Federated Hermes (FHI) Return on Equity [ROE] (2010 - 2026)
Federated Hermes (FHI) reported Return on Equity [ROE] of 33.89% for Q2 2026, down 0.34 percentage points from 34.22% a year earlier but up 0.06 percentage points from the prior quarter.
Federated Hermes (FHI) Return on Equity [ROE] (2010 - 2026) Analysis & Trends
For FY2025, Federated Hermes posted Return on Equity [ROE] of 36.13%, up 11.99 percentage points from FY2024.
- Return on Equity [ROE] has a five-year change of +5.28 percentage points (FY2020 to FY2025).
- By year, Return on Equity [ROE] came in at 24.15% in FY2024 (-3.89 pp), 28.04% in FY2023 (+6.32 pp), 21.72% in FY2022 (-2.47 pp) and 24.19% in FY2021 (-6.66 pp).
- Five-year quarterly Return on Equity [ROE] spans a low of 23.26% in Q1 2022 and a high of 34.74% in Q4 2025.
- Year over year, Return on Equity [ROE] gained in six of the last eight quarters, with an average year-over-year change of +4.16 percentage points.
- The high point for year-over-year Return on Equity [ROE] in five years was Q2 2025 (a gain of 10.70 percentage points); the low point was Q1 2022 (a drop of 7.03 percentage points).
- Per Business Quant data, the three quarters before Q2 2026 came in at 33.83% (Q1 2026), 34.74% (Q4 2025) and 33.94% (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.03 Bn | 110.39 Bn | - | 12.43% |
| 2 | Spdr Gold Trust | 134.08 Bn | -423.92 Bn | - | 16.25% |
| 3 | Blackstone | 84.38 Bn | 79.31 Bn | - | 33.23% |
| 4 | Brookfield | 81.99 Bn | -83.40 Bn | 4.47 Bn | 3.12% |
| 5 | Kkr | 81.98 Bn | 48.46 Bn | - | 7.09% |
| 6 | Brookfield Asset Management | 71.20 Bn | 67.45 Bn | - | 34.49% |
| 7 | Apollo Global Management | 66.86 Bn | 4.54 Bn | 10.56 Bn | 10.61% |
| 8 | Wheaton Precious Metals | 60.68 Bn | 56.11 Bn | 687.86 Mn | 21.60% |
| 9 | Franco Nevada | 45.90 Bn | 43.27 Bn | 451.00 Mn | 23.59% |
| 10 | Federated Hermes | 4.22 Bn | 1.86 Bn | - | 33.89% |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 33.89% |
| Mar 31, 2026 | 33.83% |
| Dec 31, 2025 | 34.74% |
| Sep 30, 2025 | 33.94% |
| Jun 30, 2025 | 34.22% |
| Mar 31, 2025 | 27.38% |
| Dec 31, 2024 | 24.64% |
| Sep 30, 2024 | 25.77% |
| Jun 30, 2024 | 23.52% |
| Mar 31, 2024 | 27.10% |
| Dec 31, 2023 | 27.36% |
| Sep 30, 2023 | 25.10% |
| Jun 30, 2023 | 24.43% |
| Mar 31, 2023 | 23.36% |
| Dec 31, 2022 | 23.26% |
| Sep 30, 2022 | 25.16% |
| Jun 30, 2022 | 24.67% |
| Mar 31, 2022 | 23.26% |
| Dec 31, 2021 | 23.49% |
| Sep 30, 2021 | 25.57% |
Federated Hermes Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=FHI&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=FHI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();