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Federated Hermes (FHI) Competitors

Federated Hermes logo
$55.90 +1.09 (+1.99%)
As of 03:58 PM Eastern

FHI vs. AMG, WPC, CG, TPG, and OWL

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), W.P. Carey (WPC), Carlyle Group (CG), TPG (TPG), and Blue Owl Capital (OWL). 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 superior investment? We will compare the two companies based on the strength of their analyst recommendations, profitability, risk, media sentiment, valuation, earnings, institutional ownership and dividends.

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.

Federated Hermes currently has a consensus target price of $54.00, indicating a potential downside of 3.40%. Affiliated Managers Group has a consensus target price of $362.29, indicating a potential upside of 17.37%. 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

Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.7%. 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 has a beta of 0.67, meaning that its stock price is 33% less volatile than the broader market. Comparatively, Affiliated Managers Group has a beta of 1.14, meaning that its stock price is 14% more volatile than the broader market.

In the previous week, Affiliated Managers Group had 10 more articles in the media than Federated Hermes. MarketBeat recorded 13 mentions for Affiliated Managers Group and 3 mentions for Federated Hermes. Federated Hermes' average media sentiment score of 1.27 beat Affiliated Managers Group's score of 1.05 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
2 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Affiliated Managers Group
6 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$1.80B2.36$403.30M$5.1610.83
Affiliated Managers Group$2.07B3.93$716.60M$24.7212.49

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%

Summary

Affiliated Managers Group beats Federated Hermes on 13 of the 19 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 better business? We will contrast the two companies based on the strength of their institutional ownership, profitability, valuation, analyst recommendations, dividends, earnings, media sentiment and risk.

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

W.P. Carey currently has a consensus target price of $74.20, indicating a potential downside of 0.88%. Federated Hermes has a consensus target price of $54.00, indicating a potential downside of 3.40%. Given W.P. Carey's stronger consensus rating and higher possible upside, equities 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)
6 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.27
Federated Hermes
1 Sell rating(s)
4 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.14

W.P. Carey pays an annual dividend of $3.72 per share and has a dividend yield of 5.0%. Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.7%. 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 raised its dividend for 2 consecutive years and Federated Hermes has raised its dividend for 4 consecutive years.

W.P. Carey has a beta of 0.77, indicating that its share price is 23% less volatile than the broader market. Comparatively, Federated Hermes has a beta of 0.67, indicating that its share price is 33% less volatile than the broader market.

In the previous week, W.P. Carey had 4 more articles in the media than Federated Hermes. MarketBeat recorded 7 mentions for W.P. Carey and 3 mentions for Federated Hermes. Federated Hermes' average media sentiment score of 1.27 beat W.P. Carey's score of 1.03 indicating that Federated Hermes is being referred to more favorably in the news media.

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

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$1.72B9.71$466.36M$2.3431.99
Federated Hermes$1.80B2.36$403.30M$5.1610.83

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%

Summary

W.P. Carey beats Federated Hermes on 10 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 stock? We will contrast the two businesses based on the strength of their analyst recommendations, valuation, earnings, risk, dividends, institutional ownership, media sentiment and profitability.

Carlyle Group has a beta of 1.89, indicating that its stock price is 89% more volatile than the broader market. Comparatively, Federated Hermes has a beta of 0.67, indicating that its stock price is 33% less volatile than the broader market.

In the previous week, Carlyle Group had 7 more articles in the media than Federated Hermes. MarketBeat recorded 10 mentions for Carlyle Group and 3 mentions for Federated Hermes. Federated Hermes' average media sentiment score of 1.27 beat Carlyle Group's score of 0.41 indicating that Federated Hermes is being referred to more favorably in the news media.

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

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
Carlyle Group13.46% 20.95% 5.28%
Federated Hermes 21.47%33.90%18.31%

55.9% of Carlyle Group shares are held by institutional investors. Comparatively, 75.9% of Federated Hermes shares are held by institutional investors. 26.3% of Carlyle Group 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, large money managers and endowments believe a company is poised for long-term growth.

Carlyle Group currently has a consensus target price of $62.00, suggesting a potential upside of 35.82%. Federated Hermes has a consensus target price of $54.00, suggesting a potential downside of 3.40%. Given Carlyle Group's stronger consensus rating and higher possible upside, equities 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)
9 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.35
Federated Hermes
1 Sell rating(s)
4 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.14

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$4.78B3.44$808.70M$1.4631.27
Federated Hermes$1.80B2.36$403.30M$5.1610.83

Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.1%. Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.7%. 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 pays out 29.5% 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.

Summary

Carlyle Group beats Federated Hermes on 11 of the 18 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 superior investment? We will compare the two companies based on the strength of their valuation, profitability, dividends, analyst recommendations, earnings, institutional ownership, media sentiment and risk.

Federated Hermes has a beta of 0.67, meaning that its share price is 33% less volatile than the broader market. Comparatively, TPG has a beta of 1.47, meaning that its share price is 47% more volatile than the broader market.

In the previous week, Federated Hermes and Federated Hermes both had 3 articles in the media. Federated Hermes' average media sentiment score of 1.27 beat TPG's score of -0.14 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
2 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
TPG
0 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Federated Hermes presently has a consensus target price of $54.00, suggesting a potential downside of 3.40%. TPG has a consensus target price of $61.75, suggesting a potential upside of 48.19%. Given TPG's stronger consensus rating and higher probable 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

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 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$1.80B2.36$403.30M$5.1610.83
TPG$4.67B3.43$184.59M$0.22189.41

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 company insiders. Comparatively, 70.0% of TPG shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.7%. TPG pays an annual dividend of $2.36 per share and has a dividend yield of 5.7%. 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 increased its dividend for 4 consecutive years.

Summary

TPG beats Federated Hermes on 10 of the 18 factors compared between the two stocks.

How does Federated Hermes compare to Blue Owl Capital?

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

Federated Hermes has a net margin of 21.47% compared to Blue Owl Capital's net margin of 2.96%. Federated Hermes' return on equity of 33.90% beat Blue Owl Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Blue Owl Capital2.96% 21.97% 10.79%
Federated Hermes 21.47%33.90%18.31%

Blue Owl Capital has a beta of 1.19, indicating that its share price is 19% more volatile than the broader market. Comparatively, Federated Hermes has a beta of 0.67, indicating that its share price is 33% less volatile than the broader market.

Federated Hermes has lower revenue, but higher earnings 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
Blue Owl Capital$2.87B5.47$78.83M$0.1284.17
Federated Hermes$1.80B2.36$403.30M$5.1610.83

Blue Owl Capital pays an annual dividend of $0.92 per share and has a dividend yield of 9.1%. Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.7%. 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 pays out 29.5% of its earnings in the form of a dividend. Blue Owl Capital has increased its dividend for 4 consecutive years and Federated Hermes has increased its dividend for 4 consecutive years.

Blue Owl Capital currently has a consensus price target of $14.04, suggesting a potential upside of 38.97%. Federated Hermes has a consensus price target of $54.00, suggesting a potential downside of 3.40%. Given Blue Owl Capital's stronger consensus rating and higher possible upside, research analysts clearly believe Blue Owl Capital is more favorable than Federated Hermes.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Blue Owl Capital
1 Sell rating(s)
6 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.53
Federated Hermes
1 Sell rating(s)
4 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.14

35.9% of Blue Owl Capital shares are held by institutional investors. Comparatively, 75.9% of Federated Hermes shares are held by institutional investors. 25.7% of Blue Owl Capital 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, hedge funds and endowments believe a company is poised for long-term growth.

In the previous week, Blue Owl Capital had 6 more articles in the media than Federated Hermes. MarketBeat recorded 9 mentions for Blue Owl Capital and 3 mentions for Federated Hermes. Federated Hermes' average media sentiment score of 1.27 beat Blue Owl Capital's score of 0.24 indicating that Federated Hermes is being referred to more favorably in the news media.

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

Summary

Blue Owl Capital beats Federated Hermes on 11 of the 19 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$4.24B$12.39B$13.65B$23.26B
Dividend Yield2.77%7.37%5.82%4.10%
P/E Ratio10.8322.4623.9231.06
Price / Sales2.364.19152.0124.22
Price / Cash10.1212.7720.1525.10
Price / Book3.522.952.164.78
Net Income$403.30M$553.20M$1.13B$1.07B
7 Day Performance3.97%2.17%1.61%3.20%
1 Month Performance0.22%-0.04%0.44%2.35%
1 Year Performance32.74%9.63%12.85%30.14%

Federated Hermes Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FHI
Federated Hermes
3.2642 of 5 stars
$55.90
+2.0%
$54.00
-3.4%
+30.1%$4.24B$1.80B10.832,091
AMG
Affiliated Managers Group
4.9716 of 5 stars
$301.99
+0.0%
$362.29
+20.0%
+73.6%$7.98B$2.07B12.225,600
WPC
W.P. Carey
3.0503 of 5 stars
$74.54
+0.1%
$74.20
-0.5%
+21.5%$16.59B$1.72B31.85190
CG
Carlyle Group
4.6805 of 5 stars
$45.43
flat
$62.00
+36.5%
+2.6%$16.35B$4.78B31.122,500
TPG
TPG
4.8707 of 5 stars
$41.62
flat
$61.75
+48.4%
-11.4%$16.00B$4.67B189.191,900

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This page (NYSE:FHI) was last updated on 5/26/2026 by MarketBeat.com Staff.
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