Nelson Peltz's Investment Moves: In the second quarter of 2025, Nelson Peltz increased his stakes in Ferguson Enterprises and The Wendy's Company while significantly reducing his positions in Invesco Ltd and U-Haul Holding Co. His portfolio remains concentrated in sectors like Financial Services, Industrials, Healthcare, and Consumer Cyclical.
Trian's Investment Strategy: Trian Partners, led by Peltz, focuses on investing in undervalued public companies with a long-term operational approach aimed at enhancing shareholder value through strategic initiatives and promoting ESG practices within the companies they invest in.
JHG
$45.01+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 51.14 USD with a low forecast of 46.00 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.
7 Analyst Rating
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 51.14 USD with a low forecast of 46.00 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.
4 Buy
3 Hold
0 Sell
Moderate Buy
Current: 45.330
Low
46.00
Averages
51.14
High
55.00
Current: 45.330
Low
46.00
Averages
51.14
High
55.00
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.
Evercore ISI
In Line
maintain
$48 -> $50
2025-10-31
Reason
Evercore ISI
Price Target
$48 -> $50
2025-10-31
maintain
In Line
Reason
Evercore ISI raised the firm's price target on Janus Henderson to $50 from $48 and keeps an In Line rating on the shares. Janus Henderson delivered a solid Q3 beat with strong top-line results and highest investment gains, marking its sixth consecutive quarter of organic growth, the analyst tells investors in a research note. The firm added that, while operational results are encouraging and suggest the company is on a positive trajectory, the outcome of the Trian/General Catalyst proposal remains a key focus for investors.
Evercore ISI
In Line
maintain
$45 -> $48
2025-09-05
Reason
Evercore ISI
Price Target
$45 -> $48
2025-09-05
maintain
In Line
Reason
Evercore ISI raised the firm's price target on Janus Henderson to $48 from $45 and keeps an In Line rating on the shares. The summer closed on a positive note for the traditional manager group with both stocks and bonds "broadly in the green," while industry organic growth stayed improved for a fourth consecutive month, the analyst tells investors in an early look at August and Q3 traditional asset manager flows ahead of monthly AUM and flow results coming next week.
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.
