Janus Henderson plans to reposition sustainable corporate bond ETF

Written by Emily J. Thompson, Senior Investment Analyst

JHG-0.36%

Source: SeekingAlpha

Updated: Mar 12 2024

0mins

Source: SeekingAlpha

JHG

$47.915+Infinity%1D

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: 48.090

Low

48.00

Averages

49.67

High

55.00

Current: 48.090

Low

48.00

Averages

49.67

High

55.00

BofA

Buy -> Neutral

downgrade

$54 -> $49

2026-01-05

Reason

BofA

Price Target

$54 -> $49

AI Analysis

2026-01-05

downgrade

Buy -> Neutral

Reason

BofA downgraded Janus Henderson to Neutral from Buy with a price target of $49, down from $54, after the company announced that it will be acquired by Trian and General Catalyst in an all-cash transaction for $7.4B or $49 per share.

Morgan Stanley

Equal Weight

maintain

$46 -> $48

2025-12-17

Reason

Morgan Stanley

Price Target

$46 -> $48

2025-12-17

maintain

Equal Weight

Reason

Morgan Stanley raised the firm's price target on Janus Henderson to $48 from $46 and keeps an Equal Weight rating on the shares. Flows were softer than expected in Q4 and the firm is lowering its Q4 flow estimate by 30 basis points while cutting Q4 EPS estimates by 5% on average for the Asset Managers it covers, the analyst tells investors in a preview.

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BofA

Buy

maintain

$52 -> $54

2025-12-10

Reason

BofA

Price Target

$52 -> $54

2025-12-10

maintain

Buy

Reason

BofA raised the firm's price target on Janus Henderson to $54 from $52 and keeps a Buy rating on the shares. Looking ahead to 2026, the firm now favors the alternative asset managers to online brokers due to what it sees as a better valuation and positioning setup combined with a stronger macro backdrop, the analyst tells investors in a note on the brokers, asset managers and exchanges group.

TD Cowen

Buy

maintain

$52 -> $55

2025-10-31

Reason

TD Cowen

Price Target

$52 -> $55

2025-10-31

maintain

Buy

Reason

TD Cowen raised the firm's price target on Janus Henderson to $55 from $52 and keeps a Buy rating on the shares. The firm came off the Q3 conference call incrementally constructive on the fundamental story, which reinforces its view that; Trian's $46 offer remains low; and the offer should be more of a floor versus ceiling.

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.