Janus Henderson Group plc is an asset management holding entity. More Details
Flawless balance sheet and fair value.
Share Price & News
How has Janus Henderson Group's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: JHG has not had significant price volatility in the past 3 months.
7 Day Return
AU Capital Markets
1 Year Return
AU Capital Markets
Return vs Industry: JHG exceeded the Australian Capital Markets industry which returned -4.9% over the past year.
Return vs Market: JHG exceeded the Australian Market which returned -9.6% over the past year.
Price Volatility Vs. Market
How volatile is Janus Henderson Group's share price compared to the market and industry in the last 5 years?
Simply Wall St News
No news available
Is Janus Henderson Group undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: JHG (A$34.81) is trading below our estimate of fair value (A$45.12)
Significantly Below Fair Value: JHG is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: JHG is poor value based on its PE Ratio (60.2x) compared to the AU Capital Markets industry average (23x).
PE vs Market: JHG is poor value based on its PE Ratio (60.2x) compared to the Australian market (20.5x).
Price to Earnings Growth Ratio
PEG Ratio: JHG is poor value based on its PEG Ratio (2x)
Price to Book Ratio
PB vs Industry: JHG is good value based on its PB Ratio (1x) compared to the AU Capital Markets industry average (1.2x).
How is Janus Henderson Group forecast to perform in the next 1 to 3 years based on estimates from 14 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: JHG's forecast earnings growth (30.9% per year) is above the savings rate (2.3%).
Earnings vs Market: JHG's earnings (30.9% per year) are forecast to grow faster than the Australian market (17.6% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: JHG's revenue (2.1% per year) is forecast to grow slower than the Australian market (4.8% per year).
High Growth Revenue: JHG's revenue (2.1% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: JHG's Return on Equity is forecast to be low in 3 years time (9.6%).
How has Janus Henderson Group performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: JHG has a large one-off loss of $472.2M impacting its June 30 2020 financial results.
Growing Profit Margin: JHG's current net profit margins (3.3%) are lower than last year (18.8%).
Past Earnings Growth Analysis
Earnings Trend: JHG's earnings have grown by 9.5% per year over the past 5 years.
Accelerating Growth: JHG's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: JHG had negative earnings growth (-82%) over the past year, making it difficult to compare to the Capital Markets industry average (-7.9%).
Return on Equity
High ROE: JHG's Return on Equity (1.6%) is considered low.
How is Janus Henderson Group's financial position?
Financial Position Analysis
Short Term Liabilities: JHG's short term assets ($2.3B) exceed its short term liabilities ($735.6M).
Long Term Liabilities: JHG's short term assets ($2.3B) exceed its long term liabilities ($1.1B).
Debt to Equity History and Analysis
Debt Level: JHG's debt to equity ratio (5.9%) is considered satisfactory.
Reducing Debt: JHG's debt to equity ratio has reduced from 14.8% to 5.9% over the past 5 years.
Debt Coverage: JHG's debt is well covered by operating cash flow (215.4%).
Interest Coverage: JHG earns more interest than it pays, so coverage of interest payments is not a concern.
What is Janus Henderson Group current dividend yield, its reliability and sustainability?
Current Dividend Yield
Upcoming Dividend Payment
Dividend Yield vs Market
Notable Dividend: JHG's dividend (5.93%) is higher than the bottom 25% of dividend payers in the Australian market (2.23%).
High Dividend: JHG's dividend (5.93%) is in the top 25% of dividend payers in the Australian market (5.53%)
Stability and Growth of Payments
Stable Dividend: Whilst dividend payments have been stable, JHG has been paying a dividend for less than 10 years.
Growing Dividend: JHG's dividend payments have increased, but the company has only paid a dividend for 3 years.
Current Payout to Shareholders
Dividend Coverage: With its high payout ratio (356.9%), JHG's dividend payments are not well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: JHG's dividends in 3 years are forecast to be covered by earnings (55.1% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Dick Weil (56 yo)
Mr. Richard MacCoy Weil, also known as Dick, has been Chief Executive Officer at Janus Henderson Group plc since August 1, 2018, and its Executive Director since May 2017. Mr. Weil served as Co-Chief Execu ...
CEO Compensation Analysis
Compensation vs Market: Dick's total compensation ($USD10.10M) is above average for companies of similar size in the Australian market ($USD2.11M).
Compensation vs Earnings: Dick's compensation has been consistent with company performance over the past year.
|CEO & Executive Director||2.17yrs||US$10.10m||0.52% |
|Chief Financial Officer||7.75yrs||no data||0.062% |
|Executive VP & Head of North America||3.75yrs||no data||0.15% |
|Head of Operations||no data||no data||no data|
|Global Chief Investment Officer & Portfolio Manager||3.42yrs||no data||0.19% |
|Chief Accounting Officer & Treasurer||no data||no data||no data|
|Chief Information Officer||3.75yrs||no data||no data|
|Global Head of Investor Relations||no data||no data||no data|
|General Counsel & Company Secretary||2.25yrs||no data||no data|
|Global Head of Communications||no data||no data||no data|
|Global Head of Marketing||no data||no data||no data|
|Global Head of Equities||7.75yrs||no data||no data|
Experienced Management: JHG's management team is considered experienced (3.8 years average tenure).
|CEO & Executive Director||2.17yrs||US$10.10m||0.52% |
|Independent Non-Executive Director||3.42yrs||US$257.50k||0.0062% |
|Independent Non-Executive Vice Chairman||3.42yrs||US$409.78k||0.010% |
|Non-Executive Chairman||3.42yrs||US$400.00k||0.0093% |
|Independent Non-Executive Director||3.42yrs||US$298.69k||0.037% |
|Independent Non-Executive Director||3.42yrs||US$294.25k||0.00022% |
|Independent Non-Executive Director||3.42yrs||US$127.50k||0.0092% |
|Independent Non-Executive Director||3.42yrs||US$323.07k||0.0093% |
|Independent Non-Executive Director||3.42yrs||US$325.69k||0.0062% |
|Independent Non-Executive Director||3.42yrs||no data||no data|
Experienced Board: JHG's board of directors are considered experienced (3.4 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Janus Henderson Group plc's company bio, employee growth, exchange listings and data sources
- Name: Janus Henderson Group plc
- Ticker: JHG
- Exchange: CHIA
- Founded: 1934
- Industry: Asset Management and Custody Banks
- Sector: Diversified Financials
- Market Cap: US$4.284b
- Listing Market Cap: US$6.088b
- Shares outstanding: 176.31m
- Website: https://www.janushenderson.com
Number of Employees
- Janus Henderson Group plc
- 201 Bishopsgate
- Greater London
- EC2M 3AE
- United Kingdom
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|JHG||NYSE (New York Stock Exchange)||Yes||Ordinary Shares||US||USD||May 2017|
|HDJA||DB (Deutsche Boerse AG)||Yes||Ordinary Shares||DE||EUR||May 2017|
|0RPW||LSE (London Stock Exchange)||Yes||Ordinary Shares||GB||USD||May 2017|
|JHG||ASX (Australian Securities Exchange)||CHESS DP INT||AU||AUD||Jun 2017|
|HDJ||DB (Deutsche Boerse AG)||CHESS DP INT||DE||EUR||Jun 2017|
|JHG||CHIA (Chi-X Australia)||CHESS DP INT||AU||AUD||Jun 2017|
|JUHD.Y||OTCPK (Pink Sheets LLC)||CHESS DP INT||US||USD||Jun 2017|
Janus Henderson Group plc is an asset management holding entity. Through its subsidiaries, the firm provides services to institutional, retail clients, and high net worth clients. It manages separate clien ...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/10/31 10:34|
|End of Day Share Price||2020/10/30 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.