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Federated Hermes (FHI) Competitors

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$56.46 +1.55 (+2.81%)
Closing price 03:59 PM Eastern
Extended Trading
$56.04 -0.42 (-0.74%)
As of 04:10 PM Eastern
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FHI vs. BNT, BEN, OWL, CG, and ARCC

Should you buy Federated Hermes stock or one of its competitors? Federated Hermes's main competitors and comparable companies include Brookfield Wealth Solutions (BNT), Franklin Resources (BEN), Blue Owl Capital (OWL), Carlyle Group (CG), and Ares Capital (ARCC). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "finance" sector.

How does Federated Hermes compare to Brookfield Wealth Solutions?

Brookfield Wealth Solutions (NYSE:BNT) 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.

Federated Hermes has a consensus target price of $57.80, indicating a potential upside of 5.38%. Given Federated Hermes' stronger consensus rating and higher probable upside, analysts clearly believe Federated Hermes is more favorable than Brookfield Wealth Solutions.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Brookfield Wealth Solutions
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Federated Hermes
1 Sell rating(s)
5 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.25

20.3% of Brookfield Wealth Solutions shares are held by institutional investors. Comparatively, 75.9% of Federated Hermes shares are held by institutional investors. 1.0% of Brookfield Wealth Solutions 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.

In the previous week, Federated Hermes had 8 more articles in the media than Brookfield Wealth Solutions. MarketBeat recorded 9 mentions for Federated Hermes and 1 mentions for Brookfield Wealth Solutions. Federated Hermes' average media sentiment score of 0.31 beat Brookfield Wealth Solutions' score of 0.00 indicating that Federated Hermes is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Brookfield Wealth Solutions
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Federated Hermes
1 Very Positive mention(s)
4 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Brookfield Wealth Solutions pays an annual dividend of $0.28 per share and has a dividend yield of 0.8%. Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.8%. Brookfield Wealth Solutions pays out 107.7% 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. 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 net margin of 21.30% compared to Brookfield Wealth Solutions' net margin of 0.15%. Federated Hermes' return on equity of 34.03% beat Brookfield Wealth Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
Brookfield Wealth Solutions0.15% 0.10% 0.01%
Federated Hermes 21.30%34.03%18.54%

Brookfield Wealth Solutions has a beta of 1.47, meaning that its share price is 47% more volatile than the broader market. Comparatively, Federated Hermes has a beta of 0.66, meaning that its share price is 34% less volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Brookfield Wealth Solutions$12.06B1.01$766M$0.26138.12
Federated Hermes$1.80B2.27$403.30M$5.3810.20

Summary

Federated Hermes beats Brookfield Wealth Solutions on 16 of the 20 factors compared between the two stocks.

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 superior business? We will contrast the two businesses based on the strength of their dividends, earnings, profitability, institutional ownership, media sentiment, analyst recommendations, valuation and risk.

Franklin Resources pays an annual dividend of $1.32 per share and has a dividend yield of 4.3%. Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.8%. 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 raised its dividend for 45 consecutive years and Federated Hermes has raised 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 presently has a consensus price target of $35.89, indicating a potential upside of 17.50%. Federated Hermes has a consensus price target of $57.80, indicating a potential upside of 5.38%. Given Franklin Resources' stronger consensus rating and higher possible upside, equities 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
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)
5 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.25

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%

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$8.77B1.77$524.90M$1.4720.78
Federated Hermes$1.80B2.27$403.30M$5.3810.20

In the previous week, Franklin Resources had 13 more articles in the media than Federated Hermes. MarketBeat recorded 22 mentions for Franklin Resources and 9 mentions for Federated Hermes. Franklin Resources' average media sentiment score of 0.68 beat Federated Hermes' score of 0.31 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
10 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive
Federated Hermes
1 Very Positive mention(s)
4 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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 0.66, meaning that its share price is 34% less volatile than the broader market.

47.6% of Franklin Resources shares are owned by institutional investors. Comparatively, 75.9% of Federated Hermes shares are owned by institutional investors. 23.4% of Franklin Resources 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.

Summary

Franklin Resources beats Federated Hermes on 12 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 superior investment? We will compare the two businesses based on the strength of their risk, earnings, profitability, dividends, analyst recommendations, valuation, media sentiment and institutional ownership.

Federated Hermes currently has a consensus price target of $57.80, indicating a potential upside of 5.38%. Blue Owl Capital has a consensus price target of $13.36, indicating a potential upside of 51.89%. Given Blue Owl Capital's stronger consensus rating and higher possible upside, analysts clearly 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)
1 Buy rating(s)
1 Strong Buy rating(s)
2.25
Blue Owl Capital
0 Sell rating(s)
9 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.53

Federated Hermes has a beta of 0.66, suggesting that its stock price is 34% less volatile than the broader market. Comparatively, Blue Owl Capital has a beta of 1.35, suggesting that its stock price is 35% more volatile than the broader market.

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 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$1.80B2.27$403.30M$5.3810.20
Blue Owl Capital$2.87B4.78$78.83M$0.1273.29

In the previous week, Federated Hermes had 3 more articles in the media than Blue Owl Capital. MarketBeat recorded 9 mentions for Federated Hermes and 6 mentions for Blue Owl Capital. Federated Hermes' average media sentiment score of 0.31 beat Blue Owl Capital's score of 0.27 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
1 Very Positive mention(s)
4 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Blue Owl Capital
2 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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 insiders. Comparatively, 25.7% of Blue Owl Capital shares are owned by 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.

Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.8%. Blue Owl Capital pays an annual dividend of $0.92 per share and has a dividend yield of 10.5%. 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.

Summary

Federated Hermes and Blue Owl Capital tied by winning 9 of the 18 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 business? We will contrast the two businesses based on the strength of their media sentiment, institutional ownership, valuation, dividends, analyst recommendations, earnings, profitability and risk.

Carlyle Group has a beta of 1.88, indicating that its stock price is 88% more volatile than the broader market. Comparatively, Federated Hermes has a beta of 0.66, indicating that its stock price is 34% 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%

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

Carlyle Group currently has a consensus target price of $55.40, indicating a potential upside of 54.88%. Federated Hermes has a consensus target price of $57.80, indicating a potential upside of 5.38%. Given Carlyle Group's stronger consensus rating and higher probable upside, equities research 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)
8 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.41
Federated Hermes
1 Sell rating(s)
5 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.25

In the previous week, Carlyle Group had 6 more articles in the media than Federated Hermes. MarketBeat recorded 15 mentions for Carlyle Group and 9 mentions for Federated Hermes. Federated Hermes' average media sentiment score of 0.31 beat Carlyle Group's score of 0.02 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
2 Very Positive mention(s)
3 Positive mention(s)
3 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Neutral
Federated Hermes
1 Very Positive mention(s)
4 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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$4.78B2.67$808.70M$0.9637.26
Federated Hermes$1.80B2.27$403.30M$5.3810.20

Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.9%. Federated Hermes pays an annual dividend of $1.52 per share and has a dividend yield of 2.8%. 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.

Summary

Carlyle Group beats Federated Hermes on 11 of the 19 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 better stock? We will contrast the two companies based on the strength of their institutional ownership, analyst recommendations, risk, earnings, media sentiment, dividends, valuation and profitability.

Ares Capital presently has a consensus target price of $20.39, suggesting a potential upside of 7.68%. Federated Hermes has a consensus target price of $57.80, suggesting a potential upside of 2.41%. Given Ares Capital's stronger consensus rating and higher possible upside, equities 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)
5 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.25

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

In the previous week, Ares Capital had 5 more articles in the media than Federated Hermes. MarketBeat recorded 15 mentions for Ares Capital and 10 mentions for Federated Hermes. Ares Capital's average media sentiment score of 0.72 beat Federated Hermes' score of 0.23 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
8 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive
Federated Hermes
0 Very Positive mention(s)
4 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Ares Capital has higher earnings, but lower revenue 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$1.17B11.58$1.30B$1.3514.03
Federated Hermes$1.93B2.18$403.30M$5.3810.49

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 2.7%. 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 increased its dividend for 4 consecutive years.

Ares Capital has a beta of 0.61, suggesting that its stock price is 39% less volatile than the broader market. Comparatively, Federated Hermes has a beta of 0.66, suggesting that its stock price is 34% less volatile than the broader market.

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%

Summary

Ares Capital and Federated Hermes tied by winning 10 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$4.21B$5.12B$13.56B$23.12B
Dividend Yield2.71%7.62%6.09%3.70%
P/E Ratio10.4930.1724.8328.44
Price / Sales2.181,133.18479.9523.16
Price / Cash10.1647.5843.3636.37
Price / Book3.603.462.714.72
Net Income$403.30M$415.07M$1.32B$1.07B
7 Day Performance0.54%-0.26%-0.22%-0.07%
1 Month Performance-2.89%-1.35%-2.25%-2.65%
1 Year Performance8.36%7.79%9.28%5.85%

Federated Hermes Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FHI
Federated Hermes
2.79 of 5 stars
$56.46
+2.8%
$57.80
+2.4%
+4.6%$4.21B$1.93B10.492,091
BNT
Brookfield Wealth Solutions
0.9702 of 5 stars
$37.05
0.0%
N/A-20.7%$12.53B$11.64B142.514,000
BEN
Franklin Resources
4.8439 of 5 stars
$31.77
-0.7%
$36.11
+13.7%
+33.2%$16.26B$8.77B21.619,800
OWL
Blue Owl Capital
3.6835 of 5 stars
$9.34
-1.6%
$13.36
+43.1%
-47.6%$14.80B$2.87B77.801,365
CG
Carlyle Group
4.3957 of 5 stars
$38.25
-0.4%
$56.07
+46.6%
-40.0%$13.69B$2.78B39.842,500

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This page (NYSE:FHI) was last updated on 10/15/2026 by MarketBeat.com Staff.
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