Every 8-K that Federated Hermes Inc (FHI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow FHI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full FHI filings page.
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. 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.
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. disclosed that its London-based subsidiary Hermes GPE LLP and Hermes Infrastructure II GP LLP have been sued in the U.K. High Court by Aberdeen City Council as administering authority for the Aberdeen City Council Pension Fund. The case concerns the Fund’s 2019 investment in the Swedish “Ventus Portfolio” of five onshore wind farms.
According to the claimant’s filing, derivative claims on behalf of the Fund’s general partner seek approximately £87 million of alleged diminished value in the Ventus Portfolio (about $120 million), plus other unquantified damages, while direct claims seek about 38.1% of that amount (about $46 million). Federated Hermes and the involved entities deny the allegations, state they believe the claims lack merit, and intend to vigorously defend the case. Based on information currently available, Federated Hermes does not believe the matter will have a material adverse effect on its consolidated financial position, results of operations, or cash flows and has notified its insurers under the applicable policy.
Federated Hermes, Inc. filed a current report to note that it issued an earnings press release for its fourth quarter 2025 results. The company states that this press release, dated January 29, 2026, is attached as Exhibit 99.1 to the report.
The filing also lists an Exhibit 104 cover page interactive data file embedded within the Inline XBRL document. The report is signed on behalf of Federated Hermes, Inc. by Chief Financial Officer Thomas R. Donahue.
Federated Hermes, Inc. announced a planned leadership transition in its advisory and distribution businesses. Effective April 30, 2026, named executive officer John B. Fisher, currently Vice President of Federated Hermes and President and CEO of the Federated Advisory Companies, will step back from full-time responsibilities and will no longer serve as an executive officer. He will continue to be actively involved in several major strategic initiatives as Chairman of the Federated Advisory Companies.
Paul A. Uhlman, a long-tenured executive with 35 years at the firm and currently Vice President of Federated Hermes and President, Federated Securities Corp., will become President and CEO of the Federated Advisory Companies and remain an executive officer. Bryan M. Burke, with 23 years at the company and currently National Sales Director, Strategic Solutions, and Executive Vice President, Federated Securities Corp., will become President, Federated Securities Corp., and a Vice President and executive officer of Federated Hermes. Mr. Fisher will remain on the Board during the transition but will not stand for re-election at the next Annual Meeting, when Mr. Uhlman will be recommended for nomination.
Federated Hermes (FHI) reported that it issued an earnings press release for third quarter 2025 results. The company furnished the release as Exhibit 99.1 and identified it under Item 2.02 (Results of Operations and Financial Condition).
The filing also includes Exhibit 104, the cover page interactive data file embedded within Inline XBRL. No financial details appear in this summary; readers should refer to the attached press release for the full Q3 2025 results.
Federated Hermes, Inc. (FHI) entered a material definitive agreement to acquire an 80% interest in FCP Fund Manager, L.P., a U.S. real estate investment manager with $3.8 billion of assets under management as of June 30, 2025. The total consideration is up to $331 million, comprising $215.8 million in cash, $23.2 million in FHI Class B common stock issued at closing (subject to a two-year lock-up), and up to $92 million of contingent consideration based on financial performance over multiple periods.
The transaction is expected to close in the first half of 2026, subject to customary conditions including required consents and expiration or termination of the Hart-Scott-Rodino waiting period. FHI plans to fund the cash portion with balance sheet cash and its revolving credit facility.
At closing, FCP will convert to a Delaware LLC. FHI will initially own 80% and control a seven-member board, while the Selling Parties will own 20% and appoint three directors. FCP’s management will run day-to-day operations, with key leaders entering five-year employment agreements. The deal includes buyer-side reps-and-warranties insurance, post-closing restrictive covenants, and reciprocal call/put options after the fifth anniversary for the remaining interest.