NYSE:FHI

Federated Hermes Competitors

$29.87
-0.30 (-0.99 %)
(As of 04/20/2021 12:00 AM ET)
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Today's Range
$29.63
Now: $29.87
$30.19
50-Day Range
$28.09
MA: $30.63
$31.71
52-Week Range
$19.50
Now: $29.87
$31.99
Volume779,977 shs
Average Volume661,598 shs
Market Capitalization$2.96 billion
P/E Ratio9.67
Dividend Yield3.58%
Beta1.22

Competitors

Federated Hermes (NYSE:FHI) Vs. MORN, AMG, EVR, JHG, LAZ, and HLNE

Should you be buying FHI stock or one of its competitors? Companies in the industry of "investment advice" are considered alternatives and competitors to Federated Hermes, including Morningstar (MORN), Affiliated Managers Group (AMG), Evercore (EVR), Janus Henderson Group (JHG), Lazard (LAZ), and Hamilton Lane (HLNE).

Morningstar (NASDAQ:MORN) and Federated Hermes (NYSE:FHI) are both business services companies, but which is the better stock? We will compare the two companies based on the strength of their risk, dividends, institutional ownership, earnings, analyst recommendations, profitability and valuation.

Profitability

This table compares Morningstar and Federated Hermes' net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Morningstar13.11%18.79%8.59%
Federated Hermes21.72%28.99%16.18%

Insider & Institutional Ownership

47.5% of Morningstar shares are held by institutional investors. Comparatively, 79.1% of Federated Hermes shares are held by institutional investors. 49.7% of Morningstar shares are held by insiders. Comparatively, 5.2% of Federated Hermes 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.

Analyst Ratings

This is a summary of current ratings for Morningstar and Federated Hermes, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Morningstar0000N/A
Federated Hermes13102.00

Federated Hermes has a consensus price target of $28.00, indicating a potential downside of 6.26%. Given Federated Hermes' higher probable upside, analysts plainly believe Federated Hermes is more favorable than Morningstar.

Volatility and Risk

Morningstar has a beta of 1.06, indicating that its stock price is 6% more volatile than the S&P 500. Comparatively, Federated Hermes has a beta of 1.22, indicating that its stock price is 22% more volatile than the S&P 500.

Dividends

Morningstar pays an annual dividend of $1.26 per share and has a dividend yield of 0.5%. Federated Hermes pays an annual dividend of $1.08 per share and has a dividend yield of 3.6%. Federated Hermes pays out 40.1% of its earnings in the form of a dividend. Morningstar has increased its dividend for 1 consecutive years.

Valuation and Earnings

This table compares Morningstar and Federated Hermes' top-line revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Morningstar$1.18 billion8.59$152 millionN/AN/A
Federated Hermes$1.33 billion2.23$272.34 million$2.6911.10

Federated Hermes has higher revenue and earnings than Morningstar.

Summary

Federated Hermes beats Morningstar on 10 of the 15 factors compared between the two stocks.

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

Valuation and Earnings

This table compares Affiliated Managers Group and Federated Hermes' top-line revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Affiliated Managers Group$2.24 billion2.95$15.70 million$14.2210.89
Federated Hermes$1.33 billion2.23$272.34 million$2.6911.10

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

Profitability

This table compares Affiliated Managers Group and Federated Hermes' net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Affiliated Managers Group5.37%19.15%8.64%
Federated Hermes21.72%28.99%16.18%

Dividends

Affiliated Managers Group pays an annual dividend of $0.04 per share and has a dividend yield of 0.0%. Federated Hermes pays an annual dividend of $1.08 per share and has a dividend yield of 3.6%. Affiliated Managers Group pays out 0.3% of its earnings in the form of a dividend. Federated Hermes pays out 40.1% 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. Affiliated Managers Group has increased its dividend for 1 consecutive years.

Volatility and Risk

Affiliated Managers Group has a beta of 1.44, indicating that its stock price is 44% more volatile than the S&P 500. Comparatively, Federated Hermes has a beta of 1.22, indicating that its stock price is 22% more volatile than the S&P 500.

Insider & Institutional Ownership

98.8% of Affiliated Managers Group shares are held by institutional investors. Comparatively, 79.1% of Federated Hermes shares are held by institutional investors. 1.7% of Affiliated Managers Group shares are held by insiders. Comparatively, 5.2% of Federated Hermes 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.

Analyst Ratings

This is a summary of current ratings for Affiliated Managers Group and Federated Hermes, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Affiliated Managers Group12202.20
Federated Hermes13102.00

Affiliated Managers Group currently has a consensus price target of $133.60, indicating a potential downside of 13.72%. Federated Hermes has a consensus price target of $28.00, indicating a potential downside of 6.26%. Given Federated Hermes' higher probable upside, analysts plainly believe Federated Hermes is more favorable than Affiliated Managers Group.

Summary

Affiliated Managers Group beats Federated Hermes on 10 of the 17 factors compared between the two stocks.

Evercore (NYSE:EVR) and Federated Hermes (NYSE:FHI) are both mid-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their valuation, dividends, institutional ownership, profitability, analyst recommendations, earnings and risk.

Dividends

Evercore pays an annual dividend of $2.44 per share and has a dividend yield of 1.8%. Federated Hermes pays an annual dividend of $1.08 per share and has a dividend yield of 3.6%. Evercore pays out 31.7% of its earnings in the form of a dividend. Federated Hermes pays out 40.1% 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. Evercore has raised its dividend for 12 consecutive years.

Valuation & Earnings

This table compares Evercore and Federated Hermes' gross revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Evercore$2.01 billion2.84$297.44 million$7.7017.62
Federated Hermes$1.33 billion2.23$272.34 million$2.6911.10

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

Analyst Recommendations

This is a summary of current recommendations and price targets for Evercore and Federated Hermes, as reported by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Evercore01713.00
Federated Hermes13102.00

Evercore currently has a consensus price target of $138.7778, indicating a potential upside of 2.31%. Federated Hermes has a consensus price target of $28.00, indicating a potential downside of 6.26%. Given Evercore's stronger consensus rating and higher probable upside, analysts plainly believe Evercore is more favorable than Federated Hermes.

Insider & Institutional Ownership

88.8% of Evercore shares are owned by institutional investors. Comparatively, 79.1% of Federated Hermes shares are owned by institutional investors. 9.8% of Evercore shares are owned by company insiders. Comparatively, 5.2% of Federated Hermes 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.

Profitability

This table compares Evercore and Federated Hermes' net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Evercore11.80%27.11%12.25%
Federated Hermes21.72%28.99%16.18%

Risk & Volatility

Evercore has a beta of 1.75, meaning that its share price is 75% more volatile than the S&P 500. Comparatively, Federated Hermes has a beta of 1.22, meaning that its share price is 22% more volatile than the S&P 500.

Summary

Evercore beats Federated Hermes on 14 of the 18 factors compared between the two stocks.

Federated Hermes (NYSE:FHI) and Janus Henderson Group (NYSE:JHG) are both mid-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their institutional ownership, profitability, analyst recommendations, risk, dividends, earnings and valuation.

Dividends

Federated Hermes pays an annual dividend of $1.08 per share and has a dividend yield of 3.6%. Janus Henderson Group pays an annual dividend of $1.44 per share and has a dividend yield of 4.4%. Federated Hermes pays out 40.1% of its earnings in the form of a dividend. Janus Henderson Group pays out 58.3% 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. Janus Henderson Group has raised its dividend for 1 consecutive years. Janus Henderson Group is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Earnings & Valuation

This table compares Federated Hermes and Janus Henderson Group's gross revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Federated Hermes$1.33 billion2.23$272.34 million$2.6911.10
Janus Henderson Group$2.19 billion2.57$427.60 million$2.4713.26

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

Analyst Ratings

This is a summary of current ratings and target prices for Federated Hermes and Janus Henderson Group, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Federated Hermes13102.00
Janus Henderson Group26101.89

Federated Hermes currently has a consensus price target of $28.00, indicating a potential downside of 6.26%. Janus Henderson Group has a consensus price target of $25.1286, indicating a potential downside of 23.27%. Given Federated Hermes' stronger consensus rating and higher probable upside, equities research analysts clearly believe Federated Hermes is more favorable than Janus Henderson Group.

Institutional & Insider Ownership

79.1% of Federated Hermes shares are held by institutional investors. Comparatively, 77.2% of Janus Henderson Group shares are held by institutional investors. 5.2% of Federated Hermes shares are held by company insiders. Comparatively, 2.1% of Janus Henderson Group 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.

Profitability

This table compares Federated Hermes and Janus Henderson Group's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Federated Hermes21.72%28.99%16.18%
Janus Henderson Group3.71%10.41%6.93%

Volatility & Risk

Federated Hermes has a beta of 1.22, suggesting that its stock price is 22% more volatile than the S&P 500. Comparatively, Janus Henderson Group has a beta of 1.48, suggesting that its stock price is 48% more volatile than the S&P 500.

Summary

Federated Hermes beats Janus Henderson Group on 9 of the 16 factors compared between the two stocks.

Federated Hermes (NYSE:FHI) and Lazard (NYSE:LAZ) are both mid-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their institutional ownership, profitability, analyst recommendations, risk, dividends, earnings and valuation.

Dividends

Federated Hermes pays an annual dividend of $1.08 per share and has a dividend yield of 3.6%. Lazard pays an annual dividend of $1.88 per share and has a dividend yield of 4.1%. Federated Hermes pays out 40.1% of its earnings in the form of a dividend. Lazard pays out 57.3% 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. Lazard has raised its dividend for 1 consecutive years. Lazard is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Earnings & Valuation

This table compares Federated Hermes and Lazard's gross revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Federated Hermes$1.33 billion2.23$272.34 million$2.6911.10
Lazard$2.67 billion1.79$286.50 million$3.2813.89

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

Analyst Ratings

This is a summary of current ratings and target prices for Federated Hermes and Lazard, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Federated Hermes13102.00
Lazard14402.33

Federated Hermes currently has a consensus price target of $28.00, indicating a potential downside of 6.26%. Lazard has a consensus price target of $42.6667, indicating a potential downside of 6.35%. Given Federated Hermes' higher probable upside, equities research analysts clearly believe Federated Hermes is more favorable than Lazard.

Institutional & Insider Ownership

79.1% of Federated Hermes shares are held by institutional investors. Comparatively, 74.5% of Lazard shares are held by institutional investors. 5.2% of Federated Hermes shares are held by company insiders. Comparatively, 3.6% of Lazard 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.

Profitability

This table compares Federated Hermes and Lazard's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Federated Hermes21.72%28.99%16.18%
Lazard11.62%47.79%6.01%

Volatility & Risk

Federated Hermes has a beta of 1.22, suggesting that its stock price is 22% more volatile than the S&P 500. Comparatively, Lazard has a beta of 1.66, suggesting that its stock price is 66% more volatile than the S&P 500.

Summary

Lazard beats Federated Hermes on 10 of the 17 factors compared between the two stocks.

Federated Hermes (NYSE:FHI) and Hamilton Lane (NASDAQ:HLNE) are both mid-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their institutional ownership, profitability, analyst recommendations, risk, dividends, earnings and valuation.

Analyst Ratings

This is a summary of current ratings and target prices for Federated Hermes and Hamilton Lane, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Federated Hermes13102.00
Hamilton Lane03202.40

Federated Hermes currently has a consensus price target of $28.00, indicating a potential downside of 6.26%. Hamilton Lane has a consensus price target of $87.50, indicating a potential downside of 1.94%. Given Hamilton Lane's stronger consensus rating and higher probable upside, analysts clearly believe Hamilton Lane is more favorable than Federated Hermes.

Profitability

This table compares Federated Hermes and Hamilton Lane's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Federated Hermes21.72%28.99%16.18%
Hamilton Lane19.78%44.51%20.35%

Institutional & Insider Ownership

79.1% of Federated Hermes shares are held by institutional investors. Comparatively, 60.9% of Hamilton Lane shares are held by institutional investors. 5.2% of Federated Hermes shares are held by company insiders. Comparatively, 34.6% of Hamilton Lane 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.

Dividends

Federated Hermes pays an annual dividend of $1.08 per share and has a dividend yield of 3.6%. Hamilton Lane pays an annual dividend of $1.25 per share and has a dividend yield of 1.4%. Federated Hermes pays out 40.1% of its earnings in the form of a dividend. Hamilton Lane pays out 62.2% 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. Hamilton Lane has raised its dividend for 3 consecutive years. Federated Hermes is clearly the better dividend stock, given its higher yield and lower payout ratio.

Earnings & Valuation

This table compares Federated Hermes and Hamilton Lane's gross revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Federated Hermes$1.33 billion2.23$272.34 million$2.6911.10
Hamilton Lane$274.05 million17.18$60.83 million$2.0144.39

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

Volatility & Risk

Federated Hermes has a beta of 1.22, suggesting that its stock price is 22% more volatile than the S&P 500. Comparatively, Hamilton Lane has a beta of 0.83, suggesting that its stock price is 17% less volatile than the S&P 500.

Summary

Hamilton Lane beats Federated Hermes on 9 of the 17 factors compared between the two stocks.


Federated Hermes Competitors List

Competitor NameCompetitor BTM RankCompetitor PriceCompetitor Price ChangeCompetitor Market CapCompetitor RevenueCompetitor P/E RatioCompetitor Indicator(s)
Morningstar logo
MORN
Morningstar
0.8$235.70-0.8%$10.12 billion$1.18 billion57.91
Affiliated Managers Group logo
AMG
Affiliated Managers Group
2.3$154.85-1.3%$6.60 billion$2.24 billion67.03Upcoming Earnings
Decrease in Short Interest
Evercore logo
EVR
Evercore
2.4$135.65-2.7%$5.70 billion$2.01 billion24.31
Janus Henderson Group logo
JHG
Janus Henderson Group
1.9$32.75-2.1%$5.64 billion$2.19 billion74.43
Lazard logo
LAZ
Lazard
2.4$45.56-1.7%$4.79 billion$2.67 billion17.87Analyst Report
Hamilton Lane logo
HLNE
Hamilton Lane
1.5$89.23-1.6%$4.71 billion$274.05 million46.23Analyst Upgrade
Decrease in Short Interest
News Coverage
Houlihan Lokey logo
HLI
Houlihan Lokey
2.1$67.25-1.5%$4.64 billion$1.16 billion22.12News Coverage
AllianceBernstein logo
AB
AllianceBernstein
2.0$39.87-0.2%$3.92 billion$3.52 billion14.45
Artisan Partners Asset Management logo
APAM
Artisan Partners Asset Management
2.2$52.93-3.5%$3.63 billion$799 million18.00Upcoming Earnings
Moelis & Company logo
MC
Moelis & Company
1.7$53.84-2.4%$3.44 billion$746.53 million42.73
Cohen & Steers logo
CNS
Cohen & Steers
2.1$66.78-0.2%$3.22 billion$410.83 million27.60Upcoming Earnings
Focus Financial Partners logo
FOCS
Focus Financial Partners
1.8$43.10-0.5%$3.10 billion$1.22 billion179.58News Coverage
StepStone Group logo
STEP
StepStone Group
1.3$32.60-3.3%$3.09 billionN/A0.00
Noah logo
NOAH
Noah
1.9$41.15-1.6%$2.52 billion$253.09 million19.05
GCM Grosvenor logo
GCMG
GCM Grosvenor
1.6$11.59-3.6%$2.15 billionN/A0.00Analyst Upgrade
Virtus Investment Partners logo
VRTS
Virtus Investment Partners
1.7$248.38-3.3%$1.90 billion$563.25 million37.46Analyst Revision
Victory Capital logo
VCTR
Victory Capital
1.6$27.92-2.2%$1.89 billion$612.37 million10.54Analyst Revision
BrightSphere Investment Group logo
BSIG
BrightSphere Investment Group
2.0$22.80-2.1%$1.81 billion$819.50 million12.26
PJT Partners logo
PJT
PJT Partners
1.9$70.31-1.7%$1.68 billion$717.64 million20.15Upcoming Earnings
News Coverage
AssetMark Financial logo
AMK
AssetMark Financial
1.6$22.07-0.1%$1.60 billion$417.94 million-1,102.95Analyst Downgrade
News Coverage
Sculptor Capital Management logo
SCU
Sculptor Capital Management
1.3$21.62-0.0%$1.22 billion$597.35 million-10.86Insider Selling
Pzena Investment Management logo
PZN
Pzena Investment Management
0.9$10.65-2.6%$757.96 million$150.75 million50.72Decrease in Short Interest
News Coverage
Diamond Hill Investment Group logo
DHIL
Diamond Hill Investment Group
1.4$158.59-1.5%$501.14 million$136.62 million13.73Upcoming Earnings
Barings BDC logo
BBDC
Barings BDC
2.2$10.31-0.1%$494.49 million$75.65 million-257.75
Fidus Investment logo
FDUS
Fidus Investment
1.6$16.54-0.8%$404.19 million$77.11 million18.38
PUYI
Puyi
0.5$5.15-11.1%$310.62 million$18.33 million0.00Gap Down
Value Line logo
VALU
Value Line
1.1$30.51-3.1%$292.10 million$40.30 million16.40Dividend Increase
Decrease in Short Interest
Gap Up
Saratoga Investment logo
SAR
Saratoga Investment
1.6$24.78-1.1%$276.79 million$58.45 million8.57
Monroe Capital logo
MRCC
Monroe Capital
1.1$10.72-0.4%$228.38 million$68.19 million-53.60
Silvercrest Asset Management Group logo
SAMG
Silvercrest Asset Management Group
2.3$14.92-2.4%$215.30 million$102.15 million13.32
WHG
Westwood Holdings Group
1.0$16.73-0.1%$141.05 million$84.08 million72.74
StoneCastle Financial logo
BANX
StoneCastle Financial
1.5$19.86-0.5%$130.32 million$16.35 million64.07News Coverage
Manning & Napier logo
MN
Manning & Napier
0.5$7.10-4.6%$121.70 million$136 million39.44Decrease in Short Interest
U.S. Global Investors logo
GROW
U.S. Global Investors
0.4$7.25-5.2%$109.23 million$4.48 million0.00
Great Elm Capital logo
GECC
Great Elm Capital
1.7$3.31-2.7%$77.81 million$27.04 million-1.36Increase in Short Interest
HNNA
Hennessy Advisors
1.4$9.03-0.3%$66.46 million$33.39 million8.52
PHCF
Puhui Wealth Investment Management
0.4$4.09-1.7%$47.07 million$2.18 million0.00Increase in Short Interest
News Coverage
Medley Management logo
MDLY
Medley Management
0.5$4.92-17.7%$3.30 million$48.84 million-0.62Insider Selling
Gap Up
This page was last updated on 4/20/2021 by MarketBeat.com Staff
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