Jupiter Fund Management (LON:JUP) Issues Quarterly Earnings Results

Jupiter Fund Management (LON:JUP) posted its quarterly earnings data on Thursday. The company reported GBX 19.40 EPS for the quarter, Digital Look Earnings reports. Jupiter Fund Management had a negative net margin of 2.34% and a negative return on equity of 1.13%.

Here are the key takeaways from Jupiter Fund Management’s conference call:

• Investment performance has materially improved across time horizons, with 84% of AUM outperforming over 1 year, 68% over 3 years, and large portions of AUM in the top quartile, supporting future client demand.
• Flows and AUM have recovered — Jupiter recorded a record £16.9bn of gross flows, £1.3bn of net inflows (first since 2017), and year‑end AUM rose to £54bn (average AUM £48bn in 2025).
• Revenue and margin pressures persist — net management fee revenue fell to £311m, fee margin eased to ~65bp (guidance ~63bp for 2026 excluding CCLA), and the cost‑income ratio remains elevated at 82% versus the 70% target.
• Management delivered cost savings ahead of plan and is returning capital — non‑comp savings beat guidance (~£11m), there is a minimum £15m cost saving target plus CCLA synergies, and shareholders get a combined distribution including a £30m buyback and a £5.7p special dividend.
• The CCLA acquisition (adds ~£15bn AUM and a new nonprofit client channel) is strategic but brings short‑term integration costs (~£17m cash) and management expects possible minor outflows in 2026 while targeting £16m run‑rate synergies by end‑2027.

Jupiter Fund Management Stock Performance

LON JUP opened at GBX 193 on Friday. The company has a debt-to-equity ratio of 11.23, a current ratio of 1.70 and a quick ratio of 1.79. Jupiter Fund Management has a 1-year low of GBX 64.70 and a 1-year high of GBX 214.50. The firm has a market capitalization of £983.78 million, a P/E ratio of 17.87 and a beta of 1.42. The business’s 50-day simple moving average is GBX 178.87 and its 200-day simple moving average is GBX 153.81.

Analyst Upgrades and Downgrades

Separately, Deutsche Bank Aktiengesellschaft upped their price target on shares of Jupiter Fund Management from GBX 165 to GBX 175 and gave the stock a “hold” rating in a research report on Monday, February 2nd. One analyst has rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of GBX 150.33.

Jupiter Fund Management News Summary

Here are the key news stories impacting Jupiter Fund Management this week:

• Positive Sentiment: Board announces a £30m share buyback and a special dividend after profits beat expectations — a direct capital-return that supports EPS and valuation. Jupiter announces £30m share buyback, special divi as profits beat expectations
• Positive Sentiment: Group hikes total payout as annual profit climbs — management is returning cash and signaling confidence in profitability. Jupiter Fund Management hikes total payout as annual profit climbs
• Positive Sentiment: Jupiter posted its first annual net inflow since 2017 — roughly $1.8bn of inflows in 2025, reversing long-term outflows and improving fee revenue prospects. Jupiter posts first annual net inflow since 2017
• Positive Sentiment: Company reports positive calendar-year net flows (first since 2017), which should help lift AUM-linked revenues and sentiment. Jupiter sees first calendar year of net flows since 2017
• Positive Sentiment: Completed cancellation of 16,349,385 treasury shares, confirming a smaller voting/shares base — a structural move that supports per-share metrics and shareholder returns. Jupiter Completes Treasury Share Cancellation, Confirming New Voting Rights Base
• Neutral Sentiment: Quarterly EPS reported at GBX 19.40 and the company provided a slide deck and call — investors will parse the detail for recurring fee momentum vs one-offs. Earnings slide deck / conference call
• Negative Sentiment: Underlying metrics still show weakness: a negative return on equity (-1.13%) and a negative net margin (-2.34%) on the latest figures — these are reminders that profitability and operating leverage need to improve to sustain multiple expansion. MarketBeat earnings summary

About Jupiter Fund Management

Jupiter Fund Management Plc is a publicly owned investment manager. The firm manages mutual funds, hedge funds, client focused portfolios, and multi-manager products for its clients. It invests in the public equity markets across U.K., Europe and global emerging markets. The firm also invests in fixed income markets, fund of funds products, hedge funds, and absolute return funds. Jupiter Fund Management Plc was founded in 1985 and is based in London, United Kingdom.