Federated Hermes Inc (FHI) Return on Investment ROI from the first quarter of 2026 to first quarter of 2025 and for the year 2026, average high and low, overall ranking from Mar 31 2026 to Mar 31 2025 - CSIMarket
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Federated Hermes Inc   (NYSE: FHI)
    Sector • Financial    Industry • Investment Services
   Industry • Investment Services
   Sector • Financial


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

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

What is Federated Hermes Inc's ROI in the first quarter of 2026?
Federated Hermes Inc achieved a return on average invested assets (ROI) of 22.2 % in its first quarter of 2026, this is above FHI's average return on investment of 17.76%.
Federated Hermes Inc invested over the 12 months ending in its first quarter of 2026 $1,830 million

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

Within the Financial sector 42 other companies had a higher return on investment. While Return on investment, overall ranking has progressed in the Mar 31 2026 quarter, so far to 274, from total ROI ranking in the fourth quarter of 2025 at 284.

Definition and Formula of Return on Investment


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Return On Investment (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 Investment Change TTM 7.14 % 3.84 % 1.56 % -0.94 % -3.95 %
Y / Y Net Income Change TTM 36.62 % 54.27 % 111.57 % 297.69 % 296.34 %
Investment (TTM) in Millions 1,845 1,849 1,862 1,763 1,712
Return On Investment (TTM) 22.2 % 23.05 % 22.07 % 21.61 % 17.41 %
FHI's Overall Ranking # 274 # 284 # 269 # 275 # 386
Seq. Investment Change TTM 1.85 % 1.54 % 2.04 % 1.54 % -1.29 %
Seq. Net Income Change TTM -1.92 % 6.04 % 4.2 % 26.06 % 10.75 %
Net Income (TTM) in Millions 406 414 391 375 297

FHI Company Profile >> Back to FHI Roi Comparisons >> See Annual FHI Return On Investment



Return On Investment FHI's Ranking
Within: No.
Industry # 5
Sector # 43
Overall # 274

Return On Investment Statistics
High Average Low
23.65 %
17.76 %
13.68 %
(Dec 31 2020)  







Financial Statements
Federated Hermes Inc's I. Quarter Investments $ 1,845 Millions FHI's Balance sheet
Federated Hermes Inc's I. Quarter Income $ 96 Millions Quarterly FHI's Income Statement
FHI's Income by Division See FHI's Income by Division


FHI Annual Return On Investment (Dec 31 2025)
2025		 (Dec 31 2024)
2024		 (Dec 31 2023)
2023		 (Dec 31 2022)
2022		 (Dec 31 2021)
2021
Total Investments in Millions 1,849 1,740 1,789 1,701 1,684
Y / Y Investment Growth 6.25 % -2.72 % 5.14 % 1.01 % 8.08 %
Net Income in Millions 414 268 305 235 272
Y / Y Net Income Growth 54.27 % -11.93 % 29.94 % -13.86 % -18.96 %
Annual Return On Investment 22.4 % 15.43 % 17.04 % 13.79 % 16.17 %


Annual Roi Comment
In the fiscal year 2025 ROI improved to 22.4 % compared to the prior year, due to net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Investment Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
FHI's Roi Ratio versus Investment Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for FHI's Competitors
Subscribers only: Roi for Federated Hermes Inc's Suppliers
Subscribers only: Return On Investment for FHI's Customers

Other Ratios
FHI's Roa FHI's Inventory Turnover Ratio FHI's Growth Rates FHI's Dividend Statistics
FHI's Profitability Ratios FHI's Asset Turnover Ratio FHI's Dividend Growth
FHI's Roe FHI's Valuation Ratios FHI's Financial Strength Ratios FHI's Dividend Payout Ratio



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Gcm Grosvenor Inc   23.45 %
Artisan Partners Asset Management Inc   23.31 %
Arrow Financial Corporation  23.07 %
Evercore Inc   22.59 %
Federated Hermes Inc   22.20 %
Invesco Db Energy Fund  22.15 %

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



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