Investment Advice · SIC 6282

JANUS HENDERSON GROUP PLC

JHG

Watch

Latest revenue

$690.0M

as of 2026-03-31

Latest net income

$90.9M

as of 2026-03-31

Net margin

13.2%

as of 2026-03-31

Price · 5Y

+10.9% / yr 2.9 pts / yr vs S&P 500 67.2% total
Compare:

Live market

delayed ≤15 min
$51.81
0.21%
Market cap
$7.98B
Enterprise value
$7.98B
P/E (trailing)
9.8×
Forward P/E
P/B
Dividend yield
1.5%
52-wk high
$53.76
52-wk low
$35.56
Beta
Shares out
154.1M

5-year trend

What this company does

AI

ITEM 1. BUSINESS Janus Henderson Group plc ("JHG" or "the Group"), a company incorporated and registered in Jersey, Channel Islands, is an independent global asset manager, specializing in active investment across all major asset classes. On May 30, 2017 (the "Closing Date"), JHG (previously Henderson Group plc ("Henderson")) completed a merger of equals with Janus Capital Group Inc. ("JCG") (the "Merger"). As a result of the Merger, JCG and its consolidated subsidiaries became subsidiaries of JHG. JHG is a client-focused global business with over 2,300 employees worldwide, and assets under management ("AUM") of $370.8 billion as of December 31, 2017. JHG has operations in North America,…

AI summary unavailable — showing raw filing excerpt

Generated from JHG's filing dated 2018-02-27

Key risks

AI

ITEM 1A. RISK FACTORS JHG faces numerous risks, uncertainties and other factors that are substantial and inherent to its business, including market and investment performance risks, business and strategic risks, operational and technology risks, legal and regulatory risks, risks related to taxes and Jersey company risks. The following are significant factors that could affect JHG's business. Market and Investment Performance Risks Any decrease in the value, relative investment performance or amount of AUM will cause a decline in revenue and negatively impact operating results and the financial condition of JHG. AUM may decline for various reasons, many of which are not under the control of…

AI summary unavailable — showing raw filing excerpt

Generated from JHG's filing dated 2018-02-27

Profitability

Operating margin

31.5%

20.8%

Net margin

26.3%

59.3%

Return on equity

16.0%

79.3%

Return on assets

9.8%

67.7%

Leverage

Debt / equity

0.62×

20.5%

Long-term debt / equity

0.08×

10.0%

Debt / assets

38.4%

12.6%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$690.0M+11.0%$90.9M-24.7%13.2%

Q4 2025

2025-12-31

$1.14B+61.3%$403.2M+231.0%35.3%

Q3 2025

2025-09-30

$700.4M+12.1%$142.1M+420.5%20.3%

Q2 2025

2025-06-30

$633.2M+7.6%$149.9M+15.6%23.7%

Q1 2025

2025-03-31

$621.4M+12.6%$120.7M-7.2%19.4%

Q4 2024

2024-12-31

$708.3M$121.8M17.2%

Q3 2024

2024-09-30

$624.8M+19.9%$27.3M-70.8%4.4%

Q2 2024

2024-06-30

$588.4M+13.9%$129.7M+44.4%22.0%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Investment Advice · SIC 6282

No data yet for industry average

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Insider activity

Insider buying

$0

Insider selling

$654.6M

Net activity

−$654.6M

Distinct insiders

8

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-12

Joshua D. Frank / TRIAN FUND MANAGEMENT, L.P.

Director

Sale6,213,418$51.60$320.6M
2026-05-12

Brian M Baldwin / TRIAN FUND MANAGEMENT, L.P.

Director

Sale6,213,418$51.60$320.6M
2026-03-10

Megan Podzorov

Chief People Officer

Sale1,650$51.24$84.5K
2026-02-27

William B Cassidy

Chief Technology Officer

Sale16,947$52.27$885.8K
2026-02-18

Michelle Rosenberg

CAO & GENERAL COUNSEL

Sale22,000$49.27$1.1M
2026-02-17

Ali Dibadj

CEO

Sale127,632$49.12$6.3M
2026-02-11

Roger Mj Thompson

CHIEF FINANCIAL OFFICER

Sale16,861$48.25$813.6K
2025-09-11

Roger Mj Thompson

CHIEF FINANCIAL OFFICER

Sale27,491$45.26$1.2M
2025-08-04

Georgina Fogo

CHIEF RISK OFFICER

Sale69,000$43.07$3.0M

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns JHG

Institutional value

$2.56B

Total shares held

51.0M

Distinct holders

301

-54 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.14.8M$758.4M-2.6M (-15.0%)Trimmed
2VANGUARD PORTFOLIO MANAGEMENT LLC5.8M$296.5MNew
3VANGUARD CAPITAL MANAGEMENT LLC5.6M$285.4MNew
4DIMENSIONAL FUND ADVISORS LP4.3M$219.3M-2.3M (-35.4%)Trimmed
5Allianz Asset Management GmbH3.2M$164.4M+959.6K (+42.8%)Added
6JPMORGAN CHASE & CO1.7M$89.8M+1.2M (+241.6%)Added
7Capital World Investors1.2M$61.6M+0 (+0.0%)No change
8Bank of New York Mellon Corp873.9K$44.9M-17.7K (-2.0%)Trimmed
9FRANKLIN RESOURCES INC830.5K$42.7M+605.2K (+268.7%)Added
10VANGUARD FIDUCIARY TRUST CO764.7K$39.3MNew
11UBS Group AG619.9K$31.8MNew
12ALPINE ASSOCIATES MANAGEMENT INC.590.6K$30.3M+330.5K (+127.1%)Added
13CITIGROUP INC575.0K$29.5M+280.8K (+95.5%)Added
14PICTON MAHONEY ASSET MANAGEMENT425.0K$21.8M+250.0K (+142.8%)Added
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC371.5K$19.1M-575.5K (-60.8%)Trimmed
16Creative Planning364.3K$18.7M+149.9K (+69.9%)Added
17Hudson Bay Capital Management LP354.8K$18.2M-1.3M (-78.9%)Trimmed
18Invesco Ltd.348.6K$17.9M-508.9K (-59.3%)Trimmed
19RHUMBLINE ADVISERS330.0K$17.0M+8.9K (+2.8%)Added
20Nuveen, LLC299.6K$15.4M-355.8K (-54.3%)Trimmed

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once JHG's latest filing finishes processing.