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Janus Henderson Group plc

Janus Henderson Group plc

NYSE•JHG
CEO: Mr. Ali Dibadj J.D.
Sector: Financial Services
Industry: Asset Management
Listing Date: 2017-05-30
Janus Henderson Group plc is an asset management holding entity. Through its subsidiaries, the firm provides services to institutional, retail clients, and high net worth clients. It manages separate client-focused equity and fixed income portfolios. The firm also manages equity, fixed income, and balanced mutual funds for its clients. It invests in public equity and fixed income markets, as well as invests in real estate and private equity. Janus Henderson Group plc was founded in 1934 and is based in London, United Kingdom with additional offices in Jersey, United Kingdom and Sydney, Australia.
Contact Information
201 Bishopsgate, London, EC2M 3AE, United Kingdom
44-20-7818-1818
www.janushenderson.com
Market Cap
$7.41B
P/E (TTM)
13.8
0
Dividend Yield
3.3%
52W High
$49.42
52W Low
$28.26
52W Range
93%
Rank34Top 27.8%
4.7
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.7 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q3 2025 Data

Revenue

$700.40M+12.10%
4-Quarter Trend

EPS

$0.92+441.18%
4-Quarter Trend

FCF

$256.40M+13.50%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Q3 Revenue Rises 12% Total revenue reached $700.4M for the quarter, marking a $75.6M increase, driven by $60.3M higher management fees.
Net Income Jumps 421% Net income attributable to JHG was $142.1M, significantly up $114.8M, aided by $106.8M favorable non-operating income movement.
AUM Hits $483.8 Billion Total Assets Under Management grew 28% since year-end 2024 to $483.8B, driven by $46.5B Guardian assets addition.
Diluted EPS $0.92 Achieved Diluted earnings per share was $0.92, a substantial increase from $0.17 reported in the third quarter of 2024.

Risk Factors

Operating Margin Compression Noted Operating margin declined to 24.6% in Q3 2025, down from 26.4% in Q3 2024, despite revenue growth.
Operating Expenses Increase Total operating expenses rose 15% to $528.4M, primarily due to $28.4M higher compensation costs post-acquisitions.
Litigation Risk Continues Ongoing class action lawsuit regarding fiduciary duties remains active; trial scheduled for July 20, 2026.
Platform Transition Costs Asset impairment charges increased by $8.1M due to strategic decision to transition investment management platform to Aladdin.

Outlook

Potential Sale Consideration Received non-binding acquisition proposal on October 26, 2025, from Trian and General Catalyst for $46.00 per share cash.
Capital Return Focus Returned $128.9M to shareholders via dividends and share buybacks during the third quarter 2025 period.
Anticipated Tax Rate Expect adjusted effective tax rate on net income attributable to JHG to be in range of 23% to 25% for 2025.
Strategic Platform Investment Anticipate high-single-digit growth in non-compensation expenses supporting strategic initiatives and full consolidation impact.

Peer Comparison

Revenue (TTM)

Voya Financial, Inc.VOYA
$8.09B
+2.9%
Pinnacle Financial Partners, Inc.PNFP
$2.92B
+2.3%
Janus Henderson Group plcJHG
$2.66B
+14.1%

Gross Margin (Latest Quarter)

Main Street Capital CorporationMAIN
82.3%
-28.4pp
Prospect Capital CorporationPSEC
75.7%
-24.3pp
Hamilton Lane IncorporatedHLNE
70.8%
-0.6pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
AMG$9.00B17.316.2%26.6%
HLNE$8.39B26.931.3%22.1%
PNFP$7.46B11.69.5%4.4%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-0.4%
Flat Growth
4Q Net Income CAGR
5.3%
Profitability Improving
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Jan 30, 2026
|
EPS:$1.19
|
Revenue:$763.09M
Reports
All Years

  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Oct 30, 2025|
    Revenue: $700.40M+12.1%
    |
    EPS: $0.92+441.2%
    Miss

  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Jul 31, 2025|
    Revenue: $633.20M+7.6%
    |
    EPS: $0.95+17.3%
    Beat

  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 1, 2025|
    Revenue: $621.40M+12.6%
    |
    EPS: $0.77-4.9%
    Beat

  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 27, 2025|
    Revenue: $2.47B+17.7%
    |
    EPS: $2.57+8.4%
    Miss

  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Oct 31, 2024|
    Revenue: $624.80M+19.9%
    |
    EPS: $0.17-69.6%
    Miss

  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 1, 2024|
    Revenue: $588.40M+13.9%
    |
    EPS: $0.81+50.0%
    Beat

  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 2, 2024|
    Revenue: $551.70M+11.3%
    |
    EPS: $0.81+52.8%
    Beat

  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 27, 2024|
    Revenue: $2.10B-4.6%
    |
    EPS: $2.37+6.3%
    Meet