Federated Hermes, Inc. files annual report on Form 10-K with U.S. Securities and Exchange Commission

Rhea-AI Summary

Federated Hermes (NYSE: FHI) filed its annual report on Form 10-K with the U.S. Securities and Exchange Commission for the fiscal year ended Dec. 31, 2025.

The company reports $902.6 billion in assets under management as of Dec. 31, 2025, serves more than 11,000 institutions and intermediaries, and has over 2,000 employees with headquarters in Pittsburgh.

Key Figures

Assets under management: $902.6 billion Client count: More than 11,000 institutions and intermediaries Employee count: More than 2,000 employees +1 more

4 metrics

Assets under management $902.6 billion As of Dec. 31, 2025

Client count More than 11,000 institutions and intermediaries Global client base

Employee count More than 2,000 employees Global workforce headquartered in Pittsburgh

Fiscal year end Dec. 31, 2025 Form 10-K reporting period

Market Reality Check

Price: $56.01 Vol: Volume 746,364 is slightl...

normal vol

$56.01 Last Close

Volume Volume 746,364 is slightly above the 20-day average of 719,760, indicating typical interest around this filing. normal

Technical Shares at $56.01 are trading above the 200-day MA of $49.95 and sit 2.11% below the $57.22 52-week high.

Peers on Argus

FHI is up 0.99% while key asset-management peers like AB (-0.51%), VCTR (-2.3%),...

FHI is up 0.99% while key asset-management peers like AB (-0.51%), VCTR (-2.3%), APAM (-1.06%), and GBDC (-1.4%) are down, suggesting a company-specific reaction to the 10-K filing rather than a sector-wide move.

Historical Context

5 past events · Latest: Feb 17 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 17	Fund data update	Neutral	-1.0%	Published month-end portfolio composition and performance for FMN and restated AUM.
Feb 10	Dividend declaration	Positive	+1.9%	FMN declared a tax-free dividend per share with set record and pay dates.
Feb 02	Leadership change	Positive	-1.7%	Promotion of Mark Weiss to lead Prime Liquidity Group overseeing large money market AUM.
Jan 29	Earnings and AUM	Positive	+0.5%	Reported record AUM, strong Q4 and 2025 EPS, dividend, and substantial share repurchases.
Jan 15	Fund data update	Neutral	+2.1%	Released FMN month-end portfolio data and reiterated prior AUM level for the firm.

Pattern Detected

Recent news has been dominated by AUM milestones, fund data updates, and capital return, with mostly modest positive price reactions and one negative response to a management change announcement.

Recent Company History

Over the last few months, Federated Hermes reported record managed assets of $902.6 billion, strong Q4 and full‑year 2025 EPS, and continued capital return via dividends and share repurchases (6,192,433 Class B shares for $263.4 million). It also regularly updated portfolio data for municipal income funds and announced leadership changes overseeing $242.7 billion in prime liquidity strategies. Today’s 10‑K filing formalizes many of these already-disclosed metrics, fitting into this steady disclosure pattern.

Market Pulse Summary

This announcement centers on filing the annual Form 10‑K, which consolidates previously disclosed in...

Analysis

This announcement centers on filing the annual Form 10‑K, which consolidates previously disclosed information such as record assets under management of $902.6 billion for the year ended Dec. 31, 2025. It follows recent earnings, fund data releases, and regulatory filings. Investors may focus on details within the 10‑K around profitability, risk disclosures, and litigation updates to complement the strong AUM backdrop and ongoing capital‑return activities.

Key Terms

form 10-k, u.s. securities and exchange commission, edgar, assets under management

4 terms

form 10-k regulatory

"today filed its annual report on Form 10-K with the U.S. Securities"

A Form 10-K is a comprehensive report that publicly traded companies are required to file annually with regulators. It provides a detailed overview of a company's financial health, operations, and risks, similar to a detailed health report. Investors use this information to assess the company's performance and make informed decisions about buying or selling its stock.

u.s. securities and exchange commission regulatory

"report on Form 10-K with the U.S. Securities and Exchange Commission for"

The U.S. Securities and Exchange Commission is a government agency responsible for overseeing the stock market and protecting investors. It sets rules to ensure that companies share truthful information and that trading is fair, helping to maintain trust in the financial system. This oversight is important because it helps prevent fraud and ensures that investors can make informed decisions.

edgar regulatory

"its other SEC filings on its website, either directly or via a link to EDGAR."

EDGAR is a system used by companies to share important financial and business information with the public. It functions like an online filing cabinet where investors can access official reports and documents that help them understand a company's financial health and operations. This transparency allows investors to make more informed decisions, much like checking a company's report card before investing.

assets under management financial

"leader in active investment management, with $902.6 billion in assets under management"

Assets under management (AUM) is the total value of all the investments that a financial company or fund is responsible for overseeing on behalf of its clients. It’s like a big bucket that shows how much money the firm is managing for people or organizations. A higher AUM often indicates a larger, more trusted company, and it can influence how much money they earn and the services they can offer.

AI-generated analysis. Not financial advice.

PITTSBURGH, Feb. 27, 2026 /PRNewswire/ -- Federated Hermes, Inc. (NYSE: FHI), a global leader in active investing, today filed its annual report on Form 10-K with the U.S. Securities and Exchange Commission for the fiscal year ended Dec. 31, 2025.

Federated Hermes makes available all of its annual report documents and provides access to its other SEC filings on its website, either directly or via a link to EDGAR. For more information visit the About section of FederatedHermes.com/us and select SEC Filings.

Federated Hermes, Inc. (NYSE: FHI) is a global leader in active investment management, with $902.6 billion in assets under management, as of Dec. 31, 2025. We deliver investment solutions that help investors target a broad range of outcomes and provide equity, fixed-income, alternative/private markets, multi-asset and liquidity management strategies to more than 11,000 institutions and intermediaries worldwide. Our clients include corporations, government entities, insurance companies, foundations and endowments, banks and broker/dealers. Headquartered in Pittsburgh, Federated Hermes has more than 2,000 employees in London, New York, Boston and offices worldwide. For more information, visit FederatedHermes.com/us.

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View original content:https://www.prnewswire.com/news-releases/federated-hermes-inc-files-annual-report-on-form-10-k-with-us-securities-and-exchange-commission-302700006.html

SOURCE Federated Hermes, Inc.

FAQ

What did Federated Hermes (FHI) file on Feb. 27, 2026?

Federated Hermes filed its annual report on Form 10-K for the fiscal year ended Dec. 31, 2025. According to the company, the filing and related annual-report documents are available on its website and via EDGAR for investor review and regulatory disclosure.

How much assets under management did Federated Hermes (FHI) report for 2025?

Federated Hermes reported $902.6 billion in assets under management as of Dec. 31, 2025. According to the company, this AUM figure covers equity, fixed-income, alternative/private markets, multi-asset and liquidity strategies across its client base.

Where can investors access Federated Hermes (FHI) annual report and SEC filings?

Investors can access the Form 10-K and other SEC filings on the company's investor website or via EDGAR. According to Federated Hermes, annual report documents are available in the About section under SEC Filings for direct download or links.

What client and employee details did Federated Hermes (FHI) disclose in the 2025 10-K?

The company disclosed it serves more than 11,000 institutions and intermediaries and has over 2,000 employees. According to Federated Hermes, clients include corporations, governments, insurers, foundations, banks and broker/dealers worldwide.

Does the Federated Hermes (FHI) 10-K specify its corporate headquarters and major offices?

Yes. The filing identifies Pittsburgh as the company headquarters and notes major offices in London, New York and Boston. According to the company, it operates globally with staff and offices across multiple regions to support clients.