{"filings":[{"id":1969956,"accession_number":"0001056288-26-000024","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2026-07-30T21:03:24+00:00","items":["2.02","9.01"],"status":"ready","headline":"Federated Hermes Q2 EPS $1.38, record AUM $911.6B, up 8% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["EPS $1.38 diluted vs $1.16 YoY; net income $104.3M vs $91.0M.","Record AUM $911.6B, up 8% YoY; equity assets record $109.6B.","Board declares $0.38 dividend payable Aug 14, record Aug 7.","Repurchased 1.12M shares for $58.9M in Q2.","Acquired majority interest in real estate manager FCP Fund Manager, L.P."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90958,"accession_number":"0001056288-26-000016","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Federated Hermes posts record AUM $907B, Q1 EPS $1.27; dividend up 11.8%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record AUM $907.1B at March 31, 2026, up 8% YoY; money market AUM record $684.7B.","Q1 2026 EPS $1.27 (vs $1.25 YoY) on net income $96.4M; prior year included $0.15/share VAT refund benefit.","Quarterly dividend raised 11.8% to $0.38/share; payable May 15, 2026 to holders of record May 8.","Revenue up $55.4M (13%) YoY; operating expenses up $60.9M (21%) on higher distribution and comp.","Equity assets record $100.8B (+25% YoY); top-selling funds were MDT quantitative offerings."],"consensus_eps_estimate":null,"consensus_eps_actual":1.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":478957000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90957,"accession_number":"0001056288-26-000011","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2026-04-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Federated Hermes closes $331M acquisition of 80% of FCP Fund Manager, a US real estate manager","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration up to $331M: $215.8M cash, $23.2M in FHI Class B stock, plus $92M contingent.","FCP manages $3.5B in client assets (Dec 2025); specializes in US multifamily real estate.","Deal expands Federated Hermes’ private markets/alternatives, complementing its $5.3B UK real estate platform.","FCP converted to Federated Hermes FCP Manager, LLC; team of 75+ continues from existing offices.","Founded by Esko Korhonen, FCP has invested over $14.8B gross asset value since inception."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100820,"accession_number":"0001056288-26-000005","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2026-01-30T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Federated Hermes subsidiary sued for ~$120M over Swedish wind farm investment","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Aberdeen City Council Pension Fund sues Hermes GPE and General Partner over 2019 £90M Ventus wind farm investment.","Derivative claim seeks ~£87M (~$120M) for alleged diminished value; direct claim seeks ~$46M.","Federated Hermes denies allegations, says claims lack merit and will vigorously defend.","Company does not expect material adverse effect on financial position; insurance claim filed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100819,"accession_number":"0001056288-26-000003","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2026-01-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Federated Hermes posts Q4 EPS $1.39, record AUM $902.6B; declares $0.34 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 diluted EPS $1.39 vs $1.04 YoY; net income $107.0M vs $84.7M.","Record total AUM $902.6B (up 9% YoY); money market AUM $682.6B record.","Board declared $0.34/sh dividend, payable Feb 13, record Feb 6.","Q4 bought 1.57M shares for $78.7M; full-year 2025 bought 6.2M shares for $263.4M.","Full-year 2025 EPS $5.13 vs $3.23 (incl. $0.73/sh impairment in 2024)."],"consensus_eps_estimate":null,"consensus_eps_actual":5.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":1800663000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117124,"accession_number":"0001056288-25-000032","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2025-12-02T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Federated Hermes announces CEO succession: Uhlman to lead Advisory Companies, Fisher becomes Chairman","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John Fisher (age 69) steps back from full-time role as President/CEO of Federated Advisory Companies effective April 30, 2026; remains Chairman.","Paul Uhlman (age 59) named President/CEO of Federated Advisory Companies; recommended for Board election at April 2026 meeting.","Bryan Burke (age 53) promoted to President of Federated Securities Corp., becoming a VP and executive officer.","Leadership changes are part of orderly succession plan; transition effective April 30, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117123,"accession_number":"0001056288-25-000028","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Federated Hermes reports record AUM $871.2B and Q3 EPS $1.34, up 26% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $104.1M, EPS $1.34 vs $1.06 in Q3 2024; revenue up 15% to $61.0M.","Record money market assets $652.8B and fixed-income assets $101.8B.","Record net sales of equity funds led by MDT quantitative offerings.","Board declares $0.34/share dividend payable Nov 14 to holders of record Nov 7.","Equity assets $94.7B (+13% YoY); alternative/private markets down 8% to $19.0B."],"consensus_eps_estimate":null,"consensus_eps_actual":3.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":1317830000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117122,"accession_number":"0001056288-25-000024","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2025-10-23T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Federated Hermes to acquire 80% of real estate manager FCP for up to $331M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Aggregate purchase price up to $331M: $215.8M cash + $23.2M FHI stock at closing; plus up to $92M contingent.","FCP manages $3.8B assets as of June 30, 2025; specializes in U.S. multifamily real estate; 75+ employees.","Deal expected to close in H1 2026; subject to HSR antitrust clearance and third-party consents.","FHI expands U.S. private markets capabilities; complements existing $5.5B U.K. real estate business.","FHI will own 80% initially; FCP management retains 20% and enters five-year employment agreements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133574,"accession_number":"0001056288-25-000019","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Federated Hermes Q2 EPS $1.16, record AUM $845.7B; declares $0.34 dividend, new buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2025 EPS $1.16 ($91.0M net income) vs $0.20 ($21.0M) in Q2 2024, which included a $66.3M impairment.","Record AUM of $845.7B at June 30, 2025, up 8% YoY; equity AUM $89.0B (+14% YoY), money market AUM $634.4B (+8%).","Board declared $0.34 per share dividend, payable Aug 15, 2025 to holders of record Aug 8, 2025.","Authorized new share repurchase program for up to 5 million shares; also bought 1.55M shares for $64.5M in Q2.","Revenue up 6% YoY; operating expenses down 15% YoY (excluding impairment comparison)."],"consensus_eps_estimate":null,"consensus_eps_actual":2.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":848384000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150250,"accession_number":"0001056288-25-000014","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2025-04-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Federated Hermes Q1 EPS $1.25 vs $0.89; record AUM $839.8B; dividend up 9.7%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $101.1M vs $75.0M YoY; EPS $1.25 diluted vs $0.89; revenue +7% to $27.2M.","Record AUM $839.8B (+8% YoY); money market assets record $637.1B (+10% YoY).","Quarterly dividend raised to $0.34/share from $0.31, payable May 15 to holders of record May 8.","Repurchased 3.06M shares for $120.1M during Q1.","Money market funds drove inflows amid volatility; MDT strategies saw strong demand."],"consensus_eps_estimate":null,"consensus_eps_actual":1.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":423540000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150249,"accession_number":"0001056288-25-000010","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2025-04-07T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Federated Hermes acquires 60% of UK renewable energy developer Rivington for £23.7M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition of 60% equity stake in Rivington Energy (Management) Limited completed April 7, 2025.","Upfront cash payment of £23.7M ($30.6M) includes £12.9M capital contribution for growth and debt repayment.","Contingent earn-out payments up to £10.7M ($13.8M) over four years based on revenue growth milestones.","Rivington, a UK renewable energy project developer, reported 2024 revenue of approx £7.4M ($9.5M)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169255,"accession_number":"0001056288-25-000002","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2025-01-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Federated Hermes Q4 EPS $1.04; record AUM $829.6B; dividend $0.31","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 EPS $1.04 vs $0.96 YoY; net income $84.7M vs $82.2M.","Total AUM record $829.6B at Dec 31, 2024, up 10% YoY; money market assets record $630.3B.","Board declared quarterly dividend $0.31/share, payable Feb 14, 2025 to holders of record Feb 7.","Full-year 2024 EPS $3.23 vs $3.40 in 2023, includes $66.3M intangible impairment in Q2.","Repurchased 552,533 shares for $22.1M in Q4; full-year repurchases 4.0M shares for $133.6M."],"consensus_eps_estimate":null,"consensus_eps_actual":3.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":1632093000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186294,"accession_number":"0001056288-24-000023","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2024-10-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Federated Hermes Q3 EPS $1.06, AUM record $800.5B, dividend $0.31","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["EPS $1.06 vs $0.86 YoY; net income $87.5M, up from $75.0M.","Total AUM record $800.5B, up 12% YoY; money market AUM record $593.0B.","Board declares $0.31/share dividend payable Nov 15, record Nov 8.","New share repurchase program authorized for up to 5M shares with no expiration.","Top-selling funds: MDT Mid Cap Growth, Total Return Bond Fund/TETF."],"consensus_eps_estimate":null,"consensus_eps_actual":2.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":1207410000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202913,"accession_number":"0001056288-24-000016","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2024-07-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Federated Hermes Q2 EPS $0.20 includes $0.76 impairment; record AUM $782.7B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["EPS $0.20 ($0.76 impairment charge); net income $21.0M vs $72.2M YoY.","Record total AUM $782.7B (+11% YoY); money market assets record $586.6B.","Board declares $0.31/share dividend payable Aug 15, 2024 to holders of record Aug 8.","Revenue down 7% YoY on lower carried interest; equity AUM -6%, fixed-income +9%.","Q2 2024 includes $66.3M non-cash impairment of indefinite-lived intangible asset."],"consensus_eps_estimate":null,"consensus_eps_actual":1.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":798954000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219118,"accession_number":"0001056288-24-000010","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Federated Hermes Q1 EPS $0.89 (up 14% YoY); record AUM $778.7B; dividend raised 10.7% plus $1 special","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.89 vs. $0.78 in Q1 2023; net income $75.0M vs. $69.6M YoY.","Total AUM record $778.7B (+11% YoY); money market assets record $578.8B (+14% YoY).","Quarterly dividend increased 10.7% to $0.31; special dividend $1.00; payable May 15, 2024.","Revenue +4% YoY ($14.2M increase) driven by higher average money market assets.","Repurchased 1.08M shares for $37M in Q1; new independent director Karen L. Hanlon elected."],"consensus_eps_estimate":null,"consensus_eps_actual":0.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":396371000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238998,"accession_number":"0001056288-24-000003","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2024-01-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Federated Hermes Q4 EPS $0.96, record AUM $757.6B; dividend $0.28","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2023 EPS of $0.96 (diluted) vs. $0.63 in Q4 2022; net income $82.2M vs. $56.5M.","Full-year 2023 EPS $3.40 vs. $2.65; net income $299.0M up from $239.5M.","Total AUM hit record $757.6B at Dec. 31, 2023, up 13% YoY and 6% QoQ.","Board declared $0.28 quarterly dividend, payable Feb. 15, 2024 to holders of record Feb. 8.","Q4 share repurchases: 1.9M shares for $61.0M; full-year 5.3M shares for $178.0M."],"consensus_eps_estimate":null,"consensus_eps_actual":3.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":1609574000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256487,"accession_number":"0001056288-23-000031","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2023-12-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Federated Hermes Vice Chairman Gordon Ceresino to retire by May 9, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Gordon J. Ceresino transitions day-to-day responsibilities starting January 12, 2024.","Ceresino holds roles including Vice Chairman, Chairman of Federated International Securities, and Director of Hermes Equity Ownership Services Ltd.","Responsibilities assumed by Saker A. Nusseibeh (CEO, Federated Hermes Limited) and Paul A. Uhlman (President, Federated Securities Corp.).","Retirement effective May 9, 2024, after a planned transition period.","Both Nusseibeh and Uhlman are existing executive officers of Federated Hermes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256486,"accession_number":"0001056288-23-000026","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2023-10-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Federated Hermes Q3 EPS $0.86, AUM record $715.2B, declares $0.28 dividend, new buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 2023 diluted EPS $0.86 vs $0.78 YoY; net income $75.0M vs $69.5M.","Total AUM record $715.2B, up 15% YoY; money market assets record $525.1B, up 19%.","Board declares $0.28/share dividend payable Nov 15, 2023; authorizes new 5M share repurchase program.","Revenue up 6% YoY; no voluntary yield-related fee waivers in Q3 2023 (nil vs $85.3M in 9M 2022)."],"consensus_eps_estimate":null,"consensus_eps_actual":2.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":1218077000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":273879,"accession_number":"0001056288-23-000020","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2023-07-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Federated Hermes Q2 EPS $0.81, AUM hits record $704B, dividend $0.28","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.81 vs $0.64 YoY; 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managed assets $624.4B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 2022 EPS of $0.78 (diluted) on net income of $69.5M, compared to $0.73 on $71.4M a year ago.","Revenue rose 17% YoY to $54.6M, driven by lower voluntary yield-related fee waivers.","Total managed assets were $624.4B at Sept. 30, 2022, down 2% from Sept. 30, 2021.","Board declared $0.27 per share dividend, payable Nov. 15, 2022 to holders of record Nov. 8, 2022.","Closed acquisition of C.W. Henderson & Associates, a municipal-bond SMA specialist, effective Oct. 1, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":2.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":1071915000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":347924,"accession_number":"0001056288-22-000029","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2022-07-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Federated Hermes Q2 EPS $0.64 beats $0.56 YoY; declares $0.27 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2022 EPS $0.64 vs $0.56 in Q2 2021; net income $57.7M vs $55.9M.","Revenue increased 18% to $55.0M primarily due to decrease in voluntary yield-related fee waivers.","Total managed assets $631.9B, down 2% from $645.8B a year ago; equity assets down 19%.","Board declared $0.27 quarterly dividend, payable Aug 15 to holders of record Aug 8.","Repurchased 2.88M shares for $89.5M during Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":1.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":690772000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":347923,"accession_number":"0001056288-22-000026","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2022-07-18T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Federated Hermes to acquire C.W. 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Henderson team will join Federated Hermes.","Acquisition adds municipal SMA expertise to Federated Hermes' existing $23B SMA business.","Deal approved by both boards; subject to client consents and customary closing conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":364478,"accession_number":"0001056288-22-000024","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2022-06-07T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Federated Hermes board authorizes additional 5M share buyback; 292K remain under prior program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Existing program had 292,000 shares remaining as of June 7, 2022.","New program authorizes up to 5,000,000 shares of Class B common stock with no expiration date.","Repurchased shares will be held in treasury for employee compensation, acquisitions, and other corporate purposes.","Executive management determines timing and amount of purchases under both programs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":364477,"accession_number":"0001056288-22-000019","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2022-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Federated Hermes Q1 EPS $0.61 vs $0.75 YoY; net income down 25%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["EPS of $0.61 diluted, net income $55.9M; Q1 2021 was $0.75 and $74.5M respectively.","Total managed assets $631.1B at March 31, 2022, down 6% from Dec 2021 but up 1% YoY.","Revenue down 5% YoY, operating expenses down 1%; nonoperating income down $13.6M due to lower market value of investments.","Quarterly dividend $0.27/share declared, payable May 13, 2022 to shareholders of record May 6, 2022.","Bought back 3,039,917 shares for $102.5M in Q1; net negative pre-tax fee waiver impact $18.3M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.61,"consensus_revenue_estimate":null,"consensus_revenue_actual":324764000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":384175,"accession_number":"0001056288-22-000017","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2022-03-17T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Federated Hermes issues $350M of 3.29% senior notes due 2032","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $350M unsecured senior notes at 3.29% fixed, maturing March 17, 2032.","Proceeds to fund share repurchases, acquisitions, pay down existing debt, and general corporate purposes.","Notes include interest coverage and leverage ratio covenants; company in compliance at issuance.","Private placement to institutional investors under Section 4(a)(2); Citigroup and PNC as lead placement agents."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":384174,"accession_number":"0001056288-22-000012","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2022-03-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Federated Hermes completes HFML exchange, plans $350M note issuance at 3.29%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Completed exchange of HFML beneficial interests for 1,183,066 restricted FHI shares and 318,807 treasury shares, making HFML wholly-owned.","Value of HFML shares received: $47.5 million based on Dec 31, 2021 independent valuation.","Intends to issue $350M senior unsecured notes at 3.29% coupon, maturing March 17, 2032, with semi-annual payments.","Proceeds to fund share repurchases, potential acquisitions, pay down existing debt, and general corporate purposes.","Lead agents: Citigroup Global Markets Inc. and PNC Capital Markets LLC."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":384173,"accession_number":"0001056288-22-000008","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2022-01-27T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Federated Hermes Q4 EPS $0.71 down from $0.93; 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remains a client with $12B AUM.","Hedged GBP payment via forward contract: £117.1M at 1.386345, settling $162.3M on Aug 31, 2021.","FHI now owns ~90% of HFML; remaining ~10% held in employee benefit trust.","Option Deed and Shareholders' Agreement terminated upon closing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":420932,"accession_number":"0001056288-21-000019","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2021-08-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Federated Hermes to acquire remaining 29.5% stake in Hermes Fund Managers for £116.5M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price of £116.5M (~$161.5M) for BTPS's 29.5% interest; HFML valuation set at £394.9M.","Closing expected Aug 31, 2021; funded via cash on hand and existing credit facility.","BTPS remains a significant client with $12.0B AUM in Federated Hermes products post-closing.","Employee benefit trust continues to hold approx 10% of HFML for management and key employees.","HFML AUM grew to £43.9B since acquisition of majority interest in 2018."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":420931,"accession_number":"0001056288-21-000017","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2021-07-30T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Federated Hermes enters $350M credit facility, replaces $375M prior facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $350M unsecured revolver (down from $375M) with $200M accordion; matures July 30, 2026.","$60M outstanding at signing; interest rate projected ~1.22% for Q3 2021 (LIBOR + spread).","Includes sustainability adjustment provisions tied to ESG performance targets.","Previous $375M facility was due June 2022; new agreement extends maturity by ~4 years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":420930,"accession_number":"0001056288-21-000015","cik":1056288,"company_name":"FEDERATED HERMES, INC.","ticker":"FHI","form_type":"8-K","filed_at":"2021-07-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Federated Hermes Q2 EPS $0.56 vs $0.80 YoY; fee waivers hit $46.8M net","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.56, down 30% from $0.80; net income $55.9M vs $81.2M; includes $0.11/share UK tax expense.","Revenue fell 14% YoY; operating expenses down 13%; voluntary yield-related fee waivers net negative $46.8M pre-tax.","Total managed assets record $645.8B (+3% YoY); long-term assets record $216B; equity assets record $100.5B.","Dividend declared $0.27/share, payable Aug 13, record Aug 6; repurchased 993K shares for $31.8M.","Guides Q3 2021 waiver impact ~$38M pre-tax as short-term rates remain near zero."],"consensus_eps_estimate":null,"consensus_eps_actual":1.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":652213000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4318670858.917203,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}