近期股价表现 - 公司股价近期表现强劲，过去一个月上涨3.4%，并创下52周新高49.42美元 [1] - 公司股价年初至今上涨9%，表现优于Zacks金融板块14.2%的涨幅，并远超Zacks金融-投资管理行业-7.6%的回报率 [1] 盈利表现与预期 - 公司在过去四个季度均未低于盈利一致预期，展现出优异的盈利惊喜记录 [2] - 在2025年7月31日的最新财报中，公司报告每股收益0.9美元，超出市场一致预期的0.84美元 [2] - 当前财年，预计每股收益为3.76美元，营收为2.76美元，分别对应6.52%和11.5%的变化 [3] - 下一财年，预计每股收益为4.26美元，营收为3.02美元，同比变化分别为13.35%和9.42% [3] 估值指标分析 - 公司当前股价交易于当前财年每股收益预期的12.3倍，与同业平均水平12.3倍一致 [7] - 基于追踪现金流，公司交易倍数为12.6倍，高于其同业集团平均的12倍 [7] - 公司的市盈增长比率为1 [7] Zacks评分与排名 - 公司拥有B的价值评分，D的增长评分和A的动量评分，综合VGM得分为B [6] - 公司目前的Zacks排名为第1位，评级为强力买入，这得益于盈利预期的上调 [8] 同业比较 - 同业公司Franklin Resources, Inc. (BEN) 的Zacks排名为第2位，评级为买入，其价值评分为A，增长评分为C，动量评分为C [9] - 上一财季，Franklin Resources, Inc. 的盈利超出市场一致预期2.08% [10] - 当前财年，Franklin Resources, Inc. 预计每股收益为2.53美元，营收为85.5亿美元 [10] - Franklin Resources, Inc. 的股价在过去一个月上涨0%，其远期市盈率为9.25倍，市现率为6.82倍 [11] - 金融-投资管理行业在所有行业中排名前21%，为行业内公司提供了良好的行业顺风 [11]

We recently published 10 Big Names Crushing Wall Street. Janus Henderson Group plc (NYSE:JHG) is one of the top-performing stocks on Monday. Janus Henderson soared to a fresh record high on Monday, as investors gobbled up shares following announcements that it was offered to be fully acquired by two of its largest investors for $7.2 billion. In intra-day trading, Janus Henderson Group plc (NYSE:JHG) jumped to its highest 52-week price of $49.42 before trimming gains to end the day just up by 11.34 percen ...

Key Points It has received a buyout offer from an activist investor. That investor, Trian Partners, already has a stake in its equity. 10 stocks we like better than Janus Henderson Group Plc › One of the lesser-known financial stocks on the exchange was having quite a trading session on Monday. On news that Janus Henderson Group (NYSE: JHG) had received a premium-priced buyout offer, the financial services company's shares raced to a gain of over 11%. That compared most favorably to the slightly ov ...

市场开盘表现 - 纳斯达克指数上涨1.47%至8532.62点，标普500指数上涨0.91%至23546.16点，均创下开盘新纪录 [2] - 道琼斯工业平均指数上涨0.66%或310点，至47517.13点 [2] - 罗素2000指数上涨0.53%但随后出现回落 [2] 盘前交易异动 - Janus Henderson因收购传闻股价上涨14%，Darling Ingredients上涨14%，Keurig Dr Pepper在公布业绩后上涨9.7% [4] - Organon & Co因首席执行官在争议中辞职股价下跌21%，Carter's Inc因业绩下跌9.4%，Newmont Corp因金价下跌而下跌5.1% [4] 市场背景与驱动因素 - 美国股指期货上涨，得益于上周的强劲收盘，因优质企业财报和低于预期的通胀报告提振投资者情绪 [5] - 标普500和纳斯达克综合指数上周创下盘中新高，分别突破6800点和23200点，道琼斯工业平均指数亦跃升至47200点以上 [5] - 美国与中国在贸易谈判上取得进展，就芬太尼、稀土金属和高额关税等议题达成框架协议，双方领导人预计将在亚太经合组织会议期间会晤 [6] 今日财报焦点 - 本周是财报季最繁忙的一周，今日将公布业绩的公司包括Welltower、Cadence Design和Waste Management [7] - 盘前已公布业绩的Keurig Dr Pepper股价大幅上涨 [4][7]

Skip to Main Content Skip to Search This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. Janus Henderson Stock Soars on Proposed Acquisition by Peltz's Trian, General Catalyst By Andrew Welsch Nelson Peltz, founder and chief executive officer of Trian Fund Management, during ...

收购要约 - Trian Fund Management与General Catalyst提出以每股46美元现金收购Janus Henderson [1] - 收购方主张Janus Henderson作为私人公司运营将更有效率 [1]

收购提案 - 总部位于伦敦的基金管理公司Janus Henderson收到收购提案 [1] - 收购方为亿万富翁Nelson Peltz的Trian Fund Management和General Catalyst [1] - 收购提案对公司估值达71.8亿美元 [1]

收购要约与股东立场 - Janus Henderson Group Inc 将不会就其持有的 U-blox Holding AG 股份接受 Advent 公司价值 10.5 亿瑞士法郎（约合 13 亿美元）的收购要约 [1] - Janus Henderson 作为持有 U-blox 5% 股份的前十大股东 对管理层未充分探索战略选项即接受 Advent 报价感到失望 [2] - Advent 提出的收购报价为每股 135 瑞士法郎 收购窗口预计开放至 10 月 9 日 而 U-blox 股价周二收盘于 134.2 瑞士法郎 [3] - 并非所有股东都反对该交易 Spectrum Entrepreneurial Ownership 已同意出售其约 9% 的股份 [4] 公司估值与前景 - Janus Henderson 估计 U-blox 的公允价值约为 Advent 报价的两倍 该估值基于公司未来几年的既定目标 [2] - 当前估值未充分反映公司未来增长前景 特别是在国防工业无人机领域的潜力 [4] - U-blox 近期剥离了亏损的蜂窝业务 公司首席执行官表示业务重点正转向自动驾驶和移动机器人 [3] - U-blox 专注于高增长的定位传感器业务 这意味着公司拥有更好的未来前景 [4] 业务与战略重点 - U-blox 设计用于汽车、无人机和消费设备的定位技术芯片和模块 [3] - 公司战略重点已转向自动驾驶和移动机器人领域 [3] - Janus Henderson 不排除在未来考虑接受 Advent 更高报价的可能性 [5]

LONDON--(BUSINESS WIRE)--Janus Henderson Group plc (NYSE: JHG) will announce its third quarter 2025 results on Thursday, October 30, 2025, at 7:30 a.m. ET. A conference call and webcast to discuss the results will be held at 9:00 a.m. ET. Those wishing to participate in the conference call should call the applicable number below and reference the Janus Henderson Results Briefing (Conference ID: 053245): From: United States 833 470 1428 United Kingdom 0808 189 6484 All other countries +1 929 5. ...

Janus Henderson Group plc (JHG) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a changing ea ...