Are FHI insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies FHI leadership and institutional positioning as: HEAVY INSIDER & 13F ACCUMULATION.

Stock Ratings / Financials / FHI / insiders

MC (64) HLNE (66) LAZ (59) CNS (43) ⌘ Pro Terminal →

Federated Hermes Inc. (FHI) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$58.48 +0.81% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $58.71

Federated Hermes Inc. (FHI) earns a Roarable Rating of B (Buy) with 74/100 RQD Confidence. High-quality cash engine (steady margins, 40% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

ROARABLE B • BUY Cap $4.37B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on FHI Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is FHI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-03, Federated Hermes Inc. (NYSE: FHI) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 74/100 at a spot price of $58.48 (+0.81% 1D, market cap $4.37B). Pillar breakdown: Fundamental Cash Engine 14/20, Institutional 13F & Options Flow 13/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 13/20, and Executive Insider Alignment 19/20. Across 1097 tracked Financials issuers, FHI ranks #50 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does FHI compare to MC and HLNE in the Financials sector?

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Within the Financials sector (Investment Managers), FHI carries a Roarable B (74/100 RQD), trailing P/E of 10.7x, gross margin of —, and ROIC of 39.8%. By comparison, MC (Moelis & Company) holds a C grade (64/100 RQD, P/E 18.1x, ROIC 42.8%, cap $4.59B) and HLNE (Hamilton Lane Incorporated) posts a C+ grade (66/100 RQD, P/E 18.9x, ROIC 24.7%, cap $4.62B). Among the 5-stock peer group, FHI leads on earnings multiple (10.7x) while MC leads on capital efficiency (42.8% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for FHI?

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Per FHI's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001056288), Federated Hermes Inc. generated $1.80B in revenue (+10.3% YoY), $403.3M in net income, and $294.6M in free cash flow against $2.23B in total assets and $434.6M in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $58.71 (+0.39%)🧬 Cannibal Buyback (-3.20% YoY Shares)⚙️ Cash Engine: 14/20 (B-) • 16.4% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 74/100 (B) historically ranked in the Top 12% of excess returns over the next 90 days (+7.3% avg 90D alpha vs SPY • 69.4% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERBUY • B

3-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B+ · Rk B-

Each axis scored 0–20

12M PRICE TARGET CONE+7.2% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for FHI)Realized 20D OHLCV Swing Band: ±5.1%

Deterministic 5-Pillar Attribution (74/100 Composite)

🔍 WHY FHI SCORES 74/100 (B) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Insider Conviction & Share Dilution+19/20 pts (26% of score)

SEC Form 4 / 13F Thermometer: 86% Net Buy • Cannibal Buyback (-3.20% YoY Shares)

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+15/20 pts (20% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 8/9

▼ #1 Drag / Risk Factor: Macro Regime Fit13/20 pts (-7 pt drag)

Macro rate sensitivity & RSI-14 (57.6) create a -7 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade B-$54.91+2.1% Next Q

Q2 (-2Q)

Grade B-$56.07+1.3% Next Q

Q3 (-1Q)

Grade B$56.78+3% Next Q

Current

Grade B$58.48+7.3% Hist 90D α

Trajectory: B- (66) → B (74)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the FHI Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 74/100 (B) score, FHI faces multiple-compression risk if 10.7x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-3.20% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($58.20) or 200D SMA ($57.46) invalidates the momentum regime and cuts Target Base ($62.69) toward Bear Floor ($47.95).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $FHI• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “FHI Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 74%NO 26%Trade / Inspect Odds →

SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

FHI Smart-Money Thermometer: HEAVY INSIDER & 13F ACCUMULATION

Explore All 13F & Congress Whales →

▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (FHI)

No recent open-market Form 4 cluster sales or emergency dumps flagged on FHI. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (FHI Tape Review)

✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
✓Forensic Red-Light accounting & dilution traps to review on your watchlist
✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

FHI // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +8.30%📐 HORIZONTAL RANGE

2026-11-03O $58.01H $58.48L $58.01C $58.48VOL 1.42M

RES: $71.37SUP: $53.01SMA50: $58.20SMA200: $57.46

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

FHI Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 FHI Butterfly Map → + Track FHI →

Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle

0.2%/yr Implied 5Y Growth

vs. +10.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on FHI today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for FHI. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for FHI today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (FHI)

Financials Rank #50 of 1097 ⚔️ MC vs FHI Full Matrix →

1. Head-to-Head Financials Peer Comparison (FHI vs. MC, HLNE, LAZ, CNS)

Industry: Investment Managers (79 Tracked Issuers)

Across 1097 tracked Financials securities in the Roarable RQD universe, Federated Hermes Inc. (FHI) ranks #50 by composite RQD confidence (74/100, grade B) and #298 by equity capitalization ($4.37B). Within this direct 5-issuer industry benchmark cohort, FHI leads on earnings valuation at 10.7x trailing P/E, while MC leads on capital efficiency and profitability with 42.8% ROIC and — gross margin. FHI currently leads its immediate peer cohort in composite quantitative strength at 74/100 (B).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
FHI ACTIVE Federated Hermes Inc.	B	74/100	10.7x	—	39.8%	+0.81%	$4.37B	Benchmark Subject
MC Moelis & Company	C	64/100	18.1x	—	42.8%	-2.32%	$4.59B	/mc-vs-fhi →
HLNE Hamilton Lane Incorporated	C+	66/100	18.9x	—	24.7%	-2.04%	$4.62B	/hlne-vs-fhi →
LAZ Lazard Inc.	C-	59/100	16.3x	—	24.4%	-3.01%	$3.75B	/laz-vs-fhi →
CNS Cohen & Steers Inc	D-	43/100	24.5x	—	33.7%	-0.59%	$3.73B	/cns-vs-fhi →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001056288 ↗

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Federated Hermes Inc. (FHI) reported GAAP revenue of $1.80B (+10.3% vs. FY2024 revenue of $1.63B , and +11.9% cumulative change since FY2023) , GAAP net income of $403.3M, operating cash flow of $297.3M, and free cash flow of $294.6M (-14.0% YoY). On the balance sheet, FHI closed FY2025 with $2.23B in total assets against $434.6M in total debt (Altman Z-Score: N/A, Piotroski F-Score: 8/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$1.80B	$403.3M	$297.3M	$294.6M	$2.23B	$434.6M
FY2024 (FY)	2024-12-31	$1.63B	$268.3M	$346.6M	$342.5M	$2.08B	$420.3M
FY2023 (FY)	2023-12-31	$1.61B	$299.0M	$311.8M	$239.4M	$2.38B	$557.4M

3. FHI Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is FHI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does FHI compare to MC and HLNE in the Financials sector?

What are the biggest fundamental strengths and SEC risk factors for FHI?

Where is FHI trading relative to its 50-day, 200-day, and 52-week technical levels?

FHI last traded at $58.48 (+0.81% on volume of 1,424,793 shares), positioning the stock +0.48% above its 50-day simple moving average ($58.20) and +1.78% above its 200-day simple moving average ($57.46). Across its 52-week range of $47.27 to $67.20, FHI sits at the 56.2% percentile with a 14-day RSI of 57.6 (BULLISH MOMENTUM) and an implied next-earnings move of ±5.1% ($55.50 to $61.46).

Direct Sub-Reports: FHI RQD Cockpit FHI 12M Forecast FHI Earnings & Move FHI Dividends & DRIP FHI Insiders & 13F FHI Whale Options FHI Profit Sankey FHI News & Why

ROARABLE RATING BRIEF • RQD 74/100 (B) ✓ SEC XBRL & RQD VERIFIED

FHI — Federated Hermes Inc.: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit

Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Federated Hermes Inc. (FHI) earns a live Roarable RQD composite score of 74/100, corresponding to a B letter grade (Roarable Buy) at a spot price of $58.48 (+0.81% 1D, market capitalization $4.37B).

Fundamental Cash Engine (14/20): Anchored by return on invested capital (ROIC) of 39.8%, gross margin of —, operating margin of 28.5%, and free cash flow yield of 6.80%.
Whale 13F & Options Flow (13/20) + Insider Conviction (19/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
Macro Regime Fit (13/20) + Forensic Balance Sheet (15/20): Incorporates a 1.03x equity beta, Altman Z-Score of N/A, Piotroski F-Score of 8/9, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

Federated Hermes Inc. Is a NYSE-listed issuer classified in the Financials sector and the Investment Managers industry. Gross margin is listed as 0% in the market data, which is not interpretable as an operating fact without further context. — for further business detail.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Federated Hermes Inc. (FHI) reported $1.80B in annual revenue (up from $1.63B in FY2024, +10.3% YoY) and $403.3M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($1.61B revenue, $299.0M net income) through FY2025, FHI scaled operating cash flow to $297.3M and free cash flow to $294.6M, backed by $2.23B in total assets against $434.6M in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

🐂 Primary Bull Case (B • RQD 74/100): Company leadership has skin in the game with net positive insider conviction. Clean SEC annual filing review with no major hidden accounting time-bombs. With Fundamental Cash Engine at 14/20 and Institutional Whale Flow at 13/20, sustained execution supports upside toward the upper end of the $47.27 – $67.20 52-week range.
🐻 Primary Bear Case & Valuation Risk: Broader market pullbacks can still drag down strong stocks in the short run. Investors must weigh 10.7x trailing P/E and 8.0x EV/EBITDA against 28.5% operating margins and a 1.03x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

The only sector-level input is the beta of 1.03 and the Macro Regime Fit pillar, which indicates moderate sensitivity to broader sector and market moves.

Key Question #1: Can FHI sustain or expand its 28.5% operating margin and 39.8% ROIC against Investment Managers peers over the next 4 quarters?
Key Question #2: Following FY2025 revenue of $1.80B and free cash flow of $294.6M, how will capital allocation balance growth reinvestment against $434.6M in total debt?
Key Question #3: How sensitive is FHI's 10.0x forward P/E multiple to Financials capital spending cycles and macro interest-rate shifts (Beta 1.03x)?

FHI Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Federated Hermes Inc. (FHI) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to FHI Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo Finance • 22h ago

Why Federated Hermes (FHI) is a Top Dividend Stock for Your Portfolio

Yahoo Finance report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE ChartMill • 1d ago

Federated Hermes (NYSE:FHI): A Decent Value Stock Backed by Quality and Cash Flow

ChartMill report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Yahoo Finance • 1d ago

Federated Hermes (FHI) Stock May Be A Bargain Based On Returns

Yahoo Finance report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Simply Wall St • 1d ago

Federated Hermes (NYSE:FHI) - Stock Analysis

Simply Wall St report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE TradingView • 1d ago

Federated Hermes (NYSE:FHI) surprises with Q3 2026 sales

TradingView report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE TradingView • 1d ago

What to expect from Federated Hermes’s (FHI) Q3 earnings

TradingView report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

2 Reasons Investors Watch Federated Hermes (FHI)

Yahoo Finance report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Yahoo Finance • 1d ago

Will Federated Hermes (FHI) Beat Estimates Again in Its Next Earnings Report?

Yahoo Finance report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

FHI Bull vs. Bear Conversation Board — What's Your Call at $58.48?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON FHI 🐻 33% BEARISH CONVICTION

DE DeltaGamma_99 RQD DEBATE OPENER • Options Flow Specialist 🐂 BULLISH 🎯 Target: $71.35 (+22.0%)

📌 Pinned Debate

Cash generation and high return on capital (ROIC 39.8%) with insider conviction scoring 19 of 20 on a 10.7 P/E (TTM).

Picked up a starter position in FHI in my $100K Virtual Cash book at $58.48. Cash generation and high return on capital (ROIC 39.8%) with insider conviction scoring 19 of 20 on a 10.7 P/E (TTM).. Trading inside a $47.30–$67.20 52-week range with 6.8% FCF yield gives solid downside support if Investment Managers multiples expand this quarter.

VolSurface_Trader 🐂 BULL

@SkepticalCFA Shorting a 13/20 institutional whale-flow stock at $58.48 is dangerous when funds are rotating into Financials.

SK SkepticalCFA RQD DEBATE OPENER • Fundamental Contrarian 🐻 BEARISH 🎯 Target: $46.78 (-20.0%)

Spot @ $58.48

FCF fell from $342.5M to $294.6M while institutional flow scores only 11 of 20 and no holder data is available to verify it.

FCF fell from $342.5M to $294.6M while institutional flow scores only 11 of 20 and no holder data is available to verify it.. Look at the math on FHI: paying 10.7x trailing P/E for 39.8% ROIC and 28.5% operating margins leaves zero margin of safety if Investment Managers demand softens. I'd wait for a retest of $51.46 before getting long.