Federated Hermes (FHI) Retained Earnings (2009 - 2026)
Federated Hermes' (FHI) quarterly Retained Earnings came in at $1.7 billion in Q2 2026, up 20.57% year-over-year from $1.4 billion in Q2 2025, and up 4.86% quarter-over-quarter from $1.6 billion in Q1 2026.
Analysis
Federated Hermes (FHI) Retained Earnings (2009 - 2026) Analysis & Trends
Federated Hermes has disclosed Retained Earnings across 18 years of filings, most recently posting $1.7 billion for Q2 2026.
- In Q2 2026, Retained Earnings rose 20.57% year-over-year to $1.7 billion; the TTM figure through Jun 2026 stood at $1.7 billion (up 20.57% YoY), while the FY2025 annual figure was $1.5 billion, up 21.84% from the prior year.
- Retained Earnings came in at $1.7 billion for Q2 2026 at Federated Hermes, up from $1.6 billion in the prior quarter.
- In the past five years, Retained Earnings ranged from a high of $1.7 billion in Q2 2026 to a low of $1.0 billion in Q3 2022.
- Average Retained Earnings over 5 years is $1.3 billion, with a median of $1.2 billion recorded in 2022.
- Year-over-year, Retained Earnings slipped 14.44% in 2022 and advanced 21.84% in 2025.
- Over 5 years, Retained Earnings stood at $1.0 billion in 2022, then gained by 17.62% to $1.2 billion in 2023, then climbed by 5.19% to $1.3 billion in 2024, then advanced by 21.84% to $1.5 billion in 2025, then increased by 8.99% to $1.7 billion in 2026.
- Per Business Quant data, the three most recent Retained Earnings figures were $1.7 billion in Q2 2026, $1.6 billion in Q1 2026, and $1.5 billion in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.98 Bn | 151.11 Bn | - | 40.21 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 | 18.54 Bn |
| 6 | iShares Silver Trust | 21.45 Bn | -6.76 Bn | - | - |
| 7 | Franklin Resources | 17.39 Bn | 13.67 Bn | - | 11.52 Bn |
| 8 | Invesco | 14.41 Bn | 13.50 Bn | 1.79 Bn | 6.27 Bn |
| 9 | Affiliated Managers | 9.35 Bn | 8.94 Bn | - | 7.91 Bn |
| 10 | Federated Hermes | 4.39 Bn | 3.97 Bn | 381.01 Mn | 1.67 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.67 Bn |
| Mar 31, 2026 | 1.59 Bn |
| Dec 31, 2025 | 1.53 Bn |
| Sep 30, 2025 | 1.46 Bn |
| Jun 30, 2025 | 1.38 Bn |
| Mar 31, 2025 | 1.32 Bn |
| Dec 31, 2024 | 1.26 Bn |
| Sep 30, 2024 | 1.21 Bn |
| Jun 30, 2024 | 1.15 Bn |
| Mar 31, 2024 | 1.23 Bn |
| Dec 31, 2023 | 1.19 Bn |
| Sep 30, 2023 | 1.15 Bn |
| Jun 30, 2023 | 1.10 Bn |
| Mar 31, 2023 | 1.05 Bn |
| 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 | 1.15 Bn |