Insider Trading March 16, 2026

Federated Hermes VP Sells $1.71 Million in Class B Shares; Company Posts Strong Q4 2025 Results

Thomas R. Donahue disposes of 30,000 Class B shares in a March 13 filing as Federated Hermes reports an earnings and revenue beat and faces litigation in UK courts

By Hana Yamamoto FHI
Federated Hermes VP Sells $1.71 Million in Class B Shares; Company Posts Strong Q4 2025 Results
FHI

Thomas R. Donahue, Federated Hermes' vice president, chief financial officer and treasurer, sold 30,000 shares of Class B common stock on March 13, 2026, in a transaction valued at $1.71 million, according to a recent SEC Form 4 filing. The company also reported fourth-quarter 2025 results that beat estimates while facing legal action in the High Court of Justice in England and Wales.

Key Points

  • Thomas R. Donahue, VP, CFO and Treasurer of Federated Hermes, sold 30,000 Class B shares on March 13, 2026 for $1.71 million at a weighted average price of $57.1029; transaction prices ranged from $57.00 to $57.47.
  • After the sale, Donahue directly holds 591,492 Class B shares and also indirectly holds additional shares through multiple trusts, entities and family accounts.
  • Federated Hermes reported a Q4 2025 EPS of $1.39 versus an expected $1.21 (14.88% surprise) and revenue of $482.83 million versus an expected $469.45 million (2.85% beat); the company is also facing litigation in the High Court of Justice in England and Wales.

Summary: Thomas R. Donahue, vice president, chief financial officer and treasurer of Federated Hermes, Inc. (NYSE:FHI), reported a sale of 30,000 shares of Class B Common Stock on March 13, 2026, per an SEC Form 4 filing. The shares were sold at a weighted average price of $57.1029, producing proceeds of $1.71 million. The reported sale prices ranged from $57.00 to $57.47.


Details of the transaction

The SEC filing shows that Donahue executed the disposition of 30,000 Class B shares on March 13, 2026. The weighted average price for the transaction was $57.1029, resulting in a total transaction value of $1.71 million. The per-share prices recorded in the filing spanned $57.00 to $57.47.

Following the sale, Donahue is reported to directly own 591,492 shares of Federated Hermes Class B Common Stock.


Broader holdings

In addition to his direct holdings, the filing and related disclosures identify multiple indirect positions linked to Donahue. Those indirect holdings include:

  • The Thomas R. and Frances L. Donahue Grantor Dynasty Trust: 19,199 shares
  • MaxFund Partners, L.P.: 421,690 shares
  • 401(k) Plan: 72 shares
  • Spouse: 8,095 shares
  • The Fran L. Donahue Grantor Trust: 27,544 shares
  • The Thomas R. Donahue Grantor Trust: 37,544 shares
  • Maxfund, Inc.: 2,000 shares

Valuation note

InvestingPro analysis cited in the filing materials indicates that Federated Hermes appears undervalued at current market levels. The cited metrics show a price-to-earnings ratio of 11.07 and a dividend yield of 2.4%.


Recent financial performance

Federated Hermes reported fourth-quarter 2025 results that exceeded analyst expectations. The company recorded diluted earnings per share of $1.39, compared with consensus of $1.21, representing a 14.88% surprise. Revenue for the quarter reached $482.83 million versus an anticipated $469.45 million, marking a 2.85% beat.


Legal proceedings

Separately, Federated Hermes is involved in legal action in the High Court of Justice, Business and Property Courts of England and Wales. Aberdeen City Council, on behalf of the North East Scotland Pension Fund, has filed a claim against Hermes GPE LLP and Hermes Infrastructure II GP LLP. The claims concern HGPE’s role as investment manager and the General Partner’s role with the Hermes Infrastructure Fund II. These proceedings were reported in the period following the company’s earnings announcement.


Contextual note

The SEC Form 4 filing provides a snapshot of executive-level trading activity and confirmed aggregated ownership across direct and indirect positions. The company’s reported quarterly results and the separate legal claim in the English courts were disclosed in the same reporting window.

Risks

  • Ongoing legal proceedings in the High Court of Justice, Business and Property Courts of England and Wales involving Aberdeen City Council and Hermes-related entities may introduce uncertainty for the company - this affects legal and governance risk in asset management.
  • Executive stock sales can complicate perceptions of insider positioning even when aggregate holdings remain substantial - this has potential reputational and investor-relations implications for the asset management sector.
  • Market valuation metrics cited alongside the sale (P/E of 11.07 and a 2.4% dividend yield) reflect current market conditions but do not eliminate financial or operational risks inherent to the business - relevant to investors assessing valuation and income characteristics.

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