Federated Hermes (FHI) Return on Invested Capital [ROIC] (2009 - 2026)
Federated Hermes' Return on Invested Capital [ROIC] was 24.96% in Q2 2026, up 0.59 percentage points from 24.37% a year earlier and up 0.33 percentage points from the prior quarter.
Powered by 
Analysis
Federated Hermes (FHI) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025, Return on Invested Capital [ROIC] at Federated Hermes came in at 26.01%, up 8.59 percentage points from FY2024.
- Return on Invested Capital [ROIC] shows a five-year change of -0.76 percentage points (FY2020 to FY2025).
- In earlier years, Return on Invested Capital [ROIC] was 17.42% in FY2024 (-2.60 pp), 20.02% in FY2023 (+1.12 pp), 18.90% in FY2022 (-1.90 pp) and 20.79% in FY2021 (-5.98 pp).
- Quarterly Return on Invested Capital [ROIC] has moved between 16.74% (Q2 2024) and 25.23% (Q4 2025) over five years.
- Compared with a year earlier, Return on Invested Capital [ROIC] has increased for six straight quarters, with an average year-over-year change of +3.15 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Invested Capital [ROIC] over five years was Q2 2025 (a gain of 7.63 percentage points); the worst was Q1 2022 (a drop of 7.93 percentage points).
- Per Business Quant data, FHI's Return on Invested Capital [ROIC] in the three quarters before Q2 2026 was 24.63% (Q1 2026), 25.23% (Q4 2025) and 24.51% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 188.98 Bn | 145.51 Bn | - | 9.65% |
| 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 | - | 21.77% |
| 5 | Kkr | 90.40 Bn | 57.10 Bn | 1.76 Bn | -4.58% |
| 6 | Brookfield Asset Management | 85.45 Bn | 80.34 Bn | - | 39.58% |
| 7 | Apollo Global Management | 72.50 Bn | 89.29 Bn | 4.14 Bn | 1.14% |
| 8 | Wheaton Precious Metals | 62.02 Bn | 62.02 Bn | 538.50 Mn | 22.20% |
| 9 | Ares Management | 50.21 Bn | 48.79 Bn | 376.28 Mn | -19.43% |
| 10 | Federated Hermes | 4.84 Bn | 2.59 Bn | - | 25.15% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 25.15% |
| Jun 30, 2026 | 24.96% |
| Mar 31, 2026 | 24.63% |
| Dec 31, 2025 | 25.23% |
| Sep 30, 2025 | 24.51% |
| Jun 30, 2025 | 24.37% |
| Mar 31, 2025 | 19.78% |
| Dec 31, 2024 | 17.69% |
| Sep 30, 2024 | 17.70% |
| Jun 30, 2024 | 16.74% |
| Mar 31, 2024 | 19.68% |
| Dec 31, 2023 | 19.64% |
| Sep 30, 2023 | 18.08% |
| Jun 30, 2023 | 17.95% |
| Mar 31, 2023 | 18.28% |
| Dec 31, 2022 | 18.68% |
| Sep 30, 2022 | 19.99% |
| Jun 30, 2022 | 19.49% |
| Mar 31, 2022 | 18.27% |
| Dec 31, 2021 | 20.05% |
API Access
Federated Hermes Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=FHI&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=FHI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();