Federated Hermes (FHI)

NYSE Financials Asset Management & Custody Banks S&P MidCap 400
$63.99
-0.05 (-0.08%)
Close of Nov 06, 2026 · end-of-day data

FHI 8-K filings in 2026

Every material Form 8-K Federated Hermes filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.

Briefs in 2026517 on record in all
Latest filing in 2026Nov 04, 2026restructuring
High impact (4-5)0of 5 briefs
TonePositive3Mixed2
earnings 4restructuring 1
Nov 4, 8:30 AM ET

Federated Hermes to weigh restructuring at UK unit, cutting about 200 positions

Mixed restructuring 7.01

Federated Hermes said it is considering operational changes at Federated Hermes Limited, its London-based subsidiary, and has started a consultation process that proposes eliminating or transferring about 200 positions to the United States. The company expects pre-tax restructuring charges of about $15 million, split between $7 million in 2026 and $8 million in 2027, with an approximate $30 million annual pre-tax reduction in compensation and related expenses once completed by the end of 2027.

  • Proposed restructuring at Federated Hermes Limited would eliminate or transfer about 200 positions, subject to consultation
  • Expected pre-tax restructuring charges total about $15 million: $7 million in 2026 and $8 million in 2027
  • Expected annual pre-tax cost reduction of about $30 million, primarily compensation, with completion targeted by end of 2027
Read the filing on SEC.gov ↗
Oct 29, 4:36 PM ET

Federated Hermes Q3 EPS rises to $1.50 from $1.34; equity assets reach record

Positive earnings 2.02

Federated Hermes reported third quarter 2026 earnings per diluted share of $1.50, up from $1.34 a year earlier, on revenue of $507.3 million, up 8%. Equity assets reached a record $110.5 billion, and the board declared a $0.38 per share dividend, but total managed assets fell 3% from June 30, 2026.

  • Q3 2026 net income was $111.9 million, compared with $104.1 million in Q3 2025.
  • Revenue rose $37.9 million, or 8%, year over year, helped by higher average equity assets and the Q2 2026 acquisition of FCP Fund Manager, L.P.
  • Total managed assets were $884.4 billion at Sept. 30, 2026, down $27.2 billion or 3% from June 30, 2026.
  • The board declared a $0.38 per share dividend, payable Nov. 13, 2026 to shareholders of record as of Nov. 6, 2026.
Read the filing on SEC.gov ↗
Jul 30, 5:03 PM ET

Federated Hermes Q2 EPS rises 19% to $1.38; record $911.6 billion in managed assets

Positive earnings Written later 2.02

Federated Hermes reported second quarter 2026 diluted EPS of $1.38, up from $1.16 a year earlier, on net income of $104.3 million versus $91.0 million. Total revenue rose 18% to $502.8 million, while operating expenses rose 20% to $369.9 million, and total managed assets reached a record $911.6 billion at June 30, 2026. Shareholders also received a declared dividend of $0.38 per share, up from $0.34 a year earlier.

  • Q2 2026 diluted EPS was $1.38 versus $1.16 in Q2 2025; net income was $104.3 million versus $91.0 million.
  • Total revenue was $502.8 million, up 18% from $424.8 million; operating expenses rose 20% to $369.9 million.
  • Total managed assets were a record $911.6 billion at June 30, 2026, up 8% from a year earlier, including $3.2 billion of alternative assets acquired through the FCP Fund Manager, L.P. transaction.
  • The board declared a $0.38 per share dividend payable Aug 14, 2026 to holders of record as of Aug 7, 2026; the company bought back $58.9 million of Class B common stock in Q2 2026.
Read the filing on SEC.gov ↗
Apr 30, 5:17 PM ET

Federated Hermes Q1 revenue up 13% to $479.0 million; net income down 5%

Mixed earnings Written later 2.02

Federated Hermes reported first quarter 2026 revenue of $479.0 million, up 13% from a year earlier, and diluted EPS of $1.27 versus $1.25. Net income fell 5% to $96.4 million, and the company said Q1 2025 included a $12.9 million VAT refund benefit. Record managed assets of $907.1 billion and a declared dividend of $0.38 per share were also reported.

  • Q1 2026 diluted EPS $1.27 vs. $1.25 in Q1 2025; net income $96.4 million vs. $101.1 million
  • Q1 2025 results included a $12.9 million decrease in other operating expense, or $0.15 per diluted share, from a U.K. VAT refund
  • Total managed assets reached a record $907.1 billion at March 31, 2026, up 8% year over year
  • Board declared a $0.38 per share dividend payable May 15, 2026 to holders of record May 8, 2026; company bought back 1,191,300 Class B shares for $66.0 million in Q1 2026
Read the filing on SEC.gov ↗
Jan 29, 5:10 PM ET

Federated Hermes Q4 EPS rises to $1.39 from $1.04; managed assets reach $902.6 billion

Positive earnings Written later 2.02

Federated Hermes reported fourth-quarter 2025 earnings per diluted share of $1.39, up from $1.04 a year earlier, as revenue rose 14% to $482.8 million. Total managed assets reached $902.6 billion at Dec. 31, 2025, and the board declared a $0.34 quarterly dividend. Higher money market and equity assets drove the revenue gain, and the company bought back $78.7 million of Class B stock in the quarter.

  • Q4 2025 net income was $107.0 million, compared with $84.7 million in Q4 2024.
  • Full-year 2025 EPS was $5.13, compared with $3.23 for 2024, which included a $66.3 million non-cash impairment.
  • Quarterly dividend of $0.34 per share is payable Feb. 13, 2026, to shareholders of record as of Feb. 6, 2026.
  • In Q4 2025 the company bought 1,566,901 Class B shares for $78.7 million; full-year 2025 repurchases totaled 6,192,433 shares for $263.4 million.
Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.

Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Federated Hermes filing is on SEC EDGAR ↗. 8-K briefs of other companies →