Earnings Update: Janus Henderson Group plc (NYSE:JHG) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts
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Taking into account the latest results, Janus Henderson Group's seven analysts currently expect revenues in 2025 to be US$2.57b, approximately in line with the last 12 months. Per-share earnings are expected to shoot up 44% to US$3.57. Before this earnings report, the analysts had been forecasting revenues of US$2.53b and earnings per share (EPS) of US$3.64 in 2025. So it looks like there's been a small decline in overall sentiment after the recent results - there's been no major change to revenue estimates, but the analysts did make a minor downgrade to their earnings per share forecasts.
See our latest analysis for Janus Henderson Group
It might be a surprise to learn that the consensus price target was broadly unchanged at US$36.48, with the analysts clearly implying that the forecast decline in earnings is not expected to have much of an impact on valuation. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. The most optimistic Janus Henderson Group analyst has a price target of US$45.00 per share, while the most pessimistic values it at US$25.30. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.
One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's also worth noting that the years of declining revenue look to have come to an end, with the forecast stauing flat to the end of 2025. Historically, Janus Henderson Group's top line has shrunk approximately 1.0% annually over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenue grow 5.1% per year. So it's pretty clear that, although revenues are improving, Janus Henderson Group is still expected to grow slower than the industry.
The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Janus Henderson Group. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. The consensus price target held steady at US$36.48, with the latest estimates not enough to have an impact on their price targets.
With that in mind, we wouldn't be too quick to come to a conclusion on Janus Henderson Group. Long-term earnings power is much more important than next year's profits. We have forecasts for Janus Henderson Group going out to 2027, and you can see them free on our platform here.
Another thing to consider is whether management and directors have been buying or selling stock recently. We provide an overview of all open market stock trades for the last twelve months on our platform, here.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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