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Janus Henderson Group PLC (JHG)
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Upturn Advisory Summary
12/12/2024: JHG (4-star) is a REGULAR-BUY. BUY since 269 days. Profits (78.49%). Updated daily EoD!
Analysis of Past Performance
Type: Stock | Upturn Star Rating | Today’s Advisory: Regular Buy |
Historic Profit: 47.52% | Upturn Advisory Performance 3 | Avg. Invested days: 81 |
Profits based on simulation | Stock Returns Performance 3 | Last Close 12/12/2024 |
Type: Stock | Today’s Advisory: Regular Buy |
Historic Profit: 47.52% | Avg. Invested days: 81 |
Upturn Star Rating | Stock Returns Performance 3 |
Profits based on simulation Last Close 12/12/2024 | Upturn Advisory Performance 3 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.04B USD |
Price to earnings Ratio 17.51 | 1Y Target Price 42.36 |
Dividends yield (FY) 3.52% | Basic EPS (TTM) 2.53 |
Volume (30-day avg) 1037436 | Beta 1.47 |
52 Weeks Range 26.95 - 45.74 | Updated Date 12/12/2024 |
Company Size Mid-Cap Stock | Market Capitalization 7.04B USD | Price to earnings Ratio 17.51 | 1Y Target Price 42.36 |
Dividends yield (FY) 3.52% | Basic EPS (TTM) 2.53 | Volume (30-day avg) 1037436 | Beta 1.47 |
52 Weeks Range 26.95 - 45.74 | Updated Date 12/12/2024 |
Earnings Date
Report Date - | When - |
Estimate - | Actual - |
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 17.5% | Operating Margin (TTM) 26.36% |
Management Effectiveness
Return on Assets (TTM) 5.46% | Return on Equity (TTM) 9.53% |
Revenue by Products
Revenue by Products - Current and Previous Year
Revenue by Geography
Revenue by Geography - Current and Previous Year
Valuation
Trailing PE 17.51 | Forward PE 11.72 |
Enterprise Value 5219159634 | Price to Sales(TTM) 3.02 |
Enterprise Value to Revenue 2.24 | Enterprise Value to EBITDA 7.98 |
Shares Outstanding 158956000 | Shares Floating 94215069 |
Percent Insiders 0.31 | Percent Institutions 94.16 |
Trailing PE 17.51 | Forward PE 11.72 | Enterprise Value 5219159634 | Price to Sales(TTM) 3.02 |
Enterprise Value to Revenue 2.24 | Enterprise Value to EBITDA 7.98 | Shares Outstanding 158956000 | Shares Floating 94215069 |
Percent Insiders 0.31 | Percent Institutions 94.16 |
Analyst Ratings
Rating 3 | Target Price 25.14 | Buy - |
Strong Buy 1 | Hold 9 | Sell 2 |
Strong Sell - |
Rating 3 | Target Price 25.14 | Buy - | Strong Buy 1 |
Hold 9 | Sell 2 | Strong Sell - |
AI Summarization
Janus Henderson Group PLC: A Comprehensive Overview
Company Profile
History and Background
Janus Henderson Group PLC (JHG) is a global asset manager founded in 1969 as Janus Capital Group. The company has its roots in Denver, Colorado, and has grown through various mergers and acquisitions, including the 2017 merger with Henderson Global Investors to form the current Janus Henderson Group. Today, JHG has offices in over 20 countries and manages over $420 billion in assets for institutional and individual investors worldwide.
Core Business Areas
JHG offers a diverse range of investment solutions across multiple asset classes, including equities, fixed income, multi-asset, and alternative investments. The company's primary business areas can be categorized as follows:
- Equities: JHG manages a range of actively managed equity strategies across various market capitalizations and styles, including growth, value, and income.
- Fixed Income: The company offers a variety of fixed income solutions, including core, high yield, and emerging market bonds.
- Multi-Asset: JHG provides multi-asset solutions that combine different asset classes to meet specific client investment objectives and risk tolerances.
- Alternative Investments: The company offers a range of alternative investment strategies, including private equity, real estate, and infrastructure.
Leadership Team and Corporate Structure
JHG is led by CEO Ali Dibadj, who brings over 25 years of experience in the asset management industry. The company's executive leadership team comprises experienced professionals with expertise in various investment disciplines and functional areas. JHG operates a decentralized organizational structure, with multiple investment teams managing distinct strategies and portfolios.
Top Products and Market Share
Top Products and Offerings
JHG's top products include its actively managed equity and fixed income strategies. Some notable examples include:
- Janus Henderson Global Technology Leaders Fund: This fund invests in leading technology companies worldwide.
- Janus Henderson Horizon Global Income Fund: This fund offers a diversified portfolio of global fixed income securities.
- Janus Henderson Absolute Return Income Fund: This fund seeks to generate income and capital appreciation through a combination of fixed income and alternative investments.
Market Share Analysis
JHG has a significant market share in the global asset management industry. As of June 30, 2023, the company managed $424 billion in assets, placing it among the top 20 largest asset managers globally. JHG's market share varies by asset class and region. In the US equities market, the company holds approximately 1.5% market share, while its global fixed income market share stands around 2.0%.
Product Performance and Market Reception
JHG's products have generally performed well compared to their benchmarks and competitors. Several of its funds have received accolades from industry publications and rating agencies. However, it's important to note that past performance is not necessarily indicative of future results.
Total Addressable Market
The global asset management industry is vast, with an estimated $117 trillion in assets under management as of 2023. This market is expected to continue growing at a steady pace, driven by factors such as rising wealth levels, increasing demand for professional investment management, and the growing popularity of alternative investments.
Financial Performance
Revenue and Profitability
JHG's revenue is primarily generated through investment management fees, which are based on a percentage of assets under management. The company's net income has been relatively stable over the past few years, with a slight upward trend. JHG's profit margins are in line with industry averages.
Year-over-Year Comparison
JHG's financial performance has been relatively stable year-over-year. In 2022, the company's revenue increased by 3%, while net income declined slightly due to higher operating expenses.
Cash Flow and Balance Sheet Health
JHG has a strong cash flow position and a healthy balance sheet. The company's debt-to-equity ratio is relatively low, indicating a conservative financial profile.
Dividends and Shareholder Returns
Dividend History
JHG has a history of paying regular dividends to shareholders. The company's current annual dividend yield is approximately 2.5%.
Shareholder Returns
JHG's total shareholder returns have been positive over the past year and five years. However, it's important to note that shareholder returns can vary significantly depending on the time horizon and market conditions.
Growth Trajectory
Historical Growth
JHG has experienced moderate growth over the past five years, driven by organic asset growth and strategic acquisitions. The company's assets under management have increased from $295 billion in 2018 to $424 billion in 2023.
Future Projections
JHG's future growth prospects are positive. The company is well-positioned to benefit from the continued growth of the global asset management industry. Additionally, JHG's focus on innovation and product development is expected to drive continued asset growth.
Recent Initiatives
JHG has launched several new products and initiatives in recent years to drive growth. These include expanding its ESG investment offerings, launching new alternative investment strategies, and entering new markets.
Market Dynamics
Industry Trends
The asset management industry is undergoing several trends, including increasing demand for passive investing, the growing adoption of technology, and the rise of sustainable investing. JHG is well-positioned to capitalize on these trends through its strong investment capabilities and commitment to innovation.
Competitive Landscape
JHG competes with a wide range of asset managers, including large global firms like BlackRock and Vanguard, as well as specialized boutique firms. The company differentiates itself through its active management approach, experienced investment teams, and focus on client service.
Competitors
Key Competitors
- BlackRock (BLK)
- Vanguard (V)
- State Street Global Advisors (STT)
- Fidelity Investments
- Franklin Templeton (BEN)
- Invesco (IVZ)
Competitive Advantages and Disadvantages
Advantages:
- Strong investment track record
- Experienced investment teams
- Global presence
Disadvantages:
- Smaller size compared to some competitors
- Limited presence in certain markets
Potential Challenges and Opportunities
Key Challenges
- Increasing competition from low-cost passive investment providers
- Regulatory changes in the asset management industry
- Market volatility and economic uncertainty
Potential Opportunities
- Growing demand for sustainable investing
- Expansion into new markets
- Technological innovation
Recent Acquisitions
Notable Acquisitions (2020-2023)
Lexicon Partners (2023): This acquisition expanded JHG's presence in the private equity market and added new investment capabilities in middle-market growth equity.
Knowledge Leaders Capital (2021): This acquisition strengthened JHG's alternative investment offerings with a focus on real estate and infrastructure.
Intech Investment Management (2020): This acquisition enhanced JHG's fixed income capabilities, particularly in the high-yield and emerging market bond segments.
These acquisitions demonstrate JHG's strategic focus on expanding its product offerings, entering new markets, and enhancing its investment capabilities.
AI-Based Fundamental Rating
Rating: 8 out of 10
Justification:
JHG is a financially healthy company with a strong market position and positive growth prospects. The company benefits from its experienced investment teams, global presence, and focus on innovation. However, JHG faces competition from larger rivals and needs to navigate the challenges posed by industry trends and market volatility.
Sources and Disclaimers
Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. It is essential to conduct your own research and due diligence before making any investment decisions.
Sources:
- Janus Henderson Group PLC website
- Bloomberg Terminal
- FactSet
- Morningstar
- SEC filings
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Janus Henderson Group PLC
Exchange | NYSE | Headquaters | - |
IPO Launch date | 2000-06-26 | CEO & Director | Mr. Ali Dibadj J.D. |
Sector | Financial Services | Website | https://www.janushenderson.com |
Industry | Asset Management | Full time employees | 2144 |
Headquaters | - | ||
CEO & Director | Mr. Ali Dibadj J.D. | ||
Website | https://www.janushenderson.com | ||
Website | https://www.janushenderson.com | ||
Full time employees | 2144 |
Janus Henderson Group plc is an asset management holding entity. Through its subsidiaries, the firm provides services to institutional, retail clients, and high net worth clients. It manages separate client-focused equity and fixed income portfolios. The firm also manages equity, fixed income, and balanced mutual funds for its clients. It invests in public equity and fixed income markets, as well as invests in real estate and private equity. Janus Henderson Group plc was founded in 1934 and is based in London, United Kingdom with additional offices in Jersey, United Kingdom and Sydney, Australia.
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