Janus Henderson Group PLC
F:HDJ
Janus Henderson Group PLC
Janus Henderson Group PLC is a global asset management company that finds its roots intertwined with the storied financial histories of its predecessors; Janus Capital Group and Henderson Global Investors. Born out of a merger in 2017, the company embodies a blend of rich American and British financial heritages, catering to a diverse clientele worldwide. It operates in the dynamic realm of actively managed investment funds, where it diligently strives to outperform the market through insightful and strategic investment decisions. With offices spanning the globe, Janus Henderson brings together an international team of experienced professionals dedicated to identifying opportunities and managing risks, regularly engaging in in-depth research and hands-on fund management.
The company generates revenue through management fees, performance fees, and services associated with advisory functions. By pooling funds from individual and institutional investors, Janus Henderson channels this capital into a wide array of financial instruments, including equities, fixed income, property, and multi-asset portfolios. Its earnings are primarily tied to the assets under management (AUM), whereby a rise in the value or the inflow of investments boosts its fee-based revenue. In an industry where performance is a crucial differentiator, Janus Henderson leverages its global perspective and rigorous analytical acumen to deliver value to its clients, thus securing its place as a reputable name in the asset management sector.
Janus Henderson Group PLC is a global asset management company that finds its roots intertwined with the storied financial histories of its predecessors; Janus Capital Group and Henderson Global Investors. Born out of a merger in 2017, the company embodies a blend of rich American and British financial heritages, catering to a diverse clientele worldwide. It operates in the dynamic realm of actively managed investment funds, where it diligently strives to outperform the market through insightful and strategic investment decisions. With offices spanning the globe, Janus Henderson brings together an international team of experienced professionals dedicated to identifying opportunities and managing risks, regularly engaging in in-depth research and hands-on fund management.
The company generates revenue through management fees, performance fees, and services associated with advisory functions. By pooling funds from individual and institutional investors, Janus Henderson channels this capital into a wide array of financial instruments, including equities, fixed income, property, and multi-asset portfolios. Its earnings are primarily tied to the assets under management (AUM), whereby a rise in the value or the inflow of investments boosts its fee-based revenue. In an industry where performance is a crucial differentiator, Janus Henderson leverages its global perspective and rigorous analytical acumen to deliver value to its clients, thus securing its place as a reputable name in the asset management sector.
AUM Record High: Assets under management reached $483.8 billion, up 6% QoQ and 27% YoY, representing the company’s highest AUM ever.
Strong Net Flows: Net inflows of $7.8 billion marked the sixth consecutive quarter of positive net flows and a 7% organic growth rate.
EPS Growth: Adjusted diluted EPS was $1.09, up 20% YoY and 21% QoQ, driven by higher operating income and strong investment performance.
Positive Investment Performance: Over 60% of assets beat benchmarks on a 3-, 5-, and 10-year basis; over 70% in top 2 Morningstar quartiles.
Continued Shareholder Returns: Nearly $130 million returned this quarter via dividends and buybacks; cumulative share count reduced by 23% since 2018.
Strategic Initiatives: Progress made in private markets, successful launches of new ETFs, and new partnerships with CNO and Guardian.
Expense Guidance Unchanged: Cost discipline maintained; guidance for 2025 comp ratio (43–44%) and high single-digit non-comp expense growth unchanged.
M&A Proposal: Board evaluating nonbinding acquisition proposal from Trian and General Catalyst; no assurance of a transaction.
