NYSE$JHG

Janus Henderson Group plc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Janus Henderson's first quarter results reflected solid long-term investment performance and robust financials, though down on the prior quarter, and continued capital return to shareholders.

Janus Henderson Group plc reported first quarter 2022 results with operating income of US$124.6 million and diluted earnings per share of US$0.47. The company completed US$43 million of share buybacks and declared a 3% increase in the quarterly dividend to US$0.39 per share. The sale of Intech Investment Management LLC was closed on March 31, 2022.

  • Solid long-term investment performance, with significant AUM outperforming benchmarks.
  • Operating income was US$124.6 million; adjusted operating income was US$178.8 million.
  • Completed US$43 million of share buybacks during the first quarter.
  • Board declared 3% increase of quarterly dividend to US$0.39 per share and approved authorisation of US$200 million of buybacks through April 2023.

Headline financials

Total Revenue

$620M

Previous: $644M-3.7%
EPS (adj)

$0.75

Previous: $0.91-17.6%
Capital Expenditures

-$2.9M

Previous: -$1.6M-81.3%
Free Cash Flow

$55.7M

Previous: $146M-61.9%
Net Income

$58.6M

Previous: $148M-60.3%
Operating Income

$125M

Previous: $193M-35.3%
Gross Profit

$455M

Previous: $469M-3.0%
Cash & Equivalents

$801M

Previous: $826M-3.1%
Total Assets

$6.42B

Previous: $6.49B-1.1%
Stock-Based Comp

$22.6M

Previous: $17.6M+28.4%

Revenue & EPS history

Janus Henderson · Revenue · Quarterly

$620M

Q1 2022-3.7%vs Q1 2021
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Forward guidance

Janus Henderson intends to publish its second quarter 2022 results on 28 July 2022.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+0.6%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+0.5%

Avg return

30 days after

53%

31 / 58 earnings

Positive

+10.4%

Q4 2022

Best reaction

-13.4%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.1%+0.0%+0.2%
Q4 2025+0.4%+0.5%+8.7%
Q3 2025-2.8%-2.1%-1.2%
Q1 2025+4.4%+5.5%+9.4%
Q4 2024+2.9%+5.2%-3.3%
Q3 2024+1.2%+2.5%+10.0%
Q2 2024-3.6%-8.1%+1.0%
Q1 2024+4.5%+6.0%+7.5%
Q4 2023+4.6%+5.5%+9.7%
Q3 2023+5.3%+9.4%+14.1%
Q2 2023-6.2%-7.5%-6.4%
Q1 2023-0.0%+3.6%+5.7%
Q4 2022+10.4%+10.3%+3.8%
Q3 2022+0.8%+1.6%+12.9%
Q2 2022+5.6%+10.8%+1.4%
Q1 2022-6.6%-10.7%-8.5%
Q4 2021-3.8%-4.7%-20.6%
Q3 2021-0.2%+5.9%-0.3%
Q2 2021+6.5%+4.9%+11.4%
Q1 2021+1.6%+2.5%+13.3%
Q4 2020-4.6%-4.5%-7.9%
Q3 2020-3.0%+0.7%+16.8%
Q2 2020-4.9%-5.0%-4.6%
Q1 2020+9.2%+13.3%+34.2%
Q4 2019+4.3%+2.5%-24.2%
Q3 2019-2.7%+1.9%+6.9%
Q2 2019-13.4%-13.1%-13.8%
Q1 2019-10.3%-11.3%-19.1%
Q4 2018+2.3%+3.0%+7.0%
Q3 2018-2.1%-1.1%-4.8%
Q2 2018-6.8%-9.3%-11.9%
Q1 2018+7.1%+7.6%+1.0%
Q4 2015-1.3%-1.9%-6.2%
Q1 2016-1.3%-3.0%-7.5%
Q4 2016-1.3%-3.0%-7.5%
Q4 2017-2.2%-7.6%-6.0%
Q3 2016+5.1%+6.3%+4.3%
Q3 2017+2.2%+7.1%+4.5%
Q2 2016+5.0%+4.4%-2.6%
Q1 2017+5.0%+4.4%-2.6%
Q2 2017+5.0%+4.4%-2.6%
Q3 2015+4.7%
Q2 2015+1.1%
Q1 2015-0.2%
Q4 2014-1.4%
Q3 2014-2.4%
Q2 2014-0.6%
Q1 2014+3.5%
Q4 2013-2.3%
Q2 2013+0.4%
Q1 2013-2.0%
Q4 2012+6.7%
Q3 2012-0.1%
Q2 2012+0.6%
Q4 2011+4.9%
Q2 2011+2.9%
Q4 2010+3.8%
Q2 2010+0.0%

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