JHGJanus Henderson Group plc

CUSIP: G4474Y214

Guru Owners

$1.57B

Total Value Held

33.0M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Nelson Peltz	Trian Fund Management	31867800	$1.52B	38.05%	$47.57	Q4 2025
John Rogers	Ariel Investments	1169327	$55.6M	0.60%	$47.57	Q4 2025

Nelson Peltz

$1.52B

38.05%

John Rogers

$55.6M

0.60%

📊 Fundamentals

Market Cap$7.9B

P/E Ratio9.8x

Below market avg

Forward P/E10.6x

P/FCF17.0x

EPS (TTM)$5.23

Revenue (TTM)$3.1B

Profit Margin26.34%

Div Yield3.12%

Beta1.52

52-Week Range

$28.26

$53.76

Current: $51.36

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 9.8x trailing earnings → 10.6x forward · 26.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $1.57B

REDUCEDJohn Rogers$55.6M

Q3 '252 owners · $1.51B

INCREASEDJohn Rogers$91.0M

SOLDRay Dalio

Q2 '253 owners · $1.32B

REDUCEDJohn Rogers$79.1M

REDUCEDRay Dalio$1.1M

Q1 '253 owners · $1.23B

REDUCEDJohn Rogers$77.7M

INCREASEDRay Dalio$1.8M

Q4 '243 owners · $1.45B

REDUCEDJohn Rogers$92.5M

REDUCEDRay Dalio$610K

Q3 '243 owners · $1.30B

REDUCEDJohn Rogers$83.1M

NEWRay Dalio$328K

💰 DCF Calculator

DCF valuation isn't suitable for financial companies like banks and insurers — their cash flows work differently.