NYSE$JHG
Janus Henderson Group plc · Q4 2023 earnings
Q4 2023 earnings · · Investor relations
Briefing
Janus Henderson's Q4 2023 results showed improvement in net flows, a stable management fee rate, solid core revenues, continued cost management, growth in operating income and EPS, and an AUM tailwind.
Janus Henderson Group plc reported a strong end to the year with improved net flows, stable management fees, solid revenues, and growth in operating income and EPS. AUM increased significantly, and the company executed its strategy, implemented cost efficiencies, and simplified its operating model.
- AUM increased 9% quarter over quarter and 17% year over year to US$334.9 billion as of December 31, 2023.
- Fourth quarter 2023 diluted EPS of US$0.74, or US$0.82 on an adjusted basis.
- Fourth quarter 2023 operating income was US$143.7 million compared to US$67.8 million in the fourth quarter 2022.
- Board declared a quarterly dividend of US$0.39 per share; returned US$321 million in capital through dividends and share buybacks in 2023.
Headline financials
Revenue & EPS history
Janus Henderson · Revenue · Quarterly
$569M
Forward guidance
Janus Henderson is focused on controlling what they can control and positioning the company for growth, with a strong balance sheet, cash generation, disciplined investment teams, and efficient cost management.
Tailwinds
- Clear signs of progress.
- On the path to achieving ambitions of organic growth.
- Delivering superior outcomes for clients.
- Strong cash generation.
- Efficient cost management.
Headwinds
- Uncertain environment.
- Heightened geopolitical tensions.
- Continuing to face industry headwinds.
- Increasing interest rates and inflation.
- Volatility, or disruption in financial markets.
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 Q4 2023
+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
| Quarter | Report date | Reaction (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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