Franklin Resources (BEN) reported $2.11 billion in revenue for the quarter ended March 2025, representing a year-over-year decline of 1.9%. EPS of $0.47 for the same period compares to $0.56 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.98 billion, representing a surprise of +6.66%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.47.
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: $-23.5 billion compared to the $-23.99 billion average estimate based on three analysts.
- Assets Under Management - Fixed income: $446 billion compared to the $453 billion average estimate based on three analysts.
- Assets Under Management - Multi-Asset: $175.8 billion compared to the $171.61 billion average estimate based on three analysts.
- Assets Under Management - Equity: $598.1 billion compared to the $591.24 billion average estimate based on three analysts.
- Assets Under Management - Total: $1,540.6 billion versus the three-analyst average estimate of $1,525.96 billion.
- Assets Under Management - Alternative: $251.8 billion compared to the $245.9 billion average estimate based on three analysts.
- Assets Under Management - Cash Management: $68.9 billion versus the three-analyst average estimate of $64.21 billion.
- EOP Net Flows - Alternatives: $6.4 billion versus the two-analyst average estimate of $2.78 billion.
- Operating Revenues- Other: $11 million compared to the $11.99 million average estimate based on four analysts. The reported number represents a change of -12.7% year over year.
- Operating Revenues- Investment management fees: $1.67 billion compared to the $1.55 billion average estimate based on four analysts. The reported number represents a change of -2.4% year over year.
- Operating Revenues- Shareholder servicing fees: $61.90 million compared to the $61.93 million average estimate based on four analysts. The reported number represents a change of -9% year over year.
- Operating Revenues- Sales and distribution fees: $364.90 million compared to the $339.85 million average estimate based on three analysts. The reported number represents a change of +1.8% year over year.
View all Key Company Metrics for Franklin Resources here>>>
Shares of Franklin Resources have returned +4.4% over the past month versus the Zacks S&P 500 composite's -0.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform 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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