Welcome to our dedicated page for Federated Hermes SEC filings (Ticker: FHI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Federated Hermes, Inc. (NYSE: FHI) SEC filings page provides access to the company’s official regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Federated Hermes is a Pennsylvania-incorporated global active investment manager, and its filings document material events, financial results and significant agreements affecting the business.
Among the most relevant documents for FHI are its current reports on Form 8-K. Recent 8-K filings include earnings releases reporting quarterly financial and operating results, with details on revenue, operating expenses, nonoperating income, net income and earnings per share. These filings also describe how revenue is derived from money market, equity, fixed-income and alternative/private markets and multi-asset assets, and provide context on assets under management across these categories.
Other 8-Ks cover material definitive agreements and strategic transactions, such as the Sale and Purchase Agreement under which Federated Hermes agreed to acquire an 80% interest in FCP Fund Manager, L.P., a U.S. real estate investment manager. The related filing outlines the structure of the transaction, purchase price components, conditions to closing and governance arrangements, offering insight into how Federated Hermes is expanding its private markets and real estate capabilities.
Federated Hermes also uses 8-K filings to disclose leadership and governance changes, including executive succession at the Federated Advisory Companies and Federated Securities Corp., and changes in board roles. These filings provide formal notice of transitions in key management positions and board composition.
On Stock Titan, FHI filings are updated as they become available from EDGAR. AI-powered tools can help summarize lengthy documents such as earnings releases and transaction-related exhibits, highlighting key figures, asset mix information and major contractual terms. Users can review Forms 10-K and 10-Q for comprehensive annual and quarterly reporting, and Forms 8-K for event-driven updates, while AI-generated insights assist in understanding how developments in assets under management, revenue composition, expenses and strategic deals may shape Federated Hermes’ business profile over time.
Federated Hermes, Inc. reports Q1 2026 results and details major strategic moves. Revenue reached $478.957 million versus $423.540 million a year earlier, while net income attributable to the company was $96.378 million, or $1.27 per share.
Assets under management were $907.1 billion as of March 31, 2026. The company repurchased about 1.2 million Class B shares for $66.0 million and paid a quarterly dividend of $0.34 per share, with a $0.38 dividend declared for May 2026. Fee waivers totaled $110.1 million, mainly in money market funds.
Federated Hermes completed the acquisition of an 80% interest in real estate manager FCP for $216.0 million in cash plus Class B stock valued at $23.1 million, with up to $82.0 million of potential contingent payments. The firm also refinanced its $350 million revolving credit facility and highlights extensive ongoing U.S. regulatory developments.
FEDERATED HERMES, INC. executive Bryan M. Burke, a Vice President, reported his initial holdings on a Form 3. He holds 54,995 shares of Class B Common Stock as of April 30, 2026, all listed as direct ownership. The filing does not show any recent purchases or sales, only the existing position.
Federated Hermes, Inc. reported Q1 2026 results highlighted by record assets under management of $907.1 billion, up 8% from a year earlier, and record money market assets of $684.7 billion. Equity assets reached a record $100.8 billion, 25% higher than a year ago.
Earnings per diluted share were $1.27 versus $1.25 in Q1 2025, on net income of $96.4 million compared with $101.1 million, as the prior-year quarter benefited from a one‑time U.K. VAT refund. Total revenue rose 13% to $478.9 million while operating expenses increased 21%.
The board declared a quarterly dividend of $0.38 per share, an 11.8% increase from the previous quarter, payable May 15, 2026. During Q1 2026 the company repurchased about 1.19 million Class B shares for $66.0 million. Average managed assets were $915.6 billion, up 9% year over year, with revenue derived 54% from money market strategies and 45% from long‑term products.
Vanguard Portfolio Management reported beneficial ownership of 4,603,965 shares of Federated Hermes Inc Common Stock, representing 6.06% of the class as of 03/31/2026. The filing states Vanguard has sole dispositive power over these shares and no sole or shared voting power.
Federated Hermes, Inc. has completed its acquisition of an 80% interest in FCP Fund Manager, a privately held U.S. multifamily real estate investment manager with client assets of $3.5 billion as of December 31, 2025. The aggregate purchase price is up to $331 million, including $215.8 million in cash, $23.2 million in Federated Hermes Class B common stock, and potential contingent consideration of up to $92 million over multiple periods.
FCP has invested in, operated, and/or financed more than $14.8 billion in gross asset value, including over 75,000 multifamily units across 19 priority U.S. markets. The deal supports Federated Hermes’ strategy to expand its private markets and alternatives platform, which included $19.1 billion in Alternatives and $5.3 billion in UK real estate assets under management as of December 31, 2025, within its broader $902.6 billion in assets under management.
Federated Hermes Inc filing shows The Vanguard Group reports 0 shares beneficially owned of Common Stock, representing 0% of the class. The filing states this follows an internal realignment on January 12, 2026 and disaggregation of subsidiary/business-division holdings in reliance on SEC Release No. 34-39538.
The filing is signed by Ashley Grim, Head of Global Fund Administration, on 03/26/2026.
Federated Hermes, Inc. is furnishing this Information Statement for its Annual Meeting to be held by teleconference on April 30, 2026. Shareholders may call 888-506-0062 (domestic) or 973-528-0011 (international) to participate.
The meeting agenda includes the election of six directors and the proposal to amend the Stock Incentive Plan to reserve an additional 5,000,000 shares of Class B Common Stock for issuance under the Plan. The Company discloses it is a controlled company: as of the record date March 2, 2026, 9,000 shares of Class A Common Stock were outstanding and held by the Voting Trust, which will vote those shares at the Annual Meeting.
FEDERATED HERMES, INC. vice president, CFO and treasurer Thomas R. Donahue reported an open-market sale of 30,000 shares of Class B common stock on March 13, 2026, at a weighted average price of $57.1029 per share across 222 individual trades.
Following this sale, Donahue directly holds 591,492 shares of Class B common stock. As of the same date, he also reports various indirect holdings, including shares held through grantor trusts, MaxFund Partners, L.P., a 401(k) plan, Maxfund, Inc., and by his spouse.
Federated Hermes, Inc. vice president Paul A. Uhlman reported open-market sales of Class B common stock. On March 12, 2026, he sold 62,105 shares at a weighted average price of $56.1507 and 10,287 shares at $56.7236, totaling 72,392 shares. The weighted average prices reflect multiple trades in ranges of $55.58–$56.56 and $56.59–$56.86. After these transactions, he directly owns 263,987 Class B shares.
Paul Uhlman reports a sale of Class B Common stock of FHI totaling 11,739 shares.
The sale is dated 03/05/2026 with an aggregate amount of $663,595.10. The filing also lists multiple restricted stock vesting grants issued by the company with specific vesting dates and share counts.