NYSE$JHG

Janus Henderson Group plc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Janus Henderson Group plc reported revenue of $633.2 million and net income attributable to JHG of $149.9 million for Q2 2025.

The company achieved AUM of $457.3 billion with net inflows of $46.7 billion, including a major contribution from the Guardian strategic partnership. Revenue rose 8% year-over-year while diluted EPS increased 17% to $0.95. Investment performance remained strong across multiple time horizons.

  • AUM reached $457.3 billion, up 27% from Q2 2024
  • Net inflows totaled $46.7 billion, driven by $46.5 billion from Guardian partnership
  • Revenue increased 8% to $633.2 million with operating income of $163.8 million
  • 72%, 76%, 67% and 72% of AUM outperformed benchmarks over 1-, 3-, 5- and 10-year periods

Headline financials

Total Revenue

$633M

Previous: $588M+7.6%
EPS (adj)

$0.95

Previous: $0.81+17.3%
Assets Under Management

$457B

Previous: $361B+26.5%
Net Inflows

$46.7B

Previous: $1.7B+2647.1%
1-year benchmark outperformance

72.0%

No prior period
3-year benchmark outperformance

76.0%

No prior period
5-year benchmark outperformance

67.0%

No prior period
10-year benchmark outperformance

72.0%

No prior period
Capital Expenditures

-$3.9M

Previous: -$3.7M-5.4%
Net Income

$150M

Previous: $130M+15.6%
Operating Income

$164M

Previous: $164M-0.3%

Revenue & EPS history

Janus Henderson · Revenue · Quarterly

$633M

Q2 2025+7.6%vs Q2 2024
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Forward guidance

No explicit quantitative guidance provided in the filing.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+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
Q2 2025
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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