JHGJanus Henderson Group Ltd.
Investment Advice
- Revenue
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- Operating margin
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- EBITDA
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- Market cap
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- Employees
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- Net debt / EBITDA
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- AI in 10-K
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Takeover score 1 of 13
Fixable underperformance 1 of 7
- TSR below peersYes5 of 5 years3+ of last 5 years
- High CEO pay despite TSRNo—Median CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo—Cash flow under 80% of net income
- Dilutive SBCNo—Over 10% of revenue
- Payouts exceed cash flowNo—Buybacks + dividends over cash flow
- Goodwill-heavyNo—Over 40% of assets
- Shareholder dissentNo—Any vote under 80% support
Buyer economics 0 of 4
- Low revenue per employeeNo—Bottom quartile of its SIC industry
- Quiet on AINo—Bottom quartile of AI mentions in 10-Ks
- Net cashNo—More cash than debt, positive EBITDA
- Buyout-sizedNo—Market cap $500M–$5B
Catalysts 0 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingNo$0 netNet sales over $10M in 12 months
Financials
No XBRL financials yet.
Deal filings
| Filed | Form | Acquirer | Price | Premium |
|---|---|---|---|---|
| Jun 30, 2026 | 8-K | Mentions General Catalyst | — | — |
| Jun 30, 2026 | SC 13E3/A | Jupiter Topco LLC | — | — |
| Jun 18, 2026 | 8-K | Mentions General Catalyst | — | — |
| Apr 13, 2026 | SC 13E3/A | General Catalyst Partners, LLC | — | — |
| Mar 30, 2026 | SC 13E3/A | Trian / General Catalyst | — | — |
| Mar 24, 2026 | 8-K | Mentions General Catalyst | — | — |
| Mar 11, 2026 | SC 13E3/A | Trian Partners | — | — |
| Mar 11, 2026 | DEFM14A | Trian Fund Management, L.P. | $49.00 | 6.5% |
| Jan 30, 2026 | PREM14A | Trian Fund Management, L.P. | $49.00 | 6.5% |
| Jan 30, 2026 | SC 13E3 | Trian and General Catalyst | — | — |
| Dec 22, 2025 | 8-K | Mentions General Catalyst | — | — |
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 186 | 211 |
| FY2024 | — | — | 160 | 201 |
| FY2023 | — | — | 108 | 145 |
| FY2022 | — | — | 80 | 111 |
| FY2021 | — | — | 134 | 148 |