Skip to Main Content Skip to Search This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. Janus Henderson Stock Soars on Proposed Acquisition by Peltz's Trian, General Catalyst By Andrew Welsch Nelson Peltz, founder and chief executive officer of Trian Fund Management, during ...

Core Viewpoint - Trian Fund Management and General Catalyst have proposed to acquire Janus Henderson for $46 per share in cash, arguing that the asset manager would perform better as a private entity [1] Group 1 - The acquisition offer values Janus Henderson at a significant premium, indicating confidence in the company's potential when privately managed [1] - The proposal suggests a strategic shift for Janus Henderson, focusing on operational improvements that could be achieved outside of public market pressures [1]

London-based fund manager Janus Henderson said on Monday it had received a takeover proposal from billionaire Nelson Peltz's Trian Fund Management and General Catalyst, valuing it at $7.18 billion. ...

Nelson Peltz’s Trian Fund Management is working with global investment firm General Catalyst on an offer to buy the rest of asset manager Janus Henderson https://t.co/K6L2VgAlX1 ...

Core Viewpoint - Janus Henderson Group Inc. will not tender its shares in U-blox Holding AG for Advent's takeover bid of 1.05 billion Swiss francs ($1.3 billion), expressing disappointment over the management's decision to accept the offer without exploring other strategic options [1][2]. Group 1: Shareholder Sentiment - Janus Henderson, a top-10 U-blox shareholder with a 5% stake, believes the fair value of U-blox is approximately double Advent's offer price, based on the company's projected targets for the next few years [2]. - Not all shareholders oppose the deal; Spectrum Entrepreneurial Ownership, backed by billionaire Thomas Schmidheiny, has agreed to tender its stake of about 9% [4]. Group 2: Company Valuation and Future Prospects - Advent's proposed offer of 135 Swiss francs per share is viewed as undervaluing U-blox, particularly regarding its future growth potential in the drone sector within the defense industry [4]. - U-blox has recently divested its loss-making cellular business and is shifting its focus towards automated driving and mobile robotics, indicating a strategic pivot towards higher-growth areas [3].

Core Points - Janus Henderson Group plc will announce its third quarter 2025 results on October 30, 2025, at 7:30 a.m. ET [1] - A conference call and webcast to discuss the results will take place at 9:00 a.m. ET on the same day [1] - Participants in the conference call need to reference the Janus Henderson Results Briefing with Conference ID: 053245 [1] - Contact numbers for the conference call include: United States 833 470 1428, United Kingdom 0808 189 6484, and all other countries +1 929 5 [1]

Core Viewpoint - Janus Henderson Group plc (JHG) has received a Zacks Rank 2 (Buy) upgrade due to an upward trend in earnings estimates, indicating a positive earnings outlook that may lead to increased stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - Rising earnings estimates for Janus Henderson Group suggest an improvement in the company's underlying business, likely resulting in higher stock prices as investors respond positively [5][8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a proven track record of generating significant returns, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [7][9]. - Janus Henderson Group's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating strong potential for market-beating returns in the near term [10]. Earnings Estimate Revisions - For the fiscal year ending December 2025, Janus Henderson Group is expected to earn $3.62 per share, with no year-over-year change, while the Zacks Consensus Estimate has increased by 5.1% over the past three months [8].

Core Viewpoint - Investors in the Financial - Investment Management sector should consider Janus Henderson Group plc (JHG) and KKR & Co. Inc. (KKR) for potential value opportunities [1] Group 1: Company Rankings and Outlook - Janus Henderson Group plc has a Zacks Rank of 2 (Buy), indicating a stronger earnings outlook compared to KKR, which has a Zacks Rank of 3 (Hold) [3] - JHG is likely to have seen a stronger improvement in its earnings outlook than KKR recently, making it a more attractive option for value investors [3] Group 2: Valuation Metrics - JHG has a forward P/E ratio of 12.30, significantly lower than KKR's forward P/E of 25.16, suggesting JHG may be undervalued [5] - The PEG ratio for JHG is 1.07, while KKR's PEG ratio is 1.26, indicating JHG's expected earnings growth is more favorable [5] - JHG's P/B ratio is 1.42, compared to KKR's P/B of 1.74, further supporting the notion that JHG is a better value investment [6] Group 3: Overall Value Assessment - Based on various valuation metrics, JHG holds a Value grade of B, while KKR has a Value grade of D, reinforcing the preference for JHG among value investors [6]

Group 1 - The article focuses on the Asia Value & Moat Stocks research service, which targets value investors looking for Asia-listed stocks with significant discrepancies between price and intrinsic value [1] - The service emphasizes deep value balance sheet bargains, such as net cash stocks and low price-to-book (P/B) stocks, as well as wide moat stocks that represent high-quality businesses [1] - The author provides a range of watch lists with monthly updates, particularly concentrating on investment opportunities in the Hong Kong market [1]

Core Insights - Pets At Home's CEO Lyssa McGowan has left the company unexpectedly following the announcement of its second profit warning in two months, leading to a significant drop in share prices to their lowest level since March [1] Company Summary - The abrupt departure of the CEO comes after the retailer issued two profit warnings within a short period, indicating potential operational challenges [1] - The company's shares have fallen sharply, reflecting investor concerns about its financial performance and future outlook [1]