Federated Hermes, Inc. (FHI) Scorecard
- 2026-Q2: Total return Lose; Revenue growth Win; EPS growth Lose.
- 2026-Q1: Total return Win; Revenue growth Win; EPS growth Win.
- 2025-Q4: Total return Lose; Revenue growth Win; EPS growth Win.
- 2025-Q3: Total return Win; Revenue growth Win; EPS growth Win.
52/120
All 120 Win/Lose results shown below
Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0.
Trailing 1 year (4 quarters): 9 wins, 3 lossesLast fetched: 4 Sept 2026
Complete point ledger
Each cell identifies the missing side explicitly.
| Quarter | Total return | Revenue growth | EPS growth |
|---|---|---|---|
| 2026-Q21/3 |
LoseFHI / S&P -1.94% / 15.20% |
WinFHI / S&P 15.02% / 15.00% |
LoseFHI / S&P 19.33% / 50.40% |
| 2026-Q13/3 |
WinFHI / S&P 9.62% / -4.33% |
WinFHI / S&P 11.86% / 11.30% |
WinFHI / S&P 45.48% / 27.70% |
| 2025-Q42/3 |
LoseFHI / S&P 0.96% / 2.65% |
WinFHI / S&P 10.33% / 9.00% |
WinFHI / S&P 61.32% / 13.40% |
| 2025-Q33/3 |
WinFHI / S&P 17.96% / 8.12% |
WinFHI / S&P 8.98% / 4.61% |
WinFHI / S&P 53.70% / 13.45% |
| 2025-Q22/3 |
LoseFHI / S&P 9.59% / 10.94% |
WinFHI / S&P 5.55% / 4.83% |
WinFHI / S&P 54.64% / 10.63% |
| 2025-Q11/3 |
WinFHI / S&P -0.04% / -4.27% |
LoseFHI / S&P 2.19% / 4.98% |
LoseFHI / S&P 0.57% / 10.57% |
| 2024-Q41/3 |
WinFHI / S&P 12.64% / 2.41% |
LoseFHI / S&P 1.40% / 5.25% |
LoseFHI / S&P -6.74% / 6.15% |
| 2024-Q31/3 |
WinFHI / S&P 12.92% / 5.89% |
LoseFHI / S&P 0.44% / 5.89% |
LoseFHI / S&P 0.97% / 6.11% |
| 2024-Q20/3 |
LoseFHI / S&P -5.25% / 4.28% |
LoseFHI / S&P 1.44% / 5.38% |
LoseFHI / S&P -3.00% / 5.12% |
| 2024-Q12/3 |
LoseFHI / S&P 7.53% / 10.56% |
WinFHI / S&P 8.02% / 5.71% |
WinFHI / S&P 24.38% / 5.59% |
| 2023-Q42/3 |
LoseFHI / S&P 0.83% / 11.69% |
WinFHI / S&P 11.33% / 6.81% |
WinFHI / S&P 28.20% / 7.78% |
| 2023-Q32/3 |
LoseFHI / S&P -4.71% / -3.27% |
WinFHI / S&P 14.24% / 7.52% |
WinFHI / S&P 12.41% / -5.03% |
| 2023-Q22/3 |
LoseFHI / S&P -10.04% / 8.74% |
WinFHI / S&P 17.29% / 9.50% |
WinFHI / S&P 11.52% / -8.57% |
| 2023-Q13/3 |
WinFHI / S&P 11.29% / 7.50% |
WinFHI / S&P 17.07% / 10.77% |
WinFHI / S&P 8.43% / -15.69% |
| 2022-Q42/3 |
WinFHI / S&P 10.47% / 7.56% |
LoseFHI / S&P 11.18% / 11.88% |
WinFHI / S&P -3.27% / -17.99% |
| 2022-Q31/3 |
WinFHI / S&P 5.01% / -4.88% |
LoseFHI / S&P 3.79% / 13.47% |
LoseFHI / S&P -8.05% / -1.41% |
| 2022-Q21/3 |
WinFHI / S&P -5.82% / -16.10% |
LoseFHI / S&P -3.01% / 13.71% |
LoseFHI / S&P -13.23% / 11.04% |
| 2022-Q10/3 |
LoseFHI / S&P -8.62% / -4.60% |
LoseFHI / S&P -10.22% / 15.97% |
LoseFHI / S&P -21.86% / 42.23% |
| 2021-Q41/3 |
WinFHI / S&P 16.55% / 11.03% |
LoseFHI / S&P -10.21% / 15.00% |
LoseFHI / S&P -14.60% / 96.40% |
| 2021-Q30/3 |
LoseFHI / S&P -3.33% / 0.58% |
LoseFHI / S&P -6.91% / 10.77% |
LoseFHI / S&P -3.56% / 69.42% |
| 2021-Q21/3 |
WinFHI / S&P 9.26% / 8.55% |
LoseFHI / S&P -2.66% / 6.58% |
LoseFHI / S&P 4.73% / 51.81% |
| 2021-Q13/3 |
WinFHI / S&P 9.41% / 6.17% |
WinFHI / S&P 3.72% / -1.06% |
WinFHI / S&P 20.14% / 7.39% |
| 2020-Q42/3 |
WinFHI / S&P 41.46% / 12.15% |
WinFHI / S&P 9.15% / -3.72% |
LoseFHI / S&P FHI unavailable / -33.42% |
| 2020-Q31/3 |
LoseFHI / S&P -8.29% / 8.93% |
WinFHI / S&P 13.03% / -2.04% |
LoseFHI / S&P FHI unavailable / -27.10% |
| 2020-Q22/3 |
WinFHI / S&P 25.95% / 20.54% |
WinFHI / S&P 13.97% / -0.46% |
LoseFHI / S&P FHI unavailable / -27.11% |
| 2020-Q11/3 |
LoseFHI / S&P -41.12% / -19.60% |
WinFHI / S&P 16.98% / 3.47% |
LoseFHI / S&P FHI unavailable / -14.75% |
| 2019-Q41/3 |
LoseFHI / S&P 1.37% / 9.07% |
WinFHI / S&P 16.84% / 5.36% |
LoseFHI / S&P FHI unavailable / 2.99% |
| 2019-Q31/3 |
LoseFHI / S&P 0.53% / 1.70% |
WinFHI / S&P 15.30% / 5.02% |
LoseFHI / S&P FHI unavailable / 0.21% |
| 2019-Q22/3 |
WinFHI / S&P 11.83% / 4.30% |
WinFHI / S&P 15.60% / 6.64% |
LoseFHI / S&P FHI unavailable / 8.65% |
| 2019-Q10/3 |
LoseFHI / S&P 11.50% / 13.65% |
LoseFHI / S&P 7.83% / 8.12% |
LoseFHI / S&P FHI unavailable / 14.29% |
| 2018-Q41/3 |
WinFHI / S&P 11.28% / -13.52% |
LoseFHI / S&P 2.97% / 9.05% |
LoseFHI / S&P FHI unavailable / 18.23% |
| 2018-Q30/3 |
LoseFHI / S&P 4.66% / 7.71% |
LoseFHI / S&P -0.69% / 10.21% |
LoseFHI / S&P FHI unavailable / 19.06% |
| 2018-Q20/3 |
LoseFHI / S&P -29.43% / 3.43% |
LoseFHI / S&P -4.81% / 9.03% |
LoseFHI / S&P FHI unavailable / 14.46% |
| 2018-Q10/3 |
LoseFHI / S&P -6.73% / -0.76% |
LoseFHI / S&P -4.50% / 7.68% |
LoseFHI / S&P FHI unavailable / 12.46% |
| 2017-Q41/3 |
WinFHI / S&P 22.44% / 6.64% |
LoseFHI / S&P -3.54% / 7.03% |
LoseFHI / S&P FHI unavailable / 13.82% |
| 2017-Q31/3 |
WinFHI / S&P 6.09% / 4.48% |
LoseFHI / S&P 1.59% / 5.68% |
LoseFHI / S&P FHI unavailable / 17.57% |
| 2017-Q22/3 |
WinFHI / S&P 8.28% / 3.09% |
WinFHI / S&P 9.07% / 4.83% |
LoseFHI / S&P FHI unavailable / 17.74% |
| 2017-Q11/3 |
LoseFHI / S&P -5.97% / 6.07% |
WinFHI / S&P 17.03% / 3.67% |
LoseFHI / S&P FHI unavailable / 13.32% |
| 2016-Q41/3 |
LoseFHI / S&P 0.26% / 3.82% |
WinFHI / S&P 23.39% / 2.09% |
LoseFHI / S&P FHI unavailable / 7.05% |
| 2016-Q31/3 |
LoseFHI / S&P 3.77% / 3.85% |
WinFHI / S&P 21.79% / 0.20% |
LoseFHI / S&P FHI unavailable / -3.15% |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | FHI total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 25.41% | 20.78% |
| Annualized return | 25.41% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | FHI total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 135.24% | 83.14% |
| Annualized return | 18.66% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | FHI total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 218.85% | 319.30% |
| Annualized return | 12.29% | 15.41% |
Calculation rules
- window
- Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
- return Basis
- Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
- point Rule
- Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
- frequency
- Quarter endpoints only.
- fundamentals
- Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
- non Scoring
Snapshot captured 2026-09-04.