Janus Henderson Group's lower P/E ratio is due to its forecasted growth being less than the wider market. Investors' belief in limited earnings improvement could curb share price growth.
Janus Henderson leans towards credit, predicting further spread tightening if the 'soft landing' narrative persists. The firm is drawn to high-grade firms for their blend of credit spreads and interest rate sensitivity. Despite financial health uncertainties, the backdrop improves with the soft landing and friendlier central banks.
The market's valuation of the company doesn't align with its earnings growth. Its future performance may hinge on balance sheet strength. Despite a 15% TSR falling short of the market, it outperforms the 5-year average annual return, suggesting potential new investor interest.
Due to decreasing earnings and large payout ratio there is concern for Janus Henderson Group's dividend sustainability and the prospects for future growth.
Upgrades •$ボルグワーナー(BWA.US)$: Deutsche Bank Upgrades to Buy from Hold - PT $48 (from $43) •$エクスペンシファイ(EXFY.US)$: BofA Securities Upgrades to Buy from Neutral - PT $25 (from $20) •$グラブ・ホールディングス(GRAB.US)$: JPMorgan Upgrades to Overweight from Neutral - PT $3 •$フーリハン・ローキー(HLI.US)$: Morgan Stanley Upgrades to Equalweight from Underweight - PT $82 (from $95) •$JPモルガン・チェース(JPM.US)$: Berenberg Upgrades to Hold from Sell - PT ...
ジャナス・ヘンダーソン・グループに関するコメント
コラムUS Top Rating Updates on 10/5: WMT, GS, NKE, ABNB and More
• $アバンター(AVTR.US)$ : Citigroup Upgrades to Buy from Neutral - PT $28
• $チャーチ・アンド・ドワイト(CHD.US)$ : Deutsche Bank Upgrades to Buy from Hold - PT $85 (from $90)
• $コノコフィリップス(COP.US)$ : Erste Group Upgrades to Buy from Hold
• $フォード・モーター(F.US)$ : Morgan Stanley Upgrades to Overweight from Equal Weight - PT $14
• $シリコン・モーション・テクノロジー(SIMO.US)$ : Susquehanna Upgrades to Positive from Neutral - PT $108
• $ウォルマート(WMT.US)$ ...
コラムTop upgrades and downgrades on 7/18: JPM, GRAB, GM, KHC and more
• $ボルグワーナー(BWA.US)$ : Deutsche Bank Upgrades to Buy from Hold - PT $48 (from $43)
• $エクスペンシファイ(EXFY.US)$ : BofA Securities Upgrades to Buy from Neutral - PT $25 (from $20)
• $グラブ・ホールディングス(GRAB.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $3
• $フーリハン・ローキー(HLI.US)$ : Morgan Stanley Upgrades to Equalweight from Underweight - PT $82 (from $95)
• $JPモルガン・チェース(JPM.US)$ : Berenberg Upgrades to Hold from Sell - PT ...
コラムTop upgrades and downgrades on 6/29: MSFT, UPST, MCD, GS and more
• $ケイデンス・デザイン・システムズ(CDNS.US)$ : BofA Securities Upgrades to Neutral from Underperform - PT $175 (from $160)
•$フェデレーテッド・ヘルメス(FHI.US)$ : KBW Upgrades to Outperform from Market Perform - PT $540
•$ゴールドマン・サックス・グループ(GS.US)$ : BofA Securities Upgrades to Buy from Neutral - PT $380 (from $360)
• $マクドナルド(MCD.US)$ : Atlantic Equities Upgrades to Overweight from Neutral - PT $278 (from $245)
• $オラクル(ORCL.US)$ : Exane Upg...
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