FEDERATED HERMES, INC. (FHI) SEC Filings

FEDERATED HERMES, INC. (FHI) is the issuer for a proposed resale of Class B shares under Rule 144 by Peter J. Germain. The notice covers 5,000 Class B shares to be sold through Kestra Financial on the NYSE with an aggregate market value of $275,800.

The shares relate to stock awards from November 16, 2022 (3,623 shares) and March 4, 2024 (1,377 shares), both granted as compensation. The form states there were no securities sold for this account during the past three months.

Federated Hermes, Inc. filed a Form 13F Holdings Report, indicating it is deemed, under Rule 13f-1(b), to share investment discretion over all reported positions together with several affiliated advisers. The report covers 7 other included managers and lists 4,004 reportable holdings with an aggregate information table value of $69,552,481,118. Affiliated managers such as Federated Investment Counseling, Federated Investment Management Company, Federated Equity Management Company of Pennsylvania, Federated Global Investment Management Corp, Federated MDTA LLC, and Hermes Investment Management Ltd each exercise investment discretion over designated subsets of these investments.

FEDERATED HERMES, INC. insider Saker Anwar Nusseibeh, CEO of Federated Hermes Limited, reported two sales of Class B Common Stock on August 4, 2026.

He sold 6,400 shares at a weighted average price of $64.1941 and 630 shares at $64.7589, totaling 7,030 shares.

Federated Hermes, Inc. (FHI) insider Saker Anwar Nusseibeh filed to potentially sell common stock under a Form 144. The filing lists 7,030 shares of common stock held through Morgan Stanley Smith Barney LLC Executive Financial Services, with a reported value of $451,640.24, and references prior restricted stock vesting under a registered plan for services rendered. It also notes a recent sale of 8,950 shares of common stock for $513,169.73 on June 8, 2026.

Federated Hermes, Inc. reported for the three months ended June 30, 2026 total revenue of $502,776 (dollars in thousands), up from $424,844 (dollars in thousands) a year earlier. Net income attributable to the company was $104,318 (dollars in thousands), or $1.38 per diluted share, compared with $91,000 (dollars in thousands), or $1.16. For the six-month period, revenue was $981,733 (dollars in thousands) and net income was $200,696 (dollars in thousands), with cash dividends per share of $0.72; the board later declared a further $0.38 dividend payable on August 14, 2026.

Total assets were $2,330,154 (dollars in thousands) at June 30, 2026, including cash and cash equivalents of $301,727 (dollars in thousands) and long-term debt of about $348.5 million. Operating activities provided $109,727 (dollars in thousands) of cash in the first half, while investing activities used $215,096 (dollars in thousands), largely reflecting the acquisition of an 80% interest in FCP Fund Manager, L.P. with total preliminary purchase price consideration of $272.8 (in millions). That transaction added $231.7 (in millions) of goodwill and $102.8 (in millions) of intangible assets and created redeemable noncontrolling interests of $68.2 (in millions). Federated Hermes ended June with $911.6 billion in assets under management, continued significant fee waivers of $220.3 (in millions) year-to-date, and repurchased about 2.3 million Class B shares for $124.9 million, while also disclosing ongoing legal and insurance matters that management does not currently expect to have a material adverse effect.

Federated Hermes reported solid Q2 2026 results, with earnings per diluted share of $1.38 versus $1.16 a year earlier and net income of $104.3 million versus $91.0 million. Revenue rose 18% to approximately $502.8 million, driven by higher average equity and money market assets and contributions from the FCP Fund Manager acquisition. Operating income increased to $132.9 million, up 13%, as operating expenses grew 20% to $369.9 million, mainly from higher distribution, compensation, foreign-exchange-related costs and acquisition-related expenses.

Total managed assets reached a record $911.6 billion at June 30, 2026, up 8% from $845.7 billion a year earlier and slightly above $907.1 billion at March 31, 2026. Equity assets hit a record $109.6 billion, up 23% year over year, while money market assets were $676.9 billion, up 7% year over year. Alternative/private markets assets increased to $21.6 billion, helped by $3.2 billion of assets acquired through the FCP transaction.

The board declared a quarterly dividend of $0.38 per share, payable August 14, 2026 to shareholders of record on August 7, 2026, up from $0.34 a year earlier. During Q2 2026, the company repurchased 1,119,805 Class B shares for $58.9 million. For the first half of 2026, revenue rose 16% to $981.7 million, and diluted EPS was $2.65 versus $2.40 in the prior-year period.

FEDERATED HERMES, INC. executive Stephen Van Meter, the VP and Chief Compliance Officer, reported an open-market sale of Class B Common Stock. He sold 1,682 shares at a price of $59.64 per share. After this transaction, he directly holds 31,207 shares of Federated Hermes stock.

FHI filed a Form 144 reporting 1,682 shares of Class B Common proposed for sale. The filing lists two restricted‑stock vesting entries: 565 shares vesting 08/01/2025 and 1,117 shares vesting 03/03/2026, each described as "Restricted Stock Vesting Under a Registered Plan" with the seller listed as "Issuer."

Federated Hermes, Inc. vice president Paul A. Uhlman sold 6,145 shares of Class B common stock in an open-market transaction at a weighted average price of $58.6695 per share. The sale on June 16, 2026 was made to satisfy tax obligations from the vesting of restricted stock.

After this transaction, Uhlman directly holds 296,821 shares, so the sale represents a small portion of his overall position.