Janus Henderson Group plc (JHG) Hit a 52 Week High, Can the Run Continue?

Core Viewpoint - Janus Henderson Group plc (JHG) has shown strong stock performance, with a 3.4% increase over the past month and reaching a 52-week high of $49.42, outperforming the Zacks Finance sector and the Zacks Financial - Investment Management industry [1] Financial Performance - The company has consistently exceeded earnings expectations, reporting an EPS of $0.9 against a consensus estimate of $0.84 in its last earnings report [2] - For the current fiscal year, JHG is projected to achieve earnings of $3.76 per share on revenues of $2.76 billion, reflecting a 6.52% increase in EPS and an 11.5% increase in revenues [3] - The next fiscal year forecasts earnings of $4.26 per share on revenues of $3.02 billion, indicating a year-over-year change of 13.35% in EPS and 9.42% in revenues [3] Valuation Metrics - JHG's current valuation metrics show it trading at 12.3X current fiscal year EPS estimates, aligning with the peer industry average, and at 12.6X trailing cash flow, slightly above the peer group's average of 12X [7] - The stock has a PEG ratio of 1, which does not place it among the top value stocks [7] Zacks Rank and Style Scores - JHG holds a Zacks Rank of 1 (Strong Buy) due to rising earnings estimates, making it a favorable choice for investors [8] - The company has a Value Score of B, a Growth Score of D, and a Momentum Score of A, resulting in a combined VGM Score of B [6] Industry Comparison - In comparison to industry peers, Franklin Resources, Inc. (BEN) also shows strong performance with a Zacks Rank of 2 (Buy) and a Value Score of A [9] - BEN is expected to post earnings of $2.53 per share on revenues of $8.55 billion for the current fiscal year, having beaten consensus estimates by 2.08% last quarter [10] - The Financial - Investment Management industry is performing well, ranking in the top 21% of all industries, providing a favorable environment for both JHG and BEN [11]