Janus Henderson (JHG)
Janus Henderson Group (JHG) is a leading global active asset manager dedicated to helping investors achieve long-term financial goals through a broad range of investment solutions, including equities, fixed income, quantitative equities, multi-asset and alternative asset class strategies.
At 30 September 2020, Janus Henderson had approximately US$358 billion in assets under management, more than 2,000 employees, and offices in 27 cities worldwide. Headquartered in London, the company is listed on the New York Stock Exchange (NYSE) and the Australian Securities Exchange (ASX).
Company profile
Ticker
JHG
Exchange
Website
CEO
Richard Weil
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
HENDERSON GROUP PLC, HHG PLC
SEC CIK
Corporate docs
Subsidiaries
Alphagen Capital Limited • Gartmore Group Limited • Gartmore Investment Limited • Gartmore Investment Management Limited • Gartmore Investment Services Limited • Gartmore Services Limited • Henderson Administration Limited • Henderson Alternative Investment Advisor Limited • Henderson Asset Management Limited • Henderson Equity Partners (GP) Limited ...
JHG stock data
News
Stocks That Hit 52-Week Lows On Wednesday
4 May 22
Janus Henderson Gr Earlier Reported Q1 EPS $0.75 Missed $0.87 Estimate, Sales $620.00M Beat $607.93M Estimate
4 May 22
Janus Henderson: Q1 Earnings Insights
4 May 22
Earnings Scheduled For May 4, 2022
4 May 22
Janus Henderson Announces Ali Dibadj As Next Chief Executive Officer
23 Mar 22
Press releases
Janus Henderson Group plc Reports First Quarter 2022 Results
4 May 22
Janus Henderson Foundation Bolsters Education Initiatives With Over US$1.35 M of Grants Planned For 2022
11 Apr 22
US Government Debt Soars to $22.3 Trillion as Cost of Servicing This Borrowing Rises
6 Apr 22
Janus Henderson to Report First Quarter 2022 Results
1 Apr 22
Janus Henderson Continues to Strengthen Portfolio Construction and Strategy Team
14 Mar 22
Analyst ratings and price targets
Investment data
| Top 50 of 2633 long holdings End of quarter 31 Mar 22 |
Value |
#Shares |
|---|---|---|
| $12.58B | 40.81M | |
| $9.36B | 53.61M | |
| $7.31B | 2.24M | |
| $5.91B | 2.12M | |
| $3.88B | 14.22M | |
| $3.85B | 10.77M | |
| $3.1B | 6.08M | |
| $2.78B | 17.13M | |
| $1.92B | 4.62M | |
| $1.78B | 7.99M | |
| $1.59B | 2.95M | |
| $1.54B | 5.24M | |
| $1.53B | 10.02M | |
| $1.49B | 6.21M | |
| $1.48B | 6.89M | |
| $1.46B | 7.94M | |
| $1.45B | 5.08M | |
| $1.42B | 7.77M | |
| $1.35B | 6.1M | |
| $1.3B | 9.67M | |
| $1.3B | 2.97M | |
| $1.27B | 540.24K | |
| $1.22B | 9.59M | |
| $1.2B | 2.63M | |
| $1.19B | 10.11M | |
| $1.18B | 26.75M | |
| $1.16B | 15.53M | |
| $1.12B | 401.43K | |
| $1.1B | 1.64M | |
| $1.08B | 7.97M | |
| $1.07B | 7.77M | |
| $1.05B | 29.31M | |
| $1.05B | 9.59M | |
| $1.05B | 12M | |
| $1.05B | 16.71M | |
| $1.02B | 4.08M | |
| $1.01B | 14.44M | |
| $1B | 1.74M | |
| $995.14M | 1.68M | |
| $993.86M | 14.92M | |
| $992.42M | 2.94M | |
| $981.14M | 11.96M | |
| $954.98M | 3.25M | |
| $954.54M | 2.61M | |
| $936.51M | 9.33M | |
| $935.94M | 7.91M | |
| $932.13M | 7.12M | |
| $922.15M | 4.93M | |
| $918.35M | 3.71M | |
| $899.44M | 7.48M |
Holdings list only includes long positions.
Only includes long positions.
Calendar
4 May 22
17 May 22
31 Dec 22
Financial summary
| Quarter (USD) | Mar 22 | Dec 21 | Sep 21 | Jun 21 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Dec 21 | Dec 20 | Dec 19 | Dec 18 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 813.4M | 813.4M | 813.4M | 813.4M | 813.4M | 813.4M |
| Cash burn (monthly) | 101.73M | 1.93M | (no burn) | (no burn) | 19.17M | (no burn) |
| Cash used (since last report) | 157.94M | 3M | n/a | n/a | 29.76M | n/a |
| Cash remaining | 655.46M | 810.4M | n/a | n/a | 783.64M | n/a |
| Runway (months of cash) | 6.4 | 419.2 | n/a | n/a | 40.9 | n/a |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar 22 | Suzanne Cain | Common Stock | Payment of exercise | Dispose F | No | No | 35.8 | 17,000 | 608.6K | 131,464 |
| 31 Mar 22 | Nelson Peltz | Common Stock | Buy | Acquire P | Yes | No | 35.7101 | 201,005 | 7.18M | 31,867,800 |
| 31 Mar 22 | Garden Edward P | Common Stock | Buy | Acquire P | Yes | No | 35.7101 | 201,005 | 7.18M | 31,867,800 |
| 30 Mar 22 | Nelson Peltz | Common Stock | Buy | Acquire P | Yes | No | 35.5972 | 465,467 | 16.57M | 31,666,795 |
| 30 Mar 22 | Garden Edward P | Common Stock | Buy | Acquire P | Yes | No | 35.5972 | 465,467 | 16.57M | 31,666,795 |
| 29 Mar 22 | Nelson Peltz | Common Stock | Buy | Acquire P | Yes | No | 35.7705 | 16,042 | 573.83K | 31,201,328 |
| 29 Mar 22 | Garden Edward P | Common Stock | Buy | Acquire P | Yes | No | 35.7705 | 16,042 | 573.83K | 31,201,328 |
| 15 Mar 22 | Garden Edward P | Common Stock | Buy | Acquire P | Yes | No | 33.8527 | 162,638 | 5.51M | 31,185,286 |
| 14 Mar 22 | Brennan A. Hughes | Common Stock | Payment of exercise | Dispose F | No | No | 33.705 | 3,034 | 102.26K | 5,472 |
| 14 Mar 22 | Garden Edward P | Common Stock | Buy | Acquire P | Yes | No | 33.7473 | 500,000 | 16.87M | 31,022,648 |
Institutional ownership, Q4 2021
76.3% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 284 |
| Opened positions | 50 |
| Closed positions | 32 |
| Increased positions | 85 |
| Reduced positions | 102 |
| 13F shares | Current |
|---|---|
| Total value | 5.37B |
| Total shares | 127.98M |
| Total puts | 13.1K |
| Total calls | 27.3K |
| Total put/call ratio | 0.5 |
| Largest owners | Shares | Value |
|---|---|---|
| Trian Fund Management | 28.27M | $1.19B |
| BLK Blackrock | 18.33M | $768.56M |
| Vanguard | 16.29M | $683.21M |
| Capital Research Global Investors | 7.67M | $321.49M |
| Silchester International Investors | 5.88M | $246.43M |
| STT State Street | 4.88M | $204.83M |
| Dimensional Fund Advisors | 3.79M | $159.01M |
| Ariel Investments | 3.36M | $140.81M |
| Charles Schwab Investment Management | 3.15M | $132.01M |
| Geode Capital Management | 2.38M | $99.73M |
Content analysis
?| Positive | ||
| Negative | ||
| Uncertain | ||
| Constraining | ||
| Legalese | ||
| Litigous | ||
| Readability |
H.S. junior Avg
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New words:
adverse, agreed, Ali, anniversary, BBSW, Buyout, call, capture, CIO, conflict, connected, connection, consortium, corrected, deal, decision, detailed, deteriorate, Dibadj, disallowed, discipline, disposition, ease, enable, environmental, error, ESG, fundamental, hardware, IFPR, incremental, inflation, insignificant, JHIIL, local, lower, macroeconomic, MiFID, MIFIDPRU, Overnight, philosophy, predetermined, Prudential, redemption, reduction, Regime, reinvesting, reinvestment, Secured, serve, serving, social, SOFR, SONIA, spending, Sterling, strong, successor, Swap, tranche, unfunded, valorem, variance
Removed:
approximate, ASC, ASU, banking, beginning, Block, column, complexity, delisting, Directive, discretionary, distinct, dollar, drove, Earnout, eliminate, employment, entitle, entitled, estimated, exceeded, exercisable, exercise, expectation, exposed, extent, FASB, founding, full, GCM, Geneva, Goldman, grant, Health, HGINA, implemented, incentivize, initiative, intention, intermediary, January, JCG, JCIL, Kingdom, led, licensing, liquidation, longer, maximum, member, minimum, pandemic, payroll, phantom, reduce, reduced, representing, revealed, September, settle, Simplifying, split, staffing, terminal, terminated, termination, Topic, underwriter, underwriting, vehicle, World
Financial reports
Current reports
8-K
Submission of Matters to a Vote of Security Holders
5 May 22
8-K
Regulation FD Disclosure
5 May 22
8-K
Janus Henderson Group plc Reports First Quarter 2022 Results
4 May 22
8-K
Regulation FD Disclosure
24 Mar 22
8-K
Janus Henderson Announces Ali Dibadj as Next Chief Executive Officer
23 Mar 22
8-K
Janus Henderson Appoints Nelson Peltz and Ed Garden of Trian Partners to Board of Directors
4 Feb 22
8-K
Janus Henderson Group plc Reports Fourth Quarter 2021 Results
3 Feb 22
8-K
Janus Henderson Group Announces CEO Retirement
18 Nov 21
8-K
Results of Operations and Financial Condition
28 Oct 21
8-K
Regulation FD Disclosure
2 Aug 21
Registration and prospectus
424B5
Prospectus supplement for primary offering
5 Feb 21
FWP
Free writing prospectus
4 Feb 21
424B3
Prospectus supplement
4 Feb 21
S-3ASR
Automatic shelf registration
4 Feb 21
S-8
Registration of securities for employees
27 Feb 20
POS AM
Prospectus update (post-effective amendment)
28 Jun 17
S-8
Registration of securities for employees
30 May 17
8-A12B
Registration of securities on exchange
24 May 17
424B3
Prospectus supplement
18 Apr 17
425
Business combination disclosure
18 Apr 17
Other
UPLOAD
Letter from SEC
4 Nov 19
CORRESP
Correspondence with SEC
27 Jun 19
UPLOAD
Letter from SEC
13 Jun 19
EFFECT
Notice of effectiveness
4 Jul 17
CERTNYS
Certification of approval for NYSE listing
24 May 17
EFFECT
Notice of effectiveness
20 Mar 17
CORRESP
Correspondence with SEC
19 Mar 17
UPLOAD
Letter from SEC
12 Mar 17
UPLOAD
Letter from SEC
26 Feb 17
UPLOAD
Letter from SEC
5 Feb 17
Ownership
13F-HR
Quarterly holdings report by institutional manager
16 May 22
4
JANUS HENDERSON / SUZANNE CAIN ownership change
4 Apr 22
4/A
JANUS HENDERSON / SUZANNE CAIN ownership change
4 Apr 22
4
JANUS HENDERSON / EDWARD P GARDEN ownership change
31 Mar 22
4
JANUS HENDERSON / NELSON PELTZ ownership change
31 Mar 22
SC 13D/A
JANUS HENDERSON / TRIAN FUND MANAGEMENT ownership change
31 Mar 22
4
JANUS HENDERSON / NELSON PELTZ ownership change
15 Mar 22
4
JANUS HENDERSON / EDWARD P GARDEN ownership change
15 Mar 22
4
JANUS HENDERSON / Brennan A. Hughes ownership change
15 Mar 22
4
JANUS HENDERSON / EDWARD P GARDEN ownership change
9 Mar 22
Transcripts
2022 Q1
Earnings call transcript
8 May 22
2021 Q4
Earnings call transcript
3 Feb 22
2021 Q3
Earnings call transcript
28 Oct 21
2021 Q2
Earnings call transcript
31 Jul 21
2021 Q1
Earnings call transcript
1 May 21
2020 Q4
Earnings call transcript
4 Feb 21
2020 Q3
Earnings call transcript
31 Oct 20
2020 Q2
Earnings call transcript
2 Aug 20
2020 Q1
Earnings call transcript
1 May 20
2019 Q4
Earnings call transcript
4 Feb 20
Reddit threads
Daily Discussion Thread - May 13th, 2022
13 May 22
Daily Discussion Thread - May 12th, 2022
12 May 22
Daily Discussion Thread - May 4th, 2022
4 May 22
Daily Discussion Thread - May 3rd, 2022
3 May 22
Daily Discussion Thread - May 2nd, 2022
2 May 22
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11 Feb 22