Franklin Resources (BEN) reported $2.06 billion in revenue for the quarter ended June 2025, representing a year-over-year decline of 2.8%. EPS of $0.49 for the same period compares to $0.60 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2 billion, representing a surprise of +3.4%. The company delivered an EPS surprise of +2.08%, with the consensus EPS estimate being $0.48.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Franklin Resources performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Total Net Flows: $-6.60 billion versus the three-analyst average estimate of $-12.88 billion.
- Assets Under Management - Fixed income: $441.70 billion versus $452.27 billion estimated by three analysts on average.
- Assets Under Management - Multi-Asset: $183.20 billion versus $175.25 billion estimated by three analysts on average.
- Assets Under Management - Equity: $656.60 billion versus the three-analyst average estimate of $639.18 billion.
- Assets Under Management - Total: $1,611.80 billion versus $1,588.40 billion estimated by three analysts on average.
- Assets Under Management - Alternative: $258.40 billion versus the three-analyst average estimate of $250.18 billion.
- Assets Under Management - Cash Management: $71.90 billion versus $71.51 billion estimated by three analysts on average.
- EOP Net Flows - Alternatives: $2.50 billion versus the two-analyst average estimate of $5.95 billion.
- Operating Revenues- Other: $11.4 million versus the four-analyst average estimate of $11.41 million. The reported number represents a year-over-year change of -11.6%.
- Operating Revenues- Investment management fees: $1.64 billion compared to the $1.56 billion average estimate based on four analysts. The reported number represents a change of -2.9% year over year.
- Operating Revenues- Shareholder servicing fees: $59.9 million versus $58.57 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -3.1% change.
- Operating Revenues- Sales and distribution fees: $351.9 million versus the three-analyst average estimate of $344.14 million. The reported number represents a year-over-year change of -1.8%.
View all Key Company Metrics for Franklin Resources here>>>
Shares of Franklin Resources have returned -3.5% over the past month versus the Zacks S&P 500 composite's +2.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Franklin Resources, Inc. (BEN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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