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Federated Hermes (FHI) Competitors

Federated Hermes logo
$62.49 +0.33 (+0.53%)
As of 09/4/2026 03:58 PM Eastern

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

Should you buy Federated Hermes stock or one of its competitors? Federated Hermes's main competitors and comparable companies include Blue Owl Capital (OWL), Franklin Resources (BEN), Carlyle Group (CG), Pershing Square (PS), 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 Blue Owl Capital?

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

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, endowments and hedge funds believe a company is poised for long-term growth.

Blue Owl Capital presently has a consensus price target of $13.57, indicating a potential upside of 15.28%. Federated Hermes has a consensus price target of $57.40, indicating a potential downside of 8.15%. Given Blue Owl Capital's stronger consensus rating and higher probable upside, equities analysts plainly 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
0 Sell rating(s)
8 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.56
Federated Hermes
1 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
2 Strong Buy rating(s)
2.50

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
Blue Owl Capital2.71% 23.14% 11.01%
Federated Hermes 21.30%34.03%18.54%

In the previous week, Blue Owl Capital had 13 more articles in the media than Federated Hermes. MarketBeat recorded 15 mentions for Blue Owl Capital and 2 mentions for Federated Hermes. Blue Owl Capital's average media sentiment score of 0.68 beat Federated Hermes' score of 0.57 indicating that Blue Owl Capital is being referred to more favorably in the media.

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

Blue Owl Capital has a beta of 1.22, suggesting that its stock price is 22% more 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.

Blue Owl Capital pays an annual dividend of $0.92 per share and has a dividend yield of 7.8%. Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.4%. 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 28.3% of its earnings in the form of a dividend. Blue Owl Capital has raised its dividend for 4 consecutive years and Federated Hermes has raised its dividend for 4 consecutive years.

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$2.87B6.39$78.83M$0.1298.08
Federated Hermes$1.80B2.59$403.30M$5.3811.62

Summary

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

How does Federated Hermes compare to Franklin Resources?

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

Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.4%. Franklin Resources pays an annual dividend of $1.32 per share and has a dividend yield of 3.8%. Federated Hermes pays out 28.3% of its earnings in the form of a dividend. 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 has raised its dividend for 4 consecutive years and Franklin Resources has raised its dividend for 45 consecutive years. Franklin Resources is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

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
Federated Hermes$1.80B2.59$403.30M$5.3811.62
Franklin Resources$8.77B2.01$524.90M$1.4723.56

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

Federated Hermes currently has a consensus target price of $57.40, suggesting a potential downside of 8.15%. Franklin Resources has a consensus target price of $32.44, suggesting a potential downside of 6.31%. Given Franklin Resources' higher possible upside, analysts clearly believe Franklin Resources 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
Franklin Resources
2 Sell rating(s)
5 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.18

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
Federated Hermes21.30% 34.03% 18.54%
Franklin Resources 8.72%11.55%4.46%

75.9% of Federated Hermes shares are held by institutional investors. Comparatively, 47.6% of Franklin Resources shares are held by institutional investors. 4.2% of Federated Hermes shares are held by company insiders. Comparatively, 23.4% of Franklin Resources 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.

In the previous week, Franklin Resources had 12 more articles in the media than Federated Hermes. MarketBeat recorded 14 mentions for Franklin Resources and 2 mentions for Federated Hermes. Franklin Resources' average media sentiment score of 1.43 beat Federated Hermes' score of 0.57 indicating that Franklin Resources is being referred to more favorably in the news media.

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

Summary

Franklin Resources beats Federated Hermes on 11 of the 20 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 superior investment? We will compare the two businesses based on the strength of their analyst recommendations, media sentiment, dividends, profitability, valuation, earnings, risk and institutional ownership.

Carlyle Group has a beta of 1.84, suggesting that its share price is 84% 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.

In the previous week, Carlyle Group had 8 more articles in the media than Federated Hermes. MarketBeat recorded 10 mentions for Carlyle Group and 2 mentions for Federated Hermes. Carlyle Group's average media sentiment score of 1.12 beat Federated Hermes' score of 0.57 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
8 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Federated Hermes
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Carlyle Group presently has a consensus price target of $59.31, indicating a potential upside of 26.27%. Federated Hermes has a consensus price target of $57.40, indicating a potential downside of 8.15%. Given Carlyle Group's higher possible upside, equities analysts clearly 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)
0 Strong Buy rating(s)
2.40
Federated Hermes
1 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
2 Strong Buy rating(s)
2.50

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 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$4.78B3.50$808.70M$0.9648.93
Federated Hermes$1.80B2.59$403.30M$5.3811.62

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

Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.0%. Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.4%. 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 raised its dividend for 4 consecutive years and Federated Hermes has raised its dividend for 4 consecutive years.

Summary

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

How does Federated Hermes compare to Pershing Square?

Pershing Square (NYSE:PS) 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 earnings, profitability, institutional ownership, analyst recommendations, valuation, dividends, media sentiment and risk.

Pershing Square currently has a consensus target price of $41.33, indicating a potential upside of 7.03%. Federated Hermes has a consensus target price of $57.40, indicating a potential downside of 8.15%. Given Pershing Square's higher probable upside, analysts clearly believe Pershing Square is more favorable than Federated Hermes.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Pershing Square
1 Sell rating(s)
9 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.08
Federated Hermes
1 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
2 Strong Buy rating(s)
2.50

In the previous week, Pershing Square had 10 more articles in the media than Federated Hermes. MarketBeat recorded 12 mentions for Pershing Square and 2 mentions for Federated Hermes. Pershing Square's average media sentiment score of 1.10 beat Federated Hermes' score of 0.57 indicating that Pershing Square is being referred to more favorably in the media.

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

Pershing Square pays an annual dividend of $0.49 per share and has a dividend yield of 1.3%. Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.4%. Pershing Square pays out 350.0% 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 28.3% of its earnings in the form of a dividend. 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.

75.9% of Federated Hermes shares are held by institutional investors. 21.8% of Pershing Square 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 endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Federated Hermes has a net margin of 21.30% compared to Pershing Square's net margin of 0.00%. Federated Hermes' return on equity of 34.03% beat Pershing Square's return on equity.

Company Net Margins Return on Equity Return on Assets
Pershing SquareN/A N/A N/A
Federated Hermes 21.30%34.03%18.54%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Pershing SquareN/AN/AN/A$0.14275.86
Federated Hermes$1.80B2.59$403.30M$5.3811.62

Summary

Federated Hermes beats Pershing Square on 11 of the 17 factors compared between the two stocks.

How does Federated Hermes compare to Invesco?

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

In the previous week, Invesco had 1 more articles in the media than Federated Hermes. MarketBeat recorded 3 mentions for Invesco and 2 mentions for Federated Hermes. Invesco's average media sentiment score of 0.67 beat Federated Hermes' score of 0.57 indicating that Invesco is being referred to more favorably in the media.

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

Federated Hermes has lower revenue, but higher earnings 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
Invesco$6.38B2.30-$281.70M-$0.68N/A
Federated Hermes$1.80B2.59$403.30M$5.3811.62

Invesco has a beta of 1.63, meaning that its stock price is 63% more 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.

Invesco pays an annual dividend of $0.86 per share and has a dividend yield of 2.6%. Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.4%. Invesco pays out -126.5% of its earnings in the form of a dividend. Federated Hermes pays out 28.3% 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. Invesco has raised its dividend for 5 consecutive years and Federated Hermes has raised its dividend for 4 consecutive years. Invesco is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

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
Invesco-0.93% 12.83% 5.03%
Federated Hermes 21.30%34.03%18.54%

Invesco currently has a consensus target price of $30.88, indicating a potential downside of 6.78%. Federated Hermes has a consensus target price of $57.40, indicating a potential downside of 8.15%. Given Invesco's higher probable upside, equities research analysts clearly believe Invesco is more favorable than Federated Hermes.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Invesco
0 Sell rating(s)
11 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.33
Federated Hermes
1 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
2 Strong Buy rating(s)
2.50

66.1% of Invesco shares are owned by institutional investors. Comparatively, 75.9% of Federated Hermes shares are owned by institutional investors. 1.4% of Invesco 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 is poised for long-term growth.

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$4.64B$5.72B$14.28B$23.69B
Dividend Yield2.45%7.39%5.88%3.72%
P/E Ratio11.6231.6426.1729.32
Price / Sales2.591,224.45517.2020.72
Price / Cash11.4748.2139.5933.23
Price / Book3.721.982.137.60
Net Income$403.30M$419.47M$1.32B$1.07B
7 Day Performance-3.06%7.29%3.83%-0.05%
1 Month Performance-2.70%0.61%1.60%-0.24%
1 Year Performance18.43%7.46%11.96%12.79%

Federated Hermes Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FHI
Federated Hermes
2.2626 of 5 stars
$62.49
+0.5%
$57.40
-8.1%
+16.7%$4.64B$1.80B11.622,091
OWL
Blue Owl Capital
3.2845 of 5 stars
$12.25
+1.9%
$13.57
+10.8%
-34.7%$18.74B$2.87B102.091,365
BEN
Franklin Resources
4.772 of 5 stars
$34.19
-1.3%
$32.44
-5.1%
+34.4%$17.60B$8.77B23.269,800
CG
Carlyle Group
4.3507 of 5 stars
$48.39
-1.4%
$59.31
+22.6%
-27.7%$17.49B$4.78B50.412,500
PS
Pershing Square
3.8177 of 5 stars
$43.08
+2.2%
$40.89
-5.1%
N/A$16.87BN/A307.7144

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This page (NYSE:FHI) was last updated on 9/5/2026 by MarketBeat.com Staff.
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