Education
About Us
Working with TipRanks
Follow Us
Jupiter Fund Management Plc (GB:JUP)
LSE:JUP
Earnings Data
Report Date
Jul 24, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.04Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a clear and broad improvement in operational and investment momentum — record gross flows, the first annual net inflows since 2017, material AUM recovery (and further scale via the CCLA acquisition), marked improvement in investment performance across 1-, 3- and 5-year horizons, and ahead-of-schedule cost savings. These positives are balanced against structural challenges: a still-elevated cost/income ratio (82%), a lower average AUM and fee margin pressure in 2025 (65 bps), short-term compensation accounting impacts, lumpy/uncertain performance fees (GBP 120m in 2025 vs a conservative GBP 20m baseline for 2026), and near-term acquisition/integration costs and potential minor outflows from CCLA. Overall management tone is constructive and confident, and the company demonstrates multiple leading indicators pointing in the right direction while acknowledging and planning to manage the remaining risks.Company Guidance
Dramatic Improvement in Investment Performance
1-year outperformance jumped by 42 percentage points to 84% of AUM outperforming peer medians; nearly 70% of AUM in the top quartile (1-year). 3-year outperformance increased to 68% (from 61% prior year) with nearly half of total AUM in the top quartile; 5-year outperformance at 75% with >60% in the top quartile.
Record Gross Flows and First Net Inflows Since 2017
Gross flows hit a record GBP 16.9 billion in 2025. Net inflows were GBP 1.3 billion (first calendar-year net inflows since 2017), with institutional net inflows of GBP 1.0 billion and retail net inflows GBP 0.3 billion (over GBP 2.0 billion in H2).
Material AUM Growth and Scale Expansion
AUM recovered from a low of GBP 43 billion in April to GBP 54 billion at year-end (up nearly 19% year-on-year) and now manages over GBP 70 billion after the CCLA acquisition; end-of-year AUM was up >12% on 2025 average and up nearly 20% from the start of the year.
Strong Performance Fee Contribution
Performance fee revenues were GBP 120 million in 2025, materially above guidance and a key driver of profit; management committed to distributing 50% (GBP 60 million) of 2025 performance fees to shareholders.
Ahead-of-Schedule Cost Savings
Non-compensation costs were GBP 11 million below expectations and GBP 6 million below most recent guidance, achieving targeted full-year non-comp savings over a year ahead of schedule and enabling a reduction in overall operating costs of GBP 5 million versus 2024 (excluding performance fees).
Strategic and Diversifying Acquisitions
Completed acquisition of CCLA (GBP 15 billion AUM) adding a new nonprofit client channel with no client overlap; also acquired Origin Asset Management team and a European equities team, broadening capabilities and driving inorganic scale.
Shareholder Returns and Capital Management
Announced additional distributions equivalent to GBP 60 million (50% of performance fees) split equally between a GBP 30 million buyback and a special dividend (5.7p). Ordinary dividends (full-year) of 4.4p and total distributions equivalent to 15.8p per share; canceled over 7% of issued share capital since 2022.
Operational Efficiency and Workforce Engagement
Delivered lowest headcount since 2014 while increasing investment team size compared to 10 years ago; employee engagement score improved to 88% (up 9 points year-on-year and 9 points above financial services benchmark).
GB:JUP Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GB:JUP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | 188.00p | 194.60p | +3.51% |
Jul 25, 2025 | 132.92p | 129.58p | -2.52% |
Feb 27, 2025 | 76.85p | 71.80p | -6.58% |
Jul 26, 2024 | 75.48p | 80.60p | +6.79% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Jupiter Fund Management Plc (GB:JUP) report earnings?
Jupiter Fund Management Plc (GB:JUP) is schdueled to report earning on Jul 24, 2026, TBA (Confirmed).
What is Jupiter Fund Management Plc (GB:JUP) earnings time?
Jupiter Fund Management Plc (GB:JUP) earnings time is at Jul 24, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Jupiter Fund Management Plc stock?
The P/E ratio of Jupiter Fund Management Plc is N/A.
What is GB:JUP EPS forecast?
Currently, no data Available