Federated Hermes (FHI) Enterprise Value (2009 - 2026)
Federated Hermes' (FHI) quarterly Enterprise Value came in at $3.9 billion in Q2 2026, up 26.57% year-over-year from $3.0 billion in Q2 2025, and up 3.03% quarter-over-quarter from $3.7 billion in Q1 2026.
Analysis
Federated Hermes (FHI) Enterprise Value (2009 - 2026) Analysis & Trends
Federated Hermes has disclosed Enterprise Value across 18 years of filings, most recently posting $3.9 billion for Q2 2026.
- In Q2 2026, Enterprise Value rose 26.57% year-over-year to $3.9 billion; the TTM figure through Jun 2026 stood at $3.9 billion (up 26.57% YoY), while the FY2025 annual figure was $3.4 billion, up 19.3% from the prior year.
- Enterprise Value came in at $3.9 billion for Q2 2026 at Federated Hermes, up from $3.7 billion in the prior quarter.
- In the past five years, Enterprise Value ranged from a high of $3.9 billion in Q2 2026 to a low of $2.4 billion in Q2 2024.
- Average Enterprise Value over 5 years is $2.9 billion, with a median of $2.8 billion recorded in 2024.
- Year-over-year, Enterprise Value fell 20.55% in 2024 and soared 36.63% in 2025.
- Over 5 years, Enterprise Value stood at $2.9 billion in 2022, then declined by 15.74% to $2.4 billion in 2023, then grew by 17.49% to $2.8 billion in 2024, then grew by 19.3% to $3.4 billion in 2025, then gained by 14.34% to $3.9 billion in 2026.
- Per Business Quant data, the three most recent Enterprise Value figures were $3.9 billion in Q2 2026, $3.7 billion in Q1 2026, and $3.4 billion in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 164.98 Bn | 151.11 Bn | - |
| 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 |
| 6 | iShares Silver Trust | 21.45 Bn | -6.76 Bn | - |
| 7 | Franklin Resources | 17.39 Bn | 13.67 Bn | - |
| 8 | Invesco | 14.41 Bn | 13.50 Bn | 1.79 Bn |
| 9 | Affiliated Managers | 9.35 Bn | 8.94 Bn | - |
| 10 | Federated Hermes | 4.39 Bn | 3.97 Bn | 381.01 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 3.86 Bn |
| Mar 31, 2026 | 3.75 Bn |
| Dec 31, 2025 | 3.38 Bn |
| Sep 30, 2025 | 3.51 Bn |
| Jun 30, 2025 | 3.05 Bn |
| Mar 31, 2025 | 2.81 Bn |
| Dec 31, 2024 | 2.83 Bn |
| Sep 30, 2024 | 2.57 Bn |
| Jun 30, 2024 | 2.37 Bn |
| Mar 31, 2024 | 2.63 Bn |
| Dec 31, 2023 | 2.41 Bn |
| Sep 30, 2023 | 2.50 Bn |
| Jun 30, 2023 | 2.77 Bn |
| Mar 31, 2023 | 3.31 Bn |
| Dec 31, 2022 | 2.86 Bn |
| Sep 30, 2022 | 2.70 Bn |
| Jun 30, 2022 | 2.64 Bn |
| Mar 31, 2022 | 2.92 Bn |
| Dec 31, 2021 | 3.34 Bn |
| Sep 30, 2021 | 3.01 Bn |