Federated Hermes (FHI) Return on Capital Employed (2010 - 2026)

Federated Hermes (FHI) reported Return on Capital Employed of 26.13% for Q1 2026, up 445.0% on a YoY basis from 4.79% in Q1 2025, and down 3.82% sequentially from 27.17% in Q4 2025.

Federated Hermes (FHI) Return on Capital Employed (2010 - 2026) Analysis & Trends

Federated Hermes (FHI) has 17 years of Return on Capital Employed data on file, last reported at 26.13% in Q1 2026.

  • For the quarter ending Q1 2026, Return on Capital Employed rose 445.0% year-over-year to 26.13%; the trailing twelve-month figure through Mar 2026 stood at 26.13% (up 445.0% YoY), and the FY2025 full-year result was 27.88%, up 785.0% from the prior year.
  • Return on Capital Employed slipped to 26.13% in Q1 2026, from 27.17% in the prior quarter.
  • In the past five years, Return on Capital Employed ranged from a high of 27.17% in Q4 2025 to a low of 18.8% in Q1 2023.
  • A 5-year average of 21.55% and a median of 20.66% in 2024 frame the typical range for Return on Capital Employed.
  • Across the five-year window, Return on Capital Employed tumbled 383 bps in 2022 and surged 677 bps in 2025, its largest moves.
  • Tracing FHI's Return on Capital Employed over 5 years: stood at 19.37% in 2022, then gained by 11 bps to 21.49% in 2023, then decreased by 5 bps to 20.4% in 2024, then surged by 33 bps to 27.17% in 2025, then slipped by 4 bps to 26.13% in 2026.
  • Business Quant data shows FHI's Return on Capital Employed at 26.13% in Q1 2026, 27.17% in Q4 2025, and 25.58% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - -
3 Blackstone 97.77 Bn 96.72 Bn - -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn -
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - -
9 Price T Rowe 24.70 Bn 21.13 Bn - -
10 Federated Hermes 4.16 Bn 3.70 Bn 353.21 Mn 26.13%

Historic Data

Download Data
DateValue
Mar 31, 2026 26.13%
Dec 31, 2025 27.17%
Sep 30, 2025 25.58%
Jun 30, 2025 25.45%
Mar 31, 2025 21.68%
Dec 31, 2024 20.40%
Sep 30, 2024 20.66%
Jun 30, 2024 19.33%
Mar 31, 2024 21.31%
Dec 31, 2023 21.49%
Sep 30, 2023 19.22%
Jun 30, 2023 19.17%
Mar 31, 2023 18.80%
Dec 31, 2022 19.37%
Sep 30, 2022 20.98%
Jun 30, 2022 20.43%
Mar 31, 2022 19.20%
Dec 31, 2021 21.40%
Sep 30, 2021 22.29%
Jun 30, 2021 22.46%