Strong beat on both EPS and revenue with record AUM signals continued organic growth and successful FCP integration. No forward guidance was provided, so the earnings call at 9am ET on July 31 will be key for any outlook on flows and margins. The dividend increase and buyback support the stock, but watch for expense growth trajectory.
Price Chart
Executive Summary
Federated Hermes reported Q2 2026 EPS of $1.38, beating consensus of $1.19 by 16%, on revenue of $502.8M (+18% YoY), also above $484.5M estimates. Record total AUM of $911.6B and equity AUM of $109.6B drove results, with the FCP acquisition contributing $13.9M in revenue. The board declared a $0.38 dividend (up from $0.34) and the company repurchased $58.9M in stock.
Key Financial Metrics
Key Facts
- Q2 2026 EPS $1.38 vs consensus $1.19 (beat 16%)
- Revenue $502.8M vs consensus $484.5M (beat 3.8%)
- Record total AUM $911.6B, up 8% YoY
- Record equity AUM $109.6B, up 23% YoY
- Dividend increased to $0.38 from $0.34
- Repurchased 1,119,805 shares for $58.9M in Q2
- FCP acquisition added $13.9M revenue in Q2
Financial Impact
EPS beat by 16% and revenue beat by 3.8% on record AUM; operating income rose 13% YoY despite 20% expense growth
Risk Factors
- Operating expenses grew 20% YoY, outpacing revenue growth of 18%
- FCP acquisition integration costs and amortization may pressure margins
- Market-dependent AUM could reverse if equity markets decline
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302839477 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 12, 2026 10w ago | 13F-HR | $63.00 | awaiting T+60 | — | $56.93 (−9.63%) |
Jul 30, 2026 12w ago | 8-K | $59.96 $56.93 | ▼ −5.05% | ▼ −7.51% | $56.93 (−5.05%) |
Jul 30, 2026 12w ago | Press Release | $59.96 $56.93 | ▼ −5.05% | ▼ −7.51% | $56.93 (−5.05%) |
Jun 23, 2026 17w ago | 144 | $56.38 $56.36 | ▼ −0.04% | ▼ −2.87% | $56.93 (+0.98%) |
Mar 5, 2026 33w ago | Insider Cluster | $56.48 $55.89 | ▼ −1.05% | ▼ −12.35% | $56.93 (+0.79%) |
Mar 5, 2026 33w ago | Insider Cluster | $56.48 $55.89 | ▼ −1.05% | ▼ −12.35% | $56.93 (+0.79%) |
US Market Status
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