Earnings summaries and quarterly performance for JANUS HENDERSON GROUP.
Executive leadership at JANUS HENDERSON GROUP.
Board of directors at JANUS HENDERSON GROUP.
Alison Quirk
Director
Angela Seymour-Jackson
Director
Anne Sheehan
Director
Brian Baldwin
Director
Eugene Flood Jr.
Director
John Cassaday
Chair of the Board
Josh Frank
Director
Kalpana Desai
Director
Kevin Dolan
Director
Leslie F. Seidman
Director
Research analysts who have asked questions during JANUS HENDERSON GROUP earnings calls.
Kenneth Worthington
JPMorgan Chase & Co.
4 questions for JHG
Craig Siegenthaler
Bank of America
3 questions for JHG
John Dunn
Evercore ISI
3 questions for JHG
Michael Cyprys
Morgan Stanley
3 questions for JHG
William Katz
TD Cowen
3 questions for JHG
Alexander Blostein
Goldman Sachs
2 questions for JHG
Daniel Fannon
Jefferies Financial Group Inc.
2 questions for JHG
Michael Brown
Wells Fargo Securities
2 questions for JHG
Bill Katz
TD Securities
1 question for JHG
Brennan Hawken
UBS Group AG
1 question for JHG
Dan Fannon
Jefferies & Company Inc.
1 question for JHG
Patrick Davitt
Autonomous Research
1 question for JHG
Recent press releases and 8-K filings for JHG.
- Janus Henderson Group plc (JHG) has entered into an Agreement and Plan of Merger with Jupiter Company Limited and Jupiter Merger Sub Limited, dated December 21, 2025.
- Under the terms of the merger, each ordinary share of JHG (excluding certain shares) will be converted into the right to receive $49.00 in cash.
- The transaction is expected to close in mid-2026 and is subject to customary closing conditions, including receipt of applicable regulatory approvals, client consents, and approval by Janus Henderson’s shareholders.
- The acquisition will be funded in part by investment vehicles managed by Trian and General Catalyst, with additional financing from global investors such as Qatar Investment Authority, Sun Hung Kai & Co. Limited, and MassMutual. Trian and related parties will also roll over their currently held shares.
- Janus Henderson Group plc (NYSE: JHG) has entered into a definitive agreement to be acquired.
- The acquisition is an all-cash transaction by Trian Fund Management, L.P. and General Catalyst Group Management, LLC.
- The equity value of the acquisition is approximately $7.4 billion.
- The announcement was made on December 22, 2025.
- Janus Henderson Group plc will be acquired by Trian Fund Management and General Catalyst in an all-cash transaction with an equity value of approximately $7.4 billion.
- Shareholders not already owned or controlled by Trian will receive $49.00 per share in cash, representing an 18% premium to the unaffected closing price on October 24, 2025.
- The transaction is expected to close in mid-2026 and will involve significant long-term investment in product offerings, client services, technology, and talent, with a focus on applying AI to enhance business operations.
- Trian Fund Management, which has been a shareholder since 2020 and has Board representation since 2022, currently owns 20.6% of Janus Henderson's outstanding shares.
- Janus Henderson has agreed to be acquired by a consortium led by Trian Fund Management and General Catalyst in an all-cash deal valuing the asset manager at approximately $7.4 billion, with shareholders receiving $49 per share.
- The acquisition price represents a 6.5% premium to the most recent close and an 18% premium to the stock's level before the offer became public in October.
- The buyer group also includes Qatar Investment Authority and Sun Hung Kai & Co., with Trian, which currently owns about 20.6% of Janus Henderson, having driven a multi-year turnaround.
- The deal is expected to close in mid-2026 and aims to accelerate investment in people, technology, client services, and product development, with CEO Ali Dibadj continuing to lead the company.
- Janus Henderson Group received a non-binding proposal from Trian (a 20.6% shareholder) and General Catalyst to acquire all outstanding ordinary shares not already owned by Trian; a special committee has been appointed to consider the offer.
- The company reported strong Q3 2025 financial performance, with record Assets Under Management (AUM) of $483.8 billion , a 27% increase year-over-year , driven by the sixth consecutive quarter of positive net flows totaling $7.8 billion. Adjusted diluted EPS increased 20% year-over-year to $1.09.
- Janus Henderson returned nearly $130 million to shareholders through dividends and share buybacks in Q3 2025. The company is also transitioning its investment management system to Aladdin, which is expected to increase adjusted operating costs by approximately 1% in 2026 and 2027 before delivering efficiencies.
- CFO Roger Thompson will retire on April 1, 2025, and Suk Rawal, Head of Corporate Development and Strategy, will succeed him.
- Janus Henderson (JHG) reported strong Q3 2025 results, with Assets Under Management (AUM) reaching a record $483.8 billion, a 27% increase year-over-year, and achieving its sixth consecutive quarter of positive net flows totaling $7.8 billion. Adjusted diluted EPS was $1.09, up 20% from the prior year, and the adjusted operating margin increased 200 basis points to 36.9%.
- The company is transitioning its investment management system to Aladdin, anticipating an approximately 1% increase in adjusted operating costs for 2026 and 2027, with expected operational improvements and efficiencies from 2028 onwards.
- A special committee has been appointed to consider a non-binding proposal from Trian and General Catalyst to acquire outstanding ordinary shares of Janus Henderson not already owned by Trian. In Q3 2025, JHG returned nearly $130 million to shareholders through dividends and share buybacks, including repurchasing 1.5 million shares for approximately $67 million.
- Janus Henderson Group reported net inflows of $7.8 billion in Q3 2025, marking its sixth consecutive quarter of positive net flows and the best quarterly result ever, excluding Guardian net inflows.
- The company achieved strong financial performance in Q3 2025, with adjusted operating income improving 22% quarter-over-quarter and adjusted diluted EPS increasing 20% to $1.09 compared to Q3 2024.
- JHG continued its capital stewardship, returning nearly $130 million to shareholders through dividends and share buybacks in Q3 2025, including repurchasing 1.5 million shares for approximately $67 million.
- Strategic initiatives include a partnership with CNO Financial Group to accelerate Victory Park Capital's growth and the successful first close of a $300 million Sharia-compliant fund by the Emerging Markets Private Investment team.
- CFO Roger Thompson will retire on April 1, 2025, with Suk Rawal appointed as his successor. Additionally, the company is transitioning its investment management system to Aladdin, which is projected to increase adjusted operating costs by approximately 1% in 2026 and 2027 before yielding efficiencies.
- Janus Henderson Group (JHG) reported Q3 2025 adjusted diluted EPS of $1.09, a 21% increase from Q2 2025 and 20% increase from Q3 2024. Total GAAP revenue reached $700.4 million, up 11% from Q2 2025, and adjusted operating income rose 22% quarter-over-quarter to $204.5 million, resulting in an adjusted operating margin of 36.9%.
- Assets Under Management (AUM) increased 6% to $483.8 billion in Q3 2025, driven by $7.8 billion in net inflows, marking the sixth consecutive quarter of positive net flows.
- The company returned nearly $130 million to shareholders in Q3 2025 through a declared dividend of $0.40 per share and the repurchase of 1.5 million shares.
- Janus Henderson Group plc reported Q3 2025 diluted EPS of US$0.92 and adjusted diluted EPS of US$1.09.
- Assets under management (AUM) reached US$484 billion as of September 30, 2025, marking a 27% increase year-over-year and 6% quarter-over-quarter.
- The company achieved its sixth consecutive quarter of positive net inflows, totaling US$7.8 billion in Q3 2025.
- US$129 million was returned to shareholders in Q3 2025 through dividends and share buybacks, and the Board declared a quarterly dividend of US$0.40 per share.
- Janus Henderson has received a non-binding acquisition proposal from Trian and General Catalyst, which is currently under evaluation by a special committee.
- Janus Henderson Group plc (JHG) confirmed on October 27, 2025, the receipt of a non-binding acquisition proposal.
- The proposal, submitted jointly by Trian Fund Management, L.P. and General Catalyst Group Management, LLC, is to acquire all outstanding ordinary shares not already owned or controlled by Trian for $46.00 per share in cash.
- The company's board of directors intends to appoint a special committee to consider the proposal.
- There is no assurance that any definitive agreement will result or that any transaction will be consummated.
Quarterly earnings call transcripts for JANUS HENDERSON GROUP.
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