Janus Living, Inc.(JAN)— Stock Profile, AI Score & Financials
Real Estate · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Janus Living, Inc. (JAN) stock profile, AI quality score, and SEC EDGAR financial data, a Real Estate sector company. 13F Pro's AI-powered ranking engine scores JAN at 64.7/100 on a 32-signal composite quality model, placing it at rank #529 of 2,962 stocks — the top 25% of the AI-ranked universe. JAN scores in the top quartile across institutional flow (97.4), earnings quality (92.2), free cash flow (79.5). Areas of concern include balance sheet strength (39.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Janus Living, Inc. reports quarterly revenue of $216.5M, net income of $10.7M. Top institutional holders of JAN by reported 13-F value include BlackRock, MASSACHUSETTS FINANCIAL SERVICES, PRUDENTIAL FINANCIAL, based on the most recent SEC filings. JAN trades on the NYSE exchange and files with the SEC under CIK 2100805. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate JAN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Janus Living, Inc. directly from SEC EDGAR.
AI Quality Score
64.7/100
AI Rank
#529
Revenue
$216.5M
Net Income
$10.7M
JAN key financials by period
Janus Living, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-Q
$604.0M
$6.3M
2.3%
FY 2024
S-11
$568.5M
$-50.5M
-11.2%
Institutions holding JAN
Institutional investors reporting a position in Janus Living, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue rose 45% YoY to $216.5M as the January JV Buyout and 2026 community acquisitions drove occupancy and rate gains, while the March IPO and June follow-on offering left Janus Living with $1.6B cash and zero outstanding debt.
Biggest Revenue Drivers
Room and rents$169.2M+51% YoY
Driven by increased occupancy, increased rates for resident fees, the JV Buyout, and other 2026 senior housing acquisitions
Recognized over the expected length of resident stay under the life plan community entrance fee model
Ancillary and other services$19.5M+45% YoY
Recognized at a point in time as services are delivered to residents
Largest Expense Items
Operating expenses$158.8M+42% YoY
Higher costs of labor, food, utilities, and repairs and maintenance alongside higher occupancy and portfolio growth
Depreciation and amortization$56.5M+81% YoY
Increase from the JV Buyout and acquisitions of senior housing communities in 2026
Transaction costs$4.3Mvs. $0 in Q2 2025
Costs incurred for the IPO and senior housing operator transition costs
Margins: Same-Store Adjusted NOI rose 19.2% YoY on higher occupancy (88.6% vs 86.0%) and higher resident fee rates, partially offset by higher labor, food, utility, and repairs/maintenance costs; consolidated results were further diluted by one-time IPO transaction costs and higher D&A from acquisitions.
Watch Items from the Filing
Florida represents 50% of gross real estate assets and 51% of Q2 2026 revenue, concentrating the portfolio's exposure to a single state's economic and regulatory conditions.
Operator LCS manages communities representing 65% of Q2 2026 revenue and 66% of gross real estate assets, creating significant single-operator dependence.
Following the IPO and June follow-on offering, the company held $1.6B of cash with zero outstanding debt and undrawn $500M revolving/$100M term loan facilities.
The company is externally managed by Healthpeak's Manager under a related-party agreement paying a base fee plus a percentage of acquisition/disposition gross book value, creating potential conflicts of interest.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
