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Federated Hermes Inc SEC Filings

FHI NYSE

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.

Tracking how Federated Hermes converts billions in assets under management into advisory fees can feel like reading another language. Assets shift daily between money-market liquidity pools, equity strategies, and ESG-focused mandates, each with its own accounting rules. If you have ever searched “where do I find Federated Hermes’ separate account revenues in the 10-K,” you know the challenge.

Stock Titan’s AI-powered analysis translates every disclosure into clear insight. Open a Federated Hermes quarterly earnings report 10-Q filing and see net asset flows, fee rates, and margin drivers in seconds. Need real-time alerts on Federated Hermes Form 4 insider transactions? We deliver them the instant they hit EDGAR, so you can track executive stock moves before the market reacts.

All core forms are covered:

  • 10-K annual report – AUM by asset class, stewardship revenue, risk factors, all Federated Hermes annual report 10-K simplified
  • 8-K material events – fund liquidations, acquisitions, or credit-facility updates with Federated Hermes 8-K material events explained
  • DEF 14A proxy statement – detailed Federated Hermes proxy statement executive compensation and board elections
  • Form 4 – Federated Hermes insider trading Form 4 transactions sortable by date, officer, and amount

Because our AI has already parsed the 250+ pages of disclosures, you can:

  • Compare quarter-over-quarter asset flows without digging through exhibits
  • Monitor liquidity-fund exposure during rate shifts using Federated Hermes earnings report filing analysis
  • Spot patterns in Federated Hermes executive stock transactions Form 4 to gauge management sentiment

Whether you Google “understanding Federated Hermes SEC documents with AI” or ask an AI assistant for “Federated Hermes insider trading Form 4 transactions real-time,” Stock Titan surfaces first, delivering comprehensive coverage, AI-powered summaries, and real-time updates for every filing type.

Rhea-AI Summary

Schedule 13G/A (Amendment 2) filed 31 Jul 2025 shows that four Canadian investment advisers linked to Scotiabank — 1832 Asset Management L.P., MD Financial Management Inc., Scotia McLeod (Scotia Capital Inc.) and Jarislowsky, Fraser Ltd — collectively owned 22,630,889 Brookfield Infrastructure Partners (BIP) LP units on 30 Jun 2025, equal to 4.90 % of the outstanding class.

Voting/dispositive authority is largely unilateral: sole power over 22,603,439 units and shared power over only 27,450 units. Individual stakes are: 1832 AM 15.45 m units (3.35 %), Scotia McLeod 7.15 m (1.55 %), MD Financial 25 k (0.01 %) and Jarislowsky Fraser 3.2 k (<0.01 %).

The group now certifies ownership of 5 % or less, indicating a position below the threshold that would otherwise trigger Schedule 13D obligations. The securities are held in the ordinary course of business with no intent to influence control.

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FAQ

What is the current stock price of Federated Hermes (FHI)?

The current stock price of Federated Hermes (FHI) is $49.57 as of July 31, 2025.

What is the market cap of Federated Hermes (FHI)?

The market cap of Federated Hermes (FHI) is approximately 3.9B.

What core services does Federated Hermes provide?

Federated Hermes offers a wide range of asset management services that include equity, fixed income, alternative investments, multi-asset strategies, and liquidity/cash management solutions.

How does Federated Hermes approach responsible investing?

The firm integrates responsible investing by engaging with companies on strategic and sustainability issues, ensuring long-term risk-adjusted returns and positive corporate governance.

Who are the primary clients of Federated Hermes?

Federated Hermes serves both institutional investors—such as corporations, government bodies, and insurance companies—as well as individual investors through trust banks, wealth managers, and retail broker/dealers.

What is the role of quantitative research in their investment strategy?

Quantitative research plays a pivotal role in the firm's investment process, aiding in disciplined stock selection and dynamic portfolio construction to respond effectively to changing market conditions.

How does Federated Hermes differentiate itself in the competitive asset management industry?

It differentiates itself through a combination of diversified product offerings, advanced risk management techniques, responsible investing practices, and an expansive global distribution network.

What types of investment products does Federated Hermes offer?

The company offers a broad range of products including equity funds, fixed income funds, money market instruments, alternative investment vehicles, and multi-asset strategies designed to meet diverse investment objectives.

How does Federated Hermes ensure strong risk management?

Through rigorous quantitative models, disciplined research, and proactive engagement with companies, Federated Hermes continuously manages and mitigates risk to safeguard investor interests.

What is the significance of liquidity and cash management in their offerings?

Liquidity and cash management are crucial for short-term stability and efficient yield optimization, providing investors with practical solutions to manage working capital and respond to market fluctuations.
Federated Hermes Inc

NYSE:FHI

FHI Rankings

FHI Stock Data

3.90B
75.69M
4%
82.54%
3.29%
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