JHG Janus Henderson Group PLC

Jim Cramer commented positively on the acquisition of Janus Henderson (JHG) by hedge fund Trian Fund Management and venture capital firm General Catalyst for $7.4 billion. Cramer believes this move, which takes the company private, is a trend for companies that need to make significant changes, such as integrating AI, without the pressure of quarterly public reporting. He highlighted that this acquisition allows Janus Henderson to pursue "democratization" and make strategic shifts more effectively.

Evercore ISI a financial analysis firm, adjusted its price target for Janus Henderson Group plc (NYSE:JHG) to $49 from $50, maintaining an "In Line" rating. This change follows news of a $7.4 billion take-private deal where Trian Fund Management and General Catalyst are acquiring the asset manager for $49 per share. The acquisition, which reflects a 6.5% premium to the December 19 closing price, is anticipated to close in mid-2026 and aims to allow Janus Henderson to focus on long-term growth as a private entity.

Osaic Holdings Inc. significantly increased its stake in Janus Henderson Group plc by 1,250.4% in Q2, acquiring 112,798 additional shares, bringing its total holdings to 121,819 shares valued at approximately $4.43 million. Janus Henderson Group has shown strong financial performance, beating quarterly EPS and revenue estimates, and offers an annualized dividend of $1.60. The company maintains a "Moderate Buy" consensus rating from analysts with an average price target of $47.78.

Janus Henderson Group plc has agreed to be acquired by an investor group led by Trian Fund Management and General Catalyst in an all-cash deal valued at approximately $7.4 billion. Shareholders not already owned by Trian will receive $49.00 per share, an 18% premium. The acquisition is expected to close in mid-2026, subject to regulatory approvals, and Janus Henderson will operate as a private company with its current management.

The Janus Henderson Opportunistic Alpha Managed Account returned 6.77% in Q3 2025, underperforming the S&P 500 Index which returned 8.12%. Oracle (ORCL) was a top contributor due to strong earnings and cloud business growth, while stock selection in consumer discretionary detracted from performance. The portfolio aims for diversified equity exposure distinct from the broader market, addressing S&P 500 concentration risk and capitalizing on trends like AI.

The Janus Henderson Mid Cap Growth Managed Account delivered a gross return of 4.36% in Q3 2025, outperforming the Russell Midcap® Growth Index which returned 2.78%. Strong stock selection in the information technology sector significantly contributed to this performance, while healthcare sector choices detracted. The market was largely driven by positive corporate earnings, hopes for Federal Reserve rate cuts, and excitement surrounding artificial intelligence.