FEDERATED HERMES, INC. (FHI) Earnings History

FEDERATED HERMES, INC. - Q4 2025 EarningsBeat

Filed at: Jan 29, 2026, 5:10 PM EST|Read from source

EXECUTIVE SUMMARY

Federated Hermes reported strong full-year and fourth-quarter results, driven by record assets under management, particularly in money market products. The company saw significant growth in net income and EPS, reflecting higher average assets and improved investment income.

POSITIVE HIGHLIGHTS

  • •

    Full-year 2025 EPS was $5.13, a significant increase from $3.23 in 2024, driven by a $66.3 million non-cash expense in the prior year.

    positive
  • •

    Total managed assets reached a record $902.6 billion at year-end 2025, up 9% year-over-year.

    positive
  • •

    Money market assets reached a record $682.6 billion, up 8% year-over-year, with money market mutual fund assets also at a record.

    positive
  • •

    Quarterly dividend increased to $0.34 per share from $0.31 in the prior year's quarter.

    positive

CONCERNS & RISKS

  • •

    Distribution expenses increased by $24.3 million or 25% year-over-year in Q4 2025, primarily due to higher average money market fund assets.

    attention
  • •

    Nonoperating income (expenses), net decreased by $6.1 million or 44% quarter-over-quarter due to a smaller increase in the market value of investments in Q4 2025 compared to Q3 2025.

    attention
  • •

    Intangible asset related expenses decreased significantly by 83% year-over-year for the full year, due to a $66.3 million impairment in Q2 2024.

    neutral
  • •

    Other operating expenses decreased by $16.1 million year-over-year, primarily due to a VAT refund received in Q1 2025.

    neutral

FINANCIAL METRICS

Revenue
Quarterly
$482.83B
+14.0%
Prior year: $424.68B
Annual (YTD)
$1800.66B
N/A
Prior year: $1632.09B
Net Income
Quarterly
$107.04B
+26.4%
Prior year: $84.72B
Annual (YTD)
$403.30B
N/A
Prior year: $268.31B
EPS (Diluted)
Quarterly
$1.39
+33.6%
Prior year: $1.04
Operating Income
Quarterly
$135.57B
+22.8%
Prior year: $110.43B
Annual (YTD)
$513.88B
N/A
Prior year: $361.47B
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Operating Margin
Current Quarter
28.1%
Prior Year
26.0%
YoY Change
+207 bps
Net Margin
Current Quarter
22.2%
Prior Year
19.9%
YoY Change
+222 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 2025 2025

VISUAL OVERVIEW

|
Equity
0.0%
N/A
Fixed Income
0.0%
N/A
Alternative / Private Markets
0.0%
N/A
Multi-Asset
0.0%
N/A
Money Market
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Equity
N/A———
Fixed Income
N/A———
Alternative / Private Markets
N/A———
Multi-Asset
N/A———
Money Market
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT COMMENTARY

Record assets under management driven by money market increases and attractive cash management opportunities.

— FEDERATED HERMES, INC., Q4 2025 2025 Earnings Call

Investor interest continues in solutions beyond mutual funds, including ETFs, CITs, and SMAs.

— FEDERATED HERMES, INC., Q4 2025 2025 Earnings Call

SMA net sales led by specific strategies like MDT All Cap Core and MDT Mid Cap Growth.

— FEDERATED HERMES, INC., Q4 2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Alternative/Private Markets Assets
19101.0M
+1.3% YoY
Prior year: 18864.0M
dollars
Equity Assets
97898.0M
+23.3% YoY
Prior year: 79423.0M
dollars
Fixed-Income Assets
100127.0M
+2.1% YoY
Prior year: 98059.0M
dollars
Money Market Assets
682600.0M
+8.3% YoY
Prior year: 630300.0M
dollars
Money Market Mutual Fund Assets
508400.0M
+10.1% YoY
Prior year: 461700.0M
dollars
Money Market Separate Account Assets
174200.0M
+3.3% YoY
Prior year: 168600.0M
dollars
Multi-Asset Assets
2854.0M
-1.0% YoY
Prior year: 2883.0M
dollars
Total Managed Assets
902600.0M
+8.8% YoY
Prior year: 829600.0M
dollars

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.