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Federated Hermes (FHI) Competitors

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$58.16 -0.09 (-0.15%)
Closing price 03:59 PM Eastern
Extended Trading
$58.20 +0.04 (+0.07%)
As of 05:24 PM Eastern
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FHI vs. AMG, HST, WPC, TPG, and CG

Should you buy Federated Hermes stock or one of its competitors? MarketBeat compares Federated Hermes with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Federated Hermes include Affiliated Managers Group (AMG), Host Hotels & Resorts (HST), W.P. Carey (WPC), TPG (TPG), and Carlyle Group (CG). These companies are all part of the "finance" sector.

How does Federated Hermes compare to Affiliated Managers Group?

Federated Hermes (NYSE:FHI) and Affiliated Managers Group (NYSE:AMG) are both mid-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their analyst recommendations, earnings, institutional ownership, risk, dividends, media sentiment, valuation and profitability.

Federated Hermes has a beta of 0.65, indicating that its share price is 35% less volatile than the broader market. Comparatively, Affiliated Managers Group has a beta of 1.13, indicating that its share price is 13% more volatile than the broader market.

Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.6%. Affiliated Managers Group pays an annual dividend of $0.04 per share and has a dividend yield of 0.0%. Federated Hermes pays out 29.5% of its earnings in the form of a dividend. Affiliated Managers Group pays out 0.2% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Federated Hermes has increased its dividend for 4 consecutive years. Federated Hermes is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Federated Hermes currently has a consensus price target of $55.00, suggesting a potential downside of 5.44%. Affiliated Managers Group has a consensus price target of $362.29, suggesting a potential upside of 2.81%. Given Affiliated Managers Group's stronger consensus rating and higher possible upside, analysts plainly believe Affiliated Managers Group is more favorable than Federated Hermes.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Federated Hermes
1 Sell rating(s)
4 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.14
Affiliated Managers Group
0 Sell rating(s)
1 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.88

Affiliated Managers Group has higher revenue and earnings than Federated Hermes. Federated Hermes is trading at a lower price-to-earnings ratio than Affiliated Managers Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Federated Hermes$1.80B2.45$403.30M$5.1611.27
Affiliated Managers Group$2.07B4.49$716.60M$24.7214.25

Affiliated Managers Group has a net margin of 35.55% compared to Federated Hermes' net margin of 21.47%. Federated Hermes' return on equity of 33.90% beat Affiliated Managers Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Federated Hermes21.47% 33.90% 18.31%
Affiliated Managers Group 35.55%20.17%9.19%

75.9% of Federated Hermes shares are held by institutional investors. Comparatively, 95.3% of Affiliated Managers Group shares are held by institutional investors. 4.2% of Federated Hermes shares are held by insiders. Comparatively, 2.9% of Affiliated Managers Group shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

In the previous week, Affiliated Managers Group had 4 more articles in the media than Federated Hermes. MarketBeat recorded 11 mentions for Affiliated Managers Group and 7 mentions for Federated Hermes. Affiliated Managers Group's average media sentiment score of 1.30 beat Federated Hermes' score of 0.81 indicating that Affiliated Managers Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Federated Hermes
4 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Affiliated Managers Group
10 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Affiliated Managers Group beats Federated Hermes on 14 of the 19 factors compared between the two stocks.

How does Federated Hermes compare to Host Hotels & Resorts?

Host Hotels & Resorts (NASDAQ:HST) and Federated Hermes (NYSE:FHI) are both finance companies, but which is the superior investment? We will compare the two companies based on the strength of their risk, institutional ownership, valuation, earnings, analyst recommendations, media sentiment, dividends and profitability.

Federated Hermes has a net margin of 21.47% compared to Host Hotels & Resorts' net margin of 16.40%. Federated Hermes' return on equity of 33.90% beat Host Hotels & Resorts' return on equity.

Company Net Margins Return on Equity Return on Assets
Host Hotels & Resorts16.40% 15.15% 7.75%
Federated Hermes 21.47%33.90%18.31%

In the previous week, Host Hotels & Resorts had 6 more articles in the media than Federated Hermes. MarketBeat recorded 13 mentions for Host Hotels & Resorts and 7 mentions for Federated Hermes. Host Hotels & Resorts' average media sentiment score of 1.22 beat Federated Hermes' score of 0.81 indicating that Host Hotels & Resorts is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Host Hotels & Resorts
7 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Federated Hermes
4 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

98.5% of Host Hotels & Resorts shares are owned by institutional investors. Comparatively, 75.9% of Federated Hermes shares are owned by institutional investors. 1.5% of Host Hotels & Resorts shares are owned by insiders. Comparatively, 4.2% of Federated Hermes shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Host Hotels & Resorts presently has a consensus target price of $23.75, suggesting a potential downside of 4.27%. Federated Hermes has a consensus target price of $55.00, suggesting a potential downside of 5.44%. Given Host Hotels & Resorts' stronger consensus rating and higher probable upside, research analysts plainly believe Host Hotels & Resorts is more favorable than Federated Hermes.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Host Hotels & Resorts
0 Sell rating(s)
6 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.71
Federated Hermes
1 Sell rating(s)
4 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.14

Host Hotels & Resorts has a beta of 1.1, suggesting that its share price is 10% more volatile than the broader market. Comparatively, Federated Hermes has a beta of 0.65, suggesting that its share price is 35% less volatile than the broader market.

Host Hotels & Resorts pays an annual dividend of $0.80 per share and has a dividend yield of 3.2%. Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.6%. Host Hotels & Resorts pays out 54.4% of its earnings in the form of a dividend. Federated Hermes pays out 29.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Host Hotels & Resorts has raised its dividend for 2 consecutive years and Federated Hermes has raised its dividend for 4 consecutive years.

Host Hotels & Resorts has higher revenue and earnings than Federated Hermes. Federated Hermes is trading at a lower price-to-earnings ratio than Host Hotels & Resorts, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Host Hotels & Resorts$6.11B2.78$765M$1.4716.88
Federated Hermes$1.80B2.45$403.30M$5.1611.27

Summary

Host Hotels & Resorts beats Federated Hermes on 13 of the 20 factors compared between the two stocks.

How does Federated Hermes compare to W.P. Carey?

W.P. Carey (NYSE:WPC) and Federated Hermes (NYSE:FHI) are both finance companies, but which is the superior business? We will compare the two businesses based on the strength of their analyst recommendations, earnings, institutional ownership, profitability, dividends, media sentiment, valuation and risk.

W.P. Carey has higher earnings, but lower revenue than Federated Hermes. Federated Hermes is trading at a lower price-to-earnings ratio than W.P. Carey, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
W.P. Carey$1.72B9.79$466.36M$2.3432.22
Federated Hermes$1.80B2.45$403.30M$5.1611.27

W.P. Carey has a net margin of 29.35% compared to Federated Hermes' net margin of 21.47%. Federated Hermes' return on equity of 33.90% beat W.P. Carey's return on equity.

Company Net Margins Return on Equity Return on Assets
W.P. Carey29.35% 6.29% 2.86%
Federated Hermes 21.47%33.90%18.31%

W.P. Carey pays an annual dividend of $3.72 per share and has a dividend yield of 4.9%. Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.6%. W.P. Carey pays out 159.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Federated Hermes pays out 29.5% of its earnings in the form of a dividend. W.P. Carey has increased its dividend for 2 consecutive years and Federated Hermes has increased its dividend for 4 consecutive years.

In the previous week, Federated Hermes had 1 more articles in the media than W.P. Carey. MarketBeat recorded 7 mentions for Federated Hermes and 6 mentions for W.P. Carey. W.P. Carey's average media sentiment score of 1.16 beat Federated Hermes' score of 0.81 indicating that W.P. Carey is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
W.P. Carey
3 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Federated Hermes
4 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

W.P. Carey has a beta of 0.76, suggesting that its stock price is 24% less volatile than the broader market. Comparatively, Federated Hermes has a beta of 0.65, suggesting that its stock price is 35% less volatile than the broader market.

73.7% of W.P. Carey shares are held by institutional investors. Comparatively, 75.9% of Federated Hermes shares are held by institutional investors. 1.0% of W.P. Carey shares are held by company insiders. Comparatively, 4.2% of Federated Hermes shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

W.P. Carey presently has a consensus target price of $76.90, indicating a potential upside of 1.98%. Federated Hermes has a consensus target price of $55.00, indicating a potential downside of 5.44%. Given W.P. Carey's stronger consensus rating and higher possible upside, research analysts clearly believe W.P. Carey is more favorable than Federated Hermes.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
W.P. Carey
1 Sell rating(s)
5 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.36
Federated Hermes
1 Sell rating(s)
4 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.14

Summary

W.P. Carey beats Federated Hermes on 10 of the 19 factors compared between the two stocks.

How does Federated Hermes compare to TPG?

Federated Hermes (NYSE:FHI) and TPG (NASDAQ:TPG) are both finance companies, but which is the better investment? We will compare the two businesses based on the strength of their media sentiment, institutional ownership, profitability, analyst recommendations, dividends, valuation, earnings and risk.

Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.6%. TPG pays an annual dividend of $2.36 per share and has a dividend yield of 5.4%. Federated Hermes pays out 29.5% of its earnings in the form of a dividend. TPG pays out 1,072.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Federated Hermes has raised its dividend for 4 consecutive years.

Federated Hermes has higher earnings, but lower revenue than TPG. Federated Hermes is trading at a lower price-to-earnings ratio than TPG, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Federated Hermes$1.80B2.45$403.30M$5.1611.27
TPG$4.67B3.58$184.59M$0.22197.68

Federated Hermes has a net margin of 21.47% compared to TPG's net margin of 3.81%. Federated Hermes' return on equity of 33.90% beat TPG's return on equity.

Company Net Margins Return on Equity Return on Assets
Federated Hermes21.47% 33.90% 18.31%
TPG 3.81%28.13%8.25%

Federated Hermes has a beta of 0.65, meaning that its stock price is 35% less volatile than the broader market. Comparatively, TPG has a beta of 1.44, meaning that its stock price is 44% more volatile than the broader market.

In the previous week, TPG had 4 more articles in the media than Federated Hermes. MarketBeat recorded 11 mentions for TPG and 7 mentions for Federated Hermes. Federated Hermes' average media sentiment score of 0.81 beat TPG's score of 0.29 indicating that Federated Hermes is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Federated Hermes
4 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
TPG
0 Very Positive mention(s)
1 Positive mention(s)
9 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Federated Hermes presently has a consensus target price of $55.00, indicating a potential downside of 5.44%. TPG has a consensus target price of $61.75, indicating a potential upside of 41.99%. Given TPG's stronger consensus rating and higher possible upside, analysts plainly believe TPG is more favorable than Federated Hermes.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Federated Hermes
1 Sell rating(s)
4 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.14
TPG
1 Sell rating(s)
4 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.65

75.9% of Federated Hermes shares are owned by institutional investors. Comparatively, 94.0% of TPG shares are owned by institutional investors. 4.2% of Federated Hermes shares are owned by insiders. Comparatively, 76.5% of TPG shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Summary

TPG beats Federated Hermes on 11 of the 19 factors compared between the two stocks.

How does Federated Hermes compare to Carlyle Group?

Federated Hermes (NYSE:FHI) and Carlyle Group (NASDAQ:CG) are both finance companies, but which is the better business? We will compare the two companies based on the strength of their institutional ownership, profitability, analyst recommendations, media sentiment, valuation, earnings, risk and dividends.

Federated Hermes currently has a consensus price target of $55.00, indicating a potential downside of 5.44%. Carlyle Group has a consensus price target of $62.00, indicating a potential upside of 34.08%. Given Carlyle Group's stronger consensus rating and higher possible upside, analysts plainly believe Carlyle Group is more favorable than Federated Hermes.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Federated Hermes
1 Sell rating(s)
4 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.14
Carlyle Group
1 Sell rating(s)
9 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.35

Federated Hermes has a beta of 0.65, meaning that its stock price is 35% less volatile than the broader market. Comparatively, Carlyle Group has a beta of 1.84, meaning that its stock price is 84% more volatile than the broader market.

Federated Hermes has a net margin of 21.47% compared to Carlyle Group's net margin of 13.46%. Federated Hermes' return on equity of 33.90% beat Carlyle Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Federated Hermes21.47% 33.90% 18.31%
Carlyle Group 13.46%20.95%5.28%

In the previous week, Carlyle Group had 4 more articles in the media than Federated Hermes. MarketBeat recorded 11 mentions for Carlyle Group and 7 mentions for Federated Hermes. Carlyle Group's average media sentiment score of 0.92 beat Federated Hermes' score of 0.81 indicating that Carlyle Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Federated Hermes
4 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Carlyle Group
4 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Carlyle Group has higher revenue and earnings than Federated Hermes. Federated Hermes is trading at a lower price-to-earnings ratio than Carlyle Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Federated Hermes$1.80B2.45$403.30M$5.1611.27
Carlyle Group$4.78B3.48$808.70M$1.4631.67

75.9% of Federated Hermes shares are held by institutional investors. Comparatively, 55.9% of Carlyle Group shares are held by institutional investors. 4.2% of Federated Hermes shares are held by insiders. Comparatively, 25.4% of Carlyle Group shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.6%. Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.0%. Federated Hermes pays out 29.5% of its earnings in the form of a dividend. Carlyle Group pays out 95.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Federated Hermes has increased its dividend for 4 consecutive years and Carlyle Group has increased its dividend for 4 consecutive years.

Summary

Carlyle Group beats Federated Hermes on 12 of the 18 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding FHI and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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FHI vs. The Competition

MetricFederated HermesFIN IndustryFinance SectorNYSE Exchange
Market Cap$4.42B$12.48B$13.88B$23.32B
Dividend Yield2.61%7.25%5.75%4.05%
P/E Ratio11.2721.9420.1231.59
Price / Sales2.454.25148.6220.84
Price / Cash10.7512.9719.5018.65
Price / Book3.713.292.254.70
Net Income$403.30M$553.89M$1.14B$1.08B
7 Day Performance2.18%1.97%1.15%1.97%
1 Month Performance7.73%3.19%2.00%3.32%
1 Year Performance37.90%9.12%12.45%24.31%

Federated Hermes Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FHI
Federated Hermes
3.4836 of 5 stars
$58.17
-0.1%
$55.00
-5.4%
+38.3%$4.42B$1.80B11.272,091
AMG
Affiliated Managers Group
4.5994 of 5 stars
$337.07
+0.1%
$362.29
+7.5%
+94.7%$8.90B$2.07B13.645,600
HST
Host Hotels & Resorts
3.381 of 5 stars
$24.44
-0.7%
$23.16
-5.2%
+63.5%$16.86B$6.11B16.63160
WPC
W.P. Carey
3.1006 of 5 stars
$73.98
-0.7%
$76.90
+3.9%
+21.2%$16.59B$1.72B31.62190
TPG
TPG
4.7208 of 5 stars
$41.20
+0.0%
$61.75
+49.9%
-13.7%$15.83B$4.67B187.281,900

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This page (NYSE:FHI) was last updated on 6/15/2026 by MarketBeat.com Staff.
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