FHI Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık

03
Fiyat $56.07
P/E (TTM) 10.4
Hisse Başına Kâr (TTM) $5.37
Gelir (TTM) $1.93B
ROE (TTM) 34.8%
52 Haftlık Aralık $47–$67

FHI Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin

04
aralık
çubuklar

Çubuk çözünürlüğü seçilen döneme uyum sağlar — bir çubuk için açılış/yüksek/düşük/kapanış değerlerini görmek için grafiğin üzerine gelin.

Hisse bölünmeleri 1
Ex-tarihi Bölünme Tür
18 Temmuz 2000 3-for-2 İleri

Federated Hermes, Inc. Common Stock Hakkında Wikipedia'dan şirket genel bakışı

05 · wikidata

Federated Hermes is an investment manager headquartered in Pittsburgh, Pennsylvania, United States. Founded in 1955 and incorporated on October 18, 1957, the company manages $902.6 billion of customer assets, as of December 2025. The company offers investments spanning equity, fixed-income, alternative/private markets, multi-asset and liquidity management strategies, including mutual funds, exchange-traded funds (ETFs), separate accounts, closed-end funds and collective investment funds. Clients include corporations, government entities, insurance companies, foundations and endowments, banks and broker/dealers.

## History

Federated Investors was founded in 1955 by high school classmates John F. Donahue, Richard B. Fisher, and Thomas J. Donnelly.

Aetna acquired a majority ownership stake in Federated Investors in 1982; at the time Federated had nearly $30 billion in assets under management. In 1989, Federated management purchased Aetna's stake for $345 million, reestablishing majority control of the company. In 1996, Federated management paid $100 million to acquire the remaining 25% stock ownership still held by Aetna. Federated completed an initial public offering on the NYSE on May 14, 1998.

In 1991, Federated established Federated International Management Limited, a wholly owned subsidiary in Dublin, Ireland, becoming the first U.S. company whose registered money market funds were approved for distribution to the European community. In 1998, Federated launched a venture with insurer LVM-Versicherungen Münster to offer Federated funds in Germany.

In April 2012, Federated Investors, Inc. completed its acquisition of Prime Rate Capital Management LLP (PRCM), a London, United Kingdom-based provider of institutional liquidity and fixed income products, from Matrix Group Limited. Federated Prime Rate Capital Management's AAA-rated liquidity funds, known as Qualifying Money Market Funds, serve the corporate and institutional market. The funds, totaling approximately US$4.0 billion (GBP 2.5 billion) in assets, are rated AAA by both Standard & Poor's and Fitch Ratings.

In September 2019, Federated Investors announced that it had bought around $4.4 billion in assets from Fifth Third Asset Management Inc.

In July 2018, Federated Investors, Inc., completed its acquisition of a 60 percent interest in Hermes Fund Managers Limited (Hermes), which operated as Hermes Investment Management, a pioneer of integrated ESG investing, from BT Pension Scheme (BTPS). Hermes had recently acquired MEPC plc.

In February 2020, Federated Investors, Inc. changed its name to Federated Hermes, Inc. and unveiled an updated corporate identity focused on a commitment to responsible investing to achieve financial performance. The company also changed its New York Stock Exchange (NYSE) ticker symbol from FII to FHI, with the firm's common stock trading under the FHI ticker symbol for the first time on Feb. 3, 2020.

Kaynak: Wikipedia (İngilizce), CC BY-SA 4.0 · Wikipedia'da Görüntüle ↗

Wikidata ↗

sektörFinancial Services endüstriFinancial Services çalışanlar2.091 ülkeUS

10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri

06
Gelir$1.80B
2016-12-31 → 2025-12-31
Hisse Başına Kâr$5.13
2018-12-31 → 2025-12-31
Serbest Nakit Akışı$295M
2016-12-31 → 2025-12-31
Net kar marjı21.3%
2016-12-31 → 2025-12-31
Değerleme ve Oranlar 07–12

Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?

Metrik 5 Yıllık trend FHI 5Y ort. Akran Ortalaması Sonuç
P/E (TTM) 10.45Y ort. ≈12.0 ≈12.0 19.4 Düşük değerli
PEG Ratio (PEG Oranı) ≈1.1 · · ·

Akran ortalaması, metrik başına standartlaştırılmış bir temelde hesaplanır ve bu hisse senedi için gösterilen TTM/MRQ temelini her zaman eşleşmeyebilir.

değer · ≈ 5Y ort. · sektör ortalaması · ortalamaya göre değerlendirme

Temettüler Temettü verimi, ödeme oranı, temettü geçmişi, 5 Yıllık CAGR

13
Temettü Ödeme Oranı26.0%
Yıllıklaştırılmış Ödeme≈$1.52Üç Aylık Ödeme
5 Yıllık Temettü CAGR≈4.7%Hisse başına, bölünmeye göre ayarlanmış
Büyüme Serisi≈3Ardışık temettü büyüme yılları
Ex-tarihiMiktarPara BirimiTemettü Verimi
Ağu 7, 2026$0,38USD≈2.3%
May 8, 2026$0,38USD≈2.5%
Şub 6, 2026$0,34USD≈2.6%
Kas 7, 2025$0,34USD≈2.7%
Ağu 8, 2025$0,34USD≈2.5%
May 8, 2025$0,34USD≈3.0%
Şub 7, 2025$0,31USD≈5.8%
Kas 8, 2024$0,31USD≈5.4%
Ağu 8, 2024$0,31USD≈6.6%
May 7, 2024$1,31USD≈6.7%
Şub 7, 2024$0,28USD≈3.2%
Kas 7, 2023$0,28USD≈3.4%
Ağu 7, 2023$0,28USD≈3.3%
May 5, 2023$0,28USD≈2.8%
Şub 7, 2023$0,27USD≈2.7%
Kas 7, 2022$0,27USD≈3.0%
Ağu 5, 2022$0,27USD≈3.2%
May 5, 2022$0,27USD≈3.7%
Şub 7, 2022$0,27USD≈3.3%
Kas 5, 2021$0,27USD≈3.1%

Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi

14
Ort. Sürpriz 17.2%
Sonraki Rapor Eki 28, 2026
DönemRaporEPS GerçekEPS TahminSürpriz
30 Haziran 2026 Tem 29, 2026 $1.38 $1.19 15.8%
31 Mart 2026 $1.27 $1.19 6.3%
31 Aralık 2025 $1.39 $1.19 16.4%
30 Eylül 2025 $1.34 $1.13 18.1%
30 Haziran 2025 $1.16 $1.03 12.2%
31 Mart 2025 $1.25 $0.93 34.8%

Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı

15
Gelir Tablosu 12
Metrik Eğilim 202520242023202220212020201920182017201620152014
Revenue $1.80B$1.63B$1.61B$1.45B$1.30B$1.45B$1.33B$1.14B$1.10B$1.14B$927M$859M
Operating Expenses $1.29B$1.27B$1.22B$1.11B$934M$1.03B$979M$805M$761M$808M$647M$621M
Operating Income $514M$361M$388M$337M$366M$418M$348M$330M$342M$336M$279M$238M
Other Non-op $-36.0K$139.0K$562.0K$222.0K$-900.0K$8M$13M$-30M$-42.0K$60.0K$-33.0K$-29.0K
Pretax Income $548M$382M$411M$306M$376M$446M$365M$296M$352M$341M$275M$239M
Income Tax $133M$113M$107M$72M$104M$110M$88M$74M$57M$119M$103M$90M
Net Income $403M$268M$299M$239M$270M$326M$272M$220M$291M$209M$170M$149M
EPS (Basic) $5.13$3.23$3.40$2.65$2.77$3.25$2.69$2.18····
EPS (Diluted) $5.13$3.23$3.40$2.65$2.75$3.23$2.69$2.18····
Shares (Basic) 75,101,00079,426,00083,858,00085,762,00093,754,00096,503,00097,259,00096,949,00097,411,00099,116,000100,475,000100,721,000
Shares (Diluted) 75,103,00079,430,00083,863,00085,766,00093,771,00096,503,00097,259,00096,949,00097,412,00099,117,000100,477,000100,723,000
EBITDA $514M$361M$388M$337M$366M$418M$348M$330M$342M$345M$279M$238M
Bilanço 26
Metrik Eğilim 202520242023202220212020201920182017201620152014
Cash & Equivalents $583M$504M$383M$337M$233M$302M$249M$157M$316M$105M$173M$115M
Short-term Investments ·········$131M$142M$143M
Receivables ···$58M$65M$65M$64M$60M$26M$45M$34M$28M
Prepaid Expense $37M$29M$30M$27M$29M$22M$17M$17M$12M$10M$11M$13M
Other Current Assets $13M$5M$6M$8M$7M$8M$2M$2M$3M$4M$5M$4M
Current Assets $864M$781M$721M$651M$559M$575M$461M$304M$437M$360M$396M$342M
PP&E (Net) $25M$26M$31M$36M$47M$53M$52M$53M$38M$39M$36M$39M
PP&E (Gross) $112M$144M$151M$155M$161M$159M$146M$143M$108M$103M$92M$96M
Accum. Depreciation $87M$118M$120M$120M$114M$106M$95M$90M$71M$64M$56M$57M
Goodwill $852M$805M$807M$800M$799M$800M$775M$810M$660M$659M$659M$659M
Intangibles $332M$328M$409M$409M$471M$482M$446M$340M$77M·$3M$4M
Other Non-current Assets $61M$40M$35M$31M$33M$29M$46M$37M$20M$23M$21M$26M
Total Assets $2.23B$2.08B$2.10B$2.02B$2.02B$2.06B$1.88B$1.54B$1.23B$1.16B$1.19B$1.14B
Accounts Payable ··········$44M$35M
Current Liabilities $314M$289M$287M$257M$271M$265M$231M$181M$129M$163M$159M$149M
Capital Leases $88M$97M$94M$87M$105M$122M$108M·····
Deferred Tax $184M$171M$186M$180M$205M$188M$165M$148M$118M$177M$159M$141M
Other Non-current Liabilities $31M$29M$32M$41M$36M$37M$23M$40M$24M$23M$20M$20M
Total Liabilities $966M$934M$948M$913M$841M$687M$627M$504M$440M$528M$529M$527M
Long-term Debt $348M$348M$348M$348M$223M·······
Paid-in Capital $0$0$2.0K$0$0$0······
Retained Earnings $1.53B$1.26B$1.19B$1.02B$1.19B$1.03B$930M$792M$697M$530M$546M$505M
Treasury Stock $873M$633M$521M$365M$538M$325M$281M$287M$279M$255M$192M$165M
AOCI $6M$-32M$-20M$-46M$16M$15M$-249.0K$-15M$-790.0K$523.0K$5M$2M
Stockholders' Equity $1.20B$1.10B$1.13B$1.05B$1.11B$1.14B$1.04B$857M$761M$596M$649M$609M
Liabilities + Equity $2.23B$2.08B$2.10B$2.02B$2.02B$2.06B$1.88B$1.54B$1.23B$1.16B$1.19B$1.14B
Nakit Akışı 17
Metrik Eğilim 202520242023202220212020201920182017201620152014
D&A ·······$17M$11M$10M$9M$10M
Stock-based Comp $29M$29M$34M$35M$30M$27M$25M$24M$23M$22M$23M$22M
Deferred Tax $11M$-15M$4M$-19M$18M$18M$7M$12M$-59M$17M$19M$22M
Amort. of Intangibles $14M$13M$14M$12M$14M$14M$8M$6M$600.0K$1M$1M$2M
Other Non-cash ·········$-6M··
Operating Cash Flow $297M$347M$312M$324M$170M$373M$335M$206M$387M$266M$233M$192M
CapEx $3M$4M$8M$4M$10M$14M$15M$17M$10M$13M$6M$9M
Investing Cash Flow $2M$64M$-31M$-32M$11M$-25M$-95M$-174M$1M$-21M$-6M$-16M
Debt Issued ·$0$0$488M$296M$100M······
Net Debt Issued ·$0$0$488M········
Stock Repurchased $263M$138M$177M$218M$228M$67M$16M$29M$49M$82M$54M$27M
Net Stock Activity $-263M$-138M$-177M$-218M$-228M$-67M$-16M$-29M$-49M$-82M$-54M$-27M
Dividends Paid $105M$185M$98M$98M$106M$208M$109M$107M$102M$205M$105M$105M
Financing Cash Flow $-238M$-286M$-243M$-169M$-249M$-295M$-153M$-186M$-177M$-312M$-170M$-165M
Net Change in Cash $77M$121M$46M$103M$-71M$59M$92M$-159M$211M$-68M$57M$11M
Taxes Paid $125M$126M$108M$86M$92M$99M$73M$62M$118M$105M$77M$67M
Free Cash Flow $295M$343M$304M$320M$160M$360M$320M$189M$261M$240M$227M$184M
Kârlılık 7
Metrik Eğilim 202520242023202220212020201920182017201620152014
Operating Margin 28.5%22.1%24.1%23.3%28.2%28.9%26.2%29.1%31.0%29.4%30.2%27.7%
Net Margin 22.4%16.4%18.6%16.6%20.8%22.5%20.5%19.4%26.4%18.3%18.3%17.4%
Pretax Margin 30.4%23.4%25.6%21.2%28.9%30.8%27.5%26.1%31.9%29.8%29.7%27.9%
EBITDA Margin 28.5%22.1%24.1%23.3%28.2%28.9%26.2%29.1%31.0%30.2%30.2%27.7%
ROA 18.7%12.8%14.5%11.9%13.2%16.6%15.9%15.9%24.4%17.8%14.6%13.1%
ROE 34.9%24.6%26.8%23.8%23.3%28.5%28.1%26.6%41.2%33.6%27.0%25.4%
ROIC 32.5%23.2%25.4%24.7%23.8%27.7%25.4%28.9%37.6%36.7%27.0%24.4%
Likidite ve Solventlik 2
Metrik Eğilim 202520242023202220212020201920182017201620152014
Current Ratio 2.72.72.52.52.12.22.01.73.42.22.52.3
Quick Ratio 1.91.71.31.51.11.41.41.22.91.72.21.9
Verimlilik 2
Metrik Eğilim 202520242023202220212020201920182017201620152014
Asset Turnover 0.80.80.80.70.60.70.80.80.91.00.80.8
Receivables Turnover ···23.420.022.421.326.422.429.230.130.0
Hisse Başına 5
Metrik Eğilim 202520242023202220212020201920182017201620152014
Revenue / Share $23.98$20.55$19.19$16.86$13.89·$13.64$11.71$11.32$11.54$9.22$8.53
Cash Flow / Share $3.96$4.36$3.72$3.78$1.82·$3.44$2.13$2.78$2.55$2.32$1.91
Dividend / Share $1.33$2.21$1.11$1.08$1.08$2.08$1.08$1.06$1.00$2.00$1.00$1.00
Dividend Paid / Share ··········$1.00$1.00
EPS (TTM) $5.13$3.23$3.40$2.65$2.75$3.23$2.69$2.18····
Büyüme Oranları 10
Metrik Eğilim 202520242023202220212020201920182017201620152014
Revenue YoY 10.3%1.4%11.3%11.2%-10.2%·······
Revenue CAGR 3Y 7.6%7.9%3.6%·········
Revenue CAGR 5Y 4.5%···········
EPS YoY 58.8%-5.0%28.3%-3.6%-14.9%·······
EPS CAGR 3Y 24.6%5.5%1.7%·········
EPS CAGR 5Y 9.7%···········
Net Income YoY 50.3%-10.3%24.8%-11.4%-17.2%·······
Net Income CAGR 3Y 19.0%-0.24%-2.9%·········
Net Income CAGR 5Y 4.3%···········
Dividends Paid CAGR 5Y -12.8%···········
Değerleme (TTM) 6
Metrik Eğilim 202520242023202220212020201920182017201620152014
Revenue TTM $1.80B$1.63B$1.61B$1.45B$1.30B$1.45B$1.33B$1.14B$1.10B$1.14B$927M$859M
Net Income TTM $403M$268M$299M$239M$270M$326M$272M$220M$291M$209M$170M$149M
P/E 10.212.710.013.713.78.912.112.2····
Earnings Yield 9.8%7.9%10.0%7.3%7.3%11.2%8.2%8.2%····
Payout Ratio 26.0%68.9%32.8%40.9%39.1%63.7%40.1%48.5%34.8%98.4%61.6%70.2%
Annual Payout $105M$185M$98M$98M$106M$208M$109M$107M$102M$205M$105M$105M

En son dönem solda · null değerler · olarak gösterilir

Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl

16
Metrik 2025-12-312024-12-312023-12-312022-12-312021-12-31
Gelir $1.80B $1.63B $1.61B $1.45B $1.30B
Faaliyet Kâr Marjı % 28.5% 22.1% 24.1% 23.3% 28.2%
Net Gelir $403M $268M $299M $239M $270M
Seyreltilmiş Hisse Başı Kâr $5.13 $3.23 $3.40 $2.65 $2.75

Kurumsal Sahipler (13F) 413 dosya · $4.0B toplam · Tarih itibarıyla 30 Eylül 2026

17

Çeyreklik SEC Form 13F'lerinde bu hisse senedini tuttuklarını bildiren kurumlar. Yalnızca uzun pozisyonlar; tek bir başvuru sahibi, ayrı opsiyon bacakları için iki kez görünebilir. Büyük dengeleyici alım/satım bacakları genellikle piyasa yapımını veya korunmuş envanteri yansıtır, yönlü bir inancı değil.

Sahipler 413
Tutulan Değer $4.0B
Yeni pozisyonlar 42
Çıkan pozisyonlar 48
Kurumsal faaliyet — Q2 2026 ve önceki çeyrek
Yeni pozisyonlar Çıkan pozisyonlar Artırıldı Azaldı Net hisse senedi değişimi
42 (-32 önceki Ç'ye göre) 48 (+12 önceki Ç'ye göre) 126 (-13 önceki Ç'ye göre) 138 (+19 önceki Ç'ye göre) +3.4M

Q1 2026 ile karşılaştırıldı. SEC Form 13F başvuruları, çeyrek sonundan itibaren 45 gün içinde ve geç başvuranlar için kısa bir ek süre içinde tamamlanmalıdır — bu pencere içindeki çeyrekler, en son tam olarak raporlanan çifte tercih edilerek atlanır.

Kurum Değer Hisse senetleri % izlenen 13F'nin Tür
VANGUARD GROUP INC $429.345.164 8.245.538 10,83% Hisse senetleri
BlackRock, Inc. $333.744.946 6.043.914 8,42% Hisse senetleri
FMR LLC $257.540.523 4.663.900 6,50% Hisse senetleri
VANGUARD PORTFOLIO MANAGEMENT LLC $242.816.421 4.397.255 6,13% Hisse senetleri
Schneider Downs Wealth Management Advisors, LP $196.118.138 3.551.578 4,95% Hisse senetleri
VANGUARD CAPITAL MANAGEMENT LLC $176.402.333 3.194.537 4,45% Hisse senetleri
FULLER & THALER ASSET MANAGEMENT, INC. $147.441.635 2.670.077 3,72% Hisse senetleri
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $146.164.137 2.646.942 3,69% Hisse senetleri
Invesco Ltd. $139.323.924 2.523.070 3,52% Hisse senetleri
AQR CAPITAL MANAGEMENT LLC $135.893.406 2.460.945 3,43% Hisse senetleri
DIMENSIONAL FUND ADVISORS LP $125.094.584 2.265.174 3,16% Hisse senetleri
STATE STREET CORP $102.283.399 1.852.289 2,58% Hisse senetleri
GEODE CAPITAL MANAGEMENT, LLC $93.491.595 1.692.774 2,36% Hisse senetleri
Allianz Asset Management GmbH $84.759.278 1.534.938 2,14% Hisse senetleri
FIRST TRUST ADVISORS LP $66.172.758 1.198.348 1,67% Hisse senetleri
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $64.838.164 1.174.179 1,64% Hisse senetleri
VICTORY CAPITAL MANAGEMENT INC $63.566.172 1.151.144 1,60% Hisse senetleri
Woodline Partners LP $59.112.403 1.070.489 1,49% Hisse senetleri
CITADEL ADVISORS LLC $54.266.075 982.725 1,37% Hisse senetleri
GOLDMAN SACHS GROUP INC $48.547.946 879.173 1,22% Hisse senetleri
MORGAN STANLEY $48.008.670 869.406 1,21% Hisse senetleri
Bank of New York Mellon Corp $34.114.658 617.795 0,86% Hisse senetleri
JUPITER ASSET MANAGEMENT LTD $32.163.055 582.453 0,81% Hisse senetleri
ALLIANCEBERNSTEIN L.P. $30.930.825 545.421 0,78% Hisse senetleri
SPROTT INC. $28.376.730 513.885 0,72% Hisse senetleri
Kestra Advisory Services, LLC $26.084.650 472.377 0,66% Hisse senetleri
BANK OF AMERICA CORP /DE/ $25.435.605 460.623 0,64% Hisse senetleri
NORTHERN TRUST CORP $24.905.601 451.025 0,63% Hisse senetleri
VANGUARD FIDUCIARY TRUST CO $24.763.685 448.455 0,62% Hisse senetleri
AMERIPRISE FINANCIAL INC $24.244.233 438.986 0,61% Hisse senetleri
FOUNDATION RESOURCE MANAGEMENT INC $20.990.084 380.117 0,53% Hisse senetleri
HighTower Advisors, LLC $20.809.209 376.842 0,53% Hisse senetleri
RENAISSANCE TECHNOLOGIES LLC $18.183.946 329.300 0,46% Hisse senetleri
ROYCE & ASSOCIATES LP $16.826.583 304.719 0,42% Hisse senetleri
UBS Group AG $16.692.785 302.296 0,42% Hisse senetleri
TWO SIGMA ADVISERS, LP $16.066.615 308.558 0,41% Hisse senetleri
ALPS ADVISORS INC $15.091.350 273.295 0,38% Hisse senetleri
JPMORGAN CHASE & CO $14.622.074 255.507 0,37% Hisse senetleri
MERCER GLOBAL ADVISORS INC /ADV $13.852.812 250.866 0,35% Hisse senetleri
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $13.604.551 246.370 0,34% Hisse senetleri
AXA Investment Managers S.A. $13.353.799 257.150 0,34% Hisse senetleri
FRANKLIN RESOURCES INC $11.471.845 207.748 0,29% Hisse senetleri
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $10.577.888 191.559 0,27% Hisse senetleri
AMERICAN CENTURY COMPANIES INC $9.285.353 168.152 0,23% Hisse senetleri
Brandywine Global Investment Management, LLC $9.244.143 177.533 0,23% Hisse senetleri
Universal- Beteiligungs- und Servicegesellschaft mbH $9.232.067 167.187 0,23% Hisse senetleri
PRINCIPAL FINANCIAL GROUP INC $9.036.753 163.650 0,23% Hisse senetleri
Cambria Investment Management, L.P. $8.955.193 162.173 0,23% Hisse senetleri
Interval Partners, LP $8.798.313 159.332 0,22% Hisse senetleri
SCHRODER INVESTMENT MANAGEMENT GROUP $8.766.572 155.298 0,22% Hisse senetleri

Tüm 413 kurumsal sahibi göster →

Aktivistler ve %5+ sahipler 2 pozisyon

18

SEC Çizelge 13D dosyalayan yatırımcılar — ihraççı üzerinde nüfuz etme niyetiyle %5'in üzerinde faydalı sahiplik (aktivist hisseler, yönetim kurulu kampanyaları, M&A). Her satır, o başvuru sahibinin pozisyonunun bilinen en son durumunu gösterir.

Başvuru sahibi Dosyalandı Hisse Durum Amaç Başvuru
Federated Hermes, Inc., Voting Shares Irrevocable Trust, Thomas R. Donahue, Ann C. Donahue, J. Christopher Donahue ×2 başvurular 28 Ekim 2025 19,32% İlk başvuru Pasif yatırım SEC
Federated Investors, Inc., Voting Shares Irrevocable Trust, John F. Donahue., Rhodora J. Donahue, J. Christopher Donahue. 30 Eylül 2004 · İlk başvuru Pasif yatırım SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Şirket yöneticileri 28 içeriden öğrenenler · 13 yöneticiler · 8 yönetim kurulu üyeleri

19
İçeriden Öğrenen Rol Son işlem Sahip olunan hisse senetleri Alımlar 12ay Satışlar 12ay Net 12ay
DONAHUE J CHRISTOPHER Chairman, President & CEO 05 Mart 2026 A 479.192 0 0 $0
Thomas R Donahue VP, CFO & Treasurer 18 Mayıs 2026 G 560.292 0 1 $-1.713.000
Arthur L Cherry President Federated Svcs Comp 12 Şubat 2004 M 618.243 0 0 $0
Peter J Germain EVP, CLO & Sec. 20 Ağustos 2026 S 207.059 0 5 $-1.184.132
Stephen Van Meter VP, Chief Compliance Officer 23 Haziran 2026 S 31.207 0 3 $-159.463
Paul A Uhlman Vice President 16 Haziran 2026 S 296.821 0 6 $-5.462.103
Bryan M Burke Vice President 07 Mayıs 2026 S 74.921 0 1 $-216.800
Theodore W Zierden III Vice President 05 Mart 2026 A 160.750 0 1 $-178.013
Dolores D Dudiak Vice President 05 Mart 2026 A 85.540 0 2 $-309.022
Richard A Novak Principal Accounting Officer 05 Mart 2026 A 45.209 0 3 $-882.242
John B Fisher Vice President 19 Kasım 2025 S 463.615 0 1 $-365.631
Gordon J Ceresino Vice Chairman 08 Nisan 2024 G 34.742 0 0 $0
Eugene F Maloney Executive Vice President 02 Kasım 2018 S 25.721 0 0 $0
Karen Hanlon Yönetim kurulu üyesi 01 Mayıs 2026 A 6.800 0 0 $0
Marie Milie Jones Yönetim kurulu üyesi 01 Mayıs 2026 A 27.950 0 0 $0
Joseph C Bartolacci Yönetim kurulu üyesi 01 Mayıs 2026 A 22.450 0 0 $0
Michael J Farrell Yönetim kurulu üyesi 26 Nisan 2024 A 52.050 0 0 $0
Saker Anwar Nusseibeh · 04 Ağustos 2026 S 144.246 0 9 $-2.565.829
John W Mcgonigle · 07 Haziran 2017 G 234.833 0 0 $0
Thomas E Territ · 02 Ağustos 2016 S 378.847 0 0 $0
David M Kelly · 29 Nisan 2016 A 33.300 0 0 $0
Brian P Bouda · 06 Mart 2015 A 31.908 0 0 $0
DONAHUE JOHN F · 25 Eylül 2014 S 458.385 0 0 $0
Edward G Oconnor · 25 Nisan 2013 A 7.044 0 0 $0
Denis Mcauley III · 02 Mart 2012 A 44.049 0 0 $0
James L Murdy · 29 Eylül 2010 S 8.350 0 0 $0
James F Getz · 03 Mart 2006 S 495.231 0 0 $0
Keith M Schappert · 04 Mart 2005 A 52.067 0 0 $0

SEC Form 3/4/5 başvurularından yöneticiler; net = yalnızca açık piyasa Alış/Satış

ETF sahipliği 53 ETF'ler tarafından tutuluyor

20

Ağırlık yalnızca doğrudan öz sermaye varlıklarını (N-PORT) yansıtır; kaldıraçlı veya türev tabanlı fonlar gösterilmeyen ek swap pozisyonlarına sahip olabilir.

Fon Ağırlık Birimler Tarih itibarıyla Kaynak
AZTD · Tidal Trust I 2,10% 13.244 NS 31 Temmuz 2026 N-PORT
GRPM · Invesco Exchange-Traded Fund Trust 1,24% 110.120 SH 02 Ekim 2026 Günlük
XMLV · Invesco Exchange-Traded Fund Trust … 1,06% 130.540 SH 02 Ekim 2026 Günlük
SYLD · Cambria ETF Trust 0,99% 163.541 NS 31 Temmuz 2026 N-PORT
XMVM · Invesco Exchange-Traded Fund Trust 0,87% 77.790 SH 02 Ekim 2026 Günlük
PFI · Invesco Exchange-Traded Fund Trust 0,82% 8.138 SH 02 Ekim 2026 Günlük
RFG · Invesco Exchange-Traded Fund Trust 0,78% 46.424 SH 02 Ekim 2026 Günlük
XMHQ · Invesco Exchange-Traded Fund Trust 0,69% 664.468 SH 02 Ekim 2026 Günlük
FNY · First Trust Exchange-Traded AlphaDE… 0,52% 49.865 NS 31 Temmuz 2026 N-PORT
ROSC · Lattice Strategies Trust 0,46% 4.750 NS 31 Temmuz 2026 N-PORT
LSVD · ADVISORS' INNER CIRCLE FUND 0,40% 43.516 NS 31 Temmuz 2026 N-PORT
PAMC · Pacer Funds Trust 0,24% 2.115 NS 31 Temmuz 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0,22% 33.038 NS 31 Temmuz 2026 N-PORT
IVOG · VANGUARD ADMIRAL FUNDS 0,21% 71.460 SH 19 Ağustos 2026 Günlük
BKSE · BNY Mellon ETF Trust 0,19% 2.742 NS 31 Temmuz 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,18% 20.586 NS 31 Temmuz 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0,16% 37.307 NS 31 Temmuz 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0,16% 14.974 NS 31 Temmuz 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,15% 62.907 NS 31 Temmuz 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0,14% 10.033 SH 02 Ekim 2026 Günlük
PTMC · Pacer Funds Trust 0,12% 7.965 NS 31 Temmuz 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0,11% 116.853 SH 19 Ağustos 2026 Günlük
DFAS · Dimensional ETF Trust 0,10% 267.416 NS 31 Temmuz 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,09% 1.063 NS 31 Temmuz 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,08% 1.049.608 SH 19 Ağustos 2026 Günlük
RWK · Invesco Exchange-Traded Fund Trust … 0,07% 16.635 SH 02 Ekim 2026 Günlük
ISCG · iShares Trust 0,06% 8.802 SH 11 Eylül 2026 Günlük
DXUV · Dimensional ETF Trust 0,05% 4.606 NS 31 Temmuz 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,05% 830.851 SH 19 Ağustos 2026 Günlük
VB · VANGUARD INDEX FUNDS 0,05% 1.654.576 SH 19 Ağustos 2026 Günlük
VFH · VANGUARD WORLD FUND 0,05% 117.251 SH 19 Ağustos 2026 Günlük
FNCL · FIDELITY COVINGTON TRUST 0,05% 19.225 NS 31 Temmuz 2026 N-PORT
WSML · iShares Trust 0,04% 4.864 SH 11 Eylül 2026 Günlük
TILT · FlexShares Trust 0,04% 15.010 NS 31 Temmuz 2026 N-PORT
SMDX · Tidal Trust III 0,03% 637 NS 31 Temmuz 2026 N-PORT
DIVB · iShares Trust 0,03% 9.165 SH 11 Eylül 2026 Günlük
DFAC · Dimensional ETF Trust 0,02% 182.013 NS 31 Temmuz 2026 N-PORT
DFSU · Dimensional ETF Trust 0,02% 8.597 NS 31 Temmuz 2026 N-PORT
DCOR · Dimensional ETF Trust 0,02% 9.901 NS 31 Temmuz 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0,01% 22.695 SH 02 Ekim 2026 Günlük
IUSG · iShares Trust 0,01% 66.117 SH 11 Eylül 2026 Günlük
DFAU · Dimensional ETF Trust 0,01% 23.780 NS 31 Temmuz 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,01% 2.289.446 SH 19 Ağustos 2026 Günlük
DFUS · Dimensional ETF Trust 0,01% 22.764 NS 31 Temmuz 2026 N-PORT
ITOT · iShares Trust 0,01% 101.108 SH 11 Eylül 2026 Günlük
DFUV · Dimensional ETF Trust 0,00% 7.968 NS 31 Temmuz 2026 N-PORT
IJH · iShares Trust · 2.539.318 SH 11 Eylül 2026 Günlük
IJK · iShares Trust · 420.001 SH 11 Eylül 2026 Günlük
XJH · iShares Trust · 9.920 SH 08 Eylül 2026 Günlük
ISCB · iShares Trust · 3.478 SH 11 Eylül 2026 Günlük
ISCV · iShares Trust · 11.646 SH 11 Eylül 2026 Günlük
SMLF · iShares Trust · 93.167 SH 11 Eylül 2026 Günlük
SMMV · iShares Trust · 4.441 SH 01 Eylül 2026 Günlük

FHI Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel

21
derecelendirme · 15 analist TUT
Medyan hedef $62.00 +10,6%
0 0,0% Güçlü Al
1 6,7% Al
8 53,3% Tut
5 33,3% Sat
1 6,7% Güçlü Sat

12 Aylık Fiyat Hedefi

7 analist · 2026-09-30

Ortalama hedef $61.00 +8,8%

Şimdi Mevcut fiyat $56.07
Düşük$55.00 Ortalama$61.00 Yüksek$64.00

Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı

22

Mali yıl bazında, fiyatlar her şirketin son mali yıl kapanışına göredir.

Hisse Sembolü Piyasa Değeri P/E Gelir YoY Net Kar Marjı ROE Brüt Kar Marjı
FHI · 10.2 10.3% 22.4% 34.9% ·
MAIN $5.43B 15.3 · · 16.8% ·
OBDC $6.21B 10.0 · · 8.3% ·
HLNE · · 6.5% 32.8% 30.5% ·
OTF $6.75B 7.9 · · 9.0% ·
CNS $3.20B 21.1 7.5% 27.6% 28.5% ·
AAMI · 21.3 11.5% 14.2% · ·
AB · · · · · ·
GBDC $3.64B 9.6 · · 9.4% ·
HTGC · · · · · ·

İşlem Sinyalleri Giriş fiyatı ve risk/ödül oranı ile son alım/satım sinyalleri

25

Şu anda açık sinyal yok — hiçbir kart dolu değil ve bu dürüstçe.

Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar

26

Sizin için önemli olan metrikleri seçin — Yukarıdaki Tam Temeller bölümündeki herhangi bir satırın yanındaki + işaretine tıklayın.

Seçiminiz kaydedildi ve tüm hisse senetlerinde sizinle birlikte gelir.

Kaynak: SEC 10-Q dosyalandı Tem 31, 2026