Time to Buy Stock in These Top Asset Managers
This article highlights several asset management stocks (Brookfield Asset Management, Janus Henderson Group, Alerus Financial, and Patria Investments Limited) as strong buy opportunities due to their fee-based revenue, scalable models, strong cash flow, and appealing dividends. These companies are noted for positive earnings estimate revisions and, in some cases, significant growth prospects or attractive valuations.
Janus Henderson Launches AA-A CLO ETF (JA)
Janus Henderson has expanded its securitized ETF lineup with the launch of the Janus Henderson AA-A CLO ETF (NYSE: JA). This new fund targets high-quality AA to A rated CLOs, offering diversification and low volatility, and launched with $100 million in seed capital from Guardian. It complements their existing JAAA and JBBB ETFs, providing investors access to a broader spectrum of the CLO market.
Janus Henderson Group plc (NYSE:JHG) Given Consensus Rating of "Moderate Buy" by Brokerages
Eleven brokerages have collaboratively given Janus Henderson Group plc (NYSE:JHG) a consensus "Moderate Buy" rating, with an average 12-month price target of $47.67. This comes after the firm reported strong Q4 results, significantly beating EPS and revenue estimates, and shows continued analyst interest despite a recent insider share sale by CEO Ali Dibadj. The company's financials indicate robust performance with a P/E ratio of 9.33 and a market capitalization of approximately $7.6 billion.
Ali Dibadj Executes Sell Order: Offloads $6.27M In Janus Henderson Group Stock
Ali Dibadj, CEO of Janus Henderson Group (NYSE: JHG), sold 127,632 shares of company stock for $6.27 million on February 18, 2026. This insider transaction comes as Janus Henderson Group shows a positive financial overview with significant revenue growth and strong profitability metrics, despite its market capitalization being below the industry average. Insider transactions, while not the sole factor, provide insights into a company's financial health and management's perspectives.
AI Losers Get Another Chance at Janus Henderson Sustainable Fund
The manager of Janus Henderson’s flagship sustainable fund, Hamish Chamberlayne, is investing in "AI loser" companies like Experian Plc and S&P Global Inc., believing their valuations are currently too low due to AI-related market turmoil. He emphasizes that companies with proprietary data or IP will be resilient long-term and sees attractive valuations in these firms despite them being overlooked by investors focusing solely on AI winners. Chamberlayne also highlights that the fund is increasing its exposure to companies providing critical enabling technologies for AI data centers, such as Micron Technology Inc. and Seagate Technology Holdings Plc.
Ali Dibadj Sells 127,632 Shares of Janus Henderson Group (NYSE:JHG) Stock
Janus Henderson Group CEO Ali Dibadj sold 127,632 shares of the company's stock for over $6.27 million, reducing his holding by 22.13%. The sale, executed at an average price of $49.12 per share, was disclosed in an SEC filing. Despite this insider selling, the company recently reported strong earnings, exceeding expectations with $2.01 EPS and $996.6 million in revenue, leading the stock to trade near a 12-month high.
Janus Henderson Group (NYSE:JHG) Hits New 52-Week High - Here's What Happened
Janus Henderson Group (NYSE:JHG) shares hit a new 52-week high of $49.48, closing at $49.43 with high trading volume. This surge follows strong Q4 results, where the company significantly beat EPS and revenue estimates, with revenue up 61.3% year-over-year. Despite a mixed analyst backdrop and a consensus "Moderate Buy" rating with a price target below current value, institutional investors have increased their holdings.
Janus Henderson Group stock hits all-time high at 49.42 USD
Janus Henderson Group (JHG) stock has reached an all-time high of $49.42, reflecting robust financial health with a perfect Piotroski Score of 9 and significant year-over-year growth. The asset management firm recently announced the acquisition of Richard Bernstein Advisors and a strategic investment in Starlab Space, signaling ongoing expansion and innovation. These developments highlight the company's strong performance and strategic initiatives that have driven investor confidence.
Fund Update: New $136.5M $TERN stock position opened by JANUS HENDERSON GROUP PLC
JANUS HENDERSON GROUP PLC has initiated a new $136.5 million position in TERN stock, as per a recent SEC 13F filing for the Q4 2025 period. This move comes as 143 institutional investors increased their holdings in TERN, while 66 decreased theirs, with several significant additions and removals observed. The article also details recent insider trading activity showing more sales than purchases, and presents analyst ratings and price targets for TERN, with a median target of $54.0 among 11 analysts.
Fund Update: New $592.8M $TTE stock position opened by JANUS HENDERSON GROUP PLC
JANUS HENDERSON GROUP PLC has opened a new $592.8M position in $TTE, as disclosed in a recent SEC 13F filing for the 12-31-2025 report period. This move comes amidst significant institutional activity, with 434 investors adding $TTE shares and 447 decreasing positions in the last quarter. The article also details recent government contract awards to $TTE, congressional trading activity, and analyst ratings with price targets.
Janus Henderson Overseas Fund Q4 2025 Commentary (Mutual Fund:JDIAX)
The Janus Henderson Overseas Fund (JDIAX) returned 4.65% in Q4 2025, lagging the MSCI All Country World ex USA Index SM's 5.05%. Strong stock selection in consumer discretionary and healthcare contributed to performance, while communication services and materials detracted. The fund aims to leverage market volatility to identify undervalued free cash flow opportunities.
Janus Henderson Group plc $JHG Shares Bought by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. significantly increased its stake in Janus Henderson Group plc, boosting its holdings by 67.8% to 403,045 shares valued at $17.94 million in the third quarter. This comes as Janus Henderson reported strong quarterly earnings, surpassing analyst expectations with a 61.3% year-over-year revenue increase and a 25.8% net margin. The stock maintains a "Moderate Buy" rating from analysts, with share prices nearing their 1-year high.
Precision Trading with Janus Henderson Group Plc (JHG) Risk Zones
This article provides a precision trading analysis for Janus Henderson Group Plc (JHG), highlighting a neutral near and mid-term outlook but a strong long-term positive bias. It details an exceptional risk-reward setup targeting a 7.0% gain with only 0.3% risk, and outlines three AI-generated trading strategies: Long Position, Momentum Breakout, and Risk Hedging (Short). The analysis also includes multi-timeframe signal analysis with support and resistance levels.
Assessing Janus Henderson Group (NYSE:JHG) Valuation After Recent Share Price Momentum
Janus Henderson Group (JHG) has experienced positive share price momentum, with about a 10% return over the past three months, leading to discussions about its current valuation. While one fair value assessment places it as slightly undervalued at $50.14 per share, a Discounted Cash Flow (DCF) model suggests the stock is trading at a premium, implying a fair value closer to $38.68. Investors are encouraged to consider both perspectives and conduct further research into the company's growth, margins, and potential risks like client outflows or fee compression.
Janus Henderson Group (NYSE:JHG) Rating Increased to Strong-Buy at Zacks Research
Zacks Research has upgraded Janus Henderson Group (NYSE:JHG) from a "hold" to a "strong-buy" rating. This upgrade follows several other recent research reports on the company, contributing to an average analyst rating of "Moderate Buy" with an average price target of $47.67. The company recently reported strong quarterly earnings, surpassing analyst expectations for both EPS and revenue.
Janus Henderson Affiliates Privacore Capital and Victory Park Capital Launch First Interval Fund focused on Private Asset-Backed Credit
Janus Henderson affiliates Privacore Capital and Victory Park Capital have launched their first registered interval fund, the Privacore VPC Asset Backed Credit Fund (AltsABF), which aims to provide institutional-quality exposure to private asset-backed credit for individual investors. The Fund has secured over $250 million in deployable seed capital from strategic investors, including CNO Financial Group and Corbin Capital Partners, L.P. It seeks to deliver high current income by investing in diverse private asset-backed credit instruments with a strong emphasis on risk management.
Compared to estimates, Janus Henderson Group (JHG) Q4 earnings: A look at key metrics
This article provides key metrics for Janus Henderson Group's (JHG) Q4 earnings, comparing them to analyst estimates. It outlines the reported earnings per share (EPS) and revenue, highlighting how they stacked up against expectations. The report likely delves into the financial performance and significant figures for the quarter.
Janus Henderson Investors - Reporting trimestriel : Global Small Cap Strategy
Janus Henderson Investors has released its quarterly report for its Global Small Cap Strategy. The detailed analysis is presented by Richard Brown, CFA, Client Portfolio Manager, and is available via video and on their website. The article also provides extensive performance data across various funds with different risk profiles over 1 month, 1 year, 2 years, and 3 years, detailing year-to-date returns and SRRI classifications.
Janus Henderson Balanced Fund Q4 2025 Commentary
The Janus Henderson Balanced Fund returned 1.68% in Q4 2025, underperforming the S&P 500 but outperforming the Bloomberg U.S. Aggregate Bond Index. Asset allocation and fixed income positioning were positive contributors, while equity security selection detracted from performance. The fund maintains an optimistic outlook, driven by AI infrastructure spending, capital expenditures, and technology adoption's productivity gains, and is managing fixed income risk through increased high-yield credit exposure and short-duration Treasuries.
Principal Financial Group Inc. Lowers Holdings in Janus Henderson Group plc $JHG
Principal Financial Group Inc. reduced its stake in Janus Henderson Group plc by 13.2% in the third quarter of 2025, selling over 222,000 shares. Despite this, other major institutional investors like Goldman Sachs increased their holdings. Janus Henderson Group reported strong quarterly results, beating analyst expectations for EPS and revenue, though the consensus analyst rating remains "Hold."
Allianz Asset Management GmbH Boosts Stock Position in Janus Henderson Group plc $JHG
Allianz Asset Management GmbH increased its stake in Janus Henderson Group plc by 5.7% in Q3, now owning 1,767,657 shares valued at approximately $78.7 million. This comes as Janus Henderson reported strong quarterly earnings, significantly beating analyst expectations with an EPS of $2.01 and revenue of $996.6 million. Despite institutional investors holding a large majority of the stock, analysts maintain a consensus "Hold" rating with a target price of $47.67.
Strs Ohio Sells 53,306 Shares of Janus Henderson Group plc $JHG
Strs Ohio significantly reduced its stake in Janus Henderson Group (NYSE:JHG) by 94.7% in Q3, selling 53,306 shares and retaining only 2,971 shares. Despite this, Janus Henderson reported strong Q3 earnings, surpassing EPS and revenue expectations. The company maintains high institutional ownership at 87.94%, and analysts currently rate the stock as a "Hold" with an average price target of $47.67.
Janus Henderson expands active ETF push with quant HY launch
Janus Henderson has expanded its European active exchange-traded fund (ETF) offerings with the launch of a new US short-duration high yield strategy. The new ETF, called the Janus Henderson US Short Duration High Yield Active Core Ucits ETF (JSHY), uses a systematic framework and has an ongoing charges figure (OCF) of 0.49%. This launch aims to replicate the success of its CLO franchise with a ‘quant-fundamental’ hybrid approach, targeting investors seeking income with lower duration risk.
Mirae Asset Global Investments Co. Ltd. Lowers Holdings in Janus Henderson Group plc $JHG
Mirae Asset Global Investments Co. Ltd. reduced its stake in Janus Henderson Group plc by 33% in Q3, selling 57,321 shares and holding 116,375 shares valued at $5.18 million. Janus Henderson Group (NYSE:JHG) reported strong earnings, with $2.01 EPS beating estimates of $1.19 and revenue of $996.6 million, exceeding expectations of $763.09 million. The stock currently has a consensus "Hold" rating with an average price target of $47.67.
Janus Henderson Group (JHG) Net Margin Expansion Reinforces Bullish Earnings Narrative
Janus Henderson Group (JHG) has reported strong Q3 FY 2025 results with US$700.4 million in revenue and basic EPS of US$0.92, alongside a significant net profit margin expansion to 19.6% from 17.1% year-over-year. The company's AUM increased to US$483.8 billion due to substantial inflows, reinforcing a bullish earnings narrative despite a softer forward outlook and P/E discount compared to peers. While the firm's profitability metrics are strong, analysts note a tension with its DCF fair value and longer-term earnings decline.
Compared to Estimates, Janus Henderson Group (JHG) Q4 Earnings: A Look at Key Metrics
Janus Henderson Group (JHG) reported strong Q4 results that surpassed analyst estimates. Revenue increased by 61.3% year-over-year to $1.14 billion, significantly beating the Zacks Consensus Estimate. EPS also saw a substantial rise to $2.01, exceeding the consensus estimate by 68.91%, driven by the company's underlying performance despite some average assets under management metrics coming in slightly below estimates.
JANUS HENDERSON GROUP ($JHG) Releases Q4 2025 Earnings
JANUS HENDERSON GROUP ($JHG) reported its Q4 2025 earnings, surpassing analyst estimates for both earnings per share and revenue. The company posted earnings of $2.01 per share against an estimated $1.17, and revenues of $1.14 billion compared to an estimated $671.75 million. The article also details recent insider trading activity, institutional investor movements, and analyst ratings and price targets for JHG.
Earnings Breakdown: Janus Henderson Group Q4
Janus Henderson Group (NYSE: JHG) reported its Q4 earnings, beating estimated EPS by 69.0% with an EPS of $2.01 against an estimate of $1.19. Revenue increased by $433.70 million compared to the same period last year. This strong performance follows a previous quarter where the company also surpassed EPS expectations, leading to a 1.0% share price increase the following day.
Janus Henderson Group plc Reports Fourth Quarter and Full-Year 2025 Results
Janus Henderson Group plc reported strong financial results for the fourth quarter and full-year 2025, with significant increases in revenue, operating income, and EPS. The company's assets under management grew to $493 billion, and it announced strategic initiatives including the acquisition of Richard Bernstein Advisors and a merger agreement with an investor group led by Trian Fund Management. This growth reflects solid investment performance and strategic efforts to expand and diversify the business.
Janus Henderson Group plc Reports Fourth Quarter and Full-Year 2025 Results
Janus Henderson Group plc reported solid fourth quarter and full-year 2025 results, with assets under management (AUM) reaching US$493 billion, a 30% increase year-over-year. The company achieved breakeven net flows in Q4 2025 and US$56.5 billion in net inflows for the year, primarily driven by strong markets and performance fees. These results come amidst a pending acquisition by an investor group led by Trian Fund Management and General Catalyst, which has led to the suspension of quarterly dividends.
Here’s Janus Henderson Global Technology and Innovation Fund’s views on Amazon.com (AMZN)
The article did not provide content regarding Janus Henderson Global Technology and Innovation Fund's views on Amazon.com (AMZN). Therefore, a summary cannot be generated at this time.
Janus Henderson Group plc $JHG Shares Purchased by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC significantly increased its stake in Janus Henderson Group plc, boosting its holdings by 61.0% in Q3 to 64,801 shares. Other institutional investors like AQR Capital Management LLC and Norges Bank also made substantial moves, resulting in 87.94% institutional ownership. Analysts hold a mixed view on JHG, with an average target price of $47.67, while the company reported strong Q3 earnings, surpassing estimates for both EPS and revenue.
Ruffer LLP Invests $4.37 Million in Janus Henderson Group plc $JHG
Ruffer LLP has invested $4.37 million in Janus Henderson Group plc, acquiring 98,157 shares and representing a 0.06% stake. Institutional investors hold a significant 87.94% of JHG, with notable movements from other major firms. Analysts currently rate the stock as a "Hold" with an average price target of $47.67, following a recent earnings beat where the company exceeded EPS and revenue estimates.
Teacher Retirement System of Texas Purchases 91,986 Shares of Janus Henderson Group plc $JHG
The Teacher Retirement System of Texas significantly increased its stake in Janus Henderson Group plc (NYSE:JHG) by 163%, acquiring an additional 91,986 shares, bringing its total to 148,436 shares valued at approximately $6.61 million. This move comes as institutional ownership in JHG remains high at 87.94%, with other investment firms also adjusting their positions. Despite a consensus "Hold" rating from analysts, the stock trades near its average target price and offers a 3.3% dividend yield.
Janus Henderson manager doubts Trump can kill clean-energy rally
The Janus Henderson Global Sustainable Equity Fund manager expressed skepticism that Donald Trump could halt the clean energy rally, noting that the sector enjoys broad bipartisan support and significant economic tailwinds. The manager highlighted that the transition to clean energy is driven by market forces and global consensus, making it resilient to political shifts. This outlook suggests continued growth for sustainable investments regardless of potential changes in political leadership.
Janus Henderson Manager Regrets Not Piling Into Clean-Tech Boom
A Janus Henderson Investors fund manager, Hamish Chamberlayne, expressed regret over not investing more heavily in clean-tech companies last year, despite fears that Donald Trump's anti-green stance could harm renewable energy stocks. He noted that despite these concerns, the previous year was "fantastic" for renewable energy stocks, indicating that demand for electricity and broader electrification trends favoring renewables continue to drive the market irrespective of political rhetoric.
Janus Henderson Group plc (NYSE:JHG) Receives Average Recommendation of "Hold" from Analysts
Janus Henderson Group plc (NYSE:JHG) has received an average "Hold" recommendation from analysts, with 7 out of 11 firms rating it as "Hold," 3 as "Buy," and 1 as "Strong Buy." The average 12-month price target is $47.67. The company recently surpassed Q3 earnings and revenue expectations, reporting EPS of $1.09 versus an estimated $1.01 and revenue of $700.4 million against $695.6 million.
ARGA Investment Management LP Buys 29,068 Shares of Janus Henderson Group plc $JHG
ARGA Investment Management LP significantly increased its stake in Janus Henderson Group plc (NYSE:JHG) by 90.7% in the third quarter, purchasing an additional 29,068 shares, bringing its total holdings to 61,127 shares valued at $2.72 million. Other institutional investors like Norges Bank and AQR Capital Management also made substantial moves in JHG shares. Analysts currently have a "Hold" rating on the stock with an average price target of $47.67, and the company recently beat EPS estimates and offers an annual dividend of $1.60.
Janus Henderson Acquires Richard Bernstein Advisors
Janus Henderson has agreed to acquire 100% of Richard Bernstein Advisors (RBA), a multi-asset macro investment manager, to strengthen its position in model portfolios and separately managed accounts (SMAs). The acquisition, expected to close in Q2 2026, will also see RBA's founder, Richard Bernstein, join Janus Henderson as Global Head of Macro & Customized Investing. Concurrently, iM Global Partner will sell its stake in RBA to Janus Henderson as part of the transaction.
Janus Henderson (JHG) Acquires Richard Bernstein Advisors Managing $20B in Assets
Janus Henderson (JHG) has agreed to acquire Richard Bernstein Advisors, which manages $20 billion in client assets, to strengthen its position in model portfolios and separately managed accounts. This acquisition aims to meet growing client demand, with Richard Bernstein joining Janus Henderson as global head of macro and customized investing. The deal is expected to close in Q2, despite a slight dip in JHG shares, with analysts forecasting a potential rise in stock price over the next year.
Janus Henderson Buys Richard Bernstein Advisors
Janus Henderson has announced its agreement to acquire Richard Bernstein Advisors (RBA) for an undisclosed amount, a move set to significantly expand Janus Henderson's model portfolio and Separately Managed Account (SMA) offerings. This acquisition will position Janus Henderson as a top 10 model portfolio provider in North America and enhance its distribution reach within the RIA channel. Richard Bernstein, RBA's founder and CEO, will join Janus Henderson as global head of macro and customized investing.
Janus Henderson acquires Richard Bernstein Advisors in SMA push (JHG:NYSE)
Janus Henderson Group (JHG) has announced an agreement to acquire Richard Bernstein Advisors, an investment manager with approximately $20 billion in client assets. This acquisition is expected to significantly bolster Janus Henderson's position, though financial terms of the deal were not disclosed.
iM Global Partners sells stake in Richard Bernstein Advisors to Janus Henderson
iM Global Partners is selling its stake in Richard Bernstein Advisors (RBA) to Janus Henderson Group after Janus Henderson announced its intention to acquire 100% of RBA. This move will enhance Janus Henderson's position in model portfolios and SMAs in North America. The deal follows Janus Henderson itself being part of a larger acquisition by Trian and General Catalyst, valued at approximately $7.4 billion.
Janus Henderson Group (JHG) Projected to Post Earnings on Friday
Janus Henderson Group (JHG) is expected to report its Q4 2025 earnings before the market opens on Friday, January 30th, with analysts projecting $1.16 EPS and $763.09 million in revenue. The company previously exceeded estimates in Q3 2025 with $1.09 EPS and 12.1% year-over-year revenue growth. JHG's stock currently has an average "Hold" rating from analysts with a consensus price target of $47.67, and institutional investors own approximately 87.9% of its shares.
Janus Henderson Group plc $JHG Shares Sold by QRG Capital Management Inc.
QRG Capital Management Inc. reduced its stake in Janus Henderson Group plc (NYSE:JHG) by 68.6% in the third quarter, selling 53,124 shares and retaining 24,313 shares valued at approximately $1.08 million. While QRG Capital trimmed its holdings, other institutions like Norges Bank and AQR Capital Management increased their positions. Analysts maintain a "Hold" consensus rating for JHG, with an average target price of $47.67, despite recent downgrades from some firms and an "Outperform" initiation from BMO.
Articles published by Janus Henderson Group
This page lists various articles published by Janus Henderson Group, detailing their corporate announcements and financial results from 2023 to early 2026. Key announcements include quarterly earnings reports, an acquisition proposal by Trian Fund Management and General Catalyst, and new product launches such as ETFs and charitable investment accounts. The articles also cover leadership changes and conference presentations.
Janus Henderson Enterprise Fund Q4 2025 Commentary (JDMAX)
The Janus Henderson Enterprise Fund (JDMAX) significantly outperformed its benchmark in Q4 2025, returning 1.75% against the Russell Midcap® Growth Index's -3.70%. This outperformance was primarily driven by strong stock selection in the healthcare and industrials sectors, with notable contributions from companies like J.B. Hunt and Revolution Medicines. The fund's management remains optimistic for 2026, anticipating market tailwinds from moderating inflation and potential interest rate cuts by the Federal Reserve.
SG Americas Securities LLC Sells 243,876 Shares of Janus Henderson Group plc $JHG
SG Americas Securities LLC significantly reduced its stake in Janus Henderson Group plc (NYSE: JHG), selling 243,876 shares and retaining 28,323 shares valued at approximately $1.26 million. Despite the reduction by SG Americas, other institutional investors have shown varied interest, with some increasing and others acquiring new positions. Janus Henderson Group reported strong Q3 earnings, beating EPS estimates and showing a 12.1% year-over-year revenue increase, alongside paying a $1.60 annual dividend.
Janus Henderson Investors Following the Acquisition of Trian and General Catalyst: The Firm’s Plans for 2026
Janus Henderson Investors, recently acquired by Trian Fund Management and General Catalyst, announced its strategic plans for 2026, focusing on growth, product innovation, and diversification. The firm aims to expand its nearly $500 billion in assets, particularly in thematic investing, small caps, and equities, while committing to active ETFs and strategic partnerships with insurance companies and private banks. Additionally, Janus Henderson recommends clients shift from cash to higher-income investment solutions in anticipation of persistent inflation.
Finding Attractive Entry Points Into Small-Cap and Quality Stocks - Janus Henderson Investors - Commentaries
Small-cap valuations are at a 50-year low relative to large-caps, despite comparable earnings growth, making them attractive. While momentum-driven rallies in 2025 favored unprofitable small-caps, historic data shows that high-quality stocks consistently outperform over the long term. Investors are advised to balance exposure across multiple factors like valuation, quality, momentum, and capital efficiency for greater long-term efficacy through varied market conditions.
