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Stock impact report

Janus Henderson: Trian Finally Makes A Move (Rating Upgrade) [Seeking Alpha]

Janus Henderson Group plc Ordinary Shares (JHG) 
Last janus henderson group plc ordinary shares earnings: 4/30 04:00 am Check Earnings Report
US:NYSE Investor Relations: snl.com/irw/corporateprofile/4147331
Company Research Source: Seeking Alpha
Long-term holder Trian Fund Management has partnered with General Catalyst Group Management to deliver a cash bid of $46 per share. Janus Henderson's Board is likely to reject the bid, however I believe that Trian and General Catalyst have capacity to pay a higher implied earnings multiple. Trading at ~$44 per share, Janus Henderson is reasonably cheap, and significant potential deal upside warrants an upgrade to Buy. Solid operational performance implies that the downside should be modest if Trian and General Catalyst's bid doesn't come to fruition. Getty Images Introduction The October 30, 2025 Janus Henderson Group ( JHG ) release of Q3 2025 results was overshadowed by the announcement just three days earlier that the company had received a non-binding acquisition proposal from Trian Fund Management, L.P. (‘Trian') and General This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentione Show less Read more
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