Federated Hermes (FHI) Tax Rate (2009 - 2026)

Federated Hermes (FHI) reported Tax Rate of 26.06% for Q1 2026, up 239.0% on a YoY basis from 7.69% in Q1 2025, and up 11.07% sequentially from 23.47% in Q4 2025.

Federated Hermes (FHI) Tax Rate (2009 - 2026) Analysis & Trends

Federated Hermes (FHI) has 18 years of Tax Rate data on file, last reported at 26.06% in Q1 2026.

  • For the quarter ending Q1 2026, Tax Rate rose 239.0% year-over-year to 26.06%; the trailing twelve-month figure through Mar 2026 stood at 24.96% (down 316.0% YoY), and the FY2025 full-year result was 24.37%, down 529.0% from the prior year.
  • Tax Rate grew to 26.06% in Q1 2026, from 23.47% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 54.86% in Q2 2024 to a low of 17.99% in Q4 2022.
  • A 5-year average of 26.77% and a median of 26.06% in 2026 frame the typical range for Tax Rate.
  • Across the five-year window, Tax Rate jumped 2746 bps in 2024 and sank 2877 bps in 2025, its largest moves.
  • Tracing FHI's Tax Rate over 5 years: stood at 17.99% in 2022, then surged by 48 bps to 26.65% in 2023, then retreated by 5 bps to 25.35% in 2024, then fell by 7 bps to 23.47% in 2025, then increased by 11 bps to 26.06% in 2026.
  • Business Quant data shows FHI's Tax Rate at 26.06% in Q1 2026, 23.47% in Q4 2025, and 24.39% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -1.22%
2 BlackRock 161.01 Bn 148.08 Bn - 18.16%
3 Blackstone 97.77 Bn 96.72 Bn - 13.55%
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 598.59%
5 State Street 51.30 Bn 51.30 Bn - 21.16%
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 20.02%
7 Northern Trust 32.93 Bn 32.93 Bn - 24.99%
8 Raymond James Financial 32.59 Bn 17.67 Bn - 25.99%
9 Price T Rowe 24.70 Bn 21.13 Bn - 23.43%
10 Federated Hermes 4.16 Bn 3.70 Bn 353.21 Mn 26.06%

Historic Data

Download Data
DateValue
Mar 31, 2026 26.06%
Mar 31, 2026 26.06%
Mar 31, 2026 26.06%
Dec 31, 2025 23.47%
Dec 31, 2025 23.47%
Dec 31, 2025 23.47%
Sep 30, 2025 24.39%
Sep 30, 2025 24.39%
Sep 30, 2025 24.39%
Jun 30, 2025 26.09%
Jun 30, 2025 26.09%
Jun 30, 2025 26.09%
Mar 31, 2025 23.67%
Mar 31, 2025 23.67%
Mar 31, 2025 23.67%
Dec 31, 2024 25.35%
Dec 31, 2024 25.35%
Dec 31, 2024 25.35%
Sep 30, 2024 26.31%
Sep 30, 2024 26.31%