JANUS HENDERSON GROUP PLC (JHG) Reports 30% AUM Increase

By Chris Stiles • Sunday, February 01 04:03 • Permanent Link

Janus Henderson Group PLC has reported its fourth-quarter and full-year 2025 results, showcasing solid investment performance and a significant increase in assets under management (AUM). Here are the key highlights:

AUM stood at US$493 billion as of December 31, 2025, representing a substantial 30% increase from the previous year.
Fourth quarter 2025 saw breakeven net flows and US$56.5 billion of net inflows for the full year, compared to US$2.4 billion of net inflows in 2024.
The company reported fourth quarter 2025 diluted earnings per share (EPS) of US$2.62 and adjusted diluted EPS of US$2.01, compared to US$0.92 and US$1.09 in the third quarter 2025, and US$0.77 and US$1.07 in the fourth quarter 2024, respectively.
Operating income for the fourth quarter was US$487.4 million, a significant increase from US$172.0 million in the third quarter 2025 and US$197.5 million in the fourth quarter 2024.
The company's AUM saw significant growth across various capabilities, with equities, income, multi-asset, and alternatives all showing positive trends in AUM.
Furthermore, the company reported solid investment performance, with 65%, 65%, 65%, and 67% of AUM outperforming relevant benchmarks on a one-, three-, five-, and 10-year basis, respectively, as of December 31, 2025.

Amidst these positive results, Janus Henderson Group PLC also announced a proposed merger agreement to be acquired by an investor group led by funds and investment vehicles associated with Trian Fund Management, L.P. and General Catalyst Group Management, LLC. As a result of the proposed transaction, the company has suspended the payment of the regular quarterly dividend.

As a result of these announcements, the company's shares have moved -0.12% on the market, and are now trading at a price of $47.83. For the full picture, make sure to review JANUS HENDERSON GROUP PLC's 8-K report.

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