Janus Henderson Group

Passive Investing And Digital Automation Will Squeeze Net Margins

AnalystLowTarget

Not Invested

Community Contributor

Published

28 Apr 25

Updated

15 Dec 25

Views

n/a

AnalystLowTarget's Fair Value

n/a

11.0%

4.7%

11.0%

4.7%

You can edit this narrative until Dec 16 12:15 AM. Then, changes will post as Updates.

Author's Valuation

US$463.2% overvalued

AnalystLowTarget Fair Value

Narrative

Updates2

Shared on 15 Dec 25

Fair value Increased 28%

JHG: Fair Outlook Will Hinge On Trian General Catalyst Proposal Outcome

Analysts have lifted their fair value estimate for Janus Henderson Group by $10 to $46 per share, citing a series of recent price target increases supported by stronger than expected Q3 performance, improving revenue growth and margins, and a more constructive outlook for traditional asset managers. Analyst Commentary Recent research updates highlight that, despite the higher fair value estimate and multiple price target increases, sentiment toward Janus Henderson remains nuanced.

Shared on 07 May 25

AnalystLowTarget Fair Value

US$46

3.2% overvalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

4.14%

Capital Markets revenue growth rate

0.25%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.73%

Calculation

US$583.21m

Earnings '28

14.71x

PE Ratio '28

US$8.58b

Market Cap '28

US$8.58b

Market Cap '28

145.52m

No. shares '28

US$58.96

Share Price '28

US$58.96 Share Price '28

Discounted to 2025 @ 8.75% p.a.

US$45.84

Fair Value '25