earnings
confidence high
sentiment negative
materiality 0.65
Janus Henderson Q4 GAAP EPS $0.39 vs $0.78 YoY; AUM $287B, net outflows $11B
JANUS HENDERSON GROUP PLC
2022-FY EPS reported
$2.23
revenue$2,203,600,000
- GAAP diluted EPS $0.39 (Q3 $0.65, Q4 2021 $0.78); adjusted EPS $0.61 (flat QoQ, down from $1.05 YoY).
- GAAP operating income $67.8M, down 44% QoQ and 57% YoY; adjusted operating income $123.2M, down 1.8% QoQ and 49% YoY.
- AUM $287B (+5% QoQ) with net outflows $11B, of which $7B from previously announced redemptions.
- Board declared quarterly dividend $0.39/share; company returned $358M via dividends and buybacks in 2022.
- Long-term performance: 75% of AUM outperformed 10-year benchmark; 41% outperformed 1-year.