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| Date | Value |
|---|---|
| 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% |