Asset manager Janus Henderson Q2 revenue beats estimates, AUM up 27%

Janus Henderson

31/07/2025 12:38

Overview

Janus Henderson Q2 revenue beats analyst expectations, adjusted EPS also exceeds estimates

Company's AUM increased 27% yr/yr, driven by strategic partnership with Guardian

Returned $113 mln to shareholders via dividends and buybacks in Q2

Result Drivers

AUM GROWTH - AUM increased by 27% yr/yr to $457 bln, driven by strategic partnership with Guardian

POSITIVE NET INFLOWS - Net inflows of $46.7 bln, marking fifth consecutive quarter of positive flows

INVESTMENT PERFORMANCE - Solid investment performance with majority of AUM outperforming benchmarks

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$633.20 mln
$624.40 mln (2 Analysts)
Q2 Adjusted EPS
Beat
$0.9
$0.83 (7 Analysts)
Q2 EPS
$0.95
Q2 EBIT Margin
25.9%
Q2 Operating Expenses
$469.40 mln
Q2 Operating Income
$163.80 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the investment management & fund operators peer group is "buy"

Wall Street's median 12-month price target for Janus Henderson Group PLC is $42.00, about 2.7% below its July 30 closing price of $43.15

The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nBw6Qqb49a

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)