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 16.7504
  • Book/Share 27.9909
  • PB 0.9795
  • Debt/Equity 1.0854
  • CurrentRatio 2.7856
  • ROIC 0.0076

 

  • MktCap 12034951111.0
  • FreeCF/Share 2.8154
  • PFCF 8.2891
  • PE 38.6483
  • Debt/Assets 0.4069
  • DivYield 0.0552
  • ROE 0.025

 

  • 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
Initiation BEN BMO Capital Markets -- Outperform -- $26 Oct. 3, 2025
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

Boomers Love 5 High-Yield Dividend Champions for Reliable Passive Income
BEN, EPD, MO, O, UHT
Published: October 07, 2025 by: 24/7 Wall Street
Sentiment: Positive

Dividend stocks are a favorite among investors, especially Baby Boomers, for good reason.

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image for news Boomers Love 5 High-Yield Dividend Champions for Reliable Passive Income
Franklin's September AUM Rises on Market Gains Despite Outflows
BEN
Published: October 06, 2025 by: Zacks Investment Research
Sentiment: Positive

BEN's September AUM climbed to $1.66T, lifted by market gains even as long-term outflows continued.

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image for news Franklin's September AUM Rises on Market Gains Despite Outflows
Franklin Resources Arm Acquires Apera, Expands Alternative Platform
BEN
Published: October 06, 2025 by: Zacks Investment Research
Sentiment: Positive

BEN arm's acquisition of Apera boosts its European private credit reach and lifts alternative assets to nearly $270 billion.

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image for news Franklin Resources Arm Acquires Apera, Expands Alternative Platform
Franklin Templeton Completes Acquisition of Apera Asset Management
BEN
Published: October 03, 2025 by: Business Wire
Sentiment: Neutral

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Resources, Inc. [NYSE:BEN], a global investment management organization operating as Franklin Templeton, today announced the completion of its acquisition of Apera Asset Management (“Apera”). Apera is a pan-European private credit firm with over €5 billion in assets under management (“AUM”) as of September 30, 2025, providing senior secured private capital solutions to private equity-backed companies in Western Europe. With this closing, Franklin Tem.

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image for news Franklin Templeton Completes Acquisition of Apera Asset Management
RSI Alert: Franklin Resources Now Oversold
BEN
Published: September 30, 2025 by: Forbes
Sentiment: Positive

The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Franklin Resources presently has a stellar rank, in the top 10% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors.

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image for news RSI Alert: Franklin Resources Now Oversold
Franklin Templeton Expands Canvas Platform with Tax Aware Long-Short Capabilities
BEN
Published: September 23, 2025 by: Business Wire
Sentiment: Neutral

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton Expands Canvas Platform with Tax Aware Long-Short Capabilities.

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image for news Franklin Templeton Expands Canvas Platform with Tax Aware Long-Short Capabilities
Fiduciary Trust International Taps Marc Balcer as Radnor, PA-Based Senior Portfolio Manager
BEN
Published: September 22, 2025 by: Business Wire
Sentiment: Neutral

NEW YORK--(BUSINESS WIRE)--Fiduciary Trust International Taps Marc Balcer as Radnor, PA-Based Senior Portfolio Manager.

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image for news Fiduciary Trust International Taps Marc Balcer as Radnor, PA-Based Senior Portfolio Manager
Franklin Templeton Partners to Expand Private Infrastructure Access
BEN
Published: September 17, 2025 by: Zacks Investment Research
Sentiment: Positive

BEN teams with CIP, DigitalBridge and Actis to give private clients access to high-growth infrastructure investments.

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image for news Franklin Templeton Partners to Expand Private Infrastructure Access
Franklin's August AUM Rises on Market Gains Despite Outflows
BEN
Published: September 08, 2025 by: Zacks Investment Research
Sentiment: Positive

BEN's AUM climbed to $1.64T in August, lifted by market gains despite $3B in long-term net outflows.

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image for news Franklin's August AUM Rises on Market Gains Despite Outflows
Best Dividend Aristocrats For September 2025
ABBV, ABT, ADM, ADP, AFL, ALB, AMCR, AOS, APD, ATO, BDX, BEN, BRO, CAH, CAT, CB, CHD, CHRW, CINF, CL, CLX, CTAS, CVX, DOV, ECL
Published: August 27, 2025 by: Seeking Alpha
Sentiment: Positive

Dividend Aristocrats have shown mixed 2025 performance, with some delivering double-digit gains and others lagging, but overall stability remains a hallmark. Dividend growth is robust, with 53 of 69 Aristocrats raising payouts in 2025 and an average growth rate of 5.14%, signaling continued income reliability. My 'Promising Aristocrats' list, focused on undervaluation and projected total return, has outperformed both NOBL and SPY in August.

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image for news Best Dividend Aristocrats For September 2025
Franklin Touches 52-Week High: How to Play the Stock Now?
BEN
Published: August 13, 2025 by: Zacks Investment Research
Sentiment: Neutral

BEN hits a 52-week high on strong AUM growth, acquisitions and solid capital returns but rising expenses pose risks ahead.

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image for news Franklin Touches 52-Week High: How to Play the Stock Now?
BEN Witnesses Steady Rise in AUM: What's Driving the Rally?
BEN
Published: August 06, 2025 by: Zacks Investment Research
Sentiment: Positive

Franklin's AUM hit $1.62T in July, fueled by equity gains, strategic buyouts and global diversification efforts.

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image for news BEN Witnesses Steady Rise in AUM: What's Driving the Rally?
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

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.