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Jun 30, 2025
Janus Henderson Q2 2025 Earnings Report
Janus Henderson Group plc reported its second quarter 2025 results, showcasing solid investment performance and significant net inflows, primarily driven by a strategic partnership.
Key Takeaways
Janus Henderson Group plc delivered a solid second quarter in 2025, with year-over-year increases in net flows, revenue, operating income, and EPS. The company achieved positive net inflows for the fifth consecutive quarter, largely due to a strategic partnership with Guardian Life Insurance Company of America, which contributed significantly to AUM. Investment performance remained strong, with a majority of AUM outperforming benchmarks.
AUM increased to US$457 billion as of June 30, 2025, representing a 27% year-over-year and 23% quarter-over-quarter increase.
Net inflows for Q2 2025 were US$46.7 billion, including US$46.5 billion from the strategic partnership with Guardian Life Insurance Company of America.
Diluted EPS for Q2 2025 was US$0.95, a 17% increase year-over-year, and adjusted diluted EPS was US$0.90, up 6% year-over-year.
The company returned US$113 million to shareholders through dividends and share buybacks in Q2 2025, and declared a quarterly dividend of US$0.40 per share.
Forward Guidance
Janus Henderson Group plc is focused on continuing its strategic objectives, including leveraging the Guardian partnership, expanding offerings, and maintaining positive active flows. The company aims to deliver superior financial outcomes for clients and strong results for shareholders.
Positive Outlook
- Continued focus on delivering positive active flows, a key differentiator in the industry.
- Leveraging the multi-faceted strategic partnership with Guardian, which is already showing benefits.
- Expanding Janus Henderson’s offerings to meet diverse client demands, including insurance companies.
- Strong financial performance and balance sheet enable continued capital return to shareholders.
- Reinvestment in the business, both organically and inorganically, for future growth.
Challenges Ahead
- Acknowledged market volatility at the beginning of the quarter.
- Recognized well-documented active flow headwinds in the industry.
- Indication that there is still 'work to be done' despite current momentum.
Historical Earnings Impact
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