STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
260
13F, latest reported quarter
What the filings say about FHI
Insiders, 180 days
-$2.3M net sold
5 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$727.4K
2 notices
Federated Hermes insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, FEDERATED HERMES, INC. insiders sold a net $2.3M of stock across 147 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
15 earlier Form 4 trades (code P or S) here by this insider (15 sales), the last on May 26, 2026.
The trade is 2.4% of the 207,059 shares held after it.
1 other insider sold within 30 days.
260 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, CLO & Sec. Germain Peter J sold about $315.9K of FHI on Aug 20, 2026; 1 other insider sold within 30 days and 260 funds added in the latest 13F quarter.
26 earlier Form 4 trades (code P or S) here by this insider (26 sales), the last on Jun 8, 2026.
The trade is 4.4% of the 144,876 shares held after it.
1 other insider sold within 30 days.
260 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CEO, Federated Hermes Limited Nusseibeh Saker Anwar sold about $410.8K of FHI on Aug 4, 2026; 1 other insider sold within 30 days and 260 funds added in the latest 13F quarter.
26 earlier Form 4 trades (code P or S) here by this insider (26 sales), the last on Jun 8, 2026.
The trade is 0.4% of the 144,246 shares held after it.
1 other insider sold within 30 days.
260 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CEO, Federated Hermes Limited Nusseibeh Saker Anwar sold about $40.8K of FHI on Aug 4, 2026; 1 other insider sold within 30 days and 260 funds added in the latest 13F quarter.
22 earlier Form 4 trades (code P or S) here by this insider (22 sales), the last on Mar 5, 2026.
The trade is 5.4% of the 31,207 shares held after it.
3 other insiders sold within 30 days.
260 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: VP, Chief Compliance Officer Van Meter Stephen sold about $100.3K of FHI on Jun 23, 2026; 3 other insiders sold within 30 days and 260 funds added in the latest 13F quarter.
23 earlier Form 4 trades (code P or S) here by this insider (23 sales), the last on May 26, 2026.
The trade is 2.1% of the 296,821 shares held after it.
3 other insiders sold within 30 days.
260 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Vice President Uhlman Paul A sold about $360.5K of FHI on Jun 16, 2026; 3 other insiders sold within 30 days and 260 funds added in the latest 13F quarter.
147 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Nobody has filed for crossing 5%. That is a fact, not missing data.
FHI planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Germain Peter J
Filed 2026-08-20
$275.8K
SAKER ANWAR NUSSEIBEH
Filed 2026-08-04
$451.6K
STEPHEN VAN METER
Filed 2026-06-23
$100.3K
FHI mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Porter & Company Porter Portfolio Index ETF
$954.9K position · as of 2026-06-30
8.2%
Royce Small-Cap Special Equity Fund
$16.6M position · as of 2026-06-30
3.5%
Invesco Dorsey Wright Financial Momentum ETF
$1.3M position · as of 2026-07-31
2.2%
Aztlan Global Stock Selection DM SMID ETF
$794.1K position · as of 2026-07-31
2.1%
Inspire Growth ETF
$2.8M position · as of 2026-05-31
1.7%
Keeley Gabelli Small Cap Dividend Fund
$4.6M position · as of 2026-06-30
1.6%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $2.3M sold by insiders over 180 days, 260 funds added last quarter, $727.4K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
TTM operating cash flow over long-term debt only, 2026-06-30
Cash flow to debt FHI
FY Dec 2025
0.85x
FY Dec 2024
1.00x
FY Dec 2023
0.90x
FY Dec 2022
0.93x
FY Dec 2021
0.76x
Jun 2026
1.07x
Mar 2026
0.90x
Dec 2025
0.85x
Sep 2025
0.75x
Jun 2025
0.80x
Mar 2025
1.00x
Dec 2024
1.00x
Sep 2024
1.00x
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+34.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity FHI
FY Dec 2025
+35.2%
FY Dec 2024
+24.1%
FY Dec 2023
+27.5%
FY Dec 2022
+22.2%
FY Dec 2021
+24.0%
Jun 2026
+34.8%
Mar 2026
+35.0%
Dec 2025
+35.2%
Sep 2025
+33.6%
Jun 2025
+34.2%
Mar 2025
+26.5%
Dec 2024
+24.1%
Sep 2024
+24.3%
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+18.4%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets FHI
FY Dec 2025
+18.7%
FY Dec 2024
+12.8%
FY Dec 2023
+14.5%
FY Dec 2022
+11.9%
FY Dec 2021
+13.3%
Jun 2026
+18.4%
Mar 2026
+19.2%
Dec 2025
+18.7%
Sep 2025
+18.1%
Jun 2025
+17.9%
Mar 2025
+14.4%
Dec 2024
+12.8%
Sep 2024
+12.9%
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+32.9%
operating income after a 24.9% effective tax rate, over long-term debt only, 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital FHI
FY Dec 2025
+40.9%
FY Dec 2024
+25.0%
FY Dec 2023
+26.7%
FY Dec 2022
+22.6%
FY Dec 2021
+24.5%
Jun 2026
+32.9%
Mar 2026
+36.8%
Dec 2025
+40.9%
Sep 2025
+35.2%
Jun 2025
+32.7%
Mar 2025
+26.1%
Dec 2024
+25.0%
Sep 2024
+23.3%
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+26.2%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed FHI
FY Dec 2025
+27.7%
FY Dec 2024
+20.0%
FY Dec 2023
+21.7%
FY Dec 2022
+19.2%
FY Dec 2021
+20.7%
Jun 2026
+26.2%
Mar 2026
+27.6%
Dec 2025
+27.7%
Sep 2025
+26.4%
Jun 2025
+26.1%
Mar 2025
+21.6%
Dec 2024
+20.0%
Sep 2024
+19.6%
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
10.60x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing FHI
FY Dec 2025
10.15x
FY Dec 2024
12.93x
FY Dec 2023
9.93x
FY Dec 2022
13.65x
FY Dec 2021
13.67x
Jun 2026
10.28x
Mar 2026
11.01x
Dec 2025
10.15x
Sep 2025
10.86x
Jun 2025
9.85x
Mar 2025
11.52x
Dec 2024
12.93x
Sep 2024
11.82x
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no share count filed
Enterprise value FHI
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
no share count filed
FCF yield FHI
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.55x
P/E over trailing EPS growth of 19%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing FHI
FY Dec 2025
0.17x
FY Dec 2024
n/a
FY Dec 2023
0.35x
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
0.53x
Mar 2026
0.24x
Dec 2025
0.17x
Sep 2025
0.20x
Jun 2025
0.18x
Mar 2025
20.27x
Dec 2024
n/a
Sep 2024
12.14x
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
FHI ranks highest on profitability (90th percentile) and financial health (70th), and lowest on insider conviction (20th), among Financial Services peers.
Profitability
90
Inputs
Return on equity+34.8% · 90 pct, sector of 205
Return on assets+18.4% · 90 pct, sector of 266
Return on invested capital+32.9% · 83 pct, sector of 30
Return on capital employed+26.2% · 97 pct, sector of 88
Financial health
70
Inputs
Debt to equity0.28x · 55 pct, sector of 181
Cash flow to debt1.07x · 85 pct, sector of 141
Growth
35
Inputs
Revenue growth, YoY+10.3% · 50 pct, sector of 245
Backlog growth, YoY-21.8% · 19 pct, universe of 855
Insider conviction
20
Inputs
Net Form 4 buying (codes P and S), 180d-$2.3M · 41 pct, sector of 160
Insider buyers, 180d0 · 0 pct, sector of 164
Institutional and government
51
Inputs
Funds adding, latest quarter260 · 84 pct, sector of 278
Congress net buyers, 365dno Congress trades in 365 days
Federal contracts, 180dno federal contracts in 180 days
Lobbying spend, 4 quarters$170K · 18 pct, sector of 40
Risk and compliance
29
Inputs
Short interest, % of float+6.3% · 34 pct, sector of 388
Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
New text in Risk Factors, latest 10-K+27.2% · 25 pct, sector of 175
1 not measured: US patents
US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
FHI filings, in plain words
Are Federated Hermes insiders buying or selling FHI?
In the 180 days to 2026-10-28, Federated Hermes insiders were net sellers, a net $2.3M across purchases and sales reported on Form 4, by 5 sellers.
Are there planned insider sales of FHI?
Yes. 2 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $727.4K of stock; the latest, by Germain Peter J, was filed 2026-08-20.
Read the full summary
In the 180 days to 2026-10-28, Federated Hermes insiders were net sellers of FHI, a net $2.3M across purchases and sales reported on Form 4 by 5 sellers. None of the 10 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 2 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $727.4K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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