Janus Henderson Stock Price, News & Analysis

Janus Henderson Group (NYSE:JHG) reported strong Q2 2025 results with significant growth in assets under management (AUM). The company's AUM reached US$457 billion, up 27% year-over-year, driven by US$46.7 billion in net inflows, including US$46.5 billion from the Guardian Life Insurance partnership.

Financial performance showed improvement with Q2 2025 diluted EPS of US$0.95 and adjusted diluted EPS of US$0.90, representing year-over-year increases of 17% and 6% respectively. Investment performance remained solid with 72% of AUM outperforming benchmarks on a one-year basis.

The company returned US$113 million to shareholders through dividends and buybacks, declaring a quarterly dividend of US$0.40 per share. The Board approved a US$200 million share repurchase program, with approximately 1.3 million shares purchased in Q2.

Janus Henderson (NYSE: JHG) has launched the Janus Henderson Asset-Backed Securities ETF (JABS), expanding its active fixed income ETF lineup. The fund will be managed by veteran Portfolio Managers John Kerschner and Nick Childs, who currently manage successful ETFs including JAAA, JBBB, JMBS, and JSI.

JABS will focus on investment-grade rated asset-backed securities (ABS), aiming to generate attractive income with low volatility through active management. The ETF complements Janus Henderson's existing securitized products, particularly JAAA, their industry-leading CLO ETF. The company currently manages $57B in securitized assets and ranks as the second-largest active fixed income ETF provider by AUM.

Janus Henderson Group (NYSE:JHG) has scheduled its second quarter 2025 financial results announcement for Thursday, July 31, 2025. The company will release results at 7:30 a.m. ET, followed by a conference call and webcast at 9:00 a.m. ET.

To facilitate participation, the company has provided multiple dial-in options for different regions and a pre-registration link to avoid wait times. The presentation materials and webcast will be accessible through Janus Henderson's investor relations website, with a replay available after the event.

Janus Henderson Group (NYSE: JHG) reported strong Q1 2025 results with AUM of US$373 billion, up 6% year-over-year. The company achieved net inflows of US$2.0 billion and demonstrated solid investment performance with 77%, 65%, and 73% of AUM outperforming benchmarks over 3, 5, and 10 years. Q1 2025 diluted EPS was $0.77, while adjusted EPS increased 11% YoY to $0.79. Key highlights include: - Strategic partnership with Guardian Life Insurance, managing their $45B fixed income portfolio - Board approved 3% dividend increase to $0.40 per share - New $200M share buyback authorization through April 2026 - Operating income of $153.6M, up from $119.2M in Q1 2024 - Strong investment performance across Fixed Income and Multi-Asset capabilities

Janus Henderson (NYSE: JHG) and Guardian Life Insurance have announced a strategic partnership where Janus Henderson will manage Guardian's $45 billion investment grade public fixed income portfolio. The partnership includes Guardian committing up to $400 million in seed capital for Janus Henderson's fixed income product innovation.

Key aspects of the deal include:

• Janus Henderson will manage Guardian's general account, including investment grade corporates and securitized credit
• Guardian will receive equity warrants and other economic consideration
• The partnership will increase Janus Henderson's fixed income assets under management to over $147 billion globally
• Both companies will co-develop proprietary multi-asset solution model portfolios for Guardian's Park Avenue Securities, which has over 2,400 advisors managing approximately $58.5 billion

The transaction is expected to close at the end of the second quarter of 2025.

Janus Henderson Group (NYSE: JHG) has scheduled its first quarter 2025 financial results announcement for Thursday, May 1, 2025, at 7:30 a.m. ET. The company will host a conference call and webcast to discuss the results at 9:00 a.m. ET.

Participants can join the conference call using dedicated phone numbers for the United States (833 470 1428), United Kingdom (0808 189 6484), and other countries (+1 929 526 1599). To avoid wait times, participants can pre-register through a provided link. The webcast and accompanying slides will be accessible through Janus Henderson's investor relations website, with a replay available after the call.

Janus Henderson Group (NYSE: JHG) announced that its subsidiary Janus Henderson US (Holdings) Inc. has extended its Exchange Offer for $400,000,000 aggregate principal amount of 5.450% Senior Notes due 2034. The offer deadline has been extended from March 25, 2025, to March 26, 2025, at 5:00 p.m., New York City time.

The extension aims to provide additional time for noteholders who haven't yet participated in the exchange. The new notes will have substantially identical terms to the existing ones, with the main difference being their registration under the Securities Act of 1933. The Bank of New York Mellon Trust Company, N.A. serves as the Exchange Agent for this transaction.

Janus Henderson (NYSE: JHG) announced plans to convert its Small Cap Growth Alpha ETF (JSML) and Small/Mid Cap Growth Alpha ETF (JSMD) to actively managed investment strategies by mid-May 2025. The funds will shift from tracking index performance to using active management aimed at generating alpha through a systematic and repeatable process.

The updated strategy will include flexible rebalancing capabilities and portfolio optimization, aligning with the investment process of the Janus Henderson Mid Cap Growth Alpha ETF (JMID) launched in September 2024. Portfolio managers Benjamin Wang, CFA and Zoey Zhu, CFA will continue managing the funds with no changes to fees or Morningstar categories.

The company's total ETF suite currently manages $26.5 billion in AUM as of December 31st, 2024. After implementation, Janus Henderson will offer 14 active ETFs, including eight fixed income and six equity ETFs. The firm manages approximately US$379 billion in total assets under management.