Janus Henderson Group plc Reports First Quarter 2025 Results

Janus Henderson Group plc, a leading global active asset manager, has released its financial results for the first quarter of 2025. The report highlights solid investment performance, strategic partnerships, and significant financial metrics for the period ending March 31, 2025.

Financial Highlights

For the first quarter of 2025, Janus Henderson reported:

• Revenue of $621.4 million, a decrease from $708.3 million in the fourth quarter of 2024 but an increase from $551.7 million in the first quarter of 2024.
• Operating income of $153.6 million, down from $197.5 million in the previous quarter but up from $119.2 million in the same quarter last year.
• Diluted earnings per share (EPS) of $0.77, consistent with the previous quarter but slightly down from $0.81 in the first quarter of 2024.
• Adjusted diluted EPS of $0.79, a decrease from $1.07 in the fourth quarter of 2024 but an increase from $0.71 in the first quarter of 2024.

Business and Operational Highlights

Janus Henderson's assets under management (AUM) stood at $373 billion as of March 31, 2025, marking a 6% increase year over year. The company also reported net inflows of $2.0 billion for the first quarter, reflecting positive net inflows in both Intermediary and Institutional segments.

Strategic Initiatives and Corporate Developments

In April 2025, Janus Henderson announced a strategic partnership with The Guardian Life Insurance Company of America. This partnership includes managing Guardian’s $45 billion investment grade public fixed income asset portfolio, up to $400 million in seed capital, and a partnership with Park Avenue Securities.

The Board of Directors declared a 3% increase in the quarterly dividend to $0.40 per share and approved a $200 million share buyback authorization through April 2026.

Management's Perspective

Ali Dibadj, Chief Executive Officer, commented on the results, stating, "Our first quarter results are solid, with year-over-year improvements in net flows, operating revenues, operating income, and EPS. The new buyback authorization and increase to our dividend reflect our excellent cash flow and our continued commitment to capital return."

Dibadj also highlighted the strategic partnership with Guardian, emphasizing its potential to amplify several areas of Janus Henderson's business and demonstrating the company's capability to attract sophisticated assets.

Future Outlook

Janus Henderson remains focused on providing differentiated insights, disciplined investments, and world-class service to its clients. The company aims to manage the uncertain environment effectively and deliver superior outcomes for its stakeholders.

SEC Filing: JANUS HENDERSON GROUP PLC [ JHG ] - 8-K - May. 01, 2025