Jupiter Fund Management (LON:JUP – Get Free Report) issued 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
Jupiter Fund Management stock traded up GBX 10.08 during mid-day trading on Thursday, reaching GBX 198.08. 6,005,671 shares of the company’s stock were exchanged, compared to its average volume of 3,505,224. The business’s fifty day simple moving average is GBX 178 and its 200 day simple moving average is GBX 153.50. The company has a quick ratio of 1.79, a current ratio of 1.70 and a debt-to-equity ratio of 11.23. Jupiter Fund Management has a one year low of GBX 64.70 and a one year high of GBX 214.50. The firm has a market capitalization of £1.01 billion, a PE ratio of 18.34 and a beta of 1.42.
Analyst Upgrades and Downgrades
Read Our Latest Stock Report on JUP
Jupiter Fund Management Company Profile
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.
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