NYSE$JHG

Janus Henderson Group plc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Second quarter results reflected growth in assets due to positive markets and good investment performance which translated into significant performance fees, adjusted operating income and EPS.

Janus Henderson Group plc reported strong second quarter financial results, driven by growth in assets due to positive markets and good investment performance. The company's adjusted operating income and EPS saw significant increases, and the board approved a new share buyback program.

  • Solid long-term investment performance, with a significant percentage of AUM outperforming relevant benchmarks.
  • Operating income and adjusted operating income increased substantially compared to the same period a year ago.
  • AUM increased compared to the prior quarter, influenced by positive markets but offset by net outflows.
  • Board declared a quarterly dividend and approved a buyback program.

Headline financials

Total Revenue

$738M

Previous: $518M+42.5%
EPS (adj)

$1.16

Previous: $0.67+73.1%
Assets under management

$428B

Previous: $337B+27.0%
Capital Expenditures

-$1.1M

Previous: -$12.4M+91.1%
Free Cash Flow

$140M

Previous: $120M+16.8%
Net Income

$141M

Previous: $132M+6.7%
Operating Income

$225M

Previous: $107M+110.9%
Gross Profit

$546M

Previous: $372M+46.7%
Cash & Equivalents

$967M

Previous: $837M+15.6%
Total Assets

$6.63B

Previous: $6.73B-1.4%
Stock-Based Comp

$17.1M

Previous: $17.5M-2.3%

Revenue & EPS history

Janus Henderson · Revenue · Quarterly

$738M

Q2 2021+42.5%vs Q2 2020
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Forward guidance

Janus Henderson intends to publish its third quarter 2021 results on 28 October 2021.

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 Q2 2021

Historical avgQ2 2021

+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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