Loading...
•
Sep 30
Janus Henderson Q3 2025 Earnings Report
Janus Henderson reported its third quarter 2025 results, highlighting strong AUM growth, positive net inflows, and solid investment performance.
Key Takeaways
Janus Henderson Group plc delivered a strong third quarter in 2025, marked by its sixth consecutive quarter of positive net inflows, reaching US$7.8 billion. Assets under management (AUM) grew significantly to US$483.8 billion, a 27% increase year-over-year. The company reported diluted EPS of US$0.92 and adjusted diluted EPS of US$1.09, alongside robust operating income and net income. Investment performance remained solid, with a high percentage of AUM outperforming benchmarks across various timeframes.
AUM reached a record high of US$483.8 billion as of September 30, 2025, representing a 27% year-over-year increase and 6% quarter-over-quarter growth.
The company achieved its sixth consecutive quarter of positive net inflows, totaling US$7.8 billion in Q3 2025, driven by both Intermediary and Institutional segments.
Diluted EPS for Q3 2025 was US$0.92, and adjusted diluted EPS was US$1.09, showing a 20% increase in adjusted diluted EPS from the same period last year.
Janus Henderson returned US$129 million to shareholders through dividends and share buybacks in Q3 2025, and the Board declared a quarterly dividend of US$0.40 per share.
Janus Henderson
Janus Henderson
Janus Henderson Revenue by Segment
Revenue by Segment
Equities Revenue
CapyFin.comFixed Income Revenue
CapyFin.comMulti-Asset Revenue
CapyFin.comAlternatives Revenue
CapyFin.com Forward Guidance
Janus Henderson is committed to its strategic vision of Protect & Grow, Amplify, and Diversify, aiming to sustain long-term growth and meet client needs in dynamic markets. The company is also evaluating a non-binding acquisition proposal from Trian and General Catalyst.
Positive Outlook
- Continued momentum across the business with a 7% organic growth rate.
- Broadening organic growth with 21 strategies achieving net inflows of at least US$100 million, nearly doubling from a year ago.
- Partnership with CNO Financial Group under 'Amplify' is expected to accelerate growth in Victory Park Capital and expand investment capabilities.
- Successful first closing of the Janus Henderson MENA Private Credit Fund IV, demonstrating commitment to dynamic growth markets.
- Robust financial performance allows for continued capital return to shareholders and reinvestment in the business for long-term growth.
Challenges Ahead
- Operating in an uncertain and volatile market environment.
- The company is currently evaluating a non-binding acquisition proposal, which could introduce uncertainty.
- Need for continued execution on strategic objectives despite market challenges.
- Potential for market and FX movements to negatively impact AUM.
- Investment performance is subject to market risks and may not always outperform benchmarks.