Federated Hermes (FHI) EBT Margin (2009 - 2026)
Federated Hermes' (FHI) quarterly EBT Margin came in at 28.65% in Q2 2026, down 215.0% year-over-year from 24.91% in Q2 2025, and up 5.73% quarter-over-quarter from 27.09% in Q1 2026.
Analysis
Federated Hermes (FHI) EBT Margin (2009 - 2026) Analysis & Trends
Federated Hermes has disclosed EBT Margin across 18 years of filings, most recently posting 28.65% for Q2 2026.
- In Q2 2026, EBT Margin fell 215.0% year-over-year to 28.65%; the TTM figure through Jun 2026 stood at 28.67% (down 117.0% YoY), while the FY2025 annual figure was 30.41%, up 703.0% from the prior year.
- EBT Margin came in at 28.65% for Q2 2026 at Federated Hermes, up from 27.09% in the prior quarter.
- In the past five years, EBT Margin ranged from a high of 32.12% in Q1 2025 to a low of 10.6% in Q2 2024.
- Average EBT Margin over 5 years is 25.45%, with a median of 26.35% recorded in 2024.
- Year-over-year, EBT Margin sank 1261 bps in 2024 and surged 2020 bps in 2025.
- Over 5 years, EBT Margin stood at 20.1% in 2022, then surged by 49 bps to 29.96% in 2023, then slipped by 12 bps to 26.45% in 2024, then grew by 10 bps to 29.06% in 2025, then dropped by 1 bps to 28.65% in 2026.
- Per Business Quant data, the three most recent EBT Margin figures were 28.65% in Q2 2026, 27.09% in Q1 2026, and 29.06% in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBT Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.98 Bn | 151.11 Bn | - | 38.38% |
| 2 | Spdr Gold Trust | 143.46 Bn | -414.54 Bn | - | - |
| 3 | Ishares Gold Trust | 30.01 Bn | -30.09 Bn | - | - |
| 4 | World Gold Trust | 29.01 Bn | -74.06 Bn | - | - |
| 5 | Principal Financial | 24.83 Bn | -28.13 Bn | 1.91 Bn | 12.71% |
| 6 | iShares Silver Trust | 21.45 Bn | -6.76 Bn | - | - |
| 7 | Franklin Resources | 17.39 Bn | 13.67 Bn | - | 15.73% |
| 8 | Invesco | 14.41 Bn | 13.50 Bn | 1.79 Bn | 24.95% |
| 9 | Affiliated Managers | 9.35 Bn | 8.94 Bn | - | 47.98% |
| 10 | Federated Hermes | 4.39 Bn | 3.97 Bn | 381.01 Mn | 28.65% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 28.65% |
| Mar 31, 2026 | 27.09% |
| Dec 31, 2025 | 29.06% |
| Sep 30, 2025 | 29.89% |
| Jun 30, 2025 | 30.79% |
| Mar 31, 2025 | 32.12% |
| Dec 31, 2024 | 26.45% |
| Sep 30, 2024 | 30.02% |
| Jun 30, 2024 | 10.60% |
| Mar 31, 2024 | 26.24% |
| Dec 31, 2023 | 29.96% |
| Sep 30, 2023 | 25.08% |
| Jun 30, 2023 | 23.21% |
| Mar 31, 2023 | 24.20% |
| Dec 31, 2022 | 20.10% |
| Sep 30, 2022 | 23.41% |
| Jun 30, 2022 | 19.03% |
| Mar 31, 2022 | 22.23% |
| Dec 31, 2021 | 28.49% |
| Sep 30, 2021 | 29.59% |