Federated Hermes (FHI) Invested Capital (2009 - 2026)
Federated Hermes' (FHI) quarterly Invested Capital came in at $1.6 billion in Q1 2026, up 9.02% year-on-year from $1.4 billion in Q1 2025, and little changed quarter-over-quarter from $1.5 billion in Q4 2025.
Federated Hermes (FHI) Invested Capital (2009 - 2026) Analysis & Trends
Federated Hermes has disclosed Invested Capital across 18 years of filings, most recently posting $1.6 billion for Q1 2026.
- Invested Capital for Q1 2026 came in at $1.6 billion, up 9.02% year-over-year; the trailing twelve-month figure through Mar 2026 was $1.6 billion (up 9.02% YoY), and the FY2025 annual result was $1.5 billion, up 7.07% from the prior year.
- Invested Capital came in at $1.6 billion for Q1 2026 at Federated Hermes, roughly flat from $1.5 billion in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $1.6 billion in Q1 2026 to a low of $1.4 billion in Q2 2024.
- The 5-year median for Invested Capital is $1.5 billion (2023), against an average of $1.5 billion.
- Across the five-year window, Invested Capital gained 25.99% in 2022 and retreated 7.87% in 2024, its largest moves.
- Federated Hermes' Invested Capital stood at $1.4 billion in 2022, then increased by 5.94% to $1.5 billion in 2023, then fell by 2.22% to $1.4 billion in 2024, then increased by 7.07% to $1.5 billion in 2025, then grew by 0.48% to $1.6 billion in 2026.
- The last three Invested Capital figures came in at $1.6 billion (Q1 2026), $1.5 billion (Q4 2025), and $1.5 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 160.20 Bn | 150.57 Bn | - | 69.22 Bn |
| 2 | Blackstone | 96.40 Bn | 95.35 Bn | - | 8.37 Bn |
| 3 | Kkr | 85.87 Bn | 133.39 Bn | - | 30.50 Bn |
| 4 | Apollo Global Management | 79.90 Bn | 98.63 Bn | 5.04 Bn | 53.75 Bn |
| 5 | State Street | 46.62 Bn | 20.95 Bn | - | - |
| 6 | Ameriprise Financial | 42.78 Bn | 42.65 Bn | 4.57 Bn | 8.75 Bn |
| 7 | Northern Trust | 32.35 Bn | 32.35 Bn | - | 12.99 Bn |
| 8 | Ares Management | 30.25 Bn | 33.62 Bn | - | 12.75 Bn |
| 9 | Raymond James Financial | 30.24 Bn | 18.99 Bn | - | 12.57 Bn |
| 10 | Federated Hermes | 4.24 Bn | 3.78 Bn | 353.21 Mn | 1.55 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.55 Bn |
| Dec 31, 2025 | 1.55 Bn |
| Sep 30, 2025 | 1.54 Bn |
| Jun 30, 2025 | 1.46 Bn |
| Mar 31, 2025 | 1.42 Bn |
| Dec 31, 2024 | 1.44 Bn |
| Sep 30, 2024 | 1.43 Bn |
| Jun 30, 2024 | 1.36 Bn |
| Mar 31, 2024 | 1.50 Bn |
| Dec 31, 2023 | 1.48 Bn |
| Sep 30, 2023 | 1.45 Bn |
| Jun 30, 2023 | 1.48 Bn |
| Mar 31, 2023 | 1.45 Bn |
| Dec 31, 2022 | 1.39 Bn |
| Sep 30, 2022 | 1.37 Bn |
| Jun 30, 2022 | 1.37 Bn |
| Mar 31, 2022 | 1.46 Bn |
| Dec 31, 2021 | 1.34 Bn |
| Sep 30, 2021 | 1.20 Bn |
| Jun 30, 2021 | 1.16 Bn |