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Held by 470 of 5,944 reporting institutions (97th percentile) — extremely crowded.
Data as of Q1 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.10B 100.0% | $2.47B 100.0% | $2.10B 100.0% | $2.20B 100.0% | $2.77B 100.0% | $2.30B 100.0% | $2.19B 100.0% | $2.31B 100.0% | $1.74B 100.0% | $999.9M 100.0% |
| Selling, General & Admin | $348.3M 11.2% | $300.8M 12.2% | $294.6M 14.0% | $279.3M 12.7% | $271.8M 9.8% | $255.2M 11.1% | $260.8M 11.9% | $253.7M 11.0% | $202.2M 11.6% | — |
| Total Operating Expenses | $2.12B 68.5% | $1.83B 73.9% | $1.62B 77.0% | $1.71B 77.8% | $1.95B 70.3% | $2.17B 94.4% | $1.65B 75.3% | $1.66B 71.8% | $1.38B 78.9% | $786.1M 78.6% |
| Operating Income | $976.8M 31.5% | $645.7M 26.1% | $483.7M 23.0% | $489.8M 22.2% | $820.9M 29.7% | $128.3M 5.6% | $540.9M 24.7% | $649.8M 28.2% | $442.3M 25.4% | $232.1M 23.2% |
| Interest Expense | $24.2M 0.8% | $18.0M 0.7% | $12.7M 0.6% | $12.6M 0.6% | $12.8M 0.5% | $12.9M 0.6% | $15.1M 0.7% | $15.7M 0.7% | $11.9M 0.7% | $6.6M 0.7% |
| Interest & Investment Income | $44.3M 1.4% | $52.3M 2.1% | $44.7M 2.1% | $7.7M 0.3% | — | — | — | — | — | — |
| Other Income (Expense), net | $53.8M 1.7% | -$86.6M -3.5% | $12.6M 0.6% | $11.5M 0.5% | $8.8M 0.3% | $30.6M 1.3% | $23.5M 1.1% | $68.6M 3.0% | -$1.0M -0.1% | -$1.9M -0.2% |
| Pretax Income | $1.15B 37.2% | $611.9M 24.7% | $527.0M 25.1% | $375.4M 17.0% | $817.7M 29.6% | $203.5M 8.9% | $583.5M 26.6% | $661.8M 28.7% | $447.4M 25.7% | $211.9M 21.2% |
| Income Tax Expense | $245.7M 7.9% | $166.3M 6.7% | $100.3M 4.8% | $100.9M 4.6% | $205.3M 7.4% | $52.2M 2.3% | $137.8M 6.3% | $162.2M 7.0% | -$211.0M -12.1% | $34.6M 3.5% |
| Net Income | $815.9M 26.3% | $408.9M 16.5% | $393.0M 18.7% | $372.4M 16.9% | $620.0M 22.4% | $151.3M 6.6% | $445.7M 20.3% | $499.6M 21.7% | $658.4M 37.8% | $177.3M 17.7% |
| Per Share | ||||||||||
| EPS (Basic) | $5.25 | $2.57 | $2.37 | $2.23 | $3.59 | $0.70 | $2.21 | $2.62 | $3.97 | $1.69 |
| EPS (Diluted) | $5.23 | $2.56 | $2.37 | $2.23 | $3.57 | $0.70 | $2.21 | $2.61 | $3.93 | $1.66 |
| Weighted Avg Shares (Basic) | 152.0M | 155.4M | 160.4M | 161.7M | 167.9M | 179.4M | 188.0M | 195.0M | 160.7M | 109.1M |
| Weighted Avg Shares (Diluted) | 152.7M | 155.8M | 160.5M | 162.0M | 168.5M | 179.9M | 188.6M | 195.9M | 162.3M | 111.1M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
7/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 with data.
Safe > 2.99 · grey 1.81–2.99 · distress < 1.81 · book equity (no price)
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Cash conversion lags reported earnings — watch accruals. Lower/negative accruals = higher quality (Sloan).
Comfortably covers interest; leverage falling year-over-year.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
The dividend is comfortably covered — only 35% of free cash flow, leaving room to grow it and fund buybacks. Last year: $249M dividends + $0 buybacks = $249M returned on $711M FCF.
1 consecutive years of dividend increases · 31%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 15%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Effective rate ~6.1% on $396M of debt.
Cash vs short-term debt unavailable.
Mostly long-term debt (balance-sheet current vs non-current split). A year-by-year maturity schedule wasn't disclosed for this issuer.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Educational — not a recommendation.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Ranked against 838 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPM | $941.8B | 17.4× | — | 5.2× | 2.8% | — | 31.3% | 15.7% | 13.4% | — | 4,823 |
| V | $694.5B | — | — | 17.4× | 11.3% | — | 50.1% | 52.9% | 31.8% | — | 4,229 |
| MA | $512.0B | 34.3× | — | 15.6× | 16.4% | — | 45.6% | 193% | 56.0% | — | 3,430 |
| BAC | $419.6B | 15.3× | — | 3.7× | 6.8% | — | 27.0% | 10.1% | 4.9% | — | 3,337 |
| GS | $282.1B | 18.5× | — | — | — | — | — | 13.7% | 3.6% | — | 2,857 |
| WFC | $268.7B | 13.9× | — | — | — | — | — | 11.8% | 5.7% | — | 2,691 |
| AXP | $213.5B | 20.2× | — | 5.2× | 6.4% | — | 26.2% | 32.4% | 11.9% | — | 2,787 |
| TYFG | $191.9B | 14.2× | — | 11135.5× | 10.2% | — | 79.3% | 8.7% | 8.7% | — | 1 |
| SCHW | $188.8B | 22.5× | — | 7.9× | 22.0% | — | 37.0% | 17.9% | 17.9% | — | 2,225 |
| HDB | $173.4B | 21.8× | — | 6.8× | 15.2% | — | 30.8% | 8.8% | 4.5% | — | 570 |
| UBS | $169.2B | — | — | — | — | — | — | — | — | — | 660 |
| BLK | $163.4B | 29.9× | — | 6.8× | 89.3% | — | 22.9% | 9.9% | 8.1% | — | 2,196 |
| GLD | $134.4B | — | — | — | — | — | — | — | — | — | 3,072 |
| CB | $133.7B | 13.3× | — | 2.3× | 6.5% | — | 17.4% | 14.0% | 11.3% | — | 2,002 |
| PGR | $126.8B | 11.3× | — | 1.4× | 16.3% | — | 12.9% | 37.3% | 37.3% | — | 1,685 |
| SPGI | $120.7B | 27.6× | 17.3× | 7.9× | 7.9% | 70.2% | 29.2% | 14.4% | 10.1% | 1.7× | 2,005 |
| HOOD | $97.6B | 53.6× | — | 21.8× | 51.6% | — | 42.1% | 20.6% | 20.6% | — | 1,230 |
| CME | $97.5B | 24.3× | — | 15.0× | 6.4% | — | 62.5% | 14.2% | 14.2% | — | 1,699 |
| USB | $96.4B | 13.0× | — | 3.4× | 4.4% | — | 26.4% | 11.6% | 9.2% | — | 1,901 |
| BX | $93.9B | 32.4× | — | 6.5× | 9.2% | — | 20.9% | 34.8% | 14.2% | — | 2,037 |
| PNC | $91.9B | 14.0× | — | 4.0× | 7.2% | — | 30.3% | 11.5% | 5.9% | — | 1,839 |
| AMUB | $89.8B | — | — | — | — | — | — | — | — | — | 7 |
| KKR | $87.5B | — | — | 4.5× | -11.0% | — | 12.2% | 7.7% | 7.7% | — | 1,216 |
| ICE | $86.9B | 26.6× | 20.6× | 6.9× | 7.5% | — | 26.2% | 11.5% | 6.8% | 3.8× | 1,641 |
| MRSH | $84.7B | 20.7× | 15.4× | 3.1× | 10.3% | — | 15.4% | 27.2% | 11.9% | 3.0× | 1,471 |
| JHG | — | — | — | — | 25.2% | — | 26.3% | 16.0% | 14.8% | 0.4× | 470 |
Peers = companies sharing JHG's sector (Financial Services) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
No current price collected.
Nothing notable to watch.
No material risks flagged.
Where each multiple sits in its own 11-yr range
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 11-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Returns are margin-driven, not leverage-driven — higher quality.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
High operating leverage: profit moved 2.0× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| SG&A | 11.0 | 11.9 | 11.1 | 9.8 | 12.7 | 14.0 | 12.2 | 11.2 |
| Operating Income | 28.2 | 24.7 | 5.6 | 29.7 | 22.2 | 23.0 | 26.1 | 31.5 |
| Income Tax | 7.0 | 6.3 | 2.3 | 7.4 | 4.6 | 4.8 | 6.7 | 7.9 |
| Net Income | 21.7 | 20.3 | 6.6 | 22.4 | 16.9 | 18.7 | 16.5 | 26.3 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on JHG: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.