SeekingAlpha · Oct 31, 2026
Hermès: Premium Brand, Less Premium Valuation
Hermès leverages scarcity, pricing power, and an ultra-wealthy clientele to maintain exceptional margins and brand exclusivity. Click for more on HESAY.
OTC · HESAY
Consumer Cyclical · Luxury Goods
$144.37
Up+$2.87 (+2.03%)
Updated Oct 31, 2026, 9:25 PM
SID Score
4.7/10
Composite research score
Smart Money
46/100
Neutral
Price performance · HESAY
1M range · 6 trading sessions · Daily adjusted prices
Prices through Oct 9, 2026
HESAY closed at $144.38 after 6 trading sessions, down 1.31% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 9, 2026 | $143.98 | $144.73 | $143.27 | $144.38 | 135.14K |
| Oct 8, 2026 | $142.61 | $143.05 | $140.925 | $142.58 | 162.23K |
| Oct 7, 2026 | $141.89 | $143.88 | $141.15 | $143.40 | 210.6K |
| Oct 6, 2026 | $142.94 | $144.4355 | $142.3301 | $143.15 | 278.26K |
| Oct 5, 2026 | $142.62 | $144.69 | $142.40 | $144.37 | 137.47K |
| Oct 2, 2026 | $147.76 | $148.135 | $145.92 | $146.29 | 166.53K |
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Company
Market Activity
Research & News
HESAY research
Company profile and research snapshot.
HERMES INTL SA UNSP/ADR
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Sep 23, 2026 | LANDESBANK BADEN-WUERTTEMBERG | Buy | — |
| Sep 23, 2026 | ROTHSCHILD & CO REDBURN | Buy | — |
| Sep 21, 2026 | BERENBERG | Buy | — |
| Sep 21, 2026 | DAY BY DAY | Sell | — |
| Sep 17, 2026 | BAADER EUROPE / ALPHAVALUE | Buy | — |
No generated briefing is available yet.
SeekingAlpha · Oct 31, 2026
Hermès leverages scarcity, pricing power, and an ultra-wealthy clientele to maintain exceptional margins and brand exclusivity. Click for more on HESAY.
Yahoo · Oct 27, 2026
The peer-to-peer marketplace boasts a slew of major designers and archival pieces from Sabyasachi, Anita Dongre, Tarun Tahiliani, Mahima Mahajan, House of Masaba and more.
Yahoo · Oct 25, 2026
Hermès International Société en commandite par actions (ENXTPA:RMS) reported its slowest quarterly revenue growth in six years for Q3 2026. Management cited weaker demand in China and recent political unrest in France as key reasons for the softer Q3 2026 performance. The luxury group increased security at French boutiques but indicated local sales had not yet been materially affected. Despite the Q3 2026 growth slowdown linked to China softness and French unrest, Hermès still brings more to...
Yahoo · Oct 22, 2026
Market Hang's panel debates if struggling luxury retailers like Hermes (RMS.PA) and Louis Vuitton (MC.PA), and if price moderation is the ultimate key. Today's panel consists of hosts Jen Saarbach and Kristen Kelly, co-founders of The Wall Street Skinny, along with Laffer Tengler Investments CEO and CIO Nancy Tengler; Slatestone Wealth Partner and Chief Market Strategist and Kace Capital Advisors Founder and CEO Kenny Polcari; and BD8 Capital Partners CEO and chief investment officer Barbara Doran.
Interpretive context generated from the platform’s current data sources.
Hermès International ADR shares have experienced significant downward pressure across multiple timeframes. Per SID market data, HESAY closed at $144.37, reflecting a one-month decline of 11.37%, a three-month decline of 22.9%, and a steep one-year loss of 42.26%. The stock is trading well below both key moving averages, sitting 14.16% under its 50-day moving average of $168.20 and 27.77% below its 200-day moving average of $199.88, according to Massive/Polygon technical indicators. The 14-day relative strength index registers at 33.4, approaching oversold territory below.the conventional 30 threshold. Despite the prolonged selloff, average daily trading volume remains at approximately 54,192 shares, consistent with the ADR's typical liquidity profile. The stock carries a beta of 1.035, indicating near-market-level volatility. Hermès maintains a market capitalization of approximately $262.4 billion, underscoring its position among the world's largest luxury goods companies.
Hermès International trades at a premium valuation relative to broader market benchmarks, reflecting its positioning within the luxury consumer cyclical sector. According to SID market data, the stock carries a price-to-earnings ratio of 50.07, significantly above the S&P 500 average, indicating investors continue to pay a substantial multiple for the company's earnings despite the recent price decline. The price-to-book ratio stands at 13.51, per SEC filings, consistent with a capital-light luxury brand commanding intangible brand value far exceeding its book equity. The PEG ratio is recorded at negative 18.48, an anomalous figure suggesting that forward earnings growth estimates have turned negative or that the metric is distorted by near-term earnings volatility. Hermès offers a modest dividend yield of approximately 1.21%, reflecting the company's historical preference for reinvesting profits into organic growth rather than distributing large payouts to shareholders in the consumer cyclical space.
Smart money indicators for Hermès International present a neutral overall signal, with the composite smart money score registering at 46 out of 100, according to SID market data. The breakdown across subcategories reveals a balanced but unenthusiastic institutional posture. Insider activity scores 12.5 out of 25, suggesting limited notable buying or selling from corporate officers and directors per SEC Form 4 filings. Institutional positioning scores 13.0 out of 25, indicating moderate engagement from large fund managers tracked through 13F institutional filings, though not at levels that suggest aggressive accumulation. Dark pool activity registers at a relatively low 8.5 out of 25, pointing to subdued off-exchange transaction volumes that could reflect reduced institutional block trading interest at current price levels. Congressional trading activity scores 12 out of 25, showing no meaningful directional bias from disclosed legislative portfolio transactions. Collectively, these metrics indicate that sophisticated market participants are largely sidelining HESAY amid its ongoing price correction rather than positioning for a near-term reversal.
No recent earnings data is currently available for Hermès International in the SID database, which limits quantitative analysis of the company's most recent financial performance. As a Paris-listed entity trading in the United States via ADR under the ticker HESAY, Hermès reports financial results on a semi-annual basis per European reporting conventions, according to company earnings reports. The stock's trailing price-to-earnings ratio of 50.07 implies that the market continues to price in historically robust profitability, though the negative PEG ratio of -18.48 per analyst estimates raises questions about the trajectory of consensus growth projections. The 42.26% year-over-year share price decline may partially reflect investor recalibration of earnings expectations amid macroeconomic headwinds affecting the luxury goods sector broadly. Investors should monitor the company's next scheduled earnings release for updated revenue, margin, and regional sales mix data to assess whether fundamental performance supports current valuation multiples.
Wall Street coverage of Hermès International remains predominantly constructive despite the stock's sustained decline. According to SID consensus data, four of the five most recent analyst actions reiterate Buy ratings. Landesbank Baden-Württemberg and Rothschild & Co Redburn both maintained Buy ratings on September 23, 2026, while Berenberg reiterated its Buy recommendation on September 21, 2026, per Wall Street analyst reports. Baader Europe/AlphaValue also maintained a Buy rating on September 17, 2026. The sole dissenting voice is Day by Day, which reiterated a Sell rating on September 21, 2026. Notably, all five actions represent reiterations of prior positions rather than upgrades or downgrades, suggesting analysts have not materially shifted their fundamental views despite the stock trading 27.77% below its 200-day moving average. The 80% Buy consensus among recent coverage contrasts with the neutral smart money score of 46, highlighting a divergence between sell-side conviction and institutional positioning activity.


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