Earnings summaries and quarterly performance for JANUS HENDERSON GROUP.
Executive leadership at JANUS HENDERSON GROUP.
Board of directors at JANUS HENDERSON GROUP.
Alison Quirk
Detailed
Director
Angela Seymour-Jackson
Detailed
Director
Anne Sheehan
Detailed
Director
Brian Baldwin
Detailed
Director
Eugene Flood Jr.
Detailed
Director
John Cassaday
Detailed
Chair of the Board
Josh Frank
Detailed
Director
Kalpana Desai
Detailed
Director
Kevin Dolan
Detailed
Director
Leslie F. Seidman
Detailed
Director
Research analysts who have asked questions during JANUS HENDERSON GROUP earnings calls.
Kenneth Worthington
JPMorgan Chase & Co.
4 questions for JHG
Also covers: APO, ARES, BAM +27 more
Craig Siegenthaler
Bank of America
3 questions for JHG
Also covers: AB, AMP, AMTD +26 more
John Dunn
Evercore ISI
3 questions for JHG
Also covers: AAMI, AB, APAM +5 more
Michael Cyprys
Morgan Stanley
3 questions for JHG
Also covers: AAMI, AMP, AMTD +30 more
William Katz
TD Cowen
3 questions for JHG
Also covers: AB, AMG, AMTD +25 more
Alexander Blostein
Goldman Sachs
2 questions for JHG
Also covers: AB, AMG, AMP +31 more
Daniel Fannon
Jefferies Financial Group Inc.
2 questions for JHG
Also covers: AB, AMG, AMTD +27 more
Michael Brown
Wells Fargo Securities
2 questions for JHG
Also covers: APO, ARES, BAM +18 more
Bill Katz
TD Securities
1 question for JHG
Also covers: AB, AMTD, ARES +7 more
Brennan Hawken
UBS Group AG
1 question for JHG
Also covers: AMP, AMTD, APO +26 more
Dan Fannon
Jefferies & Company Inc.
1 question for JHG
Also covers: AB, AMG, AMTD +22 more
Patrick Davitt
Autonomous Research
1 question for JHG
Also covers: ABL, AMG, APO +10 more
Recent press releases and 8-K filings for JHG.
Janus Henderson Group Reports Strong Q3 2025 Results Amidst Acquisition Proposal and CFO Transition
JHG
M&A
Earnings
CFO Change
- 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.
Oct 30, 2025, 1:00 PM
Janus Henderson Reports Strong Q3 2025 Results and Addresses Takeover Proposal
JHG
Earnings
Takeover Bid
Share Buyback
- 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.
Oct 30, 2025, 1:00 PM
Janus Henderson Group Reports Strong Q3 2025 Net Inflows and Financial Performance, Announces CFO Transition
JHG
Earnings
CFO Change
New Projects/Investments
- 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.
Oct 30, 2025, 1:00 PM
Janus Henderson Group Announces Strong Q3 2025 Financial Results
JHG
Earnings
Dividends
Share Buyback
- 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.
Oct 30, 2025, 1:00 PM
Janus Henderson Group plc Reports Strong Q3 2025 Results and Acknowledges Acquisition Proposal
JHG
Earnings
Dividends
Takeover Bid
- 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.
Oct 30, 2025, 11:30 AM
Janus Henderson Confirms Receipt of Acquisition Proposal
JHG
M&A
Takeover Bid
- 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.
Oct 27, 2025, 8:01 PM
Janus Henderson Receives Takeover Bid
JHG
M&A
Takeover Bid
- Janus Henderson Group plc (JHG) has received a non-binding acquisition proposal from Trian Fund Management and General Catalyst Group Management to acquire all outstanding shares not already owned by Trian for $46 per share in cash.
- The $46 per share offer represents a significant premium, including over a 56% premium compared to the share price in April 2025.
- Trian Fund Management, which currently owns 20.4% of Janus Henderson and holds two board seats, first invested in the company in 2020.
- The proposed price implies a 9.5x trailing 12-month EBITDA multiple, which is notably higher than the company's three-year average multiple of 7.7x.
- Janus Henderson's board plans to form a special committee to review the proposal, but there is no assurance that a definitive agreement or transaction will occur.
Oct 27, 2025, 12:21 PM
Janus Henderson Group Confirms Acquisition Proposal
JHG
M&A
Takeover Bid
- Janus Henderson Group plc (JHG) has confirmed receiving a non-binding acquisition proposal from Trian Fund Management, L.P. and General Catalyst Group Management, LLC.
- The proposal contemplates the acquisition of all outstanding ordinary shares of Janus Henderson 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, which was received on October 26.
- Trian, which first disclosed its investment in Janus Henderson in October 2020, currently has two representatives on the Janus Henderson Board.
Oct 27, 2025, 12:18 PM
Henderson Smaller Companies Investment Trust Reports Challenging FY2025 Performance and Announces Management Transition
JHG
Management Change
Dividends
Share Buyback
- The Henderson Smaller Companies Investment Trust experienced a challenging financial year ending May 31, 2025, with its net asset value declining by 5.1% and share price falling by 2.3% on a total return basis, underperforming its benchmark by 10.1%.
- Despite performance challenges, the company declared a full-year dividend of £0.28, representing 3.7% year-on-year growth and marking the 22nd consecutive year of dividend growth.
- Neil Hermon retired as Portfolio Manager after 22 years of service, with Indriyati Van Heen taking over as sole Fund Manager, and a new team member is expected to join in November.
- The Trust has been actively buying back shares, repurchasing almost 11 million shares (just under 15% of total share capital) since October 2024, and its discount was 9% yesterday (September 16, 2025), which is tighter than the peer group average of over 10%.
- Management is implementing refinements to the investment process, including cutting the tail of the portfolio, increasing earnings momentum, diversifying sector exposure, and reducing exposure to highly leveraged companies, while maintaining an optimistic outlook for the undervalued UK small-cap market.
Sep 17, 2025, 11:00 AM
Quarterly earnings call transcripts for JANUS HENDERSON GROUP.
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