JHG logo

Janus Henderson Group plcNYSE:JHG Stock Report

Market Cap US$6.8b
Share Price
US$43.15
My Fair Value
AN
AnalystConsensusTarget
US$43
1.1% overvalued intrinsic discount
1Y15.9%
7D0.7%
Portfolio Value
​
View

Janus Henderson Group plc

NYSE:JHG Stock Report

Market Cap: US$6.8b

Janus Henderson Group (JHG) Stock Overview

An asset management holding entity. More details

JHG fundamental analysis
Snowflake Score
Valuation3/6
Future Growth1/6
Past Performance2/6
Financial Health5/6
Dividends3/6

Rewards

Trading at 6.7% below our estimate of its fair value

Earnings are forecast to grow 4.07% per year

Risk Analysis

No risks detected for JHG from our risk checks.

JHG Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

JHG logo
Janus Henderson Group
AN
AnalystLowTarget
AnalystLowTarget
Consensus Narrative from 9 Analysts

Passive Investing And Digital Automation Will Squeeze Net Margins

Key Takeaways Ongoing client migration to passive products and digital platforms threatens Janus Henderson’s revenue growth, competitiveness, and long-term retention. Rising technology, compliance, and expansion costs create structural pressure on margins amid industry consolidation and heightened regulatory scrutiny.
View narrative
US$36.00
FV
19.9% overvalued intrinsic discount
2.47%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
7 days ago author updated this narrative
JHG logo
Janus Henderson Group
AN
AnalystHighTarget
AnalystHighTarget
Consensus Narrative from 9 Analysts

Aging Demographics And Wealth Accumulation Will Fuel Market Opportunities

Key Takeaways Expanding global reach, partnerships, and strong investment performance position the company for sustained growth, higher client attraction, and increasing revenue opportunities. Focus on active and alternative solutions, technology adoption, and operational scale strengthens margin expansion and profitability amid regulatory and industry shifts.
View narrative
US$48.00
FV
10.1% undervalued intrinsic discount
6.15%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
7 days ago author updated this narrative
JHG logo
Janus Henderson Group
AN
AnalystConsensusTarget
AnalystConsensusTarget
Consensus Narrative from 9 Analysts

Guardian Partnership Will Expand Fixed Income Opportunities

Key Takeaways Strategic partnerships and innovative product initiatives are poised to expand Janus Henderson's fixed income assets, enhancing fee-generated revenues and future earnings prospects. Growth in insurance asset management and active M&A strategies are expected to bolster market presence and drive net revenue and margin improvements.
View narrative
US$42.44
FV
1.7% overvalued intrinsic discount
3.99%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
7 days ago author updated this narrative
View Stock Community

Janus Henderson Group plc Competitors

Price History & Performance

Summary of share price highs, lows and changes for Janus Henderson Group
Historical stock prices
Current Share PriceUS$43.15
52 Week HighUS$46.68
52 Week LowUS$28.26
Beta1.4
1 Month Change11.10%
3 Month Change24.50%
1 Year Change15.90%
3 Year Change68.55%
5 Year Change101.73%
Change since IPO41.01%

Recent News & Updates

Market Cool On Janus Henderson Group plc's (NYSE:JHG) Earnings

Jul 16
Market Cool On Janus Henderson Group plc's (NYSE:JHG) Earnings

Janus Henderson: Equity Market Correction Worries Dampen Value Appeal

Jun 29

Recent updates

Market Cool On Janus Henderson Group plc's (NYSE:JHG) Earnings

Jul 16
Market Cool On Janus Henderson Group plc's (NYSE:JHG) Earnings

Janus Henderson: Equity Market Correction Worries Dampen Value Appeal

Jun 29

Janus Henderson Group (NYSE:JHG) Is Paying Out A Larger Dividend Than Last Year

May 04
Janus Henderson Group (NYSE:JHG) Is Paying Out A Larger Dividend Than Last Year

Potential Upside For Janus Henderson Group plc (NYSE:JHG) Not Without Risk

Apr 07
Potential Upside For Janus Henderson Group plc (NYSE:JHG) Not Without Risk

Janus Henderson Q4: Positive Momentum And Profitability

Mar 27

Janus Henderson Group (NYSE:JHG) Is Due To Pay A Dividend Of $0.39

Feb 04
Janus Henderson Group (NYSE:JHG) Is Due To Pay A Dividend Of $0.39

Janus Henderson: Hold Rating Retained Despite Expense Growth Concerns

Jan 16

Janus Henderson Group (NYSE:JHG) Will Pay A Dividend Of $0.39

Nov 04
Janus Henderson Group (NYSE:JHG) Will Pay A Dividend Of $0.39

Investors Don't See Light At End Of Janus Henderson Group plc's (NYSE:JHG) Tunnel

Oct 22
Investors Don't See Light At End Of Janus Henderson Group plc's (NYSE:JHG) Tunnel

Janus Henderson: Operational Improvements, Beta-Boosted Share Price

Oct 12

Janus Henderson: Turning Positive On Capital Allocation Moves And Performance Improvement (Rating Upgrade)

Sep 17
author-image

Expanding Global ETF Reach And Tactical Acquisitions Set To Drive Growth Amid Risks

Strategic expansions and acquisitions, particularly in Europe, position Janus Henderson for significant growth in active ETFs and diversification into emerging markets.

Janus Henderson Group's (NYSE:JHG) Dividend Will Be $0.39

Aug 09
Janus Henderson Group's (NYSE:JHG) Dividend Will Be $0.39

Janus Henderson: Further Acquisitions Announced, Flows Disappoint Again

Jun 16

Janus Henderson: Q1 Metrics Are Mixed (Rating Downgrade)

May 08

Janus Henderson: Net Outflows Continue, Downgrade To Hold

Feb 12

Janus Henderson: Reasonably Valued Vs. Peers

Jan 19

Janus Henderson: Downside Concerns Eased, Buy Rating Reinstated

Nov 02

Janus Henderson: Cash Is King

Oct 16

Janus Henderson: Fee Margin And Net Flow Disappointment - Downgrade To Hold

Aug 07

Shareholder Returns

JHGUS Capital MarketsUS Market
7D0.7%2.2%0.8%
1Y15.9%35.6%17.5%

Return vs Industry: JHG underperformed the US Capital Markets industry which returned 35.6% over the past year.

Return vs Market: JHG underperformed the US Market which returned 17.5% over the past year.

Price Volatility

Is JHG's price volatile compared to industry and market?
JHG volatility
JHG Average Weekly Movement3.5%
Capital Markets Industry Average Movement3.7%
Market Average Movement6.4%
10% most volatile stocks in US Market17.5%
10% least volatile stocks in US Market3.1%

Stable Share Price: JHG has not had significant price volatility in the past 3 months compared to the US market.

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

About the Company

FoundedEmployeesCEOWebsite
19342,308Ali Dibadjwww.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?
JHG fundamental statistics
Market capUS$6.79b
Earnings (TTM)US$390.20m
Revenue (TTM)US$2.54b
17.4x
P/E Ratio
2.7x
P/S Ratio

Is JHG overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
JHG income statement (TTM)
RevenueUS$2.54b
Cost of RevenueUS$892.10m
Gross ProfitUS$1.65b
Other ExpensesUS$1.26b
EarningsUS$390.20m

Last Reported Earnings

Mar 31, 2025

Next Earnings Date

Jul 31, 2025

Earnings per share (EPS)2.48
Gross Margin64.92%
Net Profit Margin15.34%
Debt/Equity Ratio7.4%

How did JHG perform over the long term?

See historical performance and comparison

Dividends

3.7%
Current Dividend Yield
62%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/07/30 21:27
End of Day Share Price 2025/07/30 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Janus Henderson Group plc is covered by 45 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Sarah SpikesArden Partners Plc.
Haley TamAuerbach Grayson
Daniel GarrodBarclays