Janus Henderson
About: Janus Henderson Group provides investment management services to retail intermediary (55% of managed assets), self-directed (22%) and institutional (23%) clients. At the end of March 2025, active equities (58%), fixed-income (24%), multiasset (14%) and alternative (4%) investment platforms constituted the company's $373 billion in assets under management. Janus Henderson sources most of its managed assets from clients in North America (62%), with customers from Europe, the Middle East, Africa, and Latin America (28%) and the Asia-Pacific region (10%) accounting for the remainder.
Employees: 2,300
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
39% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 44
28% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 131
3% more funds holding
Funds holding: 398 [Q4 2024] → 408 (+10) [Q1 2025]
0.19% less ownership
Funds ownership: 91.26% [Q4 2024] → 91.07% (-0.19%) [Q1 2025]
18% less capital invested
Capital invested by funds: $6.32B [Q4 2024] → $5.18B (-$1.14B) [Q1 2025]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 3 (-1) [Q1 2025]
39% less call options, than puts
Call options by funds: $144K | Put options by funds: $235K
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$33
9%
downside
Avg. target
$38
4%
upside
High target
$43
19%
upside
5 analyst ratings
1 positive
20%
4 neutral
80%
0 negative
0%
Morgan Stanley Andrei Stadnik | 9%downside $33 | Equal-Weight Maintained | 6 May 2025 |
Evercore ISI Group John Dunn | 3%downside $35 | In-Line Maintained | 2 May 2025 |
Wells Fargo Michael Brown | 0%downside $36 | Equal-Weight Maintained | 8 Apr 2025 |
Goldman Sachs Alexander Blostein | 13%upside $41 | Neutral Maintained | 3 Apr 2025 |
B of A Securities Craig Siegenthaler | 19%upside $43 | Buy Upgraded | 3 Apr 2025 |
Financial journalist opinion
Positive
Seeking Alpha
3 weeks ago
Janus Henderson Short Term Income Managed Account Q1 2025 Commentary
Our overweight to credit spread risk and underweight to interest rate risk drove outperformance versus the benchmark, despite some security selection drag. We see attractive yields in short-term fixed income, supported by a resilient U.S. economy and the Fed's initiation of its rate-cutting cycle. We favor overweighting credit spread and duration risk, focusing on sectors with cheaper relative valuations like CLOs and ABS over corporates.
Positive
Seeking Alpha
3 weeks ago
Janus Henderson AAA CLO ETF Q1 2025 Commentary
The Fund returned 0.98% and the J.P. Morgan CLO AAA Index returned 1.08%. The portfolio's slightly higher spread duration detracted from relative performance, while security selection contributed. We believe the attractive yields in floating-rate collateralized loan obligations are likely to persist amid a persistently strong labor market and a higher-for-longer interest rate environment.
Positive
CNBC Television
1 month ago
Janus Henderson's Jeremiah Buckley: Outlook on AI infrastructure is still strong
Jeremiah Buckley, Janus Henderson Equities portfolio manager, joins CNBC's 'Squawk on the Street' to discuss outlooks on tech, travel, and more.
Neutral
Seeking Alpha
1 month ago
Janus Henderson Group plc (JHG) Q1 2025 Earnings Call Transcript
Janus Henderson Group plc (NYSE:JHG ) Q1 2025 Earnings Conference Call May 1, 2025 9:00 AM ET Company Participants Ali Dibadj - CEO Roger Thompson - CFO Conference Call Participants Ken Worthington - JPMorgan Bill Katz - TD Cowen Craig Siegenthaler - Bank of America Annalei Davis - Morgan Stanley John Dunn - Evercore ISI Operator Good morning. My name is Lucy, and I will be your conference facilitator today.
Positive
Zacks Investment Research
1 month ago
Compared to Estimates, Janus Henderson Group (JHG) Q1 Earnings: A Look at Key Metrics
The headline numbers for Janus Henderson Group (JHG) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
1 month ago
Janus Henderson Group plc (JHG) Beats Q1 Earnings and Revenue Estimates
Janus Henderson Group plc (JHG) came out with quarterly earnings of $0.79 per share, beating the Zacks Consensus Estimate of $0.72 per share. This compares to earnings of $0.71 per share a year ago.
Neutral
Business Wire
1 month ago
Janus Henderson Group plc Reports First Quarter 2025 Results
LONDON--(BUSINESS WIRE)--Janus Henderson Group plc (NYSE: JHG; “JHG," "Janus Henderson,” or the “Company”) published its first quarter 2025 results for the period ended March 31, 2025. First quarter 2025 operating income was US$153.6 million compared to US$197.5 million in the fourth quarter 2024 and US$119.2 million in the first quarter 2024. Adjusted operating income, adjusted for one-time, acquisition and transaction related costs, was US$156.6 million in the first quarter 2025 compared to U.
Neutral
Zacks Investment Research
1 month ago
Janus Henderson Group plc (JHG) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Janus Henderson Group (JHG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
CNBC Television
2 months ago
Fixed-income overseas is quite attractive, says Janus Henderson CEO Ali Dibadj
Ali Dibadj, Janus Henderson CEO, joins 'Closing Bell: Overtime' to discuss his volatility playbook and where he's finding opportunities.
Neutral
Business Wire
2 months ago
Guardian and Janus Henderson Announce Multifaceted, Strategic Partnership
NEW YORK & LONDON--(BUSINESS WIRE)--The Guardian Life Insurance Company of America® ("Guardian"), one of America's largest life insurers and a leading provider of employee benefits, and Janus Henderson Group plc (NYSE: JHG; “Janus Henderson”), a leading global asset manager, today announced an innovative strategic partnership, whereby Janus Henderson will become Guardian's investment grade public fixed income asset manager. Through the partnership, Janus Henderson will manage the $45 billion in.
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