Janus Henderson Group (LSE:0RPW) - Stock Price, News & Analysis

0RPW Stock Overview

Janus Henderson Group plc is an asset management holding entity.

0RPW fundamental analysis
Snowflake Score
Valuation	5/6
Future Growth	0/6
Past Performance	5/6
Financial Health	5/6
Dividends	3/6

Rewards

Trading at 23.7% below our estimate of its fair value

Earnings grew by 22.5% over the past year

Trading at good value compared to peers and industry

Risk Analysis

Earnings are forecast to decline by an average of 3.3% per year for the next 3 years

Unstable dividend track record

Significant insider selling over the past 3 months

Janus Henderson Group plc Competitors

Hargreaves Lansdown

LSE:HL.

UK£3.9b

Schroders

LSE:SDR

UK£5.8b

Intermediate Capital Group

LSE:ICG

UK£6.1b

Man Group

LSE:EMG

UK£3.0b

Price History & Performance

Summary of all time highs, changes and price drops for Janus Henderson Group
Historical stock prices
Current Share Price	US$32.79
52 Week High	US$33.23
52 Week Low	US$22.46
Beta	1.53
1 Month Change	-0.33%
3 Month Change	6.78%
1 Year Change	23.18%
3 Year Change	-10.56%
5 Year Change	30.17%
Change since IPO	20.50%

Recent updates

Shareholder Returns

	0RPW	GB Capital Markets	GB Market
7D	6.2%	3.4%	2.0%
1Y	23.2%	10.7%	4.5%

Return vs Industry: 0RPW exceeded the UK Capital Markets industry which returned 10.7% over the past year.

Return vs Market: 0RPW exceeded the UK Market which returned 4.5% over the past year.

Price Volatility

Is 0RPW's price volatile compared to industry and market?
0RPW volatility
0RPW Average Weekly Movement	3.7%
Capital Markets Industry Average Movement	4.5%
Market Average Movement	4.8%
10% most volatile stocks in GB Market	11.4%
10% least volatile stocks in GB Market	2.7%

Stable Share Price: 0RPW has not had significant price volatility in the past 3 months.

Volatility Over Time: 0RPW's weekly volatility (4%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1934	2,144	Ali Dibadj	www.janushenderson.com

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 client-focused equity and fixed income portfolios.

Janus Henderson Group plc Fundamentals Summary

How do Janus Henderson Group's earnings and revenue compare to its market cap?
0RPW fundamental statistics
Market cap	US$5.30b
Earnings (TTM)	US$422.90m
Revenue (TTM)	US$2.16b

12.5x

P/E Ratio

2.4x

P/S Ratio

Is 0RPW overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
0RPW income statement (TTM)
Revenue	US$2.16b
Cost of Revenue	US$781.10m
Gross Profit	US$1.38b
Other Expenses	US$953.70m
Earnings	US$422.90m

Last Reported Earnings

Mar 31, 2024

Next Earnings Date

n/a

Earnings per share (EPS)	2.64
Gross Margin	63.80%
Net Profit Margin	19.60%
Debt/Equity Ratio	6.5%

How did 0RPW perform over the long term?

See historical performance and comparison

Dividends

4.7%

Current Dividend Yield

59%

Payout Ratio

Does 0RPW pay a reliable dividends?

See 0RPW dividend history and benchmarks

When do you need to buy 0RPW by to receive an upcoming dividend?
Janus Henderson Group dividend dates
Ex Dividend Date	May 10 2024
Dividend Pay Date	May 29 2024
Days until Ex dividend	1 day
Days until Dividend pay date	20 days

Does 0RPW pay a reliable dividends?

See 0RPW dividend history and benchmarks

0RPW Stock Overview

Rewards

Risk Analysis

Janus Henderson Group plc Competitors

LSE:HL.

UK£3.9b

LSE:SDR

UK£5.8b

LSE:ICG

UK£6.1b

LSE:EMG

UK£3.0b

Price History & Performance

Recent News & Updates

First quarter dividend of US$0.39 announced

Janus Henderson Group plc (NYSE:JHG) agreed to acquire NBK Capital Partners from National Bank of Kuwait S.A.K.P. (KWSE:NBK).

First quarter 2024 earnings released: EPS: US$0.81 (vs US$0.53 in 1Q 2023)

Now 20% undervalued

Janus Henderson Group plc to Report Q1, 2024 Results on May 02, 2024

Now 20% undervalued

Recent updates

First quarter dividend of US$0.39 announced

Janus Henderson Group plc (NYSE:JHG) agreed to acquire NBK Capital Partners from National Bank of Kuwait S.A.K.P. (KWSE:NBK).

First quarter 2024 earnings released: EPS: US$0.81 (vs US$0.53 in 1Q 2023)

Now 20% undervalued

Janus Henderson Group plc to Report Q1, 2024 Results on May 02, 2024

Now 20% undervalued

Janus Henderson Group plc, Annual General Meeting, May 01, 2024

Janus Henderson Group plc Announces Executive Changes, Effective April 12, 2024

Chief Financial Officer recently sold US$948k worth of stock

Full year 2023 earnings released: EPS: US$2.37 (vs US$2.23 in FY 2022)

Janus Henderson Group plc Appoints Victoria Mio as Head of Greater China Equities

Fourth quarter dividend of US$0.39 announced

Full year 2023 earnings released: EPS: US$2.37 (vs US$2.23 in FY 2022)

Janus Henderson Group plc Declares Fourth Quarter Dividend in Respect of the Three Months Ended December 31, 2023, Payable on February 28, 2024

La Française des Jeux Société anonyme (ENXTPA:FDJ) made an offer to acquire Kindred Group plc (OM:KIND SDB) from the group of shareholders for SEK 28 billion.

Janus Henderson Group plc to Report Q4, 2023 Results on Feb 01, 2024

Janus Henderson Group plc(ASX:JHG) dropped from S&P/ASX 300 Index

New major risk - Revenue and earnings growth

Janus Henderson Launches Securitized Income Exchange Traded Fund

Now 21% undervalued after recent price drop

Janus Henderson Group plc (NYSE:JHG) announces an Equity Buyback for $150 million worth of its shares.

Third quarter 2023 earnings released: EPS: US$0.56 (vs US$0.65 in 3Q 2022)

Emerson Electric Co. (NYSE:EMR) completed the acquisition of remaining 98.2% stake in National Instruments Corporation (NasdaqGS:NATI) from The Vanguard Group, Inc., BlackRock, Inc. (NYSE:BLK), Janus Henderson Group plc (NYSE:JHG), T.Rowe Price Investment Management, Inc. and others.

Janus Henderson Group plc to Report Q3, 2023 Results on Nov 01, 2023

Now 24% undervalued after recent price drop

Janus Henderson Group plc Announces the Leaving of Tiphani Krueger as Global Head of Human Resources, Effective as of November 1, 2023

Now 20% undervalued

Janus Henderson Group plc Declares Second Quarter Dividend in Respect of the Three Months Ended June 30, 2023, Payable on August 30, 2023

Second quarter 2023 earnings released: EPS: US$0.54 (vs US$0.58 in 2Q 2022)

Janus Henderson Group plc Announces Executive Changes

Janus Henderson Group plc to Report Q2, 2023 Results on Aug 02, 2023

Janus Henderson Appoints Gregory Trinks as Head of U.S. Product, Effective May 31, 2023

Janus Henderson Group plc Announces Changes to Board of Directors

Janus Henderson Group plc Appoints Leslie F. Seidman as an Independent Director on the Board, and Also Serve as Chair and A Member of the Audit Committee and as A Member of the Governance and Nominations Committee, Effective June 1, 2023

Chief Accounting Officer & Treasurer recently sold US$50k worth of stock

Janus Henderson Group plc Declares First Quarter Dividend for the Three Months Ended March 31, 2023, Payable on May 31, 2023

First quarter 2023 earnings released: EPS: US$0.53 (vs US$0.47 in 1Q 2022)

Full year 2022 earnings released: EPS: US$2.23 (vs US$3.60 in FY 2021)

Janus Henderson Group plc to Report Q1, 2023 Results on May 03, 2023

Investor sentiment improves as stock rises 20%

Now 21% undervalued

High number of new directors

Janus Henderson Group plc Appoints Michelle Dunstan as Chief Responsibility Officer, Effective 9 January 2023

Now 21% undervalued after recent price drop

Commerce Technologies, LLC completed the acquisition of ChannelAdvisor Corporation (NYSE:ECOM) from Janus Henderson Group plc (NYSE:JHG) and others.

Janus Henderson Investors Appoints Michael Schweitzer as Head of Retail Distribution, North America

Janus Henderson Group plc Declares Quarterly Dividend for the Three Months Ended 30 September 2022, Payable on 23 November 2022

Third quarter 2022 earnings released: EPS: US$0.65 (vs US$1.15 in 3Q 2021)

Credit Suisse U.S. Asset Manager Reportedly Draws Interest from Janus, Blue Owl, Others

Rentokil Initial plc (LSE:RTO) completed the acquisition of Terminix Global Holdings, Inc. (NYSE:TMX) from The Vanguard Group, Inc., Morgan Stanley (NYSE:MS), Janus Henderson Group plc (NYSE:JHG), T. Rowe Price Associates, Inc. and others.

Pfizer Inc. (NYSE:PFE) completed the acquisition of Global Blood Therapeutics, Inc. (NasdaqGS:GBT) from a group of shareholders.

Janus Henderson Announces Changes to Board of Directors

Janus Henderson Group plc(ASX:JHG) dropped from S&P/ASX 200 Index

Janus Henderson Announces Executive Changes

Janus Henderson Group plc Launches Sustainable Multi-Asset Fund for Direct Investors in the U.S

Second quarter 2022 earnings released: EPS: US$0.60 (vs US$0.80 in 2Q 2021)

Janus Henderson Group plc Declares Second Quarter Dividend in Respect of the Three Months Ended 30 June 2022, Payable on 24 August 2022

Janus Henderson Group plc to Report Q3, 2022 Results on Oct 27, 2022

Telefonaktiebolaget LM Ericsson (publ) (OM:ERIC B) completed the acquisition of Vonage Holdings Corp. (NASDAQ:VG).