secwatch.observer — SEC 8-K summary
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Issuer:     JANUS HENDERSON GROUP PLC (JHG)
CIK:        0001274173
Form:       8-K
Filed at:   2026-01-30T23:59:59+00:00
Accession:  0001437749-26-002469
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Janus Henderson Q4 EPS $2.62 beat; AUM $493B, up 30%; net inflows $56.5B for 2025; reiterates Trian/GC and RBA deals.
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- AUM $493B at Dec 31, 2025 (up 30% YoY); net inflows $56.5B in 2025 vs $2.4B in 2024.
- Q4 2025 GAAP diluted EPS $2.62 (vs $0.92 Q3 2025 and $0.77 Q4 2024); adjusted diluted EPS $2.01 (vs $1.09 and $1.07).
- Q4 GAAP operating income $487.4M, adjusted $383.7M, driven by extraordinary annual performance fee revenues.
- 65% of AUM outperformed benchmarks on 1/3/5/10-year basis as of Dec 31, 2025.
- Reaffirms definitive merger to be acquired by Trian and General Catalyst, and definitive agreement to acquire Richard Bernstein Advisors.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1274173/000143774926002469/0001437749-26-002469-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1274173/000143774926002469/jhg20251113_8k.htm
  HTML page:      https://secwatch.observer/filing/0001437749-26-002469

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