JHG
Janus Henderson Group plc45.01
-0.32-0.71%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
7.02BP/E (TTM)
13.28Basic EPS (TTM)
3.39Dividend Yield
0.04%Recent Filings
8-K
Non-binding $46/share buyout proposal
Janus Henderson received a non-binding acquisition proposal from Trian and General Catalyst on October 26, 2025, offering $46.00 per share in cash for all outstanding ordinary shares not already controlled by Trian. The board formed a special committee of independent directors to evaluate it, amid Trian's existing two board seats and five-year investment history. No deal is assured. Uncertainties loom over potential impacts on clients and partners.
8-K
CFO succession announced
Janus Henderson announced on August 15, 2025, that CFO Roger Thompson will retire effective March 31, 2026, after over 12 years with the firm. Sukh Grewal, current Head of Strategy & Corporate Development, steps in as CFO on April 1, 2026, retaining his role to align financial and corporate strategies. Thompson receives prorated bonus and three months' pay in lieu of notice. This transition bolsters strategic execution amid recent acquisitions.
10-Q
Q2 FY2025 results
Janus Henderson's Q2 revenue climbed 8% y/y to $633.2M, fueled by 7% higher management fees from improved average AUM, while performance fees doubled to $14.8M on stronger fund results. Operating income held steady at $163.8M despite 11% expense growth, yielding a 25.9% margin; diluted EPS rose 17% y/y to $0.95, reconciling to 154.4M shares. YTD revenue gained 10% to $1,254.6M with EPS up 6% to $1.72, but operating cash flow dipped to $138M amid seeding investments, leaving $882.6M in cash against $395.2M long-term debt at 5.45% due 2034 and full $200M revolver availability. The Guardian partnership closed June 30 for equity warrants, adding $41.1M intangible amortized over its life and boosting fixed income AUM. Yet regulatory scrutiny in asset management persists.
8-K
AUM hits $457B on inflows
Janus Henderson reported Q2 2025 results with AUM surging 27% year-over-year to US$457 billion, fueled by US$46.7 billion in net inflows—mostly from a strategic Guardian partnership adding US$46.5 billion in fixed income assets. Diluted EPS rose 17% to US$0.95, while operating income held steady at US$163.8 million amid market volatility. The firm returned US$113 million to shareholders via dividends and buybacks. Positive flows persist.
8-K
COO Lowry to depart
Janus Henderson Group plc announced that Global Chief Operating Officer James R. Lowry will step down effective May 31, 2025, with his full departure set for August 31, 2025. The company plans a settlement agreement providing him pro-rated 2025 bonus and standard compensation benefits. This leadership shift could disrupt operations during the transition period.
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