Federated Hermes annual return on equity
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Federated Hermes Return on Equity (ROE) Growth & History (FHI)
Federated Hermes's return on equity was 35.19% for fiscal 2025.
View full Federated Hermes company overviewFederated Hermes annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2025 | 2025-12-31 | 35.19% | +11.05 pp |
| 2024 | 2024-12-31 | 24.13% | −3.37 pp |
| 2023 | 2023-12-31 | 27.51% | +5.33 pp |
| 2022 | 2022-12-31 | 22.18% | −1.84 pp |
| 2021 | 2021-12-31 | 24.02% | −5.95 pp |
| 2020 | 2020-12-31 | 29.97% | +1.27 pp |
| 2019 | 2019-12-31 | 28.69% | +1.47 pp |
| 2018 | 2018-12-31 | 27.23% | −15.74 pp |
| 2017 | 2017-12-31 | 42.97% | +9.34 pp |
| 2016 | 2016-12-31 | 33.62% | +6.61 pp |
| 2015 | 2015-12-31 | 27.01% | +1.62 pp |
| 2014 | 2014-12-31 | 25.39% | −5.17 pp |
| 2013 | 2013-12-31 | 30.55% | −5.71 pp |
| 2012 | 2012-12-31 | 36.26% | +7.07 pp |
| 2011 | 2011-12-31 | 29.20% | −5.92 pp |
| 2010 | 2010-12-31 | 35.12% | −6.33 pp |
| 2009 | 2009-12-31 | 41.45% | — |
Federated Hermes quarterly return on equity
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Q2.23
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Q1.25
Q2.25
Q3.25
Q4.25
Q1.26
Q2.26
| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q2 2026 | 2026-06-30 | 8.49% | +0.18 pp |
| Q1 2026 | 2026-03-31 | 8.03% | −1.29 pp |
| Q4 2025 | 2025-12-31 | 8.98% | +1.20 pp |
| Q3 2025 | 2025-09-30 | 9.05% | +0.71 pp |
| Q2 2025 | 2025-06-30 | 8.31% | +6.37 pp |
| Q1 2025 | 2025-03-31 | 9.32% | +2.72 pp |
| Q4 2024 | 2024-12-31 | 7.78% | +0.40 pp |
| Q3 2024 | 2024-09-30 | 8.33% | +1.62 pp |
| Q2 2024 | 2024-06-30 | 1.94% | −4.50 pp |
| Q1 2024 | 2024-03-31 | 6.59% | +0.13 pp |
| Q4 2023 | 2023-12-31 | 7.38% | +1.77 pp |
| Q3 2023 | 2023-09-30 | 6.72% | −0.45 pp |
| Q2 2023 | 2023-06-30 | 6.44% | +0.75 pp |
| Q1 2023 | 2023-03-31 | 6.47% | +1.32 pp |
| Q4 2022 | 2022-12-31 | 5.60% | −0.31 pp |
| Q3 2022 | 2022-09-30 | 7.17% | +1.13 pp |
| Q2 2022 | 2022-06-30 | 5.69% | +0.87 pp |
| Q1 2022 | 2022-03-31 | 5.14% | −1.36 pp |
| Q4 2021 | 2021-12-31 | 5.91% | −2.40 pp |
| Q3 2021 | 2021-09-30 | 6.03% | −1.64 pp |
| Q2 2021 | 2021-06-30 | 4.82% | −2.80 pp |
| Q1 2021 | 2021-03-31 | 6.50% | +0.34 pp |
| Q4 2020 | 2020-12-31 | 8.32% | +0.07 pp |
| Q3 2020 | 2020-09-30 | 7.67% | −0.16 pp |
| Q2 2020 | 2020-06-30 | 7.63% | +0.70 pp |
| Q1 2020 | 2020-03-31 | 6.16% | −0.06 pp |
| Q4 2019 | 2019-12-31 | 8.24% | +0.94 pp |
| Q3 2019 | 2019-09-30 | 7.83% | +0.50 pp |
| Q2 2019 | 2019-06-30 | 6.93% | +2.07 pp |
| Q1 2019 | 2019-03-31 | 6.22% | −1.51 pp |
| Q4 2018 | 2018-12-31 | 7.31% | −11.32 pp |
| Q3 2018 | 2018-09-30 | 7.33% | −1.45 pp |
| Q2 2018 | 2018-06-30 | 4.86% | −3.73 pp |
| Q1 2018 | 2018-03-31 | 7.73% | −0.49 pp |
| Q4 2017 | 2017-12-31 | 18.63% | +9.87 pp |
| Q3 2017 | 2017-09-30 | 8.78% | +0.63 pp |
| Q2 2017 | 2017-06-30 | 8.59% | +0.66 pp |
| Q1 2017 | 2017-03-31 | 8.22% | +1.28 pp |
| Q4 2016 | 2016-12-31 | 8.76% | +1.34 pp |
| Q3 2016 | 2016-09-30 | 8.15% | +1.18 pp |
| Q2 2016 | 2016-06-30 | 7.93% | +1.26 pp |
| Q1 2016 | 2016-03-31 | 6.94% | +1.04 pp |
| Q4 2015 | 2015-12-31 | 7.42% | +0.84 pp |
| Q3 2015 | 2015-09-30 | 6.97% | +0.61 pp |
| Q2 2015 | 2015-06-30 | 6.68% | +0.34 pp |
| Q1 2015 | 2015-03-31 | 5.91% | −0.26 pp |
| Q4 2014 | 2014-12-31 | 6.58% | −0.78 pp |
| Q3 2014 | 2014-09-30 | 6.35% | −0.60 pp |
| Q2 2014 | 2014-06-30 | 6.34% | −1.33 pp |
| Q1 2014 | 2014-03-31 | 6.16% | −2.31 pp |
| Q4 2013 | 2013-12-31 | 7.36% | −1.53 pp |
| Q3 2013 | 2013-09-30 | 6.95% | −2.30 pp |
| Q2 2013 | 2013-06-30 | 7.67% | +0.66 pp |
| Q1 2013 | 2013-03-31 | 8.48% | +0.85 pp |
| Q4 2012 | 2012-12-31 | 8.89% | +1.99 pp |
| Q3 2012 | 2012-09-30 | 9.26% | +2.01 pp |
| Q2 2012 | 2012-06-30 | 7.01% | −1.09 pp |
| Q1 2012 | 2012-03-31 | 7.62% | +1.05 pp |
| Q4 2011 | 2011-12-31 | 6.90% | −2.92 pp |
| Q3 2011 | 2011-09-30 | 7.25% | −2.46 pp |
| Q2 2011 | 2011-06-30 | 8.10% | −1.81 pp |
| Q1 2011 | 2011-03-31 | 6.58% | — |
| Q4 2010 | 2010-12-31 | 9.82% | — |
| Q3 2010 | 2010-09-30 | 9.71% | — |
| Q2 2010 | 2010-06-30 | 9.91% | — |
Federated Hermes return on equity trends
Over the last five fiscal years, Federated Hermes's return on equity increased from 29.97% to 35.19%, a change of +5.22 percentage points. The latest reported quarter, Q2 2026, shows 8.49%.
About the metric
What return on equity (ROE) means
Return on equity (ROE) measures how much net income a company generates relative to shareholders’ equity. It can help evaluate how efficiently equity capital is used, but unusually high or negative values may reflect leverage, losses, or a small equity base.
Calculation and source
How return on equity is calculated
TickerStat calculates ROE as SEC-reported net income divided by average stockholders’ equity at the beginning and end of the fiscal period. Periods with missing or non-positive average equity are omitted. Quarterly ROE uses quarterly net income and is not annualized. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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