Janus Henderson Group PLC Aktie News

Janus Henderson Small Cap Value Fund portfolio ended the quarter overweight in the financials, consumer staples, information technology, and materials sectors. We invested in Kirby because of its strong competitive positioning and a lack of new industry supply that may support pricing. Tower Semiconductor issued a strong revenue growth outlook, reflecting strong demand related to artificial int...

An underweight position in device and services company Apple (AAPL) detracted from relative performance, as the stock outperformed during the period. An overweight position in enterprise software company Intuit (INTU) also detracted from relative results. Contributors to relative performance included AppLovin (APP), the developer and owner of a mobile marketing platform that matches developers ...

At the stock level, the largest positive contributors included cables company Prysmian, electrical components manufacturer TE Connectivity, and TSMC. The biggest detractors included audio-streaming service Spotify, insurance company Intact Financial, and building products company Saint-Gobain. We initiated new positions in Hubbell, Intercontinental Exchange, Tetra Tech, Fair Isaac and Disco.

LONDON & DENVER--(BUSINESS WIRE)---- $VOYG #MissionReady--Janus Henderson Group (NYSE: JHG; “Janus Henderson”), a leading global asset manager, and Voyager Technologies, Inc. (NYSE: VOYG) jointly announced today that Janus Henderson, on behalf of accounts managed by its advisory affiliates, will make a strategic investment in Starlab Space, which develops next generation commercial space statio...

Janus Henderson received a non-binding takeover bid, orchestrated by the company's largest shareholder, just days before releasing 3Q 2025 results. Long-term holder Trian Fund Management has partnered with General Catalyst Group Management to deliver a cash bid of $46 per share. Janus Henderson's Board is likely to reject the bid, however I believe that Trian and General Catalyst have capacity ...

LONDON--(BUSINESS WIRE)--Janus Henderson Group plc (NYSE: JHG) (“Janus Henderson” or the “Company”) today announced that the independent special committee (the "Special Committee") of the Company's board of directors (the "Board") has retained Goldman Sachs & Co. LLC as its financial advisor and Wachtell, Lipton, Rosen & Katz as its legal counsel. The Special Committee was formed to evaluate th...

For much of the past three years, tech sector performance was largely defined by the emergence of AI as investors scrambled to gain exposure to this generational theme. Out-of-benchmark hyperscaler Amazon weighed on relative performance despite e-commerce, advertising, and profitability holding up well. Relative detractor Constellation Software faced a combination of developments, including its...

Janus Henderson Global Life Sciences Fund returned 8.26% and the MSCI World Health Care Index returned 3.01%. Looking at individual holdings, Argenx was a top contributor for the quarter. Shares of Lantheus Holdings declined after the radiopharmaceutical company's second-quarter earnings results and guidance fell short of expectations.