Janus Henderson Group plc $JHG Stock Holdings Increased by Campbell & CO Investment Adviser LLC

Key Points

• Campbell & CO Investment Adviser LLC increased its stake in Janus Henderson Group by 373.6%, acquiring an additional 186,226 shares, making it the firm's 3rd largest holding.
• Janus Henderson Group reported a quarterly EPS of $0.90, exceeding analysts' expectations, along with a 7.6% year-over-year revenue increase.
• The company announced a quarterly dividend of $0.40, which represents an annualized yield of 3.7%.

Campbell & CO Investment Adviser LLC increased its stake in shares of Janus Henderson Group plc (NYSE:JHG - Free Report) by 373.6% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 236,079 shares of the company's stock after purchasing an additional 186,226 shares during the period. Janus Henderson Group accounts for approximately 0.7% of Campbell & CO Investment Adviser LLC's investment portfolio, making the stock its 3rd biggest position. Campbell & CO Investment Adviser LLC owned approximately 0.15% of Janus Henderson Group worth $8,534,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of the stock. Louisiana State Employees Retirement System raised its position in shares of Janus Henderson Group by 0.8% during the 1st quarter. Louisiana State Employees Retirement System now owns 35,600 shares of the company's stock worth $1,287,000 after purchasing an additional 300 shares during the last quarter. Wells Fargo & Company MN raised its holdings in Janus Henderson Group by 4.0% in the 4th quarter. Wells Fargo & Company MN now owns 8,755 shares of the company's stock valued at $372,000 after acquiring an additional 339 shares during the last quarter. UMB Bank n.a. raised its holdings in Janus Henderson Group by 48.9% in the 1st quarter. UMB Bank n.a. now owns 1,172 shares of the company's stock valued at $42,000 after acquiring an additional 385 shares during the last quarter. ProShare Advisors LLC raised its holdings in Janus Henderson Group by 7.2% in the 4th quarter. ProShare Advisors LLC now owns 5,952 shares of the company's stock valued at $253,000 after acquiring an additional 398 shares during the last quarter. Finally, State of Alaska Department of Revenue raised its holdings in Janus Henderson Group by 2.8% in the 1st quarter. State of Alaska Department of Revenue now owns 14,904 shares of the company's stock valued at $538,000 after acquiring an additional 400 shares during the last quarter. Institutional investors and hedge funds own 87.94% of the company's stock.

Janus Henderson Group Trading Down 0.6%

Shares of NYSE:JHG traded down $0.28 during mid-day trading on Friday, reaching $44.39. 225,389 shares of the company were exchanged, compared to its average volume of 1,268,696. The company has a debt-to-equity ratio of 0.08, a current ratio of 4.49 and a quick ratio of 3.91. The firm has a market cap of $6.92 billion, a price-to-earnings ratio of 16.68, a P/E/G ratio of 1.08 and a beta of 1.46. The firm's 50-day simple moving average is $41.74 and its 200 day simple moving average is $38.38. Janus Henderson Group plc has a 1 year low of $28.26 and a 1 year high of $46.68.

Janus Henderson Group (NYSE:JHG - Get Free Report) last issued its quarterly earnings results on Thursday, July 31st. The company reported $0.90 EPS for the quarter, beating the consensus estimate of $0.84 by $0.06. Janus Henderson Group had a net margin of 16.06% and a return on equity of 12.01%. The company had revenue of $633.20 million during the quarter, compared to analysts' expectations of $614.46 million. During the same quarter last year, the company posted $0.85 EPS. The firm's revenue was up 7.6% compared to the same quarter last year. Equities research analysts forecast that Janus Henderson Group plc will post 3.75 EPS for the current year.

Janus Henderson Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, August 28th. Investors of record on Monday, August 11th were given a $0.40 dividend. The ex-dividend date of this dividend was Monday, August 11th. This represents a $1.60 dividend on an annualized basis and a yield of 3.6%. Janus Henderson Group's payout ratio is 60.15%.

Analyst Ratings Changes

JHG has been the subject of a number of recent research reports. Cowen reiterated a "buy" rating on shares of Janus Henderson Group in a report on Wednesday, May 14th. Wall Street Zen upgraded shares of Janus Henderson Group from a "hold" rating to a "buy" rating in a report on Saturday, August 16th. JPMorgan Chase & Co. increased their price objective on shares of Janus Henderson Group from $44.00 to $47.00 and gave the company an "overweight" rating in a report on Wednesday, July 16th. Morgan Stanley increased their price objective on shares of Janus Henderson Group from $33.00 to $36.00 and gave the company an "equal weight" rating in a report on Wednesday, July 2nd. Finally, Evercore ISI increased their price objective on shares of Janus Henderson Group from $33.00 to $35.00 and gave the company an "in-line" rating in a report on Friday, May 2nd. Five investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company's stock. According to MarketBeat.com, Janus Henderson Group has an average rating of "Moderate Buy" and an average target price of $43.33.

Insiders Place Their Bets

In related news, insider Georgina Fogo sold 69,000 shares of the business's stock in a transaction on Monday, August 4th. The shares were sold at an average price of $43.07, for a total value of $2,971,830.00. Following the completion of the sale, the insider directly owned 58,057 shares of the company's stock, valued at $2,500,514.99. The trade was a 54.31% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 19.60% of the stock is currently owned by company insiders.

About Janus Henderson Group

Janus Henderson Group plc is an asset management holding entity. Through its subsidiaries, the firm provides services to institutional, retail clients, and high net worth clients. It manages separate client-focused equity and fixed income portfolios. The firm also manages equity, fixed income, and balanced mutual funds for its clients.