Federated Hermes, Inc. (FHI) Fair Value 2026

FHI · Asset Management ·

By CirclFi Research Team · Data from SEC EDGAR, FRED & GDELT

Quality Score

8.5 /10

32 fundamental signals · 6 models active

Value Trap Risk

SAFE (18/100)

Quick Summary — As of 2026-08-27, Federated Hermes, Inc. (FHI) trades at $64.86, versus a $60.87 median fair value across its 6 active models — 6.1% below the current price. QOC: 8.5/10. Value Trap Risk: 18/100 (SAFE). 6/13 models active.

Key Facts

Ticker
FHI
Price
$64.86
Quality Score
8.5/10
Value Trap Risk
18/100
Models Active
6/13
Last Updated
Strength: Quality Score of 8.5/10 indicates strong fundamentals
Risk: Majority of models suggest overvaluation

Is Federated Hermes, Inc. (FHI) Undervalued or Overvalued in 2026?

According to CirclFi’s 6-model valuation engine, Federated Hermes, Inc. (FHI) appears fairly valued as of : the median of 6 independent fair value estimates is $60.87, within 6.1% of the current price of $64.86. Estimates range from $40.57 to $95.69. FHI scores 8.5/10 on fundamental quality and 18/100 on value-trap risk.

For context, the median US equity CirclFi rates trades at an implied -23.7% versus its own 13-model consensus, across 3,801 rated companies as of 2026-08-27. FHI’s -6.1% gap is narrower than that market norm, and the Asset Management sector median is -4.7%. Full market index →

This verdict compares price to intrinsic value only — it is not a buy or sell rating. For the decision case (bull vs bear arguments, risk factors, peers), read Should You Buy Federated Hermes, Inc. Stock in 2026? →

What Fair Value Does Each Model Give FHI?

6 Intrinsic Value Models vs. Current Price ($64.86)

Core Models (Unlocked)
Model Fair Value Upside
Intrinsic · High Conviction
 $44.57 -31.3%
Ensemble · Medium Conviction
 $61.21 -5.6%
Intrinsic · High Conviction
 $40.57 -37.5%
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What Is FHI's Fair Value Range?

Spread across 6 independent models · $40.57 to $95.69

CirclFi's 6 active models place Federated Hermes, Inc. (FHI) between $40.57 and $95.69 per share, a spread of 91% of the median. The median of that range — $60.87 — is the fair value CirclFi publishes for FHI, against a current price of $64.86.

Low · Markov DDMHigh · Regime Cross
$40.57median $60.87$95.69
Where the range comes from
Most bearish modelMarkov DDM$40.57
Most bullish modelRegime Cross-Sectional$95.69
Model agreement2 bullish · 4 bearishmoderate

A band of this width is typical. The methods agree on direction but weight growth, reinvestment and risk differently, so treat the median as a centre of gravity rather than a precise target.

Every figure above is one model's standalone output on FHI, not a CirclFi price target. How each model works →

What Is Federated Hermes, Inc. (FHI) Worth in 2026?

According to the CirclFi Deep Alpha Valuation Engine, the balance of valuation evidence tilts cautious on Federated Hermes, Inc. at its current price of $64.86. The median intrinsic value is estimated at $60.87 (-6.1% vs price), with 4 models flagging overvaluation risk. Model dispersion is worth noting: Regime Cross targets $95.69 (+47.5%), versus Markov DDM at $40.57 (-37.5%). This +85.0% range highlights the importance of multi-model analysis rather than relying on any single methodology.

What Do the Models Say About FHI?

6 of 13 models are currently active for FHI. Of these, 2 models suggest upside while 4 models suggest overvaluation. Taken together, their median fair value for FHI is $60.87 — the figure CirclFi publishes as this stock's fair value. See which stocks rank higher →

How Does FHI Rank in Asset Management?

Among 186 Asset Management stocks, FHI ranks #11 by Quality of Company score. CirclFi's QOC score of 8.5/10 evaluates 32 fundamental signals. A score of 8.5 places FHI in the top tier.

See all Most Undervalued Asset Management Stocks →

Federated Hermes, Inc. operates in a competitive landscape where fundamental quality metrics are key differentiators for long-term value creation.

Is FHI a Value Trap?

CirclFi's Value Trap algorithm assigns FHI a score of 18/100 (SAFE). This indicates minimal risk. Fundamentals are healthy. The score cross-references apparent undervaluation against fundamental deterioration signals. Browse lowest value-trap stocks →

Multi-Model Methodology

6 of 13 models are active for Federated Hermes, Inc.. Moderate coverage provides meaningful perspective. Each model applies a fundamentally different valuation philosophy. See the complete methodology →

According to the CirclFi 32-factor quality framework, Federated Hermes, Inc.'s fundamental quality profile registers 8.5/10. This robust score captures the company's profitability depth, growth consistency, balance sheet resilience, and shareholder return track record.

The gap between the most bullish and bearish model spans +85.0% — demonstrating why single-model analysis is dangerous. Browse all stocks with 13-model coverage →

Data Sources & Confidence

Every FHI valuation is built from SEC EDGAR XBRL filings — 700+ standardized financial tags. Macroeconomic context from FRED calibrates discount rates, while GDELT news sentiment feeds into our Sentiment SOTP model. All pipelines run daily. Read the complete data methodology →

Across FHI's 6 active models, average confidence is 45%. Lower confidence may reflect limited history or high volatility.

CirclFi's output is a research starting point, not a buy/sell signal. All data updates daily. Read the full methodology →

This analysis is produced by the CirclFi Valuation Engine using quantitative models applied to SEC EDGAR filings, public market feeds, and FRED macroeconomic indicators. It is not financial advice.

Read the full investment analysis: Should You Buy Federated Hermes, Inc. Stock in 2026? →

Bull case, bear case, risk factors & peer comparison — updated daily

Which Similar Asset Management Stocks Should You Also Analyze?

11 related Asset Management stocks with 13-model coverage

CNSCohen & Steers, Inc.QOC 8.6APAMArtisan Partners Asset Management Inc.QOC 8.4RJFRaymond James Financial, Inc.QOC 8.6HNNAHennessy Advisors, Inc.QOC 8.4WTWisdomTree, Inc.QOC 8.8WHGWestwood Holdings Group, Inc.QOC 8.2IVZInvesco Ltd.QOC 6.6FUNDSprott Focus Trust, Inc.QOC 5.1EQSEquus Total Return, Inc.QOC 4.5HLNEHamilton Lane IncorporatedQOC 9.3AMPAmeriprise Financial, Inc.QOC 9.3

Read investment analysis: CNS · APAM · RJF · HNNA · WT · WHG · IVZ · FUND · EQS · HLNE · AMP

Which Other Stocks Have a Similar Quality Score to FHI?

7 companies across all industries closest to FHI’s Quality of Company score of 8.5/10.

UMBFUMB Financial CorporationQOC 8.5PFISPeoples Financial Services Corp.QOC 8.5DEDeere & CompanyQOC 8.5ITRIItron, Inc.QOC 8.5INMDInMode Ltd.QOC 8.5PHMPulteGroup, Inc.QOC 8.5NVDANVIDIA CorporationQOC 10.0

Read investment analysis: UMBF · PFIS · DE · ITRI · INMD · PHM · NVDA

Where Does FHI Sit in CirclFi's Asset Management Rankings?

FHI is ranked against every other Asset Management stock CirclFi covers in each of these screens.

See all Asset Management stocks ranked →

What Else Do Investors Ask About Federated Hermes, Inc.’s Valuation?

What is Federated Hermes, Inc.'s intrinsic value in 2026?

CirclFi puts Federated Hermes, Inc. (FHI)'s intrinsic value at $60.87 — the median of 6 independent model estimates as of 2026-08-27, ranging from $40.57 to $95.69. The Quality of Company score is 8.5/10 across 32 fundamental signals. All models use SEC EDGAR filings updated daily. See our methodology page for how each model works.

Is FHI overvalued or undervalued right now?

At $64.86, 2 of 6 active models suggest FHI may be undervalued, while 4 indicate potential overvaluation. The median of all 6 fair value estimates is $60.87, within 6.1% of the current price of $64.86 — a consensus view that FHI is fairly valued. The assessment depends on which methodology best fits Federated Hermes, Inc.'s business model in Asset Management.

What does a Quality of Company score of 8.5 mean for FHI?

Federated Hermes, Inc.'s QOC of 8.5/10 reflects 32 fundamental signals: profitability margins, revenue growth consistency, balance sheet leverage, free cash flow generation, and capital allocation efficiency. Scores above 7 indicate strong fundamentals and disciplined management.

How many valuation models does CirclFi run on FHI?

CirclFi analyzes FHI with 13 institutional-grade models daily: Bayesian DCF (Monte Carlo + jump-diffusion), EPV (Greenwald zero-growth), EROIC Spread (McKinsey reinvestment), First Chicago (3-scenario), Markov DDM (regime-switching), ML-RIV (machine learning residual income), Dynamic NAV (asset-based), PWERM (option-theoretic), Regime Cross-Sectional (relative), Sentiment SOTP (hybrid), CUCE Ensemble (meta-model), FTNN Topology (neural network), and RCMH-DCF (conditional regime). Currently 6 of 13 are active for this stock. Read the full methodology →

Which valuation models are most bullish and most bearish on FHI?

Of the 6 models currently active on FHI, Regime Cross-Sectional is the most bullish at $95.69 per share, and Markov DDM is the most bearish at $40.57. CirclFi's published fair value for FHI is the median of that range, $60.87, not either extreme. The gap between the two ends equals 91% of the median — a normal spread for a company of this profile. Browse stocks by value-trap risk →

Is FHI a value trap in 2026?

Federated Hermes, Inc.'s Value Trap score is 18/100 (SAFE). This low score indicates the current valuation is not artificially depressed by fundamental deterioration, suggesting genuine opportunity rather than a trap.

Cite this analysis — “According to CirclFi’s 6-model valuation engine, Federated Hermes, Inc. (FHI) has a median fair value of $60.87 — within 6.1% of the current price of $64.86 — as of 2026-08-27.” Source: circlfi.com/stock/FHI/ · Methodology
Primary sources for this FHI valuation
  • Financial statements: Federated Hermes, Inc. 10-K and 10-Q filings on SEC EDGAR (CIK 0001056288) — 700+ standardized XBRL tags, published by the U.S. Securities and Exchange Commission.
  • Discount-rate inputs: FRED, Federal Reserve Bank of St. Louis — risk-free rates, VIX, yield curve, inflation.
  • News sentiment: The GDELT Project — global media tone, input to the Sentiment SOTP model.
  • Model definitions: CirclFi methodology — the published specification for all 13 models, including the academic sources each one implements.

Market data for FHI as of ; valuations recomputed .

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