JANUS HENDERSON GROUP PLC (JHG)
Share Price Analysis and Chart

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JHG - JANUS HENDERSON GROUP PLC

FNArena Sector : Wealth Management & Investments
Year End: December
GICS Industry Group : Diversified Financials
Index: ASX200 | ASX300 | ALL-ORDS

Janus Henderson is the result of a merger between Henderson Group (ex-AMP) and Janus Capital investment, announced in late 2016. The asset and fund management group remains headquartered in the City of London. The Australian division has been listed on the ASX since 2008. The group is also listed on NYSE.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$39.85

18 May
2022

0.580

OPEN

$40.46

1.48%

HIGH

$40.79

200,222

LOW

$39.68

TARGET
$47.75 19.8% upside
Franking for last dividend paid out: 0%
OTHER COMPANIES IN THE SAME SECTOR
AMP . ASX . BLA . PDL . CGF . GBST . HGG . IFL . IRE . MFG . PPS . PPT . PTM . CVW . CL1 . ENN . KAM . KSL . BVS . PNI . MOE . NWL . LNK . GBT . HUB . NGI . GDG . AEF . PAC . MQG . MAF . MAI . GDC . GQG . TDI . RZI . HMC .
FNARENA'S MARKET CONSENSUS FORECASTS
JHG: 1
Title FY22
Forecast		 FY23
Forecast
EPS (cps) 477.5 xxx
DPS (cps) 215.6 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 8.0 xxx
Dividend Yield 5.6% xxx
Div Pay Ratio(%) 45.1% xxx
This company reports in USD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: N/A

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 N/A

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 13/05 - ex-div 54.85c (franking 0%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2022 FactSet UK Limited. All rights reserved
Title 201620172018201920202021
EPS Basic xxxxxxxxxxxxxxx479.6
DPS All xxxxxxxxxxxxxxx204.4
Sales/Revenue xxxxxxxxxxxxxxx3,687.6 M
Book Value Per Share xxxxxxxxxxxxxxx3,807.2
Net Operating Cash Flow xxxxxxxxxxxxxxx1,194.6 M
Net Profit Margin xxxxxxxxxxxxxxx21.84 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201620172018201920202021
Return on Capital Employed xxxxxxxxxxxxxxx12.88 %
Return on Invested Capital xxxxxxxxxxxxxxx11.94 %
Return on Assets xxxxxxxxxxxxxxx8.99 %
Return on Equity xxxxxxxxxxxxxxx12.88 %
Return on Total Capital xxxxxxxxxxxxxxx18.13 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx839.6 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

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EXPERT VIEWS
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Sentiment Indicator

0.0

No. Of Recommendations

4
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Credit Suisse

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

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Citi

28/04/2022

3

Neutral

$45.00

12.92%

Citi spies a potential re-rate for Janus Henderson if flows turn - and the broker expects this quarter will be tough one.

Thus, the broker feels the company is in limbo and vulnerable as Trian's stake is rising (to 18.9%) but its intentions are unclear.

Then there is the retirement of the CEO and CIO to deal with.

Marking to market, the company cuts EPS forecasts -10% in FY22; -8% in FY23; and -9% in FY24.

Neutral rating retained. Target price cut to $45 from $56.90.

FORECAST
Citi forecasts a full year FY22 EPS of 503.34 cents.
Citi forecasts a full year FY23 EPS of 521.76 cents.

Macquarie

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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JHG STOCK CHART

FNArena News on JHG

1
Australian Broker Call *Extra* Edition – May 18, 2022

May 18 2022 - Daily Market Reports
2
Australian Broker Call *Extra* Edition – May 17, 2022

May 17 2022 - Daily Market Reports
3
Australian Broker Call *Extra* Edition – May 16, 2022

May 16 2022 - Daily Market Reports
4
Australian Broker Call *Extra* Edition – May 11, 2022

May 12 2022 - Daily Market Reports
5
Rudy’s View: Trend Is Turning For Corporate Profits

May 12 2022 - Rudi's View

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