Janus Henderson Group PLC (JHG)

Over the past six months, Janus Henderson Group Plc's stock has traded between $49.42 and $28.26. Key events include Q4 2025 earnings release on January 30, 2026, where the company reported $2.01 earnings per share (EPS), significantly topping the consensus estimate of $1.19. Revenue for the quarter was $996.60 million, exceeding the consensus estimate of $763.09 million, and was up 61.3% year-over-year. Q3 2025 earnings release on October 30, 2025, with a reported diluted EPS of $0.92 and adjusted diluted EPS of $1.09. The company achieved its sixth consecutive quarter of positive net inflows, with Q3 2025 net inflows of $7.8 billion, and assets under management (AUM) reaching a record high of $483.8 billion, a 27% increase year-over-year. Q2 2025 Earnings Release on July 31, 2025, with a reported EPS of $0.95. On December 22, 2025, Janus Henderson Group plc announced it would be acquired by Trian Fund Management and General Catalyst in an all-cash transaction valued at approximately $7.4 billion. Zacks Research cut shares of Janus Henderson Group from a "strong-buy" rating to a "hold" rating in a research report on February 4, 2026.

While the overall demand for Janus Henderson's diverse offerings might not have a single, clear seasonal pattern, specific product categories they manage can be influenced by market seasonality. Customary blackout periods before earnings releases can lead to lower issuance in certain months, while heavier coupon reinvestment in January and July can create demand for bonds.

Janus Henderson Group Plc is a global asset manager specializing in active investment across various asset classes. Headquartered in London, it provides investment products and services to institutional, retail, and high-net-worth clients, managing equity, fixed income, and balanced mutual funds.

Janus Henderson Group Plc has a significant global presence, with operations spanning North America, the United Kingdom, continental Europe, Latin America, Japan, Asia, and Australia. The company has offices in 25 cities worldwide.

Janus Henderson Group emphasizes its mission to help clients achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. The company demonstrated continued progress across its business, with solid investment performance, increased AUM, positive net flows, and improved operating results, which generally contribute positively to brand reputation. The recent announcement of the acquisition by Trian Fund Management and General Catalyst suggests a positive outlook for the brand under new ownership.

Janus Henderson Group plc has 768 institutional owners and shareholders, collectively holding 164,727,828 shares. Major institutional shareholders include Trian Fund Management, L.p., BlackRock, Inc., and Vanguard Group Inc. Trian Fund Management, L.p. has been a shareholder since 2020 and currently owns 20.6% of the company's outstanding shares.