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 0.9069
  • Debt/Equity 1.0686
  • CurrentRatio 3.9599
  • ROIC 0.0222

 

  • MktCap 11372274418.0
  • FreeCF/Share 1.2607
  • PFCF 17.4341
  • PE 27.6936
  • Debt/Assets 0.4124
  • DivYield 0.0582
  • ROE 0.0322

 

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

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
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

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.

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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
Dividend Kings Of The Future
BEN, CLX, CSL, CTBI, MCD, MDT, MGEE, RLI, SHW
Published: March 18, 2025 by: Seeking Alpha
Sentiment: Positive

A list of 9 companies that may reach Dividend King status in the near future. These companies span various sectors and offer investors a wide range of dividend growth rates and yields. A few of these companies have abnormally high payout ratios, which may hinder their ability to achieve Dividend King status.

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image for news Dividend Kings Of The Future
Franklin's February AUM Balance Declines Sequentially on Net Outflows
BEN
Published: March 06, 2025 by: Zacks Investment Research
Sentiment: Positive

BEN's February AUM falls sequentially on long-term net outflows, partially offset by the impact of positive markets.

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image for news Franklin's February AUM Balance Declines Sequentially on Net Outflows
My Best Dividend Aristocrats For March 2025
ABT, ADM, AFL, ALB, BDX, BEN, CHD, CHRW, CINF, CVX, ECL, ERIE, ES, ESS, GPC, HRL, MKC, NDSN, NEE, NOBL, O, PEP, PNR, PPG, ROP
Published: February 27, 2025 by: Seeking Alpha
Sentiment: Positive

The ProShares S&P 500 Dividend Aristocrat ETF kicks off 2025 on a bright note with a gain of 2.81% in January. I present 3 strategies that can theoretically beat the dividend aristocrat index in the long term. After 43 months of tracking these strategies, one strategy is generating a CAGR superior to NOBL.

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image for news My Best Dividend Aristocrats For March 2025

About Franklin Resources, Inc. (BEN)

  • IPO Date 1983-09-23
  • Website https://www.franklinresources.com
  • Industry Asset Management
  • CEO Ms. 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.