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JANUS LIVING INC 8-K Filings

JAN NYSE

Every 8-K that JANUS LIVING INC (JAN) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow JAN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full JAN filings page.

Rhea-AI Summary

Janus Living, Inc. reports that on August 12, 2026 it closed a registered underwritten public offering of 18,400,000 shares of its Class A-1 common stock, $0.01 par value per share. This total includes the underwriters’ full exercise of their option to purchase 2,400,000 additional shares, conducted under an effective registration statement on Form S-11.

In connection with the offering, Janus Living, its operating partnership Janus Living OP, LLC, and its external manager Healthpeak Investment Management, LLC entered into an Underwriting Agreement dated August 10, 2026 with BofA Securities, J.P. Morgan Securities and Wells Fargo Securities as representatives of the underwriters. The agreement includes customary representations, covenants, closing conditions, indemnification provisions and termination rights.

Rhea-AI Summary

Janus Living, Inc. reported second-quarter 2026 results with diluted EPS of $0.05, compared with $(0.02) a year earlier, and net income attributable to the company of $10.7 million. Consolidated revenues were $216 million, up 45% year over year. Diluted FFO as Adjusted was $0.24 per share, a 40% increase, and Adjusted EBITDAre reached $79 million, up 34%. Same-store adjusted NOI grew 19.2%, with margin expanding 250 basis points, driven by 8.4% same-store revenue growth, 260 basis points of average occupancy growth, and 5.1% RevPOR growth.

Janus Living expanded its senior housing portfolio, completing $105 million of acquisitions in the quarter and approximately $1.8 billion year-to-date, plus about $1.0 billion of acquisitions after quarter-end and a $59 million acquisition under contract. A June follow-on offering generated approximately $690 million in net proceeds, contributing to $1.6 billion of unrestricted cash and no debt at June 30, 2026. The board declared a monthly dividend of $0.0475 per share for each month of the third quarter, an annualized $0.57 per share. Management raised full-year 2026 guidance, increasing diluted EPS to $0.34–$0.37, FFO as Adjusted per share to $0.95–$0.98, and same-store adjusted NOI growth to 13–17%.

Rhea-AI Summary

Janus Living, Inc. closed a registered underwritten public offering of 25,000,000 shares of its Class A-1 common stock under an effective Form S-11 registration statement. The company also granted underwriters a 30-day option to purchase up to an additional 3,750,000 shares.

In connection with the offering, Janus Living, its operating partnership and its external manager entered into an Underwriting Agreement with a syndicate led by BofA Securities, J.P. Morgan, RBC Capital Markets and Wells Fargo Securities. The agreement includes customary representations, covenants, closing conditions, indemnification and termination provisions.

Rhea-AI Summary

Janus Living, Inc. reported strong first quarter 2026 results as a newly public, pure‑play senior housing REIT. Consolidated revenues reached $200 million, up 35%, while Adjusted EBITDAre was $65 million, an increase of 42%. FFO as Adjusted was $0.23 per share, up 35%, and same-store adjusted NOI grew 13.8% with a 150 bps margin expansion.

The company completed an IPO generating approximately $880 million in net proceeds, ending the quarter with $949 million of unrestricted cash, no outstanding debt, and an undrawn $500 million revolver plus a $100 million term loan. Janus closed or contributed about $714 million of senior housing acquisitions in 25 communities and is under contract for another $400 million. Full-year 2026 guidance calls for diluted EPS of $0.23–$0.27, Nareit FFO per share of $0.84–$0.88, FFO as Adjusted per share of $0.93–$0.97, and same-store adjusted NOI growth of 11–15%.

Rhea-AI Summary

Janus Living, Inc. closed its underwritten public offering of 48,300,000 shares of Class A-1 common stock, including full exercise of the underwriters’ option, and put in place the core agreements that will govern its structure and financing.

The company entered into an underwriting agreement and an amended and restated operating agreement for Janus Living OP, LLC, where it holds a 71.1% interest and manages operations. The operating partnership can issue various unit classes, and most common unitholders gain redemption or exchange rights into Class A-1 shares after 14 months.

A new management agreement with Healthpeak Investment Management, LLC appoints an external manager to run day-to-day operations for an initial three-year term, with a $10.0 million annual base fee plus a variable adjustment tied to changes in the gross book value of investments, subject to tiered reductions at higher asset levels. An exclusivity agreement splits business focus between senior housing for Janus and medical office and life science real estate for Healthpeak.

A stockholders agreement gives Healthpeak board nomination rights tied to its ownership, and a registration rights agreement covers 214,734,026 shares of Class A-1 common stock, including 75,917,780 shares issuable upon redemption of common units. Janus also secured new credit facilities consisting of a $500 million revolving credit facility maturing in 2030 and a $100 million delayed-draw term loan facility maturing in 2031, both SOFR-based with leverage- or rating-based pricing and customary covenants. The company adopted amended and restated charter documents and bylaws and elected a new board that includes Healthpeak designees.