Federated Hermes Inc 's ROA from the first quarter of 2026 to the first quarter of 2025 and 5 Year Period

Return on Assets, Quarterly Results, Trends, Rankings, Statistics

What is Federated Hermes Inc 's ROA in the first quarter of 2026?
Federated Hermes Inc achieved a return on average assets (ROA) of 18.66 % in its first quarter of 2026, this is above FHI's average return on assets of 14.8%.
Federated Hermes Inc s assets during the 12 months ending in the first quarter of 2026 are valued at $2 billion

ROA decreased relative to the period ending Dec 31 2025, due to the decline in net income.

However, within the Financial sector 47 other companies had a higher return on assets. While Return on assets, overall ranking has advanced in the Mar 31 2026 quarter, so far to 255, from total ROA ranking in the fourth quarter of 2025 at 273.

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Return On Assets	(Mar 31 2026) I. Quarter	(Dec 31 2025) IV. Quarter	(Sep 30 2025) III. Quarter	(Jun 30 2025) II. Quarter	(Mar 31 2025) I. Quarter
Y / Y Total Assets Change	7.08 %	6.94 %	7.1 %	12.56 %	-4.07 %
Y / Y Net Income Change	-7.63 %	28.12 %	17.44 %	402.94 %	38.48 %
Net Income (TTM) in million	406	414	391	375	297
Return On Assets (TTM)	18.66 %	19.34 %	18.55 %	18.11 %	14.8 %
FHI's Total Ranking	# 255	# 273	# 267	# 280	# 361
Total Assets (TTM) in million	2,144	2,229	2,182	2,152	2,002
Seq. Total Assets Change	-3.84 %	2.16 %	1.43 %	7.47 %	-3.96 %
Seq. Net Income Change	-10.69 %	1.26 %	9.73 %	-6.92 %	23.88 %

FHI's 5 Years Annual ROA >> Back to FHI Management Effectiveness >> Compare FHI ROA to its Competitors

Return On Assets Company Ranking
Within:	No.
Industry	# 8
Sector	# 48
Overall	# 250

Return On Assets Statistics
High	Average	Low
19.34 %	14.8 %	11.78 %
(Dec 31 2025)		(Dec 31 2022)

Financial Statements
Federated Hermes Inc 's Assets	$ 2,144 million	FHI's Balance sheet
Federated Hermes Inc 's Income	$ 96 million	Quarterly FHI's Income Statement
FHI's Income by Division		See FHI's Income by Division

Annual Return On Assets	(Dec 31 2025) FY 2025	(Dec 31 2024) FY 2024	(Dec 31 2023) FY 2023	(Dec 31 2022) FY 2022	(Dec 31 2021) FY 2021
Y / Y Total Assets Change	6.94 %	-0.82 %	4.03 %	0.11 %	-2.07 %
Total Assets in million	2,229	2,085	2,102	2,020	2,018
Y / Y Net Income Change	54.27 %	-11.93 %	29.94 %	-13.86 %	-18.96 %
Net Income in million	414	268	305	235	272
Annual Return On Assets	18.57 %	12.88 %	14.5 %	11.61 %	13.49 %

FHI's 5 Years Annual ROA >> Back to FHI Management Effectiveness >> Compare FHI ROA to its Competitors

Comment on FHI's ROA in the fiscal year ending 2025

In the fiscal year 2025 ROA improved to 18.57 % compared to prior year, due to annual net income growth of 54.27 % to $414.10 million, while value of Federated Hermes Inc 's overall assets grew just by 6.94 % to $2,229.34 million, compared to $2,229.34 a year before.

More Return On Assets Ratios
FHI's' Return on Assets at Yahoo Finance
Investment Services Industry Return On Assets Trends and Statistics
Financial Sector Roa Statistics
Roa Trends for overall market
FHI's Roa Ratio versus Investment Services Industry, Financial Sector and overall Market
Highest Ranking Return On Assets
Lowest Ranking Return On Assets
Subscribers only: Roa for FHI's Competitors
Subscribers only: Roa for Federated Hermes Inc 's Suppliers
Subscribers only: Return On Assets for FHI's Customers

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Date modified: 2026-09-18T13:11:06+00:00

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