{"filings":[{"id":2218156,"accession_number":"0001104659-26-094947","cik":2100805,"company_name":"Janus Living, Inc.","ticker":"JAN","form_type":"8-K","filed_at":"2026-08-12T20:40:31+00:00","items":["1.01","9.01"],"status":"ready","headline":"Janus Living closes underwritten offering of 18.4M Class A-1 shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Offering of 18,400,000 shares closed Aug 12, 2026, including full exercise of 2,400,000-share overallotment.","Underwriting Agreement dated Aug 10, 2026 with BofA Securities, J.P. Morgan, and Wells Fargo as reps.","Parties include Janus Living, Janus Living OP LLC, and external manager Healthpeak Investment Management.","Gross proceeds not disclosed in the 8-K; shares sold under Form S-11 registration statement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5143015535.3,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2051917,"accession_number":"0001628280-26-052603","cik":2100805,"company_name":"Janus Living, Inc.","ticker":"JAN","form_type":"8-K","filed_at":"2026-08-04T20:17:09+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Janus Living Q2 net income $0.05/sh, FFO as adj $0.24, raises FY guidance, completes $1.8B YTD acquisitions","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $0.05 per share (vs $(0.02) loss); FFO as Adjusted $0.24 per share, up 40% YoY.","Consolidated revenues $216M (+45% YoY); Adjusted EBITDAre $79M (+34%).","Same-store adjusted NOI +19.2%, margin +250 bps; occupancy +260 bps, RevPOR +5.1%.","Full-year 2026 guidance raised: diluted EPS $0.34-$0.37 (from $0.23-$0.27); FFO as adj $0.95-$0.98.","Completed ~$1.8B YTD senior housing acquisitions; $558M cash, no debt as of Aug 3."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5143015535.3,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":861037,"accession_number":"0001104659-26-070511","cik":2100805,"company_name":"Janus Living, Inc.","ticker":"JAN","form_type":"8-K","filed_at":"2026-06-04T20:09:04+00:00","items":["1.01","9.01"],"status":"ready","headline":"Janus Living closes underwritten public offering of 25 million shares of Class A-1 common stock","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Closed offering of 25,000,000 shares of Class A-1 common stock at $0.01 par value.","Underwriters granted 30-day option to purchase up to an additional 3,750,000 shares.","Underwriting agreement dated June 2, 2026 with BofA, J.P. Morgan, RBC, and Wells Fargo as representatives.","Company externally managed by Healthpeak Investment Management, LLC.","Offering closed on June 4, 2026; no per-share price disclosed in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5143015535.3,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97711,"accession_number":"0001628280-26-030581","cik":2100805,"company_name":"Janus Living, Inc.","ticker":"JAN","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Janus Living Q1 2026: Revenue +35% to $200M, FFO as Adjusted $0.23, acquires $714M in assets","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated revenue $200M (+35% YoY); FFO as Adjusted $0.23 per share (+35% YoY).","Same-store adjusted NOI +13.8% with 150bps margin expansion; RevPOR +4.7%, occupancy +230bps.","Acquired JV partner's 46.5% stake for $314M and six communities for ~$400M, funded with IPO proceeds.","Generated ~$880M net from IPO; ended Q1 with $949M cash, no debt; new undrawn facilities of $600M.","Under contract for ~$400M additional senior housing acquisitions."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":200345000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5143015535.3,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112821,"accession_number":"0001104659-26-033294","cik":2100805,"company_name":"Janus Living, Inc.","ticker":"JAN","form_type":"8-K","filed_at":"2026-03-23T23:59:59+00:00","items":["1.01","2.03","5.02","5.03","9.01"],"status":"ready","headline":"Janus Living closes 48.3M share IPO, enters $600M credit facilities","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Closed public offering of 48.3M shares of Class A-1 common stock, including full exercise of underwriter option.","Entered into $500M revolving credit facility and $100M delayed-draw term loan; capacity can increase to $1.5B.","Management agreement with Healthpeak Investment Management with $10M annual fee plus adjustments based on gross book value.","Elected four new directors; Healthpeak appointed two board members under Stockholders Agreement reflecting its 71.1% ownership.","Amended and restated articles of incorporation, bylaws, and operating agreement effective March 19, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5143015535.3,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}