Federated Hermes (FHI) Return on Capital Employed [ROCE] (2009 - 2026)
Federated Hermes' Return on Capital Employed [ROCE] came in at 26.45% for Q2 2026, up 1.00 percentage points from 25.45% a year earlier and up 0.32 percentage points from the prior quarter.
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Analysis
Federated Hermes (FHI) Return on Capital Employed [ROCE] (2009 - 2026) Analysis & Trends
For FY2025, Federated Hermes' Return on Capital Employed [ROCE] was 27.88%, up 7.85 percentage points from FY2024.
- Return on Capital Employed [ROCE] carries a five-year change of +3.36 percentage points (FY2020 to FY2025).
- Going back by year, Return on Capital Employed [ROCE] was 20.04% in FY2024 (-1.81 pp), 21.85% in FY2023 (+2.73 pp), 19.12% in FY2022 (-1.59 pp) and 20.71% in FY2021 (-3.82 pp).
- The five-year range for quarterly Return on Capital Employed [ROCE] is 18.80% (Q1 2023) to 27.17% (Q4 2025).
- Year-over-year, Return on Capital Employed [ROCE] has increased for six consecutive quarters, with an average year-over-year change of +3.00 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Capital Employed [ROCE] over five years came in Q4 2025 (a gain of 6.77 percentage points), and the weakest in Q1 2022 (a drop of 3.83 percentage points).
- Business Quant data shows FHI's Return on Capital Employed [ROCE] at 26.13% (Q1 2026), 27.17% (Q4 2025) and 25.58% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 188.98 Bn | 145.51 Bn | - | - |
| 2 | Spdr Gold Trust | 130.03 Bn | -427.97 Bn | - | - |
| 3 | Brookfield | 104.97 Bn | -79.04 Bn | - | - |
| 4 | Blackstone | 93.15 Bn | 87.36 Bn | - | - |
| 5 | Kkr | 90.40 Bn | 57.10 Bn | 1.76 Bn | - |
| 6 | Brookfield Asset Management | 85.45 Bn | 80.34 Bn | - | - |
| 7 | Apollo Global Management | 72.50 Bn | 89.29 Bn | 4.14 Bn | - |
| 8 | Wheaton Precious Metals | 62.02 Bn | 62.02 Bn | 538.50 Mn | 23.42% |
| 9 | Ares Management | 50.21 Bn | 48.79 Bn | 376.28 Mn | - |
| 10 | Federated Hermes | 4.84 Bn | 2.59 Bn | - | 26.11% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 26.11% |
| Jun 30, 2026 | 26.45% |
| 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% |
API Access
Federated Hermes Return on Capital Employed [ROCE] 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-capital-employed-%5Broce%5D&ticker=FHI&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-capital-employed-[roce]", "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-capital-employed-%5Broce%5D&ticker=FHI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();