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Federated Hermes (FHI) Competitors

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$64.09 +0.54 (+0.85%)
Closing price 08/14/2026 03:59 PM Eastern
Extended Trading
$64.10 +0.00 (+0.01%)
As of 08/14/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

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

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

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$1.80B2.66$403.30M$5.3811.91
TPG$3.04B6.70$184.59M$0.6680.35

In the previous week, TPG had 9 more articles in the media than Federated Hermes. MarketBeat recorded 14 mentions for TPG and 5 mentions for Federated Hermes. TPG's average media sentiment score of 0.73 beat Federated Hermes' score of 0.24 indicating that TPG 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)
2 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
TPG
7 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Federated Hermes presently has a consensus target price of $57.40, indicating a potential downside of 10.44%. TPG has a consensus target price of $63.33, indicating a potential upside of 19.43%. Given TPG's stronger consensus rating and higher probable upside, analysts clearly 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)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.13
TPG
1 Sell rating(s)
3 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.71

Federated Hermes has a net margin of 21.30% compared to TPG's net margin of 4.67%. Federated Hermes' return on equity of 34.03% beat TPG's return on equity.

Company Net Margins Return on Equity Return on Assets
Federated Hermes21.30% 34.03% 18.54%
TPG 4.67%28.10%8.03%

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

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, 61.4% of TPG shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments 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 2.4%. TPG pays an annual dividend of $2.36 per share and has a dividend yield of 4.5%. Federated Hermes pays out 28.3% of its earnings in the form of a dividend. TPG pays out 357.6% 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.

Summary

TPG beats Federated Hermes on 12 of the 19 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 superior stock? We will contrast the two companies based on the strength of their dividends, risk, earnings, profitability, valuation, analyst recommendations, institutional ownership and media sentiment.

Federated Hermes has a beta of 0.65, indicating that its share price is 35% less volatile than the broader market. Comparatively, Blue Owl Capital has a beta of 1.19, indicating that its share price is 19% more volatile than the broader market.

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$1.80B2.66$403.30M$5.3811.91
Blue Owl Capital$2.87B6.64$78.83M$0.12101.84

In the previous week, Blue Owl Capital had 7 more articles in the media than Federated Hermes. MarketBeat recorded 12 mentions for Blue Owl Capital and 5 mentions for Federated Hermes. Blue Owl Capital's average media sentiment score of 0.51 beat Federated Hermes' score of 0.24 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)
2 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
Blue Owl Capital
4 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.4%. Blue Owl Capital pays an annual dividend of $0.92 per share and has a dividend yield of 7.5%. 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.

75.9% of Federated Hermes shares are held by institutional investors. Comparatively, 35.9% of Blue Owl Capital shares are held by institutional investors. 4.2% of Federated Hermes shares are held by company insiders. Comparatively, 25.7% of Blue Owl Capital 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.

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 presently has a consensus target price of $57.40, indicating a potential downside of 10.44%. Blue Owl Capital has a consensus target price of $13.44, indicating a potential upside of 10.01%. Given Blue Owl Capital's stronger consensus rating and higher possible 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)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.13
Blue Owl Capital
0 Sell rating(s)
8 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.56

Summary

Blue Owl Capital beats Federated Hermes on 12 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 superior business? We will contrast the two companies based on the strength of their valuation, analyst recommendations, risk, media sentiment, profitability, earnings, institutional ownership and dividends.

In the previous week, Carlyle Group had 5 more articles in the media than Federated Hermes. MarketBeat recorded 10 mentions for Carlyle Group and 5 mentions for Federated Hermes. Carlyle Group's average media sentiment score of 1.12 beat Federated Hermes' score of 0.24 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
1 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
Carlyle Group
5 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Federated Hermes presently has a consensus target price of $57.40, indicating a potential downside of 10.44%. Carlyle Group has a consensus target price of $59.31, indicating a potential upside of 20.35%. Given Carlyle Group's stronger consensus rating and higher possible upside, analysts clearly 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)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.13
Carlyle Group
1 Sell rating(s)
7 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.40

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

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
Federated Hermes21.30% 34.03% 18.54%
Carlyle Group 10.08%22.52%5.62%

Federated Hermes has a beta of 0.65, indicating that its share price is 35% less volatile than the broader market. Comparatively, Carlyle Group has a beta of 1.83, indicating that its share price is 83% more volatile than the broader market.

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$1.80B2.66$403.30M$5.3811.91
Carlyle Group$4.78B3.67$808.70M$0.9651.33

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 company insiders. Comparatively, 25.4% of Carlyle Group shares are held by company 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.

Summary

Carlyle Group beats Federated Hermes on 12 of the 18 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 better stock? We will compare the two businesses based on the strength of their earnings, analyst recommendations, valuation, media sentiment, institutional ownership, dividends, profitability and risk.

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%

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$1.80B2.66$403.30M$5.3811.91
Franklin Resources$8.77B1.96$524.90M$1.4723.03

In the previous week, Federated Hermes had 3 more articles in the media than Franklin Resources. MarketBeat recorded 5 mentions for Federated Hermes and 2 mentions for Franklin Resources. Franklin Resources' average media sentiment score of 0.79 beat Federated Hermes' score of 0.24 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
1 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
Franklin Resources
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

75.9% of Federated Hermes shares are owned by institutional investors. Comparatively, 47.6% of Franklin Resources shares are owned by institutional investors. 4.2% of Federated Hermes shares are owned by company insiders. Comparatively, 23.4% of Franklin Resources shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Federated Hermes has a beta of 0.65, indicating that its share price is 35% less volatile than the broader market. Comparatively, Franklin Resources has a beta of 1.55, indicating that its share price is 55% more volatile than the broader market.

Federated Hermes presently has a consensus price target of $57.40, indicating a potential downside of 10.44%. Franklin Resources has a consensus price target of $32.44, indicating a potential downside of 4.17%. Given Franklin Resources' stronger consensus rating and higher probable 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)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.13
Franklin Resources
2 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.36

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 3.9%. 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.

Summary

Franklin Resources beats Federated Hermes on 12 of the 20 factors compared between the two stocks.

How does Federated Hermes compare to Pershing Square?

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

Federated Hermes has higher revenue and earnings than Pershing Square.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Federated Hermes$1.80B2.66$403.30M$5.3811.91
Pershing SquareN/AN/AN/AN/AN/A

Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.4%. Pershing Square pays an annual dividend of $0.49 per share and has a dividend yield of 1.2%. 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. 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. 4.2% of Federated Hermes shares are held by company insiders. Comparatively, 21.8% of Pershing Square shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

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
Federated Hermes21.30% 34.03% 18.54%
Pershing Square N/A N/A N/A

In the previous week, Pershing Square had 14 more articles in the media than Federated Hermes. MarketBeat recorded 19 mentions for Pershing Square and 5 mentions for Federated Hermes. Pershing Square's average media sentiment score of 0.44 beat Federated Hermes' score of 0.24 indicating that Pershing Square 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)
2 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
Pershing Square
4 Very Positive mention(s)
4 Positive mention(s)
8 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral

Federated Hermes currently has a consensus target price of $57.40, suggesting a potential downside of 10.44%. Pershing Square has a consensus target price of $40.56, suggesting a potential downside of 1.87%. Given Pershing Square's stronger consensus rating and higher possible upside, analysts clearly believe Pershing Square is more favorable than Federated Hermes.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Federated Hermes
1 Sell rating(s)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.13
Pershing Square
1 Sell rating(s)
8 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.17

Summary

Federated Hermes and Pershing Square tied by winning 7 of the 14 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$4.79B$5.73B$14.17B$24.33B
Dividend Yield2.37%7.39%5.87%3.68%
P/E Ratio11.9138.2529.4030.78
Price / Sales2.661,272.22519.6324.82
Price / Cash11.8448.2837.2632.61
Price / Book3.823.692.816.82
Net Income$403.30M$417.15M$1.31B$1.06B
7 Day Performance1.52%0.60%0.77%0.55%
1 Month Performance6.83%0.76%1.56%2.90%
1 Year Performance19.33%7.79%12.52%19.10%

Federated Hermes Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FHI
Federated Hermes
2.688 of 5 stars
$64.09
+0.8%
$57.40
-10.4%
+18.8%$4.79B$1.80B11.912,091
TPG
TPG
4.8544 of 5 stars
$49.40
+0.8%
$63.33
+28.2%
-17.4%$18.83B$4.67B74.851,900
OWL
Blue Owl Capital
3.2869 of 5 stars
$11.69
-1.5%
$13.44
+15.0%
-38.0%$18.51B$2.87B97.421,365
CG
Carlyle Group
4.061 of 5 stars
$47.80
+0.0%
$59.79
+25.1%
-24.1%$17.20B$4.78B49.792,500
BEN
Franklin Resources
3.9953 of 5 stars
$33.51
-0.8%
$32.44
-3.2%
+32.1%$17.16B$8.77B22.809,800

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This page (NYSE:FHI) was last updated on 8/15/2026 by MarketBeat.com Staff.
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