Stocks of asset managers tend to be attractive because of their fee-based recurring revenue, scalable business models with high margins, strong cash flow, and shareholder-friendly returns, including generous dividends.  Keeping this in mind, several asset managers are standing out among the coveted Zacks Rank #1 (Strong Buy) list.With now appearing to be an ideal time to buy based on what has been a pleasant trend of positive earnings estimate revisions, these highly ranked finance stocks also have enticing ...

Group 1: ETF Industry Overview - The global ETF industry is valued at $21 trillion, with a notable surge in oil prices impacting market dynamics [1] - ETFs are currently experiencing inflows of $8 billion per week, surpassing last year's pace of $6 billion [2][3] - The trading crowd is showing interest in international and emerging markets ETFs, while some funds like SLV and GLD are seeing outflows [3] Group 2: Performance of Specific ETFs - The IGV software ETF has seen a significant decline of 22% this year, indicating vulnerability in the software sector, particularly related to AI [4] - The JAAA ETF, launched by Janus Henderson, has absorbed $2.7 billion in assets year-to-date, reflecting strong institutional demand [10][11] - The Freedom 100 Emerging Markets ETF (FRDM) has outperformed traditional emerging market indices, with a 100% return over five years [46][49] Group 3: Market Trends and Investor Behavior - There is a shift in investor focus towards commodities, particularly energy, as geopolitical risks become more pronounced [21][23] - The trend of rising expense ratios in ETFs is noted, particularly with the increase in active ETFs, which tend to have higher fees [20] - Investors are increasingly looking for diversified exposure in their portfolios, moving away from single commodity investments [22][24]

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Core Viewpoint - The company is facing a production slowdown of its best-selling jet due to a shortage, marking another setback in its ongoing struggle with supply-chain issues [1] Group 1 - The production of the best-selling jet has been slowed down [1] - The company is experiencing significant challenges related to supply-chain disruptions [1]

As of Feb. 17, 2026, three stocks in the financial sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.Here's the latest list of major overbought players in this sector.Woori Financial Group Inc (NYSE:WF)KB Financial Group Inc (NYSE:KB)Janus Henderson Group PLC (NYSE:JHG)Learn more about BZ Edge Rankings—click to see scores for other stocks in the sector and see how they compare.Photo via Shutterstock ...

Core Insights - Janus Henderson Group plc (JHG) reported a revenue of $1.14 billion for the quarter ended December 2025, marking a significant increase of 61.3% year-over-year [1] - The earnings per share (EPS) for the quarter was $2.01, up from $1.07 in the same quarter last year, indicating a strong performance [1] - The reported revenue exceeded the Zacks Consensus Estimate of $779.26 million by 46.59%, and the EPS also surpassed the consensus estimate of $1.19 by 68.91% [1] Financial Performance - The average assets under management (AUM) for equities were reported at $255.10 billion, slightly below the estimated $255.99 billion [4] - Multi-asset AUM was $58.50 billion, which was in line with the average estimate of $58.39 billion [4] - Total AUM reached $493.20 billion, surpassing the average estimate of $488.13 billion [4] - Fixed income AUM was reported at $154.40 billion, slightly below the estimated $154.82 billion [4] - Management fees revenue was $585.2 million, reflecting a year-over-year increase of 12%, but slightly below the average estimate of $585.81 million [4] Market Performance - Over the past month, shares of Janus Henderson Group have returned +0.8%, compared to a +0.9% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Financial Performance - Fourth quarter 2025 operating income was US$487.4 million, a significant increase from US$172.0 million in Q3 2025 and US$197.5 million in Q4 2024[2] - Adjusted diluted earnings per share for Q4 2025 was US$2.01, compared to US$1.09 in Q3 2025 and US$1.07 in Q4 2024[3] - Total revenue for Q4 2025 reached $1,142.3 million, a 61.5% increase from $708.3 million in Q4 2024[25] - Management fees increased to $585.2 million in Q4 2025, up 11.5% from $522.7 million in Q4 2024[25] - Performance fees surged to $433.0 million in Q4 2025, compared to $67.5 million in Q4 2024, reflecting a significant increase of 541.5%[25] - Operating income for the year ended December 31, 2025, was $976.8 million, a 51.2% increase from $645.7 million in 2024[25] - Net income attributable to Janus Henderson Group (JHG) for Q4 2025 was $403.2 million, up from $121.8 million in Q4 2024, representing a 231.4% increase[25] - Diluted earnings per share for Q4 2025 were $2.62, compared to $0.77 in Q4 2024, marking a 240.3% increase[25] - Adjusted revenue for Q4 2025 was $996.6 million, reflecting a 75.6% increase from $567.6 million in Q4 2024[27] - Adjusted operating income for the year ended December 31, 2025, was $911.8 million, a 36.3% increase from $668.1 million in 2024[27] - Adjusted diluted earnings per share for the year ended December 31, 2025, were $4.78, up from $3.53 in 2024, reflecting a 35.4% increase[27] Assets and Management - Assets under management (AUM) reached US$493 billion as of December 31, 2025, representing a 30% year-over-year increase[6] - AUM performance showed that 65% of assets outperformed relevant benchmarks over one, three, five, and ten-year periods as of December 31, 2025[6] - Total assets increased to $8,287.0 million as of December 31, 2025, up from $6,963.1 million in 2024, representing a growth of approximately 19%[37] - Cash and cash equivalents rose to $1,253.9 million in 2025, compared to $1,217.2 million in 2024, indicating an increase of about 3%[37] - Total equity reached $5,275.5 million as of December 31, 2025, up from $4,718.1 million in 2024, marking an increase of about 12%[37] - Long-term debt remained relatively stable at $395.5 million in 2025, slightly up from $395.0 million in 2024[37] Cash Flow and Operations - Operating activities generated cash of $322.7 million for the three months ended December 31, 2025, compared to $247.3 million for the same period in 2024, reflecting a growth of approximately 30%[38] - The company reported a net change in cash of $252.6 million for the three months ended December 31, 2025, compared to a decrease of $270.0 million in the same period of 2024[38] Corporate Actions and Strategy - The company has entered into a definitive merger agreement to be acquired by an investor group led by Trian Fund Management and General Catalyst[9] - Janus Henderson plans to enhance its distribution capabilities through the acquisition of Richard Bernstein Advisors, positioning itself among the top 10 model portfolio providers in North America[4] - The company executed a US$200 million share repurchase program, purchasing approximately 0.6 million shares for about US$27 million in Q4 2025[10] - The company suspended its regular quarterly dividend due to the proposed merger transaction[10] Operational Efficiency - The operating margin for Q4 2025 was 42.7%, up from 24.6% in Q3 2025 and 27.9% in Q4 2024[8] - The operating margin for Q4 2025 was 42.7%, compared to 27.9% in Q4 2024, indicating improved operational efficiency[27] Risks and Future Outlook - Management emphasizes that past performance is not indicative of future results, highlighting the inherent risks and uncertainties in investment[40] - The reconciliation for the year ended December 31, 2025, includes adjustments for non-cash and acquisition-related costs, which management believes do not represent ongoing operations[36] - The company is transitioning its investment management platform to Aladdin, which involves impairment expenses related to certain capitalized costs[36] - The total liabilities of consolidated variable interest entities increased to $23.3 million in 2025 from $4.7 million in 2024[37]

Q4 AND FULL-YEAR 2025 RESULTS Friday, January 30, 2026 Q4 AND FULL-YEAR 2025 RESULTS Key metrics – Q4 2025 vs Q3 2025 and FY 2025 vs FY 2024 | | Q4 2025 | Q3 2025 | FY 2025 | FY 2024 | | --- | --- | --- | --- | --- | | Investment outperformance1 3-/5-/10-year | 65/65/67% | 74/64/65% | 65/65/67% | 72/55/73% | | Total AUM | $493.2bn | $483.8bn | $493.2bn | $378.7bn | | Net flows | $0.0bn | $7.8bn | $56.5bn | $2.4bn | | U.S. GAAP diluted EPS | $2.62 | $0.92 | $5.23 | $2.56 | | Adjusted diluted EPS2 | $2.01 | $ ...

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Group 1 - Janus Henderson has agreed to acquire Richard Bernstein Advisors, a multi-asset investment manager [1] - Richard Bernstein Advisors manages approximately $20 billion in client assets [1]