Federated Hermes (FHI) Tax Rate (2009 - 2026)
Federated Hermes' (FHI) quarterly Tax Rate came in at 25.84% in Q2 2026, down 25.0% year-over-year from 34.45% in Q2 2025, and down 0.86% quarter-over-quarter from 26.06% in Q1 2026.
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Federated Hermes (FHI) Tax Rate (2009 - 2026) Analysis & Trends
Federated Hermes has disclosed Tax Rate across 18 years of filings, most recently posting 25.84% for Q2 2026.
- In Q2 2026, Tax Rate fell 25.0% year-over-year to 25.84%; the TTM figure through Jun 2026 stood at 24.92% (down 41.0% YoY), while the FY2025 annual figure was 24.37%, down 529.0% from the prior year.
- Tax Rate came in at 25.84% for Q2 2026 at Federated Hermes, down from 26.06% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 54.93% in Q2 2024 to a low of 17.99% in Q4 2022.
- Average Tax Rate over 5 years is 26.72%, with a median of 25.95% recorded in 2026.
- Year-over-year, Tax Rate soared 2754 bps in 2024 and sank 2884 bps in 2025.
- Over 5 years, Tax Rate stood at 17.99% in 2022, then soared by 48 bps to 26.64% in 2023, then retreated by 5 bps to 25.35% in 2024, then declined by 8 bps to 23.44% in 2025, then advanced by 10 bps to 25.84% in 2026.
- Per Business Quant data, the three most recent Tax Rate figures were 25.84% in Q2 2026, 26.06% in Q1 2026, and 23.44% in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.98 Bn | 151.11 Bn | - | 24.90% |
| 2 | Spdr Gold Trust | 143.46 Bn | -414.54 Bn | - | - |
| 3 | Ishares Gold Trust | 30.01 Bn | -30.09 Bn | - | - |
| 4 | World Gold Trust | 29.01 Bn | -74.06 Bn | - | - |
| 5 | Principal Financial | 24.83 Bn | -28.13 Bn | 1.91 Bn | 13.30% |
| 6 | iShares Silver Trust | 21.45 Bn | -6.76 Bn | - | - |
| 7 | Franklin Resources | 17.39 Bn | 13.67 Bn | - | 31.17% |
| 8 | Invesco | 14.41 Bn | 13.50 Bn | 1.79 Bn | 25.58% |
| 9 | Affiliated Managers | 9.35 Bn | 8.94 Bn | - | 22.77% |
| 10 | Federated Hermes | 4.39 Bn | 3.97 Bn | 381.01 Mn | 25.84% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 25.84% |
| Mar 31, 2026 | 26.06% |
| Dec 31, 2025 | 23.44% |
| Sep 30, 2025 | 24.39% |
| Jun 30, 2025 | 26.09% |
| Mar 31, 2025 | 23.67% |
| Dec 31, 2024 | 25.35% |
| Sep 30, 2024 | 26.35% |
| Jun 30, 2024 | 54.93% |
| Mar 31, 2024 | 27.89% |
| Dec 31, 2023 | 26.64% |
| Sep 30, 2023 | 26.47% |
| Jun 30, 2023 | 27.39% |
| Mar 31, 2023 | 22.72% |
| Dec 31, 2022 | 17.99% |
| Sep 30, 2022 | 24.26% |
| Jun 30, 2022 | 27.12% |
| Mar 31, 2022 | 24.39% |
| Dec 31, 2021 | 22.51% |
| Sep 30, 2021 | 23.97% |