earnings
confidence high
sentiment positive
materiality 0.70
Janus Henderson Q3 2025: AUM $484B, EPS $0.92, inflows $7.8B; acknowledges Trian/GC proposal
JANUS HENDERSON GROUP PLC
2025-Q3 EPS reported
$2.63
revenue$1,955,000,000
- AUM of $484B, up 27% YoY and 6% QoQ; sixth consecutive quarter of positive net inflows of $7.8B.
- GAAP diluted EPS $0.92; adjusted diluted EPS $1.09 (up 20% YoY). Adjusted operating income $204.5M.
- Returned $129M to shareholders via dividends and buybacks; Board declared $0.40 quarterly dividend.
- Received non-binding acquisition proposal from Trian and General Catalyst; special committee evaluating.
- 21 strategies with net inflows over $100M each, nearly double prior year; partnership with CNO Financial.