Franklin Resources, Inc. (BEN)

US — Financial Services Sector
Peers: BLK  MAIN  BX  ARCC  JHG  STT  NTRS  PFG  IVZ  TROW  AMP  AMG  ARES 

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Key Metrics & Ratings

  • symbol BEN
  • Rev/Share 16.7623
  • Book/Share 29.3351
  • PB 1.0058
  • Debt/Equity 1.0686
  • CurrentRatio 3.9599
  • ROIC 0.0222

 

  • MktCap 12612503976.0
  • FreeCF/Share 1.2607
  • PFCF 19.3354
  • PE 30.7138
  • Debt/Assets 0.4124
  • DivYield 0.0529
  • ROE 0.0322

 

  • Rating B
  • Score 3
  • Recommendation Neutral
  • P/E Score 2
  • DCF Score 5
  • P/B Score 4
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Upgrade BEN Goldman Neutral Buy -- $29 June 27, 2025
Upgrade BEN TD Cowen Hold Buy -- $27 May 14, 2025
Upgrade BEN Goldman Sell Neutral $21 $22 Jan. 6, 2025
Initiation BEN Wells Fargo -- Equal Weight -- $20 Sept. 12, 2024
Initiation BEN Barclays -- Underweight -- $20 Aug. 27, 2024

News

Franklin Q3 Earnings Beat, AUM Rises Sequentially, Stock Down
BEN
Published: August 01, 2025 by: Zacks Investment Research
Sentiment: Positive

BEN's Q3 earnings edge past estimates, but shares slip 2.5% in early trading as revenue declines and costs climb despite AUM gains.

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image for news Franklin Q3 Earnings Beat, AUM Rises Sequentially, Stock Down
Franklin Resources, Inc. (BEN) Q3 2025 Earnings Call Transcript
BEN
Published: August 01, 2025 by: Seeking Alpha
Sentiment: Neutral

Franklin Resources, Inc. (NYSE:BEN ) Q3 2025 Earnings Conference Call August 1, 2025 10:00 AM ET Company Participants Adam Benjamin Spector - Executive VP & Head of Global Distribution Jennifer M. Johnson - President, CEO & Director Matthew Nicholls - Executive VP, CFO & COO Selene Oh - Head of Investor Relations Conference Call Participants Alexander Blostein - Goldman Sachs Group, Inc., Research Division Brian Bertram Bedell - Deutsche Bank AG, Research Division Daniel Thomas Fannon - Jefferies LLC, Research Division Glenn Paul Schorr - Evercore ISI Institutional Equities, Research Division Kenneth Brooks Worthington - JPMorgan Chase & Co, Research …

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image for news Franklin Resources, Inc. (BEN) Q3 2025 Earnings Call Transcript
Franklin Resources (BEN) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
BEN
Published: August 01, 2025 by: Zacks Investment Research
Sentiment: Positive

The headline numbers for Franklin Resources (BEN) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

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image for news Franklin Resources (BEN) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
Franklin Resources (BEN) Q3 Earnings and Revenues Top Estimates
BEN
Published: August 01, 2025 by: Zacks Investment Research
Sentiment: Positive

Franklin Resources (BEN) came out with quarterly earnings of $0.49 per share, beating the Zacks Consensus Estimate of $0.48 per share. This compares to earnings of $0.6 per share a year ago.

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image for news Franklin Resources (BEN) Q3 Earnings and Revenues Top Estimates
Franklin Gears Up to Report Q3 Earnings: What's in Store?
BEN
Published: July 29, 2025 by: Zacks Investment Research
Sentiment: Positive

BEN's Q3 earnings are expected to drop 20% as lower fees and AUM outflows offset fixed-income market gains.

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image for news Franklin Gears Up to Report Q3 Earnings: What's in Store?
Analysts Estimate Franklin Resources (BEN) to Report a Decline in Earnings: What to Look Out for
BEN
Published: July 25, 2025 by: Zacks Investment Research
Sentiment: Negative

Franklin Resources (BEN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news Analysts Estimate Franklin Resources (BEN) to Report a Decline in Earnings: What to Look Out for
Best Income Stocks to Buy for July 23rd
BEN, KRP, NXRT
Published: July 23, 2025 by: Zacks Investment Research
Sentiment: Positive

KRP, NXRT and BEN made it to the Zacks Rank #1 (Strong Buy) income stocks list on July 23, 2025.

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image for news Best Income Stocks to Buy for July 23rd
Franklin Templeton Adds Managed Options Strategies to its Custom Indexing Platform, Canvas
BEN
Published: July 21, 2025 by: Business Wire
Sentiment: Neutral

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton Adds Managed Options Strategies to its Custom Indexing Platform, Canvas.

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image for news Franklin Templeton Adds Managed Options Strategies to its Custom Indexing Platform, Canvas
Wall Street Insiders Are Loading Up on These 3 Dividend Aristocrats
BEN, BRO, UNH
Published: July 20, 2025 by: 24/7 Wall Street
Sentiment: Positive

Insiders are pouncing on these three Dividend Aristocrat stocks. All three stocks are at distressed valuations, with many investors seeing a turnaround.

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image for news Wall Street Insiders Are Loading Up on These 3 Dividend Aristocrats
Franklin Templeton Hires Rich Nuzum as Head of OCIO
BEN
Published: July 17, 2025 by: Business Wire
Sentiment: Neutral

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton today announced that Rich Nuzum, former Executive Director, Investments for Mercer, has joined Franklin Templeton Investment Solutions (FTIS) as Head of OCIO. Nuzum will be based in New York and report directly to Adam Petryk, Head of Franklin Templeton Investment Solutions. Effective July 28, Nuzum will lead the development and expansion of the OCIO business at FTIS, building on the successful growth of the firm's solutions business over t.

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image for news Franklin Templeton Hires Rich Nuzum as Head of OCIO
Victory Capital Vs. Franklin Resources: Buying Growth Vs.
BEN, VCTR
Published: July 16, 2025 by: Seeking Alpha
Sentiment: Neutral

Victory Capital and Franklin Resources both grow through acquisitions, but one is still scaling while the other is working to reposition its mature platform. Victory has maintained strong margins above 50% and is expanding via ETFs and the Pioneer acquisition, but organic flows remain a concern. Franklin's AUM is 5x larger, but it faces continued outflows from legacy funds. Its future growth depends on scaling alternatives and converting its $20B pipeline.

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image for news Victory Capital Vs. Franklin Resources: Buying Growth Vs.
IVZ vs. BEN: Which Stock Should Value Investors Buy Now?
BEN, IVZ
Published: July 14, 2025 by: Zacks Investment Research
Sentiment: Positive

Investors interested in Financial - Investment Management stocks are likely familiar with Invesco (IVZ) and Franklin Resources (BEN). But which of these two stocks presents investors with the better value opportunity right now?

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image for news IVZ vs. BEN: Which Stock Should Value Investors Buy Now?
Franklin's June AUM Balance Rises Sequentially on Positive Markets
BEN
Published: July 04, 2025 by: Zacks Investment Research
Sentiment: Positive

BEN's AUM rose to $1.61T in June, up 2.1% from May, as positive markets offset $1B in net long-term outflows.

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image for news Franklin's June AUM Balance Rises Sequentially on Positive Markets
Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management
BEN
Published: July 03, 2025 by: Business Wire
Sentiment: Neutral

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Resources, Inc. (Franklin Templeton) (NYSE: BEN) today reported preliminary month-end assets under management (AUM) of $1.61 trillion at June 30, 2025, compared to $1.57 trillion at May 31, 2025. This month's AUM reflected the impact of positive markets, partially offset by preliminary long-term net outflows of $1 billion, inclusive of $4 billion of long-term net outflows at Western Asset Management.1 Excluding Western Asset Management, preliminary l.

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image for news Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management
Franklin Resources, Inc. to Announce Third Quarter Results on August 1, 2025
BEN
Published: July 03, 2025 by: Business Wire
Sentiment: Neutral

SAN MATEO, Calif.--(BUSINESS WIRE)--On Friday, August 1, 2025 at approximately 8:30 a.m. Eastern Time, Franklin Resources, Inc. (the “Company”) [NYSE:BEN] will release its third quarter operating results. A written commentary on the results will also be available via investors.franklinresources.com at approximately 8:30 a.m. Eastern Time. In addition, Jenny Johnson, President and CEO; Matthew Nicholls, Executive Vice President, CFO and COO; and Adam Spector, Executive Vice President - Global Ad.

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image for news Franklin Resources, Inc. to Announce Third Quarter Results on August 1, 2025
Franklin Resources to Expand Alternatives Platform With Apera Acquisition
BEN
Published: June 05, 2025 by: Zacks Investment Research
Sentiment: Positive

BEN is set to expand its alternatives platform with a majority stake in Apera, boosting global credit AUM to $87 billion.

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image for news Franklin Resources to Expand Alternatives Platform With Apera Acquisition
Franklin's May AUM Balance Rises on Positive Markets and Net Inflows
BEN
Published: June 05, 2025 by: Zacks Investment Research
Sentiment: Positive

BEN's AUM rose to $1.57 trillion in May, driven by positive markets and net inflows despite outflows at Western Asset.

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image for news Franklin's May AUM Balance Rises on Positive Markets and Net Inflows
5 Top S&P 500 Financial Stocks That Bucked the "Sell in May" Trend
BAC, BEN, BK, COIN, NTRS
Published: June 03, 2025 by: Zacks Investment Research
Sentiment: Positive

COIN, NTRS, BK, BEN and BAC defied May's selloff mantra, riding strong fundamentals and sector tailwinds to gains.

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image for news 5 Top S&P 500 Financial Stocks That Bucked the "Sell in May" Trend
3 Investment Management Stocks to Watch Amid Industry Challenges
AMG, BEN, FHI
Published: May 29, 2025 by: Zacks Investment Research
Sentiment: Negative

While rising expenses and pressure on margins are near-term concerns for the Investment Management industry, rising AUM balance and demand for higher-yielding investment vehicles will support Franklin (BEN), Affiliated Managers (AMG) and Federated (FHI).

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image for news 3 Investment Management Stocks to Watch Amid Industry Challenges
Franklin Shares Up 6.2% in the Past 3 Months: How to Play the Stock?
BEN
Published: May 27, 2025 by: Zacks Investment Research
Sentiment: Positive

BEN gains 6.2% in three months on AUM growth and acquisitions, but rising costs and fee volatility keep the stock in hold territory.

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image for news Franklin Shares Up 6.2% in the Past 3 Months: How to Play the Stock?
Franklin Equity Group Appoints New Head of Portfolio Construction and Quantitative Risk
BEN
Published: May 21, 2025 by: Business Wire
Sentiment: Neutral

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Equity Group Appoints New Head of Portfolio Construction and Quantitative Risk.

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image for news Franklin Equity Group Appoints New Head of Portfolio Construction and Quantitative Risk
3 Dividend Stocks Outperforming the S&P 500 in 2025
BEN, T, UGI
Published: May 13, 2025 by: 24/7 Wall Street
Sentiment: Positive

Many investors are de-risking their portfolios and moving their gains into dividend stocks.

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image for news 3 Dividend Stocks Outperforming the S&P 500 in 2025
Franklin Resources: Attractively Priced And Potential Risk Premium
BEN
Published: May 12, 2025 by: Seeking Alpha
Sentiment: Positive

Franklin Resources offers a significant risk premium over Treasuries, with a potential 39%-82% higher cash return if dividends grow modestly. Despite a "meh" financial performance, Franklin Resources' balance sheet is strong, securing the dividend for the intermediate term. Compared to a 4.4% 10-Year Treasury Note, Franklin Resources shares are attractively priced, making it a rare find in the current market.

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image for news Franklin Resources: Attractively Priced And Potential Risk Premium
Franklin's April AUM Balance Declines Sequentially on Net Outflows
BEN
Published: May 06, 2025 by: Zacks Investment Research
Sentiment: Neutral

BEN's total AUM declined to $1.53 trillion, impacted by net outflows, though alternative assets reflected modest growth.

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image for news Franklin's April AUM Balance Declines Sequentially on Net Outflows
Franklin Resources, Inc. (BEN) Q1 2025 Earnings Call Transcript
BEN
Published: May 02, 2025 by: Seeking Alpha
Sentiment: Neutral

Franklin Resources, Inc. (NYSE:BEN ) Q2 2025 Earnings Conference Call May 2, 2025 11:00 AM ET Company Participants Selene Oh - Chief Communications Officer & Head of Investor Relations Jenny Johnson - President & Chief Executive Officer Matt Nicholls - Chief Financial Officer & Chief Operating Officer Adam Spector - Head, Global Distribution Conference Call Participants Benjamin Budish - Barclays Capital Craig Siegenthaler - Bank of America Alexander Blostein - Goldman Sachs Dan Fannon - Jefferies Michael Cyprys - Morgan Stanley Bill Katz - TD Cowen Glenn Schorr - Evercore ISI Brian Bedell - Deutsche Bank Patrick Davitt - Autonomous …

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image for news Franklin Resources, Inc. (BEN) Q1 2025 Earnings Call Transcript
Franklin Q2 Earnings Meet Estimates, Costs & Revenues Fall, Stock Up
BEN
Published: May 02, 2025 by: Zacks Investment Research
Sentiment: Positive

BEN's fiscal second-quarter earnings meet estimates on lower expenses, offset by lower revenues and AUM balances.

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image for news Franklin Q2 Earnings Meet Estimates, Costs & Revenues Fall, Stock Up
Franklin Resources (BEN) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
BEN
Published: May 02, 2025 by: Zacks Investment Research
Sentiment: Neutral

While the top- and bottom-line numbers for Franklin Resources (BEN) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Read More
image for news Franklin Resources (BEN) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
Franklin Resources (BEN) Q2 Earnings Meet Estimates
BEN
Published: May 02, 2025 by: Zacks Investment Research
Sentiment: Positive

Franklin Resources (BEN) came out with quarterly earnings of $0.47 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.56 per share a year ago.

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image for news Franklin Resources (BEN) Q2 Earnings Meet Estimates
5 Tariff Sell-Off Casualties That Now Pay 7% and Higher Dividends
BEN, BTI, ET, LYB, PFE
Published: April 08, 2025 by: 24/7 Wall Street
Sentiment: Neutral

Investors love dividend stocks, especially high-yield varieties, because they offer a significant income stream and have substantial total return potential.

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image for news 5 Tariff Sell-Off Casualties That Now Pay 7% and Higher Dividends
Franklin's March AUM Balance Declines Sequentially on Net Outflows
BEN
Published: April 04, 2025 by: Zacks Investment Research
Sentiment: Negative

BEN's March AUM balance falls 2.4% sequentially on net outflows and negative markets.

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image for news Franklin's March AUM Balance Declines Sequentially on Net Outflows

About Franklin Resources, Inc. (BEN)

  • IPO Date 1983-09-23
  • Website https://www.franklinresources.com
  • Industry Asset Management
  • CEO Jennifer M. Johnson
  • Employees 10000

Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Hyderabad, India.