Jupiter first-half profit slides despite improving Q2 flows; shares down

Published 25/07/2025, 08:12
© Reuters.

Investing.com -- Jupiter Fund Management (LON:JUP) reported its first-half 2025 results on Friday, with second-quarter inflows partially offsetting earlier outflows, but profits declined compared to the same period last year.

The firm’s shares fell 2% in early trading.

Basic earnings per share (EPS) for the first half (H1) fell to 4.1p from 5.4p a year earlier, while underlying EPS came in at 4.2p, down from 6.6p.

Net revenue declined to £153.9 million from £173.7 million, reflecting lower average asset under management (AUM) and fee margins.

Underlying profit before tax (PBT) slid to £30.4 million versus £47.9 million in H1 2024, and statutory pre-tax profit stood at £27.5 million, down from £38.7 million.

Despite this, the cost base was tightly managed. Total (EPA:TTEF) operating costs were £125.4 million, below last year’s £129.1 million, supported by a 6% headcount reduction and improved efficiency measures.

The cost:income ratio rose to 82% from 74%, but management reaffirmed its goal of bringing it down to 70%.

“Jupiter has delivered a strong start to 2025, with growing momentum in the first half of the year,” CEO Matthew Beesley said, crediting earlier management actions for the improvements.

He noted net positive flows in the second quarter and further progress in July. “Our operating model remains efficient and scalable, and we are excited to welcome our new colleagues at CCLA in due course,” he added.

Jupiter’s AUM rose 4% from December to £47.1 billion, driven by £2.0 billion in market gains.

An interim dividend of 2.1p per share was declared, in line with Jupiter’s capital policy.

The group also reiterated its plan to return 50% of performance fees generated in 2025 as a separate capital distribution. Looking ahead, Beesley expressed optimism, citing the firm’s scalable model and “strongest investment line-up we have ever had.”

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