O Shaughnessy Asset Management LLC Buys 13,822 Shares of Federated Hermes, Inc. $FHI

Posted by Geri Gentry on Jun 11th, 2026

O Shaughnessy Asset Management LLC raised its stake in Federated Hermes, Inc. (NYSE:FHI – Free Report) by 10.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 142,991 shares of the company’s stock after acquiring an additional 13,822 shares during the quarter. O Shaughnessy Asset Management LLC owned about 0.18% of Federated Hermes worth $7,446,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Torren Management LLC bought a new position in shares of Federated Hermes during the fourth quarter worth approximately $25,000. MAI Capital Management increased its holdings in shares of Federated Hermes by 86.7% during the third quarter. MAI Capital Management now owns 476 shares of the company’s stock worth $25,000 after purchasing an additional 221 shares during the period. BI Asset Management Fondsmaeglerselskab A S bought a new position in shares of Federated Hermes during the second quarter worth approximately $56,000. Aster Capital Management DIFC Ltd bought a new position in shares of Federated Hermes during the third quarter worth approximately $75,000. Finally, EverSource Wealth Advisors LLC increased its holdings in shares of Federated Hermes by 76.5% during the second quarter. EverSource Wealth Advisors LLC now owns 1,567 shares of the company’s stock worth $69,000 after purchasing an additional 679 shares during the period. 75.94% of the stock is owned by institutional investors.

Insider Activity at Federated Hermes

In related news, VP Bryan M. Burke sold 4,000 shares of the stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $54.20, for a total transaction of $216,800.00. Following the sale, the vice president owned 74,921 shares in the company, valued at approximately $4,060,718.20. This trade represents a 5.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Saker Anwar Nusseibeh sold 8,950 shares of the stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $57.34, for a total transaction of $513,193.00. Following the sale, the chief executive officer owned 151,276 shares in the company, valued at $8,674,165.84. This represents a 5.59% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 4.20% of the company’s stock.

Federated Hermes Stock Performance

NYSE FHI opened at $57.48 on Thursday. The company has a current ratio of 3.28, a quick ratio of 2.73 and a debt-to-equity ratio of 0.29. The firm has a market capitalization of $4.36 billion, a price-to-earnings ratio of 11.14, a P/E/G ratio of 2.06 and a beta of 0.65. The firm’s 50 day simple moving average is $56.28 and its 200 day simple moving average is $54.63. Federated Hermes, Inc. has a 1 year low of $41.71 and a 1 year high of $59.05.

Federated Hermes (NYSE:FHI – Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The company reported $1.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.20 by $0.07. The business had revenue of $478.96 million for the quarter, compared to analyst estimates of $475.22 million. Federated Hermes had a net margin of 21.47% and a return on equity of 33.90%. The firm’s revenue for the quarter was up 13.1% on a year-over-year basis. During the same quarter last year, the business posted $1.25 EPS. As a group, research analysts expect that Federated Hermes, Inc. will post 5.1 earnings per share for the current fiscal year.

Federated Hermes Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Friday, May 8th were given a dividend of $0.38 per share. The ex-dividend date was Friday, May 8th. This represents a $1.52 annualized dividend and a dividend yield of 2.6%. This is a positive change from Federated Hermes’s previous quarterly dividend of $0.34. Federated Hermes’s dividend payout ratio (DPR) is 29.46%.

Analyst Upgrades and Downgrades

FHI has been the topic of several recent research reports. Evercore reaffirmed an “outperform” rating and set a $59.00 target price on shares of Federated Hermes in a report on Monday. Royal Bank Of Canada lowered their target price on shares of Federated Hermes from $56.00 to $54.00 and set a “sector perform” rating on the stock in a report on Wednesday, May 6th. JPMorgan Chase & Co. lowered their target price on shares of Federated Hermes from $56.00 to $53.00 and set an “underweight” rating on the stock in a report on Monday, May 4th. TD Cowen lowered their target price on shares of Federated Hermes from $58.00 to $54.00 and set a “hold” rating on the stock in a report on Monday, May 4th. Finally, Wall Street Zen cut shares of Federated Hermes from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. Two research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $55.00.

Read Our Latest Analysis on FHI

Federated Hermes Company Profile

(Free Report)

Federated Hermes, Inc is a global investment manager that provides a range of asset management solutions to institutional and individual investors. The company offers active strategies across equity, fixed income, multi-asset, liquidity, and alternative investments. Through its suite of mutual funds, separate accounts and collective investment vehicles, Federated Hermes seeks to deliver performance-driven outcomes aligned with client objectives and risk tolerances.

In addition to traditional investment management, Federated Hermes has developed specialized capabilities in sustainability and responsible investing, integrating environmental, social and governance (ESG) research into its investment process.