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Janus Henderson (JHG)

$37.76
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MM is neutral JHG under $40

OPINION

Janus Henderson Group (JHG) $37.76

UK based asset manager JHG plunged over 13% yesterday following a disappointing quarterly update – operating income was down 21% quarter on quarter, and over 35% year on year. JHG is clearly struggling as can be seen by its stocks 45% drop since November, a technical bounce towards $50 wouldn’t surprise but we want to see some operational improvement before going long i.e. “picking bottoms” has been fraught...

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Janus Henderson Group Plc (JHG) $47.37

UK based JHG with a current $8bn valuation is likely to be a buyer in the industry consolidation cycle unless an overseas player eyes up the UK based business which is still trading on 9.7x earnings, even after bouncing 20% in recent weeks. On balance we like JHG at current levels but we would definitely be leaving ammunition to average into another dip towards / under $40.

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Janus Henderson Group Plc (JHG) $44.75

UK based JHG has followed a similar sector path over the last few months although it feels like its “looking for a low” around the $40 area. The stocks now trading on  a P/E of 9x and estimated yield of 4.7% - the risk reward looks interesting into further weakness after the stocks shown how easily it can rally 15%.

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Janus Henderson Group Plc (JHG) $50.18

UK based JHG has corrected over 25% from its 2021 high and the current momentum looks likely to take it lower short-term, things aren’t being  helped by the CEO selling down his stock which is understandably weighing on investor sentiment. Similar to PPT, and even MFG, Janus feels fairly cheap but when sectors fall out of favour they can remain cheap for a long time.

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Janus Henderson (JHG) $59.39

The UK based active fund manager still appears fairly cheap even after surging post COVID, the recent more than 16% correction following the CEO’s sale of around $22m worth of stock in December feels like an opportunity. While its never good news to see “insiders” selling its understandable to lighten your exposure after the stocks tripled, we often...

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Janus Henderson (JHG) $57.10

UK based JHG has performed strongly since the pandemic started back in Q1 of 2020 and they’re current mantra of “focusing on preserving investor capital” is probably sitting nicely with many investors. The stock feels good value after its 16.6% correction and a forecasted yield around 3.5% is some handy cream on the cake. We feel the stock...

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Janus Henderson Group (JHG) $56.24

When things look their worst opportunities often arise and this was definitely the case with UK based fund manager JHG. Operationally this business looks to have risen from the ashes like a phoenix, last month it produced a quarterly update which almost doubled its profit compared to last year while also announcing a $200m buyback, the stock looks bullish until further notice.

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ACTION

JHG
UPDATED 07/05/2022 08:22
MM is neutral JHG under $40
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JHG
UPDATED 07/04/2022 08:20
MM is neutral to positive JHG
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JHG
UPDATED 16/03/2022 15:31
MM is neutral to slightly bullish JHG
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JHG
UPDATED 14/02/2022 11:49
JHG
UPDATED 12/01/2022 17:27
MM is bullish JHG looking for 15-20% upside
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JHG
UPDATED 23/12/2021 18:08
MM likes JHG around $57
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JHG
UPDATED 06/08/2021 16:01
MM is bullish JHG from current levels
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Investment Management

Janus Henderson (JHG) is a global investment management company that has products across equities, fixed income, property and private equity. It primarily operates in the US & European markets.

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Janus Henderson Group (JHG)
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Janus Henderson Group Plc (JHG)
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Janus Henderson Group Plc (JHG)
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Janus Henderson Group Plc (JHG)
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Janus Henderson (JHG)
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Janus Henderson (JHG)
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Janus Henderson Group (JHG)
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