
8 of 8 under expected move
Avg Expected Move
8.45%
Avg Actual Move
2.25%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-10-24 Pre-Market 8.22% 5.18% 0.63x Within
2025-01-30 After-Close 5.22% 0.05% 0.01x Within
2025-04-24 After-Close 8.29% 4.70% 0.57x Within
2025-07-31 After-Close 8.17% 0.69% 0.08x Within
2025-10-30 After-Close 10.20% 2.49% 0.24x Within
2026-01-29 After-Close 9.73% 0.99% 0.10x Within
2026-04-30 Pre-Market 8.87% 3.07% 0.35x Within
2026-07-30 After-Close 8.91% 0.82% 0.09x Within
Options Activity
IV Rank (30D)
63.51
IV Rank (7D)
63.51
Avg IV
73.8%
Straddle (30D)
$3.33
Straddle (7D)
$3.33
P/C Volume
0.67
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
0.66
Correlation (SPY)
34.7%
R²
0.12
Ann. Volatility
24.6%
SPY Volatility
13.0%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 73,439,250 (as of 2026-06-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

411 filers73,836,952 shares$3.97B value100.54% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 8,245,538 $429.35M 10.81% 11.23% 2025-12-31
2 BlackRock, Inc. Custodian 6,043,914 $333.74M 8.40% 8.23% 2026-06-30
3 FMR LLC Custodian 4,663,900 $257.54M 6.48% 6.35% 2026-06-30
4 VANGUARD PORTFOLIO MANAGEMENT LLC 4,397,255 $242.82M 6.11% 5.99% 2026-06-30
5 Schneider Downs Wealth Management Advisors, LP 3,551,578 $196.12M 4.94% 4.84% 2026-06-30
6 VANGUARD CAPITAL MANAGEMENT LLC 3,194,537 $176.40M 4.44% 4.35% 2026-06-30
7 LSV ASSET MANAGEMENT 2,867,028 $158.32M 3.98% 3.90% 2026-06-30
8 FULLER & THALER ASSET MANAGEMENT, INC. 2,670,077 $147.44M 3.71% 3.64% 2026-06-30
9 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,646,942 $146.16M 3.68% 3.60% 2026-06-30
10 AQR CAPITAL MANAGEMENT LLC Custodian 2,460,945 $135.89M 3.42% 3.35% 2026-06-30
11 DIMENSIONAL FUND ADVISORS LP Custodian 2,265,174 $125.09M 3.15% 3.08% 2026-06-30
12 STATE STREET CORP 1,852,289 $102.28M 2.57% 2.52% 2026-06-30
13 GEODE CAPITAL MANAGEMENT, LLC Custodian 1,692,774 $93.49M 2.35% 2.31% 2026-06-30
14 Allianz Asset Management GmbH 1,534,938 $84.76M 2.13% 2.09% 2026-06-30
15 FIRST TRUST ADVISORS LP 1,198,348 $66.17M 1.67% 1.63% 2026-06-30
16 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1,174,179 $64.84M 1.63% 1.60% 2026-06-30
17 VICTORY CAPITAL MANAGEMENT INC 1,151,144 $63.57M 1.60% 1.57% 2026-06-30
18 Woodline Partners LP 1,070,489 $59.11M 1.49% 1.46% 2026-06-30
19 CITADEL ADVISORS LLC Custodian 982,725 $54.27M 1.37% 1.34% 2026-06-30
20 GOLDMAN SACHS GROUP INC Custodian 879,173 $48.55M 1.22% 1.20% 2026-06-30
21 MORGAN STANLEY Custodian 869,406 $48.01M 1.21% 1.18% 2026-06-30
22 Bank of New York Mellon Corp Custodian 617,795 $34.11M 0.86% 0.84% 2026-06-30
23 JUPITER ASSET MANAGEMENT LTD 582,453 $32.16M 0.81% 0.79% 2026-06-30
24 ALLIANCEBERNSTEIN L.P. 545,421 $30.93M 0.78% 0.74% 2026-06-30
25 SPROTT INC. 513,885 $28.38M 0.71% 0.70% 2026-06-30
1 filers$397.58K notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $397.58K 100.00% 2026-06-30
2 filers$16.57K notional
# Filer Notional Value % of Total Period
1 GROUP ONE TRADING LLC Custodian $11.04K 66.67% 2026-06-30
2 SIMPLEX TRADING, LLC Custodian $5.52K 33.33% 2026-06-30
Insider Activity
Latest: 2026-08-21
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-08-21 Peter J Germain EVP, CLO & Sec. Sell (S) −5,000 $63.17 -$315.9K EDGAR
2026-08-05 Saker Anwar Nusseibeh CEO, Federated Hermes Limited Sell (S) −7,030 $64.24 -$451.6K EDGAR
2026-06-23 Stephen Van Meter VP, Chief Compliance Officer Sell (S) −1,682 $59.64 -$100.3K EDGAR
2026-06-17 Paul A Uhlman Vice President Sell (S) −6,145 $58.67 -$360.5K EDGAR
2026-06-09 Saker Anwar Nusseibeh CEO, Federated Hermes Limited Sell (S) −8,950 $57.34 -$513.2K EDGAR
2026-05-26 Peter J Germain EVP, CLO & Sec. Sell (S) −409 $55.31 -$22.6K EDGAR
2026-05-26 Paul A Uhlman Vice President Sell (S) −1,021 $55.30 -$56.5K EDGAR
2026-05-18 THOMAS R DONAHUE VP, CFO & Treasurer Gift (G) −31,200 — EDGAR
2026-05-15 Peter J Germain EVP, CLO & Sec. Sell (S) −5,000 $54.30 -$271.5K EDGAR
2026-05-08 Bryan M Burke Vice President Sell (S) −4,000 $54.20 -$216.8K EDGAR
2026-05-04 JOSEPH C BARTOLACCI Director Award (A) +2,000 — EDGAR
2026-05-04 Bryan M Burke Vice President Award (A) +35,000 — EDGAR
2026-05-04 Paul A Uhlman Vice President Award (A) +40,000 — EDGAR
2026-05-04 Karen Hanlon Director Award (A) +2,000 — EDGAR
2026-05-04 Marie Milie Jones Director Award (A) +2,000 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
16 insiders · @ $56.07
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 THOMAS R DONAHUE VP, CFO & Treasurer 560,364 $31.42M -$4.91M 32 2026-05-18
2 JOHN B FISHER Vice President 501,835 $28.14M -$7.64M 15 2025-11-20
3 J CHRISTOPHER DONAHUE Chairman, President & CEO 479,192 $26.87M -$18.13M 30 2026-03-06
4 Paul A Uhlman Vice President 296,821 $16.64M -$12.92M 32 2026-06-17
5 Peter J Germain EVP, CLO & Sec. 207,059 $11.61M -$3.43M 26 2026-08-21
6 Theodore W Zierden III Vice President 160,750 $9.01M -$433.7K 4 2026-03-06
7 Gordon J Ceresino Vice Chairman 148,930 $8.35M -$7.06M 20 2024-04-09
8 Saker Anwar Nusseibeh CEO, Federated Hermes Limited 144,246 $8.09M -$10.43M 32 2026-08-05
9 Dolores D Dudiak Vice President 85,540 $4.80M -$732.2K 16 2026-03-06
10 Bryan M Burke Vice President 84,995 $4.77M -$216.8K 2 2026-05-08
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2026-08-20
Last 30d: 0 filings  ·  Last 90d: 2 filings · $727K notice value · 2 unique filers

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: SAKER ANWAR NUSSEIBEH (1, $452K) · Germain Peter J (1, $276K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-20 Germain Peter J Officer 5,000 $275.8K 2026-08-20 Kestra Financial — EDGAR
2026-08-04 SAKER ANWAR NUSSEIBEH Officer 7,030 $451.6K 2026-08-04 Morgan Stanley Smith Barney LLC … — EDGAR
2026-06-23 STEPHEN VAN METER Officer 1,682 $100.3K 2026-06-23 Morgan Stanley Smith Barney LLC … — EDGAR
2026-06-16 PAUL UHLMAN Officer 6,145 $360.5K 2026-06-16 Morgan Stanley Smith Barney LLC … — EDGAR
2026-06-08 SAKER ANWAR NUSSEIBEH Officer 8,950 $513.2K 2026-06-08 Morgan Stanley Smith Barney LLC … — EDGAR
2026-05-26 PAUL UHLMAN Officer 1,021 $56.5K 2026-05-26 Morgan Stanley Smith Barney LLC … — EDGAR
2026-05-26 PETER J GERMAIN Officer 409 $22.6K 2026-05-26 Morgan Stanley Smith Barney LLC … — EDGAR
2026-05-15 Germain Peter J Officer 5,000 $275.8K 2026-05-15 Kestra Financial — EDGAR
2026-05-07 BRYAN M BURKE 2024 REV TR AGREEMENT Officer 4,000 $216.8K 2026-05-07 Morgan Stanley Smith Barney LLC … — EDGAR
2026-03-12 PAUL UHLMAN Officer 72,392 $4.07M 2026-03-12 Morgan Stanley Smith Barney LLC … — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-05-01
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-04-30 0001056288-26-000016 EDGAR
2026-04-09 0001056288-26-000011 EDGAR
2026-01-30 0001056288-26-000005 EDGAR
2026-01-29 0001056288-26-000003 EDGAR
2025-12-02 0001056288-25-000032 EDGAR
2025-10-30 0001056288-25-000028 EDGAR
2025-10-23 0001056288-25-000024 EDGAR
2025-07-31 0001056288-25-000019 EDGAR
2025-04-24 0001056288-25-000014 EDGAR
2025-04-07 0001056288-25-000010 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-27 0001056288-26-000007 EDGAR
2025-02-28 0001056288-25-000004 EDGAR
2024-02-23 0001056288-24-000006 EDGAR
2023-02-24 0001056288-23-000006 EDGAR
2022-02-25 0001056288-22-000010 EDGAR
2021-02-26 0001056288-21-000008 EDGAR
2020-02-21 0001056288-20-000015 EDGAR
2019-02-22 0001056288-19-000004 EDGAR
2018-02-23 0001056288-18-000004 EDGAR
2017-02-24 0001056288-17-000009 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-01 0001056288-26-000018 EDGAR
2025-10-31 0001056288-25-000030 EDGAR
2025-08-01 0001056288-25-000021 EDGAR
2025-04-25 0001056288-25-000016 EDGAR
2024-10-25 0001056288-24-000025 EDGAR
2024-07-26 0001056288-24-000018 EDGAR
2024-04-26 0001056288-24-000014 EDGAR
2023-10-27 0001056288-23-000029 EDGAR
2023-08-02 0001056288-23-000022 EDGAR
2023-05-02 0001056288-23-000016 EDGAR
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

P/E Ratio10.6
P/B Ratio3.4
P/S Ratio2.2
EV/EBITDA7.6
TTM Revenue$1.9B
TTM Net Income$0.4B
TTM EPS$5.37
ROE31.4%
Dividend Yield2.56%
Debt/Equity0.28