undamentalytics Newsletter

Janus Living, Inc. (JAN) stock

Add holding +

NYSE: JAN NYSE Health Care REITs Next results ~February 1, 2027

Janus Living, Inc. is a US-listed company in the health care REITs industry. Its financial year ends in December.

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders6 buying, 0 selling6 purchases and 0 sales by directors and officers, last 12 monthsInsider trades
  • Funds131 adding, 46 cuttingOf 53 active managers that changed their stake, 30 added; quarter to June 30, 2026Fund buyers and sellers

The Fundamentalytics view

Next results ~February 1, 2027 (estimated)

Current signal Results well ahead of expectations: Reported earnings per share beat the analysts' consensus estimate by 215% in the quarter to 2026-09-30, the 2nd beat in the last four quarters.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Strengths

Nothing in Janus Living, Inc.'s latest figures clears our strength thresholds.

Things to watch

  • Heavily shorted. 11.3% of the shares available to trade are sold short (5.8 days of average volume to cover).
  • Estimates being cut. Analysts' consensus for next year's earnings per share has fallen 34.2% over 90 days.

Latest results

Earnings per share
$0.05 against an average estimate of $0.02: beat by 215.3%
Share reaction
+3.2% in the first session after the results on August 4, 2026, against +1.6% for the S&P 500
Guidance given
diluted earnings per common share $0.34 to $0.37 (Full Year 2026); diluted FFO as Adjusted per share $0.95 to $0.98 (Full Year 2026)
Next report
November 2, 2026; average EPS estimate $0.03

Janus Living's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-0.2%
  • 1 week-0.6%
  • 1 month-1.9%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Earnings

Last results
November 2, 2026
Next results (est.)
February 1, 2027

News & updates

Updated November 3, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Financing
  3. Agreement
  4. Announcement
  5. Agreement
  6. Financing
  7. Financing
  8. Results
  9. Guidance
  10. Announcement

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

No model value for Janus Living, Inc. at the moment. Current status: limited reported history: available models are shown without a Buy/Hold/Sell rating. Available reported financials are shown below.

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: limited reported history: available models are shown without a Buy/Hold/Sell rating.

Valuation models

We value Janus Living, Inc. as an equity reit, with every model that fits that kind of business. Cost of equity 8%: the 10-year Treasury yield (4.9%) plus a beta of 0.67 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Dividend discount (growing dividend) Today's dividend growing 2.5% a year, discounted at the cost of equity. — Does not apply: no twelve-month earnings or share count in the filings yet
Cash-flow model (DCF) Free cash flow after stock pay, grown then faded to 2.5%, discounted at 8.5%. — Does not apply: Noncontrolling ownership is material. Its fair value and share of cash flow must be valued separately; a book-value deduction is insufficient.
Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. — Does not apply: Noncontrolling ownership is material. Its fair value and share of cash flow must be valued separately; a book-value deduction is insufficient.
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. — Does not apply: Noncontrolling ownership is material. Its fair value and share of cash flow must be valued separately; a book-value deduction is insufficient.
Combined value Weighted average of the models that apply: the primary model (dividend discount (growing dividend)) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. — No model applies: the filings don’t yet support a value.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Janus Living, Inc. with equity REITs in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Low.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

Janus Living, Inc.: consensus estimates
Fiscal yearEPSGrowthRevenueGrowth
Current $0.18 — $931m +54%
Next $0.19 +3% $1.2bn +28%

Next year's EPS estimate has moved −34.2% in 90 days, across 4 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −24.8% on 90 days ago. In the last 30 days, 1 analyst raised Janus Living, Inc.'s forecast and 1 cut it.

Consensus EPS forecast Janus Living, Inc., last 90 days
$0.15 $0.20 $0.25 $0.30 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $0.24 Current fiscal year, 60 days ago: $0.23 Current fiscal year, 30 days ago: $0.18 Current fiscal year, 7 days ago: $0.18 Current fiscal year, Now: $0.18 $0.18 Next fiscal year, 90 days ago: $0.29 Next fiscal year, 60 days ago: $0.30 Next fiscal year, 30 days ago: $0.19 Next fiscal year, 7 days ago: $0.19 Next fiscal year, Now: $0.19 $0.19

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $0.24$0.29
60 days ago $0.23$0.30
30 days ago $0.18$0.19
7 days ago $0.18$0.19
Now $0.18$0.19

Earnings against estimates

Janus Living, Inc.: reported EPS against the consensus estimate
Quarter toEstimateActualSurprise
Sept 2026 $0.02 $0.05 +215.3%
Jun 2026 $0.03 $0.07 +124.6%
Mar 2026 $0.09 $0.01 −93.1%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 4, 2026
  • Diluted earnings per common share Full Year 2026 $0.34 to $0.37 Raised
    “Diluted earnings per common share $0.23 - $0.27 $0.34 - $0.37 +$0.11” source
  • Diluted FFO as Adjusted per share Full Year 2026 $0.95 to $0.98 Non-GAAP Raised
    “Diluted FFO as Adjusted per share $0.93 - $0.97 $0.95 - $0.98 +$0.02” source
  • Same-Store Adjusted NOI Growth Full Year 2026 13% growth to 17% growth Non-GAAP Raised
    “Same-Store Adjusted NOI Growth 11% - 15% 13% - 17% +200 bps” source

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

Analyst recommendations

15 analysts, Nov 2026
Buy1387%
Hold213%
Sell00%

Monthly trend

  1. Nov 202667215
  2. Oct 202666214
  3. Sep 202666214
  4. Aug 202665112

Counts of recommendations published by analysts covering Janus Living, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
11.3%
of tradable shares
Days to cover
5.76
at average volume
Short interest, 1 month
+33%
to October 15, 2026
Held by institutions
39%
of shares
Held by insiders
59.3%
of shares

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Price behaviour

52-week range
Not enough history
From 52-week high
—
vs 50-day average
−3.9%
vs 200-day average
—
Volatility (1 year)
29%
Beta vs S&P 500
0.08

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
2 up, 0 down
typical move ±1.9%
After a week
2 up, 0 down
typical move ±1.4%
After a month
1 up, 1 down
typical move ±5.2%
Janus Living, Inc.: share-price change after each results release
Results releasedNext dayS&P 500 next day5 days21 days
August 4, 2026 +3.2% +1.6% +0.1% +4.1%
May 5, 2026 +0.6% +2.2% +2.7% −6.3%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Fundamentals

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-Q. Generated November 3, 2026. Definitions in our methodology.

Reported value
$2.4B
Institutions reporting
160
Shares held vs prior quarter
▲ 55.2%
Positions opened / closed
75 / 27

Top buyers and sellers, Q2 2026: 131 institutions bought and 46 sold ; the biggest buyer was Blackrock, Inc (+5.6M shares) and the biggest seller Citadel Advisors LLC (−1.5M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $247M 8.6M 10.4% ▲ 187.9%
Massachusetts Financial Services Co $145M 4.7M 6.1% ▲ 7.3%
Prudential Financial Inc $109M 3.8M 4.6% ▲ 14.2%
Deutsche Bank Ag\ $106M 3.7M 4.5% ▲ 25.2%
Millennium Management LLC $93.9M 3.3M 4.0% ▲ 486.8%
Vanguard Capital Management LLC $90.6M 3.2M 3.8% ▲ 105.3%
Alyeska Investment Group, L.P. $77.2M 2.7M 3.2% ▲ 85.1%
Principal Financial Group Inc $76.5M 2.7M 3.2% ▲ 72.5%
Vanguard Portfolio Management LLC $76.1M 2.6M 3.2% ▲ 57.0%
Long Pond Capital, LP $73.8M 2.6M 3.1% ▼ 21.9%
Centersquare Investment Management LLC $70.4M 2.4M 3.0% ▲ 23.7%
Nuveen, LLC $63.4M 2.2M 2.7% ▲ 54.8%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Janus Living, Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Recent insider open-market transactions
Insider Date Trade Shares Price Value
Miller Jeffrey H CHIEF OPERATING OFFICER March 23, 2026 Buy 7,500 $20.00 $150,000
Brinker Scott M PRESIDENT & CEO March 23, 2026 Buy 100,000 $20.00 $2M
Arabia John V Director March 23, 2026 Buy 60,000 $20.00 $1.2M
Herman Charles J Jr Director March 23, 2026 Buy 5,500 $20.00 $110,000
Olsen Denise Director March 23, 2026 Buy 500 $20.00 $10,000
Sandstrom Katherine M Director March 23, 2026 Buy 13,500 $20.00 $270,000

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around February 1, 2027 estimated from the company's past filing pattern, not announced

  • November 2, 2026
  • August 4, 2026
  • May 5, 2026

Recent SEC filings

Data status

When each part of this page on Janus Living, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Janus Living, Inc. in brief

What does Janus Living, Inc. do?
Janus Living, Inc. is a US-listed company in the health care REITs industry. Its financial year ends in December.
What is Janus Living, Inc.'s stock ticker?
Janus Living, Inc. trades under the ticker JAN on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
Who are Janus Living, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Massachusetts Financial Services Co and Prudential Financial Inc. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Are insiders buying or selling Janus Living, Inc. stock?
Over the last 12 months, Janus Living, Inc.'s directors and officers reported 6 open-market purchases and 0 sales on Form 4. The insider trading page charts every trade.
When is Janus Living, Inc.'s next earnings date?
Around February 1, 2027, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Janus Living, Inc. announces its own schedule.