JHG News and Press, Janus Henderson Group plc From 03/14/22

Janus Henderson Investors added two new hires to its Portfolio Construction and Strategy (PCS) team , led by Global Head of PCS Adam Hetts. Peter Harrington-Howes will assume the role of Senior Portfolio Strategist in the U.S., while Matt Bullock will serve as Head of Europe, Middle...

Janus Henderson (NYSE:JHG) reported that Trian Fund owned by Nelson Peltz increased active stake in the company to 17.61% (prior ~16.9%). Trian AM Holdco has purchased 1.5M shares for $46.2M; source of funding for the transactions is the Related to the investment in Janus Henderson&...

US dividends rose to a record $522.7bn, up 3.5% year-on-year; underlying growth was 5.9% The median technology sector dividend increase on a per share basis was 8% For 2022, Janus Henderson expects dividends to rise 7.5% reaching a new record of $562bn US dividends r...

Nelson Peltz’s 13F portfolio value decreased from $8.04B to $7.46B this quarter. The number of positions remained steady at 9. Trian Fund Management almost eliminated Procter & Gamble and Mondelez International during the quarter. The top three positions are Ferguson pl...

Trian Fund cut its stakes in Mondelez (NASDAQ:MDLZ) and Proctor and Gamble (NYSE:PG) in the quarter ended Dec. 31, 2021, according to its most recent 13-F filing. Trimmed stake in Sysco (NYSE:SYY) to 12.85M shares compared with 13.38M in the quarter ended Sept. 30, 2021. On the other hand, Tr...

This week's biggest financial gainers run the gamut of subsectors and geographies, with a mortgage servicing stock climbing the most, but China-based fintech and a Latin American neobank also notched big gains. The biggest financial decliners include a private equity stalwart, a fintech payme...

The scale of climate bond issuance in Latin America - $45 billion in absolute terms from 11 countries - is small for the region relative to the overall size of the global climate bond market, which now stands at over $1 trillion. Individual countries have divergent clima...

With JHG's share price ~25% lower than November 2021 highs, I upgrade to BUY on valuation support. JHG’s sale of Intech removes a management distraction and a material drag on net flows. Peer-relative investment performance trends are positive. For further details see...

Despite stronger-than-expected Q4 earnings, CLSA downgraded Janus Henderson (NYSE:JHG) to Underperform from Outperform as the company's net fund flows deteriorated. Moreover, "market uncertainty remains a headwind, JHG faces fulcrum fee headwinds, and net outflows are likely to continue despi...

Janus Henderson Group PLC (JHG) Q4 2021 Earnings Conference Call February 03, 2022, 08:00 ET Company Participants Dick Weil - CEO & Executive Director Roger Thompson - CFO Conference Call Participants Kenneth Worthington - JPMorgan Chase & Co. Ed Henning - CLSA Nigel Pittaway - Citigr...