5 Best Stocks to Buy According to Nelson Peltz’s Trian Partners

2. Janus Henderson Group plc (NYSE:JHG)

Trian Partners’ Stake Value: $$1,185,755,000

Percentage of Trian Partners’ 13F Portfolio: 15.89%

Number of Hedge Fund Holders: 26

Janus Henderson Group plc (NYSE:JHG) is a London-based asset management company that offers financial products to individual and institutional investors. Nelson Peltz’s Trian Partners purchased 28.2 million shares of Janus Henderson Group plc (NYSE:JHG) in the fourth quarter of 2021, worth $1.18 billion, representing 15.89% of the total 13F holdings. 

On February 18, Deutsche Bank analyst Brian Bedell lowered the price target on Janus Henderson Group plc (NYSE:JHG) to $33 from $36 and kept a Hold rating on the shares. The analyst issued a mid-Q1 outlook for brokers and asset managers and continues to favor the “rate-sensitive stocks” for at least the next two quarters. 

According to Insider Monkey’s Q4 data, Janus Henderson Group plc (NYSE:JHG) was found in the public stock portfolios of 26 hedge funds, compared to 24 funds in the prior quarter. John W. Rogers’ Ariel Investments held a significant stake in the company, with 3.35 million shares worth almost $141 million.