Janus Henderson Acquires Richard Bernstein Advisors, Managing $20 Billion in Assets
Written by Emily J. Thompson, Senior Investment Analyst
Source: Benzinga
- Strategic Acquisition: Janus Henderson is set to acquire Richard Bernstein Advisors, which manages approximately $20 billion in assets, aiming to expand its footprint in model portfolios and separately managed accounts, with the transaction expected to close in Q2 2026.
- Enhanced Market Position: This acquisition positions Janus Henderson among the top North American model portfolio providers, addressing the growing demand from advisors for scalable, research-driven asset allocation solutions, thereby strengthening its competitive edge in the asset management industry.
- Leadership and Investment Expertise: Richard Bernstein will join Janus Henderson as the global head of macro and customized investing, bringing over 40 years of Wall Street experience, which is expected to complement Janus Henderson's existing bottom-up investment approach and enhance the firm's investment capabilities.
- Industry Consolidation Trend: The deal comes amid broader consolidation in the asset management sector, with Janus Henderson gaining attention following its agreement for a go-private transaction, highlighting intensifying strategic shifts within the industry.
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Analyst Views on JHG
Wall Street analysts forecast JHG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for JHG is 49.67 USD with a low forecast of 48.00 USD and a high forecast of 55.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
1 Buy
5 Hold
0 Sell
Hold
Current: 48.050
Low
48.00
Averages
49.67
High
55.00
Current: 48.050
Low
48.00
Averages
49.67
High
55.00
About JHG
Janus Henderson Group plc is a United Kingdom-based independent global asset manager, which is specializing in active investment across various asset classes. The Company manages a broad range of investment products for institutional and retail investors across four capabilities: equities, fixed income, multi-asset and alternatives. Its intermediary channel distributes United States mutual funds, separately managed accounts, exchange-traded funds and various others, through financial intermediaries, including banks, financial advisors and discretionary wealth managers. The self-directed channel serves individual investors who invest in its products through a mutual fund supermarket or directly with the Company. Its institutional channel serves corporations, endowments, pension funds and others, with distribution direct to the plan sponsor and through consultants. It has operations in North America, the United Kingdom, continental Europe, Latin America, Japan, Asia, and Australia.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Janus Henderson Set to Announce Q4 Earnings on January 30
- Earnings Announcement: Janus Henderson is set to release its Q4 earnings on January 30, with consensus EPS estimates at $1.19, reflecting an 11.2% year-over-year increase, which could further solidify its position in the investment management sector.
- Revenue Expectations: The anticipated revenue for Q4 is $763.09 million, representing a 7.7% year-over-year growth, indicating that the company is maintaining strong growth momentum in a competitive market, potentially attracting more investor interest.
- Performance Beat Record: Over the past two years, Janus Henderson has beaten EPS estimates 100% of the time and 88% of revenue estimates, showcasing the company's robust profitability and market adaptability.
- Forecast Revision Trend: In the last three months, EPS estimates have seen five upward revisions with no downward adjustments, and revenue estimates have also experienced two upward revisions, indicating sustained analyst confidence in the company's future performance.
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