JHG (JHG)

Janus Henderson Group PLC increased its stake in TPG Inc. by 40.9% in the first quarter, adding 24,411 shares. Institutional investors collectively own 94.03% of TPG, which recently reported strong quarterly earnings and declared a $0.59 per share dividend. Analysts maintain a "Moderate Buy" rating for TPG, with an average price target of $63.33.

Janus Henderson Group PLC significantly increased its stake in Rigel Pharmaceuticals, Inc. (NASDAQ:RIGL) by 275.2% during the first quarter, now owning 135,877 shares valued at $3.67 million. Institutional investors collectively hold 66.23% of the company's stock. Rigel Pharmaceuticals reported strong quarterly earnings with an EPS of $0.88, exceeding the consensus estimate, and revenue of $78.7 million, surpassing expectations.

Janus Henderson Group PLC significantly increased its stake in SM Energy Company by 174.3% in the first quarter, now holding 124,445 shares valued at $3.88 million. SM Energy (NYSE:SM) reported strong Q1 earnings, beating analyst estimates with an EPS of $2.19 and a revenue increase of 215.3% year-over-year. The company maintains a "Moderate Buy" consensus rating from analysts, with an average price target of $36.53, and offers an annualized dividend yield of 3.0%.

Janus Henderson Group PLC significantly reduced its stake in Artisan Partners Asset Management Inc. by 71.5% in the first quarter, selling over 236,000 shares. Despite this, Artisan Partners reported strong quarterly earnings, beating expectations, and increased its quarterly dividend to $0.80, representing a 7.5% annualized yield. Analyst sentiment for APAM is mixed, with a consensus "Reduce" rating but some firms raising price targets.

Janus Henderson Group PLC significantly reduced its stake in Celestica, Inc. by 89.3% in the first quarter, selling 94,059 shares and retaining 11,300 shares valued at $3.17 million. Despite this, Wall Street analysts maintain a "Moderate Buy" consensus rating for Celestica with an average price target of $435.80, following the company's strong Q2 earnings report of $2.54 EPS and $4.68 billion in revenue. However, recent insider selling and a $3 billion equity offering, intended to fund AI-related capacity expansion, introduce cautionary notes regarding potential shareholder dilution.