JHG

Ziff Davis recently reported first-quarter 2026 results that missed market expectations, with revenue and non‑GAAP profit both declining versus the prior year, while management accelerated portfolio monetization efforts including a planned Connectivity divestiture and potential asset sales. A major passive stake disclosed by Janus Henderson Group and fresh insider share purchases have drawn attention to Ziff Davis’s ongoing transformation and efforts to unlock shareholder value during this transition. Next, we’ll examine how this shift toward asset monetization and portfolio reconfiguration could influence Ziff Davis’s existing investment narrative. The future of work is here. Discover the 33 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. To own Ziff Davis today, you have to believe the mix of digital media, SaaS and data assets can be worth more as a curated portfolio than as a loosely connected group of brands. The key short term catalyst is whether management can execute on divestitures and asset sales without further eroding earnings, while the biggest risk is that ongoing weakness in Tech & Shopping and digital advertising undercuts the cash flow needed to support that repositioning. The latest results and monetization push directly affect both. Among the recent developments, the most relevant is management’s accelerated portfolio monetization, including the planned sale of the Connectivity business and potential additional divestitures. This sits alongside continued share repurchases and selective acquisitions, and together these moves could materially reshape Ziff Davis’s earnings mix and capital allocation priorities at a time when parts of the legacy advertising and commerce franchises remain under pressure. Yet investors should be aware that concentration in digital media and subscription models could amplify the impact of any long term shift in advertising budgets and user behavior... Read the full narrative on Ziff Davis (it's free!) Ziff Davis' narrative projects $1.6 billion revenue and $164.6 million earnings by 2029. This requires 2.5% yearly revenue growth and about a $117 million earnings increase from $47.4 million today. Uncover how Ziff Davis' forecasts yield a $43.43 fair value, a 4% upside to its current price. Some of the most optimistic analysts had been assuming revenue o...

Janus Henderson Group plc (JHG) came out with quarterly earnings of $0.9 per share, missing the Zacks Consensus Estimate of $0.98 per share. This compares to earnings of $0.79 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -8.16%. A quarter ago, it was expected that this company would post earnings of $1.19 per share when it actually produced earnings of $2.01, delivering a surprise of +68.91%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Janus Henderson Group, which belongs to the Zacks Financial - Investment Management industry, posted revenues of $690 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 3.73%. This compares to year-ago revenues of $621.4 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Janus Henderson Group shares have added about 8.6% since the beginning of the year versus the S&P 500's gain of 7.2%. While Janus Henderson Group has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Janus Henderson Group was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see...

Solid long-term investment performance, with 66%, 67%, and 68% of assets under management ("AUM") outperforming relevant benchmarks on a three-, five-, and 10-year basis, respectively, as of March 31, 2026 AUM of US$480 billion as of March 31, 2026, an increase of 29% year over year First quarter 2026 net inflows of US$2.9 billion compared to breakeven net flows in fourth quarter 2025 First quarter 2026 diluted EPS of US$0.59 and adjusted diluted EPS of US$0.90 LONDON, May 08, 2026--(BUSINESS WIRE)--Janus Henderson Group plc (NYSE: JHG; "JHG," "Janus Henderson," or the "Company") published its first quarter 2026 results for the period ended March 31, 2026. First quarter 2026 operating income was US$113.9 million compared to US$487.4 million in the fourth quarter 2025 and US$153.6 million in the first quarter 2025. Adjusted operating income, adjusted for one-time, acquisition and transaction related costs, was US$170.8 million in the first quarter 2026 compared to US$383.7 million in the fourth quarter 2025 and US$156.6 million in the first quarter 2025. First quarter 2026 diluted earnings per share of US$0.59 compared to US$2.62 in the fourth quarter 2025 and US$0.77 in the first quarter 2025. Adjusted diluted earnings per share of US$0.90 in the first quarter 2026 compared to US$2.01 in the fourth quarter 2025 and compared to US$0.79 in the first quarter 2025. As previously disclosed, fourth quarter 2025 results were impacted by extraordinary annual performance fee revenue. Ali Dibadj, Chief Executive Officer, stated: "Our first quarter results are solid, reflecting our resilience in a challenging market. We achieved year-over-year improvements in net flows and, on an adjusted basis, operating revenues, operating income, and EPS, while continuing to execute our strategy to Protect and Grow, Amplify, and Diversify our business. Our diversified and truly global platform positions us well to serve our clients, and we remain committed to the strategic priorities that are driving meaningful and sustained improvement in our financial results. "We are pleased with the progress made toward the closing of the previously announced take-private transaction with Trian Fund Management, L.P. and its affiliated funds ("Trian") and General Catalyst Group Management, LLC and its affiliated funds ("General Catalyst"). The overwhelming shareholder approval of the transaction...

Janus Henderson (JHG) reported Q1 adjusted earnings late Friday $0.90 per diluted share, up from $0.

Rocket Companies (RKT) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.04 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +15.39%. A quarter ago, it was expected that this company would post earnings of $0.1 per share when it actually produced earnings of $0.11, delivering a surprise of +10%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Rocket Companies, which belongs to the Zacks Financial - Mortgage & Related Services industry, posted revenues of $2.82 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 4.57%. This compares to year-ago revenues of $1.3 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Rocket Companies shares have lost about 24.3% since the beginning of the year versus the S&P 500's gain of 7.6%. While Rocket Companies has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Rocket Companies was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of...

The market expects Janus Henderson Group plc (JHG) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 8. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This company is expected to post quarterly earnings of $0.98 per share in its upcoming report, which represents a year-over-year change of +24.1%. Revenues are expected to be $716.71 million, up 15.3% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for...

LONDON, April 24, 2026--(BUSINESS WIRE)--Janus Henderson Group plc (NYSE: JHG) ("Janus Henderson" or the "Company") will announce its first quarter 2026 results after market close on Friday, May 8, 2026. While the previously announced take-private transaction with Trian Fund Management, L.P. and its affiliated funds, and General Catalyst Group Management, LLC and its affiliated funds remains pending, the Company will not hold earnings conference calls or live webcasts to discuss its financial results. Access to the first quarter 2026 press release will be available via the investor relations section of Janus Henderson’s website (ir.janushenderson.com). Forward Looking Statements Certain statements in this press release not based on historical facts are "forward-looking statements" within the meaning of the federal securities laws. Such forward-looking statements involve known and unknown risks and uncertainties that are difficult to predict and could cause our actual results, performance or achievements to differ materially from those discussed. These include statements as to our future expectations, beliefs, plans, strategies, objectives, events, conditions, financial performance, prospects or future events, including with respect to the timing and anticipated benefits of pending and recently completed transactions and strategic partnerships, and expectations regarding opportunities that align with our strategy. In some cases, forward-looking statements can be identified by the use of words such as "may," "could," "expect," "intend," "plan," "seek," "anticipate," "believe," "estimate," "predict," "potential," "continue," "likely," "will," "would," and similar words and phrases. Forward-looking statements are necessarily based on estimates and assumptions that, while considered reasonable by us and our management, are inherently uncertain. Accordingly, you should not place undue reliance on forward-looking statements, which speak only as of the date they are made and are not guarantees of future performance. We do not undertake any obligation to publicly update or revise these forward-looking statements. Various risks, uncertainties, assumptions and factors that could cause our future results to differ materially from those expressed by the forward-looking statements included in this press release include, but are not limited to, the impact of any alternativ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Janus Henderson Group plc (JHG), which belongs to the Zacks Financial - Investment Management industry. This company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 38.41%. For the most recent quarter, Janus Henderson Group was expected to post earnings of $1.19 per share, but it reported $2.01 per share instead, representing a surprise of 68.91%. For the previous quarter, the consensus estimate was $1.01 per share, while it actually produced $1.09 per share, a surprise of 7.92%. Thanks in part to this history, there has been a favorable change in earnings estimates for Janus Henderson Group lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Janus Henderson Group has an Earnings ESP of +2.04% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner. When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss. Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their s...

The Nasdaq Composite fell 1.7% in late-morning trading Thursday, the S&P 500 dropped 1%, and the Dow

For the quarter ended December 2025, Janus Henderson Group plc (JHG) reported revenue of $1.14 billion, up 61.3% over the same period last year. EPS came in at $2.01, compared to $1.07 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $779.26 million, representing a surprise of +46.59%. The company delivered an EPS surprise of +68.91%, with the consensus EPS estimate being $1.19. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Janus Henderson Group performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Average Assets under management - Equities: $255.10 billion versus $255.99 billion estimated by two analysts on average. Average Assets under management - Multi-Asset: $58.50 billion versus the two-analyst average estimate of $58.39 billion. Average Assets under management - Total: $486.70 billion compared to the $493.84 billion average estimate based on two analysts. Average Assets under management - Alternatives: $18.70 billion versus $18.94 billion estimated by two analysts on average. Assets under management - Total: $493.20 billion versus $488.13 billion estimated by two analysts on average. Average Assets under management - Fixed Income: $154.40 billion versus $154.82 billion estimated by two analysts on average. Revenue- Management fees: $585.2 million compared to the $585.81 million average estimate based on two analysts. The reported number represents a change of +12% year over year. View all Key Company Metrics for Janus Henderson Group here>>> Shares of Janus Henderson Group have returned +0.8% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7...

Janus Henderson Group plc (JHG) came out with quarterly earnings of $2.01 per share, beating the Zacks Consensus Estimate of $1.19 per share. This compares to earnings of $1.07 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +68.91%. A quarter ago, it was expected that this company would post earnings of $1.01 per share when it actually produced earnings of $1.09, delivering a surprise of +7.92%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Janus Henderson Group, which belongs to the Zacks Financial - Investment Management industry, posted revenues of $1.14 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 46.59%. This compares to year-ago revenues of $708.3 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Janus Henderson Group shares have added about 0.8% since the beginning of the year versus the S&P 500's gain of 1.8%. While Janus Henderson Group has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Janus Henderson Group was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future....

Solid investment performance, with 65%, 65%, 65%, and 67% of assets under management ("AUM") outperforming relevant benchmarks on a one-, three-, five-, and 10-year basis, respectively, as of December 31, 2025 AUM of US$493 billion as of December 31, 2025, an increase of 30% year over year Fourth quarter 2025 breakeven net flows and US$56.5 billion of net inflows in 2025 compared to US$2.4 billion of net inflows in 2024 Fourth quarter 2025 diluted EPS of US$2.62 and adjusted diluted EPS of US$2.01 were impacted by extraordinary annual performance fee revenue LONDON, January 30, 2026--(BUSINESS WIRE)--Janus Henderson Group plc (NYSE: JHG; "JHG," "Janus Henderson," or the "Company") published its fourth quarter and full-year 2025 results for the period ended December 31, 2025. Fourth quarter 2025 operating income was US$487.4 million compared to US$172.0 million in the third quarter 2025 and US$197.5 million in the fourth quarter 2024. Adjusted operating income, adjusted for one-time, acquisition and transaction related costs, was US$383.7 million in the fourth quarter 2025 compared to US$204.5 million in the third quarter 2025 and US$204.7 million in the fourth quarter 2024. Fourth quarter 2025 diluted earnings per share of US$2.62 compared to US$0.92 in the third quarter 2025 and US$0.77 in the fourth quarter 2024. Adjusted diluted earnings per share of US$2.01 in the fourth quarter 2025 compared to US$1.09 in the third quarter 2025 and compared to US$1.07 in the fourth quarter 2024. Ali Dibadj, Chief Executive Officer, stated: "Despite a deceleration in inflows, we ended 2025 with solid fourth quarter results that delivered improvements in adjusted operating revenue, operating income, and EPS, driven mostly by markets and strong annual performance fees. In 2025, we demonstrated several signs of continued progress across the business thanks to our valued employees, who have worked together to execute our strategy to Protect and Grow, Amplify, and Diversify our business. Along these lines, the previously announced definitive agreement to acquire Richard Bernstein Advisors (RBA) will position Janus Henderson as a leading model portfolio and separately managed account (SMA) provider. At the completion of the transaction, Janus Henderson will rank among the top 10 model portfolio providers in North America, placing it at the forefront of an industry that is well...