FHI Federated Hermes, Inc. Common Stock

NYSE · Financial Services · SEC EDGAR'da Görüntüle ↗
$64,61
Fiyat · Ağu 19, 2026
Temel veriler itibarıyla Tem 31, 2026

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

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.

Devamını oku

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 ↗

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

Fiyat
$64.61
Piyasa Değeri
P/E (TTM)
10.2
EPS (TTM)
$5.13
Gelir (TTM)
$1.80B
Temettü Verimi
ROE
34.9%
D/E Borç/Özsermaye
52 Haftlık Aralık
$47 – $67

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

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

Gelir ve Net Gelir $1.80B
10-point trend, +57.5%
2016-12-31 2025-12-31
Hisse Başına Kâr $5.13
8-point trend, +135.3%
2018-12-31 2025-12-31
Serbest Nakit Akışı $295M
10-point trend, +22.8%
2016-12-31 2025-12-31
Marjlar 22.4%

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

Metrik
5 Yıllık trend
FHI
Akran Ortalaması
P/E (TTM)
5-point trend, -25.7%
10.2
16.1

Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC

Metrik
5 Yıllık trend
FHI
Akran Ortalaması
Operating Margin (Faaliyet Kâr Marjı)
5-point trend, +1.3%
28.5%
Net Profit Margin (Net Kâr Marjı)
5-point trend, +7.8%
22.4%
23.0%
ROA
5-point trend, +41.1%
18.7%
3.4%
ROE
5-point trend, +49.7%
34.9%
8.4%
ROIC
5-point trend, +36.5%
32.5%

Finansal Sağlık Borç, likidite, solventlik — bilanço gücü

Metrik
5 Yıllık trend
FHI
Akran Ortalaması
Current Ratio (Cari Oran)
5-point trend, +33.1%
2.7
1.3
Quick Ratio (Cari Oran)
5-point trend, +68.1%
1.9

Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR

Metrik
5 Yıllık trend
FHI
Akran Ortalaması
Revenue YoY (Gelir Yıllık Bazda)
5-point trend, +38.5%
10.3%
Revenue CAGR 3Y (Gelir 3 Yıllık Bileşik Büyüme Oranı)
5-point trend, +38.5%
7.6%
Revenue CAGR 5Y (Gelir 5 Yıllık Bileşik Büyüme Oranı)
5-point trend, +38.5%
4.5%
EPS YoY (EPS YB)
5-point trend, +86.5%
58.8%
Net Income YoY (Net Gelir Yıllık Bazda)
5-point trend, +49.2%
50.3%

Hisse Başı Metrikler Hisse Başı Kâr, hisse başına defter değeri, hisse başına nakit akışı, hisse başına temettü

Metrik
5 Yıllık trend
FHI
Akran Ortalaması
EPS (Diluted) (Hisse Başına Kar (Seyreltilmiş))
5-point trend, +86.5%
$5.13

Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı

Metrik
5 Yıllık trend
FHI
Akran Ortalaması
Payout Ratio (Temettü Ödeme Oranı)
5-point trend, -33.6%
26.0%

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

Temettü Verimi
Temettü Ödeme Oranı
26.0%
5 Yıllık Temettü CAGR
Ex-tarihiMiktar
07 Ağustos 2026$0,3800
08 Mayıs 2026$0,3800
06 Şubat 2026$0,3400
07 Kasım 2025$0,3400
08 Ağustos 2025$0,3400
08 Mayıs 2025$0,3400
07 Şubat 2025$0,3100
08 Kasım 2024$0,3100
08 Ağustos 2024$0,3100
07 Mayıs 2024$1,3100
07 Şubat 2024$0,2800
07 Kasım 2023$0,2800
07 Ağustos 2023$0,2800
05 Mayıs 2023$0,2800
07 Şubat 2023$0,2700
07 Kasım 2022$0,2700
05 Ağustos 2022$0,2700
05 Mayıs 2022$0,2700
07 Şubat 2022$0,2700
05 Kasım 2021$0,2700

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

TUT 15 analist
  • Güçlü Al 0 0,0%
  • Al 1 6,7%
  • Tut 8 53,3%
  • Sat 5 33,3%
  • Güçlü Sat 1 6,7%

12 Aylık Fiyat Hedefi

7 analist · 2026-08-19
Medyan hedef $60.00 -7,1%
Ortalama hedef $59.86 -7,4%

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

Ort. Sürpriz
0.19%
Dönem EPS Gerçek EPS Tahmin Sürpriz
30 Haziran 2026 $1.38 $1.19 0.19%
31 Mart 2026 $1.27 $1.19 0.08%
31 Aralık 2025 $1.39 $1.19 0.20%
30 Eylül 2025 $1.34 $1.13 0.21%
30 Haziran 2025 $1.16 $1.03 0.13%
31 Mart 2025 $1.25 $0.93 0.32%

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

Hisse Sembolü Piyasa Değeri P/E Gelir YoY Net Kar Marjı ROE Brüt Kar Marjı
FHI 10.2 10.3% 22.4% 34.9%
HLNE 6.5% 32.8% 30.5%
OBDC $6.21B 10.0 8.3%
MAIN $5.43B 15.3 16.8%
OTF $6.75B 7.9 9.0%
CNS $3.20B 21.1 7.5% 27.6% 28.5%
APAM $3.29B 10.1 7.6% 24.3% 70.2%
GBDC $3.64B 9.6 9.4%
AB
FSK $4.15B 370.2 0.18%

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

Gelir Tablosu 12
FHI için Yıllık Gelir Tablosu verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +109.6% $1.80B $1.63B $1.61B $1.45B $1.30B $1.45B $1.33B $1.14B $1.10B $1.14B $927M $859M
Operating Expenses 12-point trend, +107.1% $1.29B $1.27B $1.22B $1.11B $934M $1.03B $979M $805M $761M $808M $647M $621M
Operating Income 12-point trend, +116.0% $514M $361M $388M $337M $366M $418M $348M $330M $342M $336M $279M $238M
Other Non-op 12-point trend, -24.1% $-36.0K $139.0K $562.0K $222.0K $-900.0K $8M $13M $-30M $-42.0K $60.0K $-33.0K $-29.0K
Pretax Income 12-point trend, +128.8% $548M $382M $411M $306M $376M $446M $365M $296M $352M $341M $275M $239M
Income Tax 12-point trend, +49.0% $133M $113M $107M $72M $104M $110M $88M $74M $57M $119M $103M $90M
Net Income 12-point trend, +170.2% $403M $268M $299M $239M $270M $326M $272M $220M $291M $209M $170M $149M
EPS (Basic) 8-point trend, +135.3% $5.13 $3.23 $3.40 $2.65 $2.77 $3.25 $2.69 $2.18 · · · ·
EPS (Diluted) 8-point trend, +135.3% $5.13 $3.23 $3.40 $2.65 $2.75 $3.23 $2.69 $2.18 · · · ·
Shares (Basic) 12-point trend, -25.4% 75,101,000 79,426,000 83,858,000 85,762,000 93,754,000 96,503,000 97,259,000 96,949,000 97,411,000 99,116,000 100,475,000 100,721,000
Shares (Diluted) 12-point trend, -25.4% 75,103,000 79,430,000 83,863,000 85,766,000 93,771,000 96,503,000 97,259,000 96,949,000 97,412,000 99,117,000 100,477,000 100,723,000
EBITDA 12-point trend, +116.0% $514M $361M $388M $337M $366M $418M $348M $330M $342M $345M $279M $238M
Bilanço 26
FHI için Yıllık Bilanço verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +405.4% $583M $504M $383M $337M $233M $302M $249M $157M $316M $105M $173M $115M
Short-term Investments 3-point trend, -8.7% · · · · · · · · · $131M $142M $143M
Receivables 9-point trend, +107.6% · · · $58M $65M $65M $64M $60M $26M $45M $34M $28M
Prepaid Expense 12-point trend, +184.8% $37M $29M $30M $27M $29M $22M $17M $17M $12M $10M $11M $13M
Other Current Assets 12-point trend, +237.2% $13M $5M $6M $8M $7M $8M $2M $2M $3M $4M $5M $4M
Current Assets 12-point trend, +152.5% $864M $781M $721M $651M $559M $575M $461M $304M $437M $360M $396M $342M
PP&E (Net) 12-point trend, -35.7% $25M $26M $31M $36M $47M $53M $52M $53M $38M $39M $36M $39M
PP&E (Gross) 12-point trend, +16.4% $112M $144M $151M $155M $161M $159M $146M $143M $108M $103M $92M $96M
Accum. Depreciation 12-point trend, +51.4% $87M $118M $120M $120M $114M $106M $95M $90M $71M $64M $56M $57M
Goodwill 12-point trend, +29.3% $852M $805M $807M $800M $799M $800M $775M $810M $660M $659M $659M $659M
Intangibles 11-point trend, +7907.5% $332M $328M $409M $409M $471M $482M $446M $340M $77M · $3M $4M
Other Non-current Assets 12-point trend, +136.0% $61M $40M $35M $31M $33M $29M $46M $37M $20M $23M $21M $26M
Total Assets 12-point trend, +95.5% $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 2-point trend, +24.7% · · · · · · · · · · $44M $35M
Current Liabilities 12-point trend, +110.4% $314M $289M $287M $257M $271M $265M $231M $181M $129M $163M $159M $149M
Capital Leases 7-point trend, -17.7% $88M $97M $94M $87M $105M $122M $108M · · · · ·
Deferred Tax 12-point trend, +30.3% $184M $171M $186M $180M $205M $188M $165M $148M $118M $177M $159M $141M
Other Non-current Liabilities 12-point trend, +54.7% $31M $29M $32M $41M $36M $37M $23M $40M $24M $23M $20M $20M
Total Liabilities 12-point trend, +83.2% $966M $934M $948M $913M $841M $687M $627M $504M $440M $528M $529M $527M
Long-term Debt 5-point trend, +56.0% $348M $348M $348M $348M $223M · · · · · · ·
Paid-in Capital 6-point trend, +0.00 $0 $0 $2.0K $0 $0 $0 · · · · · ·
Retained Earnings 12-point trend, +202.9% $1.53B $1.26B $1.19B $1.02B $1.19B $1.03B $930M $792M $697M $530M $546M $505M
Treasury Stock 12-point trend, +428.4% $873M $633M $521M $365M $538M $325M $281M $287M $279M $255M $192M $165M
AOCI 12-point trend, +290.1% $6M $-32M $-20M $-46M $16M $15M $-249.0K $-15M $-790.0K $523.0K $5M $2M
Stockholders' Equity 12-point trend, +96.4% $1.20B $1.10B $1.13B $1.05B $1.11B $1.14B $1.04B $857M $761M $596M $649M $609M
Liabilities + Equity 12-point trend, +95.5% $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
FHI için Yıllık Nakit Akışı verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
D&A 5-point trend, +70.9% · · · · · · · $17M $11M $10M $9M $10M
Stock-based Comp 12-point trend, +34.2% $29M $29M $34M $35M $30M $27M $25M $24M $23M $22M $23M $22M
Deferred Tax 12-point trend, -50.2% $11M $-15M $4M $-19M $18M $18M $7M $12M $-59M $17M $19M $22M
Amort. of Intangibles 12-point trend, +585.0% $14M $13M $14M $12M $14M $14M $8M $6M $600.0K $1M $1M $2M
Other Non-cash · · · · · · · · · $-6M · ·
Operating Cash Flow 12-point trend, +54.5% $297M $347M $312M $324M $170M $373M $335M $206M $387M $266M $233M $192M
CapEx 12-point trend, -68.8% $3M $4M $8M $4M $10M $14M $15M $17M $10M $13M $6M $9M
Investing Cash Flow 12-point trend, +112.2% $2M $64M $-31M $-32M $11M $-25M $-95M $-174M $1M $-21M $-6M $-16M
Debt Issued 5-point trend, -100.0% · $0 $0 $488M $296M $100M · · · · · ·
Net Debt Issued 3-point trend, -100.0% · $0 $0 $488M · · · · · · · ·
Stock Repurchased 12-point trend, +864.7% $263M $138M $177M $218M $228M $67M $16M $29M $49M $82M $54M $27M
Net Stock Activity 12-point trend, -864.7% $-263M $-138M $-177M $-218M $-228M $-67M $-16M $-29M $-49M $-82M $-54M $-27M
Dividends Paid 12-point trend, +0.0% $105M $185M $98M $98M $106M $208M $109M $107M $102M $205M $105M $105M
Financing Cash Flow 12-point trend, -44.0% $-238M $-286M $-243M $-169M $-249M $-295M $-153M $-186M $-177M $-312M $-170M $-165M
Net Change in Cash 12-point trend, +609.7% $77M $121M $46M $103M $-71M $59M $92M $-159M $211M $-68M $57M $11M
Taxes Paid 12-point trend, +86.8% $125M $126M $108M $86M $92M $99M $73M $62M $118M $105M $77M $67M
Free Cash Flow 12-point trend, +60.4% $295M $343M $304M $320M $160M $360M $320M $189M $261M $240M $227M $184M
Kârlılık 7
FHI için Yıllık Kârlılık verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Operating Margin 12-point trend, +3.1% 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 12-point trend, +29.0% 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 12-point trend, +9.2% 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 12-point trend, +3.1% 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 12-point trend, +42.6% 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 12-point trend, +37.5% 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 12-point trend, +32.9% 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
FHI için Yıllık Likidite ve Solventlik verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, +20.0% 2.7 2.7 2.5 2.5 2.1 2.2 2.0 1.7 3.4 2.2 2.5 2.3
Quick Ratio 12-point trend, -3.3% 1.9 1.7 1.3 1.5 1.1 1.4 1.4 1.2 2.9 1.7 2.2 1.9
Verimlilik 2
FHI için Yıllık Verimlilik verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +10.6% 0.8 0.8 0.8 0.7 0.6 0.7 0.8 0.8 0.9 1.0 0.8 0.8
Receivables Turnover 9-point trend, -21.9% · · · 23.4 20.0 22.4 21.3 26.4 22.4 29.2 30.1 30.0
Hisse Başına 5
FHI için Yıllık Hisse Başına verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Revenue / Share 11-point trend, +181.1% $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 11-point trend, +107.2% $3.96 $4.36 $3.72 $3.78 $1.82 · $3.44 $2.13 $2.78 $2.55 $2.32 $1.91
Dividend / Share 12-point trend, +33.0% $1 $2 $1 $1 $1 $2 $1 $1 $1 $2 $1 $1
Dividend Paid / Share Flat — no change across 2 periods · · · · · · · · · · $1 $1
EPS (TTM) 8-point trend, +135.3% $5.13 $3.23 $3.40 $2.65 $2.75 $3.23 $2.69 $2.18 · · · ·
Büyüme Oranları 10
FHI için Yıllık Büyüme Oranları verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +201.2% 10.3% 1.4% 11.3% 11.2% -10.2% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +112.0% 7.6% 7.9% 3.6% · · · · · · · · ·
Revenue CAGR 5Y 4.5% · · · · · · · · · · ·
EPS YoY 5-point trend, +495.8% 58.8% -5.0% 28.3% -3.6% -14.9% · · · · · · ·
EPS CAGR 3Y 3-point trend, +1332.0% 24.6% 5.5% 1.7% · · · · · · · · ·
EPS CAGR 5Y 9.7% · · · · · · · · · · ·
Net Income YoY 5-point trend, +392.8% 50.3% -10.3% 24.8% -11.4% -17.2% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +758.7% 19.0% -0.24% -2.9% · · · · · · · · ·
Net Income CAGR 5Y 4.3% · · · · · · · · · · ·
Dividend CAGR 5Y -12.8% · · · · · · · · · · ·
Değerleme (TTM) 6
FHI için Yıllık Değerleme (TTM) verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +109.6% $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 12-point trend, +170.2% $403M $268M $299M $239M $270M $326M $272M $220M $291M $209M $170M $149M
P/E 8-point trend, -16.7% 10.2 12.7 10.0 13.7 13.7 8.9 12.1 12.2 · · · ·
Earnings Yield 8-point trend, +20.0% 9.8% 7.9% 10.0% 7.3% 7.3% 11.2% 8.2% 8.2% · · · ·
Payout Ratio 12-point trend, -63.0% 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 12-point trend, +0.0% $105M $185M $98M $98M $106M $208M $109M $107M $102M $205M $105M $105M

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

Gelir Tablosu
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
Bilanço
2025-12-312024-12-312023-12-312022-12-312021-12-31
Cari Oran 2.72.72.52.52.1
Cari Oran 1.91.71.31.51.1
Nakit Akışı
2025-12-312024-12-312023-12-312022-12-312021-12-31
Serbest Nakit Akışı $295M$343M$304M$320M$160M

Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar

📊

Sizin için önemli olan metrikleri seçin — yukarıdaki Tam Temeller'deki herhangi bir satırın yanındaki ➕ düğmesine tıklayın.

Seçiminiz kaydedildi ve tüm hisse senetlerinde sizinle birlikte gelir.

Kurumsal Sahipler (13F) 415 dosya · $2.9B toplam · Tarih itibarıyla 30 Haziran 2026

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.

Kurumsal faaliyet — Q2 2026 ve önceki çeyrek
Yeni pozisyonlar Çıkan pozisyonlar Artırıldı Azaldı Net hisse senedi değişimi
49 (-24 önceki Ç'ye göre) 48 (+12 önceki Ç'ye göre) 126 (-15 önceki Ç'ye göre) 126 (+16 önceki Ç'ye göre) +594K

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 $401.572.119 7.712.159 13,74% Hisse senetleri
VANGUARD PORTFOLIO MANAGEMENT LLC $242.816.421 4.397.255 8,31% Hisse senetleri
Schneider Downs Wealth Management Advisors, LP $196.118.138 3.551.578 6,71% Hisse senetleri
FMR LLC $189.532.931 3.432.324 6,48% Hisse senetleri
VANGUARD CAPITAL MANAGEMENT LLC $176.402.333 3.194.537 6,03% Hisse senetleri
FULLER & THALER ASSET MANAGEMENT, INC. $147.441.635 2.670.077 5,04% Hisse senetleri
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $146.164.137 2.646.942 5,00% Hisse senetleri
DIMENSIONAL FUND ADVISORS LP $112.713.073 2.041.164 3,86% Hisse senetleri
STATE STREET CORP $102.283.399 1.852.289 3,50% Hisse senetleri
GEODE CAPITAL MANAGEMENT, LLC $79.521.377 1.439.782 2,72% Hisse senetleri
FIRST TRUST ADVISORS LP $66.172.758 1.198.348 2,26% Hisse senetleri
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $64.838.164 1.174.179 2,22% Hisse senetleri
VICTORY CAPITAL MANAGEMENT INC $63.566.172 1.151.144 2,17% Hisse senetleri
Woodline Partners LP $59.112.403 1.070.489 2,02% Hisse senetleri
CITADEL ADVISORS LLC $54.266.075 982.725 1,86% Hisse senetleri
Allianz Asset Management GmbH $48.296.793 874.625 1,65% Hisse senetleri
ALLIANCEBERNSTEIN L.P. $30.930.825 545.421 1,06% Hisse senetleri
SPROTT INC. $28.376.730 513.885 0,97% Hisse senetleri
GOLDMAN SACHS GROUP INC $26.720.966 483.900 0,91% Hisse senetleri
Kestra Advisory Services, LLC $26.084.650 472.377 0,89% Hisse senetleri
VANGUARD FIDUCIARY TRUST CO $24.763.685 448.455 0,85% Hisse senetleri
FOUNDATION RESOURCE MANAGEMENT INC $20.990.084 380.117 0,72% Hisse senetleri
HighTower Advisors, LLC $20.809.209 376.842 0,71% Hisse senetleri
RENAISSANCE TECHNOLOGIES LLC $18.183.946 329.300 0,62% Hisse senetleri
ROYCE & ASSOCIATES LP $16.826.583 304.719 0,58% Hisse senetleri
TWO SIGMA ADVISERS, LP $16.066.615 308.558 0,55% Hisse senetleri
BANK OF AMERICA CORP /DE/ $15.765.641 285.506 0,54% Hisse senetleri
ALPS ADVISORS INC $15.091.350 273.295 0,52% Hisse senetleri
MERCER GLOBAL ADVISORS INC /ADV $13.852.812 250.866 0,47% Hisse senetleri
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $13.604.551 246.370 0,47% Hisse senetleri
JUPITER ASSET MANAGEMENT LTD $12.812.255 232.022 0,44% Hisse senetleri
FRANKLIN RESOURCES INC $11.118.547 201.350 0,38% Hisse senetleri
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $10.577.888 191.559 0,36% Hisse senetleri
AMERICAN CENTURY COMPANIES INC $9.285.353 168.152 0,32% Hisse senetleri
Brandywine Global Investment Management, LLC $9.244.143 177.533 0,32% Hisse senetleri
Universal- Beteiligungs- und Servicegesellschaft mbH $9.232.067 167.187 0,32% Hisse senetleri
PRINCIPAL FINANCIAL GROUP INC $9.036.753 163.650 0,31% Hisse senetleri
Cambria Investment Management, L.P. $8.955.193 162.173 0,31% Hisse senetleri
Interval Partners, LP $8.798.313 159.332 0,30% Hisse senetleri
Swiss National Bank $7.980.229 144.517 0,27% Hisse senetleri
SCHRODER INVESTMENT MANAGEMENT GROUP $7.770.399 137.651 0,27% Hisse senetleri
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $7.512.736 136.051 0,26% Hisse senetleri
TEACHER RETIREMENT SYSTEM OF TEXAS $7.204.995 130.478 0,25% Hisse senetleri
RHUMBLINE ADVISERS $6.999.892 126.764 0,24% Hisse senetleri
LPL Financial LLC $6.949.159 125.845 0,24% Hisse senetleri
Clark Capital Management Group, Inc. $6.872.099 124.449 0,24% Hisse senetleri
Kendall Capital Management $6.742.914 122.110 0,23% Hisse senetleri
BancorpSouth Bank $6.475.633 124.364 0,22% Hisse senetleri
HUNTINGTON NATIONAL BANK $6.314.186 114.346 0,22% Hisse senetleri
RITHOLTZ WEALTH MANAGEMENT $6.228.369 112.792 0,21% Hisse senetleri
CONTINENTAL ADVISORS LLC $6.204.464 112.359 0,21% Hisse senetleri
Ruffer LLP $6.158.688 111.652 0,21% Hisse senetleri
Qube Research & Technologies Ltd $6.017.544 108.974 0,21% Hisse senetleri
BURNEY CO/ $5.652.485 102.363 0,19% Hisse senetleri
TWO SIGMA INVESTMENTS, LP $5.310.397 96.168 0,18% Hisse senetleri
GAMCO INVESTORS, INC. ET AL $5.056.551 91.571 0,17% Hisse senetleri
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $5.043.050 88.927 0,17% Hisse senetleri
Alpha Omega Wealth Management LLC $4.995.706 90.469 0,17% Hisse senetleri
VISTA INVESTMENT PARTNERS LLC $4.723.445 85.511 0,16% Hisse senetleri
COUNTRY CLUB BANK /GFN $4.693.568 90.400 0,16% Hisse senetleri
CONGRESS ASSET MANAGEMENT CO $4.677.204 84.701 0,16% Hisse senetleri
GABELLI FUNDS LLC $4.666.200 84.502 0,16% Hisse senetleri
AMERIPRISE FINANCIAL INC $4.619.429 83.655 0,16% Hisse senetleri
Phase 2 Partners, LLC $4.521.319 109.981 0,15% Hisse senetleri
Keeley-Teton Advisors, LLC $4.512.994 110.694 0,15% Hisse senetleri
ExodusPoint Capital Management, LP $4.427.484 80.179 0,15% Hisse senetleri
LAZARD ASSET MANAGEMENT LLC $4.417.048 79.990 0,15% Hisse senetleri
Man Group plc $4.283.195 77.566 0,15% Hisse senetleri
Brevan Howard Capital Management LP $4.274.359 77.406 0,15% Hisse senetleri
Retirement Systems of Alabama $4.136.254 74.905 0,14% Hisse senetleri
DGS Capital Management, LLC $4.100.928 72.314 0,14% Hisse senetleri
Nebula Research & Development LLC $3.936.857 88.828 0,13% Hisse senetleri
Murphy Pohlad Asset Management LLC $3.684.333 66.721 0,13% Hisse senetleri
TD Asset Management Inc $3.467.816 62.800 0,12% Hisse senetleri
Mirae Asset Global Investments Co., Ltd. $3.341.914 60.520 0,11% Hisse senetleri
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $3.208.000 58.100 0,11% Hisse senetleri
VISTA INVESTMENT PARTNERS II, LLC $3.007.835 54.470 0,10% Hisse senetleri
VIRGINIA RETIREMENT SYSTEMS ET Al $2.983.611 57.300 0,10% Hisse senetleri
MANUFACTURERS LIFE INSURANCE COMPANY, THE $2.852.941 51.665 0,10% Hisse senetleri
Inspire Investing, LLC $2.822.116 49.764 0,10% Hisse senetleri
Corient Private Wealth LP $2.778.341 50.314 0,10% Hisse senetleri
VANGUARD ASSET MANAGEMENT, Ltd $2.765.142 50.075 0,09% Hisse senetleri
CREDIT AGRICOLE S A $2.761.000 50.000 0,09% Hisse senetleri
RAYMOND JAMES FINANCIAL INC $2.751.190 49.822 0,09% Hisse senetleri
AlphaQuest LLC $2.732.009 52.468 0,09% Hisse senetleri
QRG CAPITAL MANAGEMENT, INC. $2.711.697 49.107 0,09% Hisse senetleri
Robeco Institutional Asset Management B.V. $2.672.703 48.401 0,09% Hisse senetleri
Connor, Clark & Lunn Investment Management Ltd. $2.546.967 46.124 0,09% Hisse senetleri
Fulcrum Asset Management LLP $2.544.653 45.078 0,09% Hisse senetleri
MORGAN STANLEY $2.521.775 45.667 0,09% Hisse senetleri
KLP KAPITALFORVALTNING AS $2.468.334 44.700 0,08% Hisse senetleri
ENVESTNET ASSET MANAGEMENT INC $2.417.999 43.788 0,08% Hisse senetleri
ABLE Financial Group, LLC $2.417.145 43.773 0,08% Hisse senetleri
Horizon Investments, LLC $2.368.009 43.141 0,08% Hisse senetleri
Morningstar Investment Management LLC $2.262.445 39.895 0,08% Hisse senetleri
Inlet Private Wealth, LLC $2.250.215 40.750 0,08% Hisse senetleri
HOURGLASS CAPITAL, LLC $2.134.253 38.650 0,07% Hisse senetleri
Sequoia Financial Advisors, LLC $2.132.983 38.627 0,07% Hisse senetleri
JACOBS LEVY EQUITY MANAGEMENT, INC $2.083.230 37.726 0,07% Hisse senetleri
FJ Capital Management LLC $2.073.842 37.556 0,07% Hisse senetleri

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

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
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
Peter J Germain EVP, CLO & Sec. 26 Mayıs 2026 S 212.059 0 4 $-868.282
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

Aktivistler ve %5+ sahipler 2 pozisyon

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.

ETF sahipliği 73 ETF'ler tarafından tutuluyor

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
VLLU · Harbor ETF Trust 2,91% 2.175 NS 30 Nisan 2026 N-PORT
AZTD · Tidal Trust I 2,08% 15.699 NS 30 Nisan 2026 N-PORT
OUSM · ALPS ETF Trust 1,59% 249.129 NS 31 Mayıs 2026 N-PORT
AFMC · First Trust Exchange-Traded Fund VI… 1,03% 29.893 NS 31 Mayıs 2026 N-PORT
SYLD · Cambria ETF Trust 0,94% 156.031 NS 30 Nisan 2026 N-PORT
FNY · First Trust Exchange-Traded AlphaDE… 0,68% 60.454 NS 30 Nisan 2026 N-PORT
VUSE · ETF Series Solutions 0,57% 70.014 NS 31 Mayıs 2026 N-PORT
HWSM · HOTCHKIS & WILEY FUNDS /DE/ 0,53% 265 NS 30 Haziran 2026 N-PORT
OASC · Unified Series Trust 0,46% 6.965 NS 31 Mayıs 2026 N-PORT
ROSC · Lattice Strategies Trust 0,46% 4.378 NS 30 Nisan 2026 N-PORT
LSVD · ADVISORS' INNER CIRCLE FUND 0,42% 43.517 NS 30 Nisan 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0,28% 64.173 NS 30 Nisan 2026 N-PORT
BFOR · ALPS ETF Trust 0,23% 8.639 NS 31 Mayıs 2026 N-PORT
PAMC · Pacer Funds Trust 0,23% 2.447 NS 30 Nisan 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0,22% 31.342 NS 30 Nisan 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0,20% 16.621 NS 30 Nisan 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,20% 96.964 NS 31 Mayıs 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,19% 2.700 NS 30 Nisan 2026 N-PORT
AFSM · First Trust Exchange-Traded Fund VI… 0,18% 3.120 NS 31 Mayıs 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,17% 277.802 NS 31 Mayıs 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,15% 61.068 NS 30 Nisan 2026 N-PORT
PTMC · Pacer Funds Trust 0,13% 8.496 NS 30 Nisan 2026 N-PORT
DFAS · Dimensional ETF Trust 0,11% 259.287 NS 30 Nisan 2026 N-PORT
SCHD · SCHWAB STRATEGIC TRUST 0,10% 1.765.072 NS 31 Mayıs 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,09% 32.717 NS 30 Nisan 2026 N-PORT
MVV · ProShares Trust 0,09% 2.554 NS 31 Mayıs 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,09% 355.231 NS 31 Mayıs 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,09% 1.224 NS 30 Nisan 2026 N-PORT
GMOV · GMO ETF Trust 0,08% 1.281 NS 31 Mayıs 2026 N-PORT
DXUV · Dimensional ETF Trust 0,07% 4.616 NS 30 Nisan 2026 N-PORT
UMDD · ProShares Trust 0,06% 357 NS 31 Mayıs 2026 N-PORT
SMDX · Tidal Trust III 0,06% 1.303 NS 30 Nisan 2026 N-PORT
JSTC · Tidal Trust I 0,06% 3.402 NS 31 Mayıs 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0,05% 19.137 NS 30 Nisan 2026 N-PORT
TILT · FlexShares Trust 0,04% 14.278 NS 30 Nisan 2026 N-PORT
DFAC · Dimensional ETF Trust 0,02% 180.002 NS 30 Nisan 2026 N-PORT
DFSU · Dimensional ETF Trust 0,02% 7.561 NS 30 Nisan 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0,02% 1.749 NS 31 Mayıs 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,02% 46.639 NS 31 Mayıs 2026 N-PORT
DCOR · Dimensional ETF Trust 0,02% 8.524 NS 30 Nisan 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0,01% 3.086 NS 31 Mayıs 2026 N-PORT
DFAU · Dimensional ETF Trust 0,01% 20.792 NS 30 Nisan 2026 N-PORT
DFUS · Dimensional ETF Trust 0,01% 23.951 NS 30 Nisan 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,01% 43.481 NS 31 Mayıs 2026 N-PORT
DFUV · Dimensional ETF Trust 0,00% 8.250 NS 30 Nisan 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 15 Temmuz 2026 Günlük
VB · VANGUARD INDEX FUNDS 15 Temmuz 2026 Günlük
VBR · VANGUARD INDEX FUNDS 15 Temmuz 2026 Günlük
VTI · VANGUARD INDEX FUNDS 15 Temmuz 2026 Günlük
IVOO · VANGUARD ADMIRAL FUNDS 15 Temmuz 2026 Günlük