Growth Metrics

Federated Hermes (FHI) Retained Earnings (2009 - 2026)

Federated Hermes recorded quarterly Retained Earnings of $1.6 billion in Q1 2026, up 24443.01% quarter-over-quarter from $6.5 million in Q4 2025, and up 9507.48% year-over-year from $16.6 million in Q1 2025.

Federated Hermes' Retained Earnings history runs 18 years deep, the most recent figure standing at $1.6 billion for Q1 2026.

  • In Q1 2026, Retained Earnings rose 9507.48% year-over-year to $1.6 billion; the TTM figure through Mar 2026 stood at $1.6 billion (up 9507.48% YoY), while the FY2025 annual figure was $6.5 million, up 120.21% from the prior year.
  • Retained Earnings came in at $1.6 billion for Q1 2026 at Federated Hermes, up from $6.5 million in the prior quarter.
  • In the past five years, Retained Earnings ranged from a high of $1.6 billion in Q1 2026 to a low of -$43.4 million in Q3 2023.
  • A 5-year average of $639.8 million and a median of $1.0 billion in 2022 frame the typical range for Retained Earnings.
  • Across the five-year window, Retained Earnings slumped 104.33% in 2023 and surged 9507.48% in 2026, its largest moves.
  • Federated Hermes' Retained Earnings stood at $1.0 billion in 2022, then sank by 101.96% to -$19.9 million in 2023, then tumbled by 61.13% to -$32.1 million in 2024, then surged by 120.21% to $6.5 million in 2025, then surged by 24443.01% to $1.6 billion in 2026.
  • According to Business Quant data, Retained Earnings over the past three periods registered $1.6 billion, $6.5 million, and $1.5 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 39.18 Bn
2 Blackstone 92.68 Bn 91.63 Bn - -15.77 Mn
3 Kkr 84.94 Bn 132.45 Bn - 14.08 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 180.00 Mn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 5.16 Bn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 28.43 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 17.07 Bn
9 Ares Management 28.85 Bn 32.22 Bn - -1.66 Bn
10 Federated Hermes 4.09 Bn 3.63 Bn 353.21 Mn 1.59 Bn

Historic Data

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DateValue
Mar 31, 2026 1.59 Bn
Dec 31, 2025 6.48 Mn
Sep 30, 2025 1.46 Bn
Jun 30, 2025 15.67 Mn
Mar 31, 2025 -16.92 Mn
Dec 31, 2024 -32.08 Mn
Sep 30, 2024 1.21 Bn
Jun 30, 2024 -24.62 Mn
Mar 31, 2024 1.23 Bn
Dec 31, 2023 -19.91 Mn
Sep 30, 2023 -43.39 Mn
Jun 30, 2023 1.10 Bn
Mar 31, 2023 -36.06 Mn
Dec 31, 2022 1.02 Bn
Sep 30, 2022 1.00 Bn
Jun 30, 2022 1.22 Bn
Mar 31, 2022 1.19 Bn
Dec 31, 2021 1.19 Bn
Sep 30, 2021 12.98 Mn
Jun 30, 2021 20.22 Mn
Mar 31, 2021 18.73 Mn
Dec 31, 2020 1.03 Bn
Sep 30, 2020 -9.58 Mn
Jun 30, 2020 1.00 Bn
Mar 31, 2020 -25.11 Mn
Dec 31, 2019 930.35 Mn
Sep 30, 2019 871.77 Mn
Jun 30, 2019 826.12 Mn
Mar 31, 2019 807.32 Mn
Dec 31, 2018 -14.62 Mn
Sep 30, 2018 -5.27 Mn
Jun 30, 2018 732.75 Mn
Mar 31, 2018 721.83 Mn
Dec 31, 2017 -790,000.00
Sep 30, 2017 598.90 Mn
Jun 30, 2017 76,000.00
Mar 31, 2017 540.22 Mn
Dec 31, 2016 523,000.00
Sep 30, 2016 594,000.00
Jun 30, 2016 577.86 Mn
Mar 31, 2016 3.18 Mn
Dec 31, 2015 4.61 Mn
Sep 30, 2015 3.55 Mn
Jun 30, 2015 1.18 Mn
Mar 31, 2015 1.15 Mn
Dec 31, 2014 1.66 Mn
Sep 30, 2014 1.33 Mn
Jun 30, 2014 -122,000.00
Mar 31, 2014 788,000.00
Dec 31, 2013 1.21 Mn
Sep 30, 2013 2.00 Mn
Jun 30, 2013 2.34 Mn
Mar 31, 2013 436,000.00
Dec 31, 2012 2.94 Mn
Sep 30, 2012 3.70 Mn
Jun 30, 2012 6.22 Mn
Mar 31, 2012 4.18 Mn
Dec 31, 2011 8.61 Mn
Sep 30, 2011 12.46 Mn
Jun 30, 2011 1.05 Bn
Mar 31, 2011 -1.53 Mn
Dec 31, 2010 3.70 Mn
Sep 30, 2010 1.03 Bn
Jun 30, 2010 -9.67 Mn
Dec 31, 2009 1.51 Mn