NYSE$JHG

Janus Henderson Group plc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Janus Henderson reported solid third-quarter results, driven by market gains, strong investment performance, positive net flows, and strategic execution.

Janus Henderson reported a solid third quarter, with adjusted diluted EPS increasing by 42% year-over-year to US$0.91. The company benefited from market gains, solid investment performance, positive net flows, and operating leverage.

  • AUM increased 6% quarter over quarter and 24% year over year to US$382.3 billion as of September 30, 2024.
  • 75%, 71%, 67%, and 85% of assets under management outperforming relevant benchmarks on a one-, three-, five-, and 10-year basis, respectively, as of September 30, 2024
  • Third quarter 2024 operating income was US$164.7 million
  • The Board declared a dividend of US$0.39 per share for the quarter ended September 30, 2024.

Headline financials

Total Revenue

$625M

Previous: $521M+19.9%
EPS

$0.17

Previous: $0.64-73.4%
Assets under management

$382B

No prior period
Capital Expenditures

-$6.3M

Previous: -$8.4M+25.0%
Free Cash Flow

$21M

Previous: $85.1M-75.3%
Net Income

$27.3M

Previous: $93.5M-70.8%
Operating Income

$165M

Previous: $122M+35.3%
Gross Profit

$0.00

Previous: -$25.3M+100.0%
Cash & Equivalents

$1.48B

Previous: $1.12B+32.3%
Total Assets

$7.26B

Previous: $6.3B+15.3%
Stock-Based Comp

$18.1M

Previous: $16.9M+7.1%

Revenue & EPS history

Janus Henderson · Revenue · Quarterly

$625M

Q3 2024+19.9%vs Q3 2023
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

Janus Henderson is focused on positioning itself to deliver superior outcomes for clients, employees, shareholders, and other stakeholders.

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 Q3 2024

Historical avgQ3 2024

+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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