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Federated Hermes FHI Purchases of investments - Affiliates and other

Purchases of investments - Affiliates and other at other companies

Sonoco Products logo
Sonoco ProductsSON
$1.33M+1,410%
Mueller Industries logo
Mueller IndustriesMLI
-$4.48M-106%
TKO Group Holdings logo
TKO Group HoldingsTKO
-$392K+73.9%
GATX logo
GATXGATX
$0
Delta Air Lines logo
Delta Air LinesDAL
$54M
ACM Research logo
ACM ResearchACMR
$361K

Other financials

Income statement

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Revenue$479.0M+13.1%
Operating income$126.3M-4.1%
Net income$96.4M-4.7%
EPS (diluted)$1.27+1.6%

Balance sheet

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Cash & equivalents$513.9M+32.6%
Total debt$450.5M-1.9%
Total equity$1.2B+11.9%
Total assets$2.1B+7.1%

Cash flow

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Operating cash flow$28.8M+102%
CapEx$4.8M+398%
Free cash flow$24.0M+80.1%

Valuation

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Market cap$4.48B+30.1%

Profitability

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Operating margin27.4%+3.6pp
Net margin21.5%+3.7pp
FCF margin16.4%-4.2pp

Returns & leverage

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Return on equity35%+8.5pp
Debt / equity0.4×-0.1×
Current ratio3.3×+0.2×

Where this comes from

Reported directly by Federated Hermes in its filing.

Tagged under the XBRL concept fhi:PurchasesofinvestmentsAffiliatesandother.

The official record: Federated Hermes’s 10-Q, filed May 1, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Federated Hermes's purchases of investments - affiliates and other?
Federated Hermes (FHI) reported purchases of investments - affiliates and other of $1.4M in Q1 2026.
How has Federated Hermes's purchases of investments - affiliates and other changed year-over-year?
Federated Hermes's purchases of investments - affiliates and other decreased by 20.2% year-over-year, from $1.76M to $1.4M.
What is the long-term trend for Federated Hermes's purchases of investments - affiliates and other?
Over 4 years (2021 to 2025), Federated Hermes's purchases of investments - affiliates and other has grown at a 18.7% compound annual growth rate (CAGR), from $9.43M to $18.69M.
What does purchases of investments - affiliates and other mean?
Reflects the cash outflows used to acquire investment interests in affiliates, joint ventures, or other strategic investment vehicles. This metric indicates the firm's commitment of capital toward expanding its investment portfolio or deepening relationships with strategic partners. Monitoring this helps assess the firm's capital allocation strategy toward long-term growth and partnership development.