Janus Henderson Group PLC Has $54.69 Million Stock Holdings in SiteOne Landscape Supply, Inc. $SITE

Janus Henderson Group PLC grew its position in SiteOne Landscape Supply, Inc. (NYSE:SITE) by 3.6% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 410,854 shares of the industrial products company’s stock after purchasing an additional 14,414 shares during the period. Janus Henderson Group PLC’s holdings in SiteOne Landscape Supply were worth $54,685,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the business. Amundi bought a new position in shares of SiteOne Landscape Supply during the 3rd quarter valued at $59,763,000. AQR Capital Management LLC boosted its stake in SiteOne Landscape Supply by 171.0% during the 4th quarter. AQR Capital Management LLC now owns 691,558 shares of the industrial products company’s stock valued at $86,140,000 after purchasing an additional 436,376 shares during the period. Southpoint Capital Advisors LP bought a new stake in shares of SiteOne Landscape Supply in the fourth quarter valued at approximately $49,824,000. Capital World Investors grew its position in SiteOne Landscape Supply by 37.9% in the 4th quarter. Capital World Investors now owns 1,402,337 shares of the industrial products company’s stock worth $174,675,000 after purchasing an additional 385,666 shares during the last quarter. Finally, Millennium Management LLC grew its position in SiteOne Landscape Supply by 621.3% during the fourth quarter. Millennium Management LLC now owns 389,981 shares of the industrial products company’s stock worth $48,576,000 after buying an additional 335,916 shares in the last quarter.

Key Stories Impacting SiteOne Landscape Supply

Here are the key news stories impacting SiteOne Landscape Supply this week:

• Positive Sentiment: Despite lowering its price target from $200 to $120, Truist Financial maintained a Buy rating, implying substantial potential upside from recent levels. Benzinga analyst ratings
• Positive Sentiment: KeyCorp cut its target from $145 to $135 but retained an Overweight rating, indicating analysts continue to see longer-term value in SiteOne despite near-term operating challenges. The Fly analyst ratings
• Neutral Sentiment: SiteOne’s earnings call highlighted mixed demand trends and cost pressures. Revenue increased approximately 4.7% year over year to $1.53 billion, but management’s outlook remains constrained by an uneven landscaping market and expense pressures. SiteOne Q2 2026 earnings call summary
• Negative Sentiment: Second-quarter earnings per share were $3.14, below the $3.36 consensus estimate, while revenue also narrowly missed expectations of $1.54 billion. The earnings shortfall prompted investors to reassess near-term growth and margin prospects. Analysts cut forecasts after Q2 results
• Negative Sentiment: The stock reached a new 52-week low after the earnings release, reflecting the market’s negative reaction to the miss. Analysts including Robert W. Baird also lowered their expectations, adding pressure to the shares. SiteOne reaches new 1-year low
• Negative Sentiment: The combination of the EPS miss, cost inflation or other operating pressures, and reduced price targets from Truist, KeyCorp and other analysts has weakened sentiment toward SiteOne’s near-term performance. SITE Q2 deep dive

Wall Street Analyst Weigh In

SITE has been the topic of a number of recent research reports. KeyCorp decreased their price target on shares of SiteOne Landscape Supply from $145.00 to $135.00 and set an “overweight” rating on the stock in a research note on Thursday. Weiss Ratings cut shares of SiteOne Landscape Supply from a “sell (d+)” rating to a “sell (d)” rating in a research note on Monday, July 20th. Zacks Research downgraded shares of SiteOne Landscape Supply from a “hold” rating to a “strong sell” rating in a report on Monday, June 22nd. Robert W. Baird decreased their target price on shares of SiteOne Landscape Supply from $160.00 to $155.00 and set an “outperform” rating on the stock in a research report on Tuesday, July 28th. Finally, Barclays lowered their price target on SiteOne Landscape Supply from $129.00 to $108.00 and set an “equal weight” rating on the stock in a research report on Thursday. Seven investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus price target of $135.27.

Insider Activity at SiteOne Landscape Supply

In other news, Director Fred M. Diaz sold 562 shares of the stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $112.52, for a total value of $63,236.24. Following the transaction, the director owned 11,267 shares of the company’s stock, valued at $1,267,762.84. This represents a 4.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 2.10% of the company’s stock.

SiteOne Landscape Supply Price Performance

SITE opened at $94.61 on Friday. The company’s 50 day simple moving average is $106.60 and its 200-day simple moving average is $126.72. The stock has a market capitalization of $4.13 billion, a P/E ratio of 25.92, a price-to-earnings-growth ratio of 1.31 and a beta of 1.34. SiteOne Landscape Supply, Inc. has a one year low of $90.07 and a one year high of $168.56. The company has a debt-to-equity ratio of 0.36, a current ratio of 2.30 and a quick ratio of 0.96.

SiteOne Landscape Supply (NYSE:SITE) last released its earnings results on Wednesday, July 29th. The industrial products company reported $3.14 earnings per share for the quarter, missing analysts’ consensus estimates of $3.36 by ($0.22). The firm had revenue of $1.53 billion for the quarter, compared to the consensus estimate of $1.54 billion. SiteOne Landscape Supply had a return on equity of 9.76% and a net margin of 3.41%.The company’s revenue was up 4.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.86 EPS. Sell-side analysts anticipate that SiteOne Landscape Supply, Inc. will post 3.93 earnings per share for the current fiscal year.

SiteOne Landscape Supply Company Profile

SiteOne Landscape Supply is a leading distributor of landscape supplies and irrigation equipment in North America. The company serves a broad range of customers, including independent landscapers, lawn and garden retailers, municipalities and other commercial landscape professionals. Its product portfolio spans irrigation and lighting controls, pipes and fittings, fertilizers and soils, lighting fixtures, hardscapes, outdoor lighting systems and related installation accessories.

In addition to core product lines, SiteOne offers agronomic services designed to optimize turf and plant health, as well as online tools and training resources to help customers plan, specify and manage projects more efficiently.