Federated Hermes (FHI) Return on Assets [ROA] (2009 - 2026)
Federated Hermes (FHI) recorded Return on Assets [ROA] of 17.55% in Q3 2026, down 0.47 percentage points from 18.02% a year earlier and down 1.05 percentage points from the prior quarter.
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Analysis
Federated Hermes (FHI) Return on Assets [ROA] (2009 - 2026) Analysis & Trends
For FY2025, Federated Hermes reported Return on Assets [ROA] of 19.20%, up 6.37 percentage points from FY2024.
- Annual Return on Assets [ROA] has a five-year change of +2.14 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Assets [ROA] came in at 12.82% in FY2024 (-1.96 pp), 14.79% in FY2023 (+3.17 pp), 11.62% in FY2022 (-1.74 pp) and 13.35% in FY2021 (-3.70 pp).
- The Q3 2026 figure is the lowest quarterly Return on Assets [ROA] since Q1 2025.
- On a year-over-year basis, Return on Assets [ROA] rose in five of the last eight quarters, with an average year-over-year change of +2.22 percentage points.
- Peak year-over-year performance for Return on Assets [ROA] in the last five years was a gain of 5.75 percentage points in Q4 2025, against a drop of 4.54 percentage points in Q1 2022 at the low end.
- Per Business Quant, the preceding three quarters came in at 18.61% (Q2 2026), 18.58% (Q1 2026) and 18.77% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 188.98 Bn | 145.51 Bn | - | 4.25% |
| 2 | Spdr Gold Trust | 130.03 Bn | -427.97 Bn | - | 16.25% |
| 3 | Brookfield | 104.97 Bn | -79.04 Bn | - | 0.71% |
| 4 | Blackstone | 93.15 Bn | 87.36 Bn | - | 13.79% |
| 5 | Kkr | 90.40 Bn | 57.10 Bn | 1.76 Bn | 1.18% |
| 6 | Brookfield Asset Management | 85.45 Bn | 80.34 Bn | - | 22.62% |
| 7 | Apollo Global Management | 72.50 Bn | 89.29 Bn | 4.14 Bn | 0.14% |
| 8 | Wheaton Precious Metals | 62.02 Bn | 62.02 Bn | 538.50 Mn | 20.09% |
| 9 | Ares Management | 50.21 Bn | 48.79 Bn | 376.28 Mn | 3.24% |
| 10 | Federated Hermes | 4.84 Bn | 2.59 Bn | - | 17.55% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 17.55% |
| Jun 30, 2026 | 18.61% |
| Mar 31, 2026 | 18.58% |
| Dec 31, 2025 | 18.77% |
| Sep 30, 2025 | 18.02% |
| Jun 30, 2025 | 18.05% |
| Mar 31, 2025 | 14.55% |
| Dec 31, 2024 | 13.02% |
| Sep 30, 2024 | 13.71% |
| Jun 30, 2024 | 12.73% |
| Mar 31, 2024 | 14.72% |
| Dec 31, 2023 | 14.58% |
| Sep 30, 2023 | 13.54% |
| Jun 30, 2023 | 13.49% |
| Mar 31, 2023 | 12.51% |
| Dec 31, 2022 | 11.75% |
| Sep 30, 2022 | 12.43% |
| Jun 30, 2022 | 12.58% |
| Mar 31, 2022 | 12.51% |
| Dec 31, 2021 | 13.74% |
API Access
Federated Hermes Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=FHI&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "FHI", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=FHI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();