Financial Data and Key Metrics - Assets under management (AUM) increased by 6% to $382.3 billion, a 24% increase compared to a year ago [6] - Net flows for the quarter were positive at $400 million, marking the third quarter of positive flows in the last seven quarters [7] - Adjusted diluted EPS increased by 42% to $0.91 compared to the same period a year ago, driven by market gains, net inflows, and operating leverage [8] - The company generated positive organic net new revenue in the third quarter, reflecting success across various strategies and regions [15] Business Line Data and Key Metrics - Investment performance remains solid, with at least two-thirds of AUM beating respective benchmarks over one-, three-, five-, and 10-year periods [6][31] - Equity flows were negative $1.5 billion, but gross sales improved by 39% year-over-year [40] - Fixed income net inflows were $2.2 billion, with fixed income ETFs contributing $2.4 billion in positive flows [41] - Alternatives capability saw net inflows of $100 million [43] Market Data and Key Metrics - The U.S. intermediary channel delivered positive net flows for the fifth consecutive quarter, with inflows in active ETFs, U.S. mid-cap growth, and multi-sector credit [36] - EMEA and Latin America intermediary segments saw positive net flows for the second consecutive quarter, while APAC intermediary net flows were the best in almost three years [38] - Institutional net outflows were $500 million, but the pipeline is showing signs of improvement [38] Company Strategy and Industry Competition - The company's strategic vision focuses on three pillars: Protect & Grow, Amplify, and Diversify [9] - Under Protect & Grow, the company is upskilling employees and utilizing data to drive market share improvement [10] - Under Amplify, the company launched its first active ETF in Europe and announced a partnership with Anemoy and Centrifuge for blockchain-based tokenized funds [11][12] - Under Diversify, the company expanded private market capabilities with acquisitions like NBK Capital Partners and Victory Park Capital [13][14] Management Commentary on Operating Environment and Future Outlook - Management highlighted the company's strong balance sheet and financial results, enabling investments in the business and returning cash to shareholders [9][22] - The company expects the Victory Park Capital acquisition to be neutral to accretive to EPS in 2025 [30] - Management remains optimistic about the company's ability to deliver consistent growth over the long term, supported by solid investment performance and strategic initiatives [62][63] Other Important Information - The company announced a partnership with the American Cancer Society, donating 50% of management fee revenue from its government money market fund to support cancer research [16][17] - The Board authorized an additional $50 million for share buybacks, bringing the total authorization to $200 million [22][60] - The company successfully issued $400 million in senior unsecured notes at a 5.45% coupon rate, with proceeds used to repay existing debt [56] Q&A Session Summary Question: Institutional Pipeline and Mandate Wins - The company is rebuilding its institutional pipeline, with increased RFP activity in the U.S., EMEA, and LatAm [66][69] - Areas of interest include hedge funds, small and mid-cap equities, enhanced index, and global fixed income [67] Question: ETF Sustainability and Competition - The company's active ETF suite has seen strong growth, with four ETFs exceeding $1 billion in AUM [74] - Management believes the ETF franchise will continue to grow, with plans to expand into Europe and other regions [77] Question: Performance Fees and Buyback Strategy - Performance fees are expected to improve in Q4, driven by U.S. mutual fund performance fees and hedge fund performance [93][95] - The company plans to continue returning capital to shareholders through dividends and buybacks, while also considering inorganic growth opportunities [98][100] Question: Insurance Channel and Private Credit - The company sees significant opportunities in the insurance channel, particularly with the addition of Victory Park Capital's asset-backed lending capabilities [103][108] - Victory Park Capital's expertise in legal finance and insurance services is expected to open new opportunities for the company [153] Question: Multi-Asset Flows and Integration of Acquisitions - The company is optimistic about the multi-asset segment, particularly the balance fund, due to strong performance and market conditions [127][129] - Acquisitions like Victory Park Capital will be integrated strategically, focusing on areas where the company can add value, such as distribution and compliance [134][137] Question: Distribution and Client Experience - The company has made significant changes to its distribution strategy, focusing on people, product, process, and incentives to drive growth [141][143] - Management aims to enhance client experience through deeper relationships and better support for investment needs [145][146] Question: Growth Drivers for Victory Park Capital - Victory Park Capital's growth will be driven by its asset-backed opportunistic credit funds, legal finance, insurance services, and structured financing solutions [152][154]

Janus Henderson Group plc (JHG) reported $624.8 million in revenue for the quarter ended September 2024, representing a year-over-year increase of 19.9%. EPS of $0.91 for the same period compares to $0.64 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $610.52 million, representing a surprise of +2.34%. The company delivered an EPS surprise of +13.75%, with the consensus EPS estimate being $0.80.While investors closely watch year-over-year changes in headline numbers -- revenue a ...

Have you been paying attention to shares of Janus Henderson Group plc (JHG) ? Shares have been on the move with the stock up 8.7% over the past month. The stock hit a new 52-week high of $41.59 in the previous session. Janus Henderson Group plc has gained 36.6% since the start of the year compared to the 20.3% move for the Zacks Finance sector and the 30.5% return for the Zacks Financial - Investment Management industry.What's Driving the Outperformance?The stock has a great record of positive earnings surp ...

Janus Henderson Group plc (JHG) came out with quarterly earnings of $0.91 per share, beating the Zacks Consensus Estimate of $0.80 per share. This compares to earnings of $0.64 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 13.75%. A quarter ago, it was expected that this company would post earnings of $0.74 per share when it actually produced earnings of $0.85, delivering a surprise of 14.86%.Over the last four quarters, the ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the transition period from to Commission File Number 001-38103 JANUS HENDERSON GROUP PLC (Exact name of registrant as specified in its charter) 201 Bishopsgate London, United ...

Exhibit 99.1 Janus Henderson Group plc Reports Third Quarter 2024 Results ● Solid investment performance, with 75%, 71%, 67%, and 85% of assets under management ("AUM") outperforming relevant benchmarks on a one-, three-, five-, and 10-year basis, respectively, as of September 30, 2024 ● Consecutive quarters of net inflows with third quarter 2024 net inflows of US$0.4 billion ● Third quarter 2024 diluted EPS of US$0.17 includes a US$111.9 million non-cash, non-operating, accounting expense release. Adjusted ...

The Finance group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Janus Henderson Group plc (JHG) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out. Janus Henderson Group plc is a member of the Finance sector. This group includes 871 individual stocks and currently holds a Zack ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Janus Henderson Group plc (JHG) reports results for the quarter ended September 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on October 31, 2024, might help the stock move higher if these key numbers ar ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Eve ...

Have you been paying attention to shares of Janus Henderson Group plc (JHG) ? Shares have been on the move with the stock up 11.3% over the past month. The stock hit a new 52-week high of $39.36 in the previous session. Janus Henderson Group plc has gained 29.9% since the start of the year compared to the 17.9% move for the Zacks Finance sector and the 26.3% return for the Zacks Financial - Investment Management industry. What's Driving the Outperformance? The stock has a great record of positive earnings s ...