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Federated Hermes (FHI) Competitors

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$57.78 +0.40 (+0.70%)
As of 01:20 PM Eastern
This is a fair market value price provided by Massive. Learn more.

FHI vs. BEN, OWL, CG, ARCC, and IVZ

Should you buy Federated Hermes stock or one of its competitors? Federated Hermes's main competitors and comparable companies include Franklin Resources (BEN), Blue Owl Capital (OWL), Carlyle Group (CG), Ares Capital (ARCC), and Invesco (IVZ). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does Federated Hermes compare to Franklin Resources?

Franklin Resources (NYSE:BEN) and Federated Hermes (NYSE:FHI) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their media sentiment, institutional ownership, dividends, risk, analyst recommendations, profitability, valuation and earnings.

Federated Hermes has a net margin of 21.30% compared to Franklin Resources' net margin of 8.72%. Federated Hermes' return on equity of 34.03% beat Franklin Resources' return on equity.

Company Net Margins Return on Equity Return on Assets
Franklin Resources8.72% 11.55% 4.46%
Federated Hermes 21.30%34.03%18.54%

47.6% of Franklin Resources shares are held by institutional investors. Comparatively, 75.9% of Federated Hermes shares are held by institutional investors. 23.4% of Franklin Resources 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 large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Franklin Resources$8.77B1.92$524.90M$1.4722.55
Federated Hermes$1.80B2.40$403.30M$5.3810.74

In the previous week, Franklin Resources had 5 more articles in the media than Federated Hermes. MarketBeat recorded 7 mentions for Franklin Resources and 2 mentions for Federated Hermes. Franklin Resources' average media sentiment score of 0.48 beat Federated Hermes' score of 0.27 indicating that Franklin Resources is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Franklin Resources
3 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
Federated Hermes
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Franklin Resources presently has a consensus price target of $33.10, indicating a potential downside of 0.17%. Federated Hermes has a consensus price target of $57.40, indicating a potential downside of 0.66%. Given Franklin Resources' higher probable upside, analysts plainly believe Franklin Resources is more favorable than Federated Hermes.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Franklin Resources
2 Sell rating(s)
6 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.17
Federated Hermes
1 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
2 Strong Buy rating(s)
2.50

Franklin Resources pays an annual dividend of $1.32 per share and has a dividend yield of 4.0%. Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.6%. Franklin Resources pays out 89.8% 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 28.3% of its earnings in the form of a dividend. Franklin Resources has increased its dividend for 45 consecutive years and Federated Hermes has increased its dividend for 4 consecutive years. Franklin Resources is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Franklin Resources has a beta of 1.54, meaning that its share price is 54% more volatile than the broader market. Comparatively, Federated Hermes has a beta of 0.65, meaning that its share price is 35% less volatile than the broader market.

Summary

Franklin Resources beats Federated Hermes on 11 of the 20 factors compared between the two stocks.

How does Federated Hermes compare to Blue Owl Capital?

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

75.9% of Federated Hermes shares are owned by institutional investors. Comparatively, 35.9% of Blue Owl Capital shares are owned by institutional investors. 4.2% of Federated Hermes shares are owned by company insiders. Comparatively, 25.7% of Blue Owl Capital shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Federated Hermes has a net margin of 21.30% compared to Blue Owl Capital's net margin of 2.71%. Federated Hermes' return on equity of 34.03% beat Blue Owl Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Federated Hermes21.30% 34.03% 18.54%
Blue Owl Capital 2.71%23.14%11.01%

Federated Hermes has a beta of 0.65, meaning that its stock price is 35% less volatile than the broader market. Comparatively, Blue Owl Capital has a beta of 1.22, meaning that its stock price is 22% more volatile than the broader market.

Federated Hermes presently has a consensus price target of $57.40, suggesting a potential downside of 0.66%. Blue Owl Capital has a consensus price target of $13.77, suggesting a potential upside of 48.31%. Given Blue Owl Capital's stronger consensus rating and higher probable upside, analysts plainly believe Blue Owl Capital 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)
1 Buy rating(s)
2 Strong Buy rating(s)
2.50
Blue Owl Capital
0 Sell rating(s)
8 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.56

In the previous week, Blue Owl Capital had 14 more articles in the media than Federated Hermes. MarketBeat recorded 16 mentions for Blue Owl Capital and 2 mentions for Federated Hermes. Blue Owl Capital's average media sentiment score of 0.46 beat Federated Hermes' score of 0.27 indicating that Blue Owl Capital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Federated Hermes
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Blue Owl Capital
6 Very Positive mention(s)
0 Positive mention(s)
6 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Neutral

Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.6%. Blue Owl Capital pays an annual dividend of $0.92 per share and has a dividend yield of 9.9%. Federated Hermes pays out 28.3% of its earnings in the form of a dividend. Blue Owl Capital pays out 766.7% 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 increased its dividend for 4 consecutive years and Blue Owl Capital has increased its dividend for 4 consecutive years.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Federated Hermes$1.80B2.40$403.30M$5.3810.74
Blue Owl Capital$2.87B5.04$78.83M$0.1277.38

Summary

Blue Owl Capital beats Federated Hermes on 11 of the 19 factors compared between the two stocks.

How does Federated Hermes compare to Carlyle Group?

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

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
Carlyle Group$2.78B5.10$808.70M$0.9641.42
Federated Hermes$1.80B2.40$403.30M$5.3810.74

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

Federated Hermes has a net margin of 21.30% compared to Carlyle Group's net margin of 10.08%. Federated Hermes' return on equity of 34.03% beat Carlyle Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Carlyle Group10.08% 22.52% 5.62%
Federated Hermes 21.30%34.03%18.54%

Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.5%. Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.6%. Carlyle Group pays out 145.8% 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 28.3% of its earnings in the form of a dividend. Carlyle Group has increased its dividend for 4 consecutive years and Federated Hermes has increased its dividend for 4 consecutive years.

55.9% of Carlyle Group shares are owned by institutional investors. Comparatively, 75.9% of Federated Hermes shares are owned by institutional investors. 25.4% of Carlyle Group shares are owned by insiders. Comparatively, 4.2% of Federated Hermes shares are owned by 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.

In the previous week, Carlyle Group had 12 more articles in the media than Federated Hermes. MarketBeat recorded 14 mentions for Carlyle Group and 2 mentions for Federated Hermes. Carlyle Group's average media sentiment score of 0.33 beat Federated Hermes' score of 0.27 indicating that Carlyle Group is being referred to more favorably in the media.

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

Carlyle Group currently has a consensus price target of $58.93, indicating a potential upside of 48.21%. Federated Hermes has a consensus price target of $57.40, indicating a potential downside of 0.66%. Given Carlyle Group's higher possible upside, research analysts plainly believe Carlyle Group is more favorable than Federated Hermes.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Carlyle Group
1 Sell rating(s)
7 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.50
Federated Hermes
1 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
2 Strong Buy rating(s)
2.50

Summary

Carlyle Group beats Federated Hermes on 11 of the 18 factors compared between the two stocks.

How does Federated Hermes compare to Ares Capital?

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

Ares Capital has a net margin of 30.91% compared to Federated Hermes' net margin of 21.30%. Federated Hermes' return on equity of 34.03% beat Ares Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Ares Capital30.91% 9.80% 4.50%
Federated Hermes 21.30%34.03%18.54%

Ares Capital has a beta of 0.57, meaning that its stock price is 43% less volatile than the broader market. Comparatively, Federated Hermes has a beta of 0.65, meaning that its stock price is 35% less volatile than the broader market.

In the previous week, Ares Capital had 9 more articles in the media than Federated Hermes. MarketBeat recorded 11 mentions for Ares Capital and 2 mentions for Federated Hermes. Ares Capital's average media sentiment score of 0.37 beat Federated Hermes' score of 0.27 indicating that Ares Capital is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ares Capital
1 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Neutral
Federated Hermes
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ares Capital$3.05B4.48$1.30B$1.3514.11
Federated Hermes$1.80B2.40$403.30M$5.3810.74

27.4% of Ares Capital shares are owned by institutional investors. Comparatively, 75.9% of Federated Hermes shares are owned by institutional investors. 0.5% of Ares Capital shares are owned by insiders. Comparatively, 4.2% of Federated Hermes shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Ares Capital currently has a consensus target price of $20.60, suggesting a potential upside of 8.16%. Federated Hermes has a consensus target price of $57.40, suggesting a potential downside of 0.66%. Given Ares Capital's stronger consensus rating and higher possible upside, research analysts plainly believe Ares Capital is more favorable than Federated Hermes.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ares Capital
0 Sell rating(s)
3 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.73
Federated Hermes
1 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
2 Strong Buy rating(s)
2.50

Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 10.1%. Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.6%. Ares Capital pays out 142.2% 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 28.3% of its earnings in the form of a dividend. Federated Hermes has raised its dividend for 4 consecutive years.

Summary

Ares Capital beats Federated Hermes on 11 of the 20 factors compared between the two stocks.

How does Federated Hermes compare to Invesco?

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

In the previous week, Invesco had 3 more articles in the media than Federated Hermes. MarketBeat recorded 5 mentions for Invesco and 2 mentions for Federated Hermes. Invesco's average media sentiment score of 0.39 beat Federated Hermes' score of 0.27 indicating that Invesco is being referred to more favorably in the news media.

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

75.9% of Federated Hermes shares are owned by institutional investors. Comparatively, 66.1% of Invesco shares are owned by institutional investors. 4.2% of Federated Hermes shares are owned by company insiders. Comparatively, 1.4% of Invesco shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Federated Hermes presently has a consensus price target of $57.40, indicating a potential downside of 0.66%. Invesco has a consensus price target of $31.54, indicating a potential upside of 1.78%. Given Invesco's higher probable upside, analysts plainly believe Invesco 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)
1 Buy rating(s)
2 Strong Buy rating(s)
2.50
Invesco
0 Sell rating(s)
12 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.25

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Federated Hermes$1.80B2.40$403.30M$5.3810.74
Invesco$6.38B2.15-$281.70M-$0.68N/A

Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.6%. Invesco pays an annual dividend of $0.86 per share and has a dividend yield of 2.8%. Federated Hermes pays out 28.3% of its earnings in the form of a dividend. Invesco pays out -126.5% 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. Federated Hermes has raised its dividend for 4 consecutive years and Invesco has raised its dividend for 5 consecutive years. Invesco is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Federated Hermes has a beta of 0.65, suggesting that its share price is 35% less volatile than the broader market. Comparatively, Invesco has a beta of 1.63, suggesting that its share price is 63% more volatile than the broader market.

Federated Hermes has a net margin of 21.30% compared to Invesco's net margin of -0.93%. Federated Hermes' return on equity of 34.03% beat Invesco's return on equity.

Company Net Margins Return on Equity Return on Assets
Federated Hermes21.30% 34.03% 18.54%
Invesco -0.93%12.83%5.03%

Summary

Federated Hermes beats Invesco on 11 of the 20 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 HermesCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$4.31B$5.26B$13.64B$22.88B
Dividend Yield2.67%7.48%5.95%3.61%
P/E Ratio10.7429.3024.9428.01
Price / Sales2.401,192.02503.7421.97
Price / Cash10.5147.8746.1238.70
Price / Book3.693.512.714.66
Net Income$403.30M$417.39M$1.32B$1.07B
7 Day Performance1.23%-0.11%-0.47%-1.12%
1 Month Performance-11.74%-2.33%-1.88%-5.24%
1 Year Performance11.99%5.03%9.37%7.88%

Federated Hermes Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FHI
Federated Hermes
2.4641 of 5 stars
$57.78
+0.7%
$57.40
-0.7%
+11.3%$4.31B$1.80B10.742,091
BEN
Franklin Resources
4.4112 of 5 stars
$33.70
+2.1%
$33.00
-2.1%
+37.9%$16.77B$8.77B22.939,800
OWL
Blue Owl Capital
3.7502 of 5 stars
$10.07
+2.3%
$13.57
+34.7%
-46.6%$15.34B$2.87B83.921,365
CG
Carlyle Group
4.0794 of 5 stars
$40.86
+1.9%
$59.31
+45.1%
-38.4%$14.29B$2.78B42.562,500
ARCC
Ares Capital
3.3484 of 5 stars
$19.44
+0.2%
$20.60
+6.0%
-6.4%$13.93B$3.05B14.404,250

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This page (NYSE:FHI) was last updated on 9/25/2026 by MarketBeat.com Staff.
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