earnings
confidence high
sentiment positive
materiality 0.80
Janus Henderson Q4 2023: EPS $0.74, adj. $0.82; AUM up 17% YoY; net outflows narrow sharply
JANUS HENDERSON GROUP PLC
2023-FY EPS reported
$2.37
revenue$2,101,800,000
- AUM $334.9B as of Dec 31, 2023 (+9% QoQ, +17% YoY). Net outflows $3.1B in Q4, $0.7B in FY2023 vs $30.8B in 2022 (excl. Intech).
- Q4 2023 GAAP diluted EPS $0.74 (vs $0.39 a year ago); adjusted EPS $0.82 (vs $0.61 a year ago).
- Q4 operating income $143.7M (GAAP), adjusted $156.2M; both up significantly YoY.
- Board declared quarterly dividend of $0.39 per share; returned $321M in dividends and buybacks in 2023.
- 60%/69%/71% of AUM outperformed benchmarks on 3/5/10-year basis.