earnings
confidence high
sentiment positive
materiality 0.75
Janus Henderson Q1 AUM $373B (+6% YoY), net inflows $2.0B, adjusted EPS $0.79 (+11% YoY)
JANUS HENDERSON GROUP PLC
2025-Q1 EPS reported
$0.77
revenue$621,400,000
- Diluted EPS $0.77; adjusted diluted EPS $0.79 vs $0.71 a year ago; revenue and operating income improved YoY.
- Net inflows of $2.0B driven by both Intermediary and Institutional; 77% of AUM outperformed on 3-year basis.
- Board raised quarterly dividend 3% to $0.40/share and authorized $200M in buybacks through April 2026.
- Announced strategic partnership with Guardian to manage $45B fixed income portfolio and provide up to $400M seed capital.
- Adjusted operating income $156.6M vs $128.2M in Q1 2024; solid cash flow supports capital return.