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BEN

Franklin Resources, Inc

Apr 10 • 04:00PM ET

24.91

-0.13 -0.52 %

Financial • Asset Management • USA • NYSE

Peers: BLK AMP SCHW TROW IVZ STT JHG NTRS BK

| Held by: VTI VOO VB RSP NOBL DVY VBR IVV SPY SPYD

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Index	S&P 500	P/E	22.93	EPS (ttm)	1.09	Insider Own	46.98%	Shs Outstand	519.97M	Perf Week	6.45%
Market Cap	12.97B	Forward P/E	8.81	EPS next Y	2.83	Insider Trans	0.04%	Shs Float	276.10M	Perf Month	-0.24%
Enterprise Value	25.95B	PEG	0.78	EPS next Q	0.55	Inst Own	47.38%	Short Float	9.65%	Perf Quarter	-2.12%
Income	562.70M	P/S	1.46	EPS this Y	15.32%	Inst Trans	1.62%	Short Ratio	4.80	Perf Half Y	5.60%
Sales	8.86B	P/B	1.07	EPS next Y	10.48%	ROA	1.73%	Short Interest	26.65M	Perf YTD	4.27%
Book/sh	23.34	P/C	3.72	EPS next 5Y	11.34%	ROE	4.58%	52W High	28.32 -12.04%	Perf Year	40.58%
Cash/sh	6.69	P/FCF	14.94	EPS past 3/5Y	-28.84% -10.54%	ROIC	2.14%	52W Low	17.17 45.12%	Perf 3Y	-6.39%
Dividend Est.	1.32 (5.30%)	EV/EBITDA	14.87	Sales past 3/5Y	2.12% 9.49%	Gross Margin	71.45%	Volatility	2.86% 2.83%	Perf 5Y	-18.81%
Dividend TTM	1.30 (5.22%)	EV/Sales	2.93	EPS Y/Y TTM	66.56%	Oper. Margin	14.18%	ATR (14)	0.80	Perf 10Y	-27.31%
Dividend Ex-Date	Mar 31, 2026	Quick Ratio	1.84	Sales Y/Y TTM	2.05%	Profit Margin	6.35%	RSI (14)	54.44	Recom	3.23
Dividend Gr. 3/5Y	3.34% 3.46%	Current Ratio	1.84	EPS Q/Q	61.43%	SMA20	4.34%	Beta	1.49	Target Price	26.36
Payout	140.40%	Debt/Eq	1.17	Sales Q/Q	5.65%	SMA50	-2.86%	Rel Volume	0.81	Prev Close	25.04
Employees	9800	LT Debt/Eq	1.17	Earnings	Apr 28 BMO	SMA200	2.00%	Avg Volume	5.55M	Price	24.91
IPO	Sep 23, 1983	Option/Short	Yes / Yes	EPS/Sales Surpr.	27.25% 2.14%	Trades		Volume	4,482,784	Change	-0.52%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-03-25	Initiated	BMO Capital Markets	Outperform	$26
Jun-27-25	Upgrade	Goldman	Neutral → Buy	$29
May-14-25	Upgrade	TD Cowen	Hold → Buy	$27
Jan-06-25	Upgrade	Goldman	Sell → Neutral	$21 → $22
Sep-12-24	Initiated	Wells Fargo	Equal Weight	$20
Aug-27-24	Initiated	Barclays	Underweight	$20
Jan-08-24	Upgrade	Wells Fargo	Underweight → Equal Weight	$24 → $30
Jan-04-24	Initiated	TD Cowen	Market Perform	$32
Jul-10-23	Resumed	BMO Capital Markets	Market Perform	$20 → $24
Dec-15-22	Initiated	Wells Fargo	Underweight	$26
Oct-19-22	Initiated	Credit Suisse	Neutral	$21
Sep-08-22	Downgrade	BofA Securities	Neutral → Underperform	$28 → $25
Jun-29-22	Resumed	Goldman	Sell	$23
Jun-29-22	Downgrade	Keefe Bruyette	Mkt Perform → Underperform
Apr-12-22	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$30
Apr-12-22	Downgrade	Citigroup	Buy → Neutral	$44.50 → $28
Dec-17-21	Downgrade	BMO Capital Markets	Outperform → Market Perform	$38
Dec-16-21	Resumed	BofA Securities	Neutral	$38
Nov-02-21	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$35 → $45
Nov-02-21	Upgrade	Citigroup	Neutral → Buy	$32.50 → $43

Show Previous Ratings

Apr-09-26 06:00AM	Franklin Templetons 2026 Workplace Survey Finds Employers and Workers Aligned on Pay and Retirement but Communication Gap Undermines Confidence (Business Wire)
Apr-08-26 09:00AM	Fiduciary Trust International Continues to Expand Nationwide Presence, Adding Portfolio Managers in Three Northeast Offices (Business Wire)
Apr-06-26 04:52PM	Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management (Business Wire)
Apr-02-26 04:30PM	Franklin Resources, Inc. to Announce Second Quarter Results on April 28, 2026 (Business Wire)
Apr-01-26 12:23PM	Franklin Templeton Launchs Crypto Business For Institutions (CryptoProwl)
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07:00AM	Franklin Templeton Agrees to Buy Crypto Spinoff in Digital-Asset Expansion (The Wall Street Journal)
Mar-31-26 09:30AM	Franklin Templeton Strengthens Global Client Group Leadership with Key Appointments (Business Wire)
Mar-27-26 09:23AM	The Janus Henderson Bidding War Is Over. Here's How the Funds Trian Fought for Have Performed. (Barrons.com)
02:00AM	Janus Henderson Has a Buyer. Here's How Its Funds Have Performed. (Barrons.com)
Mar-25-26 06:17PM	Franklin Templeton Launches ETFs That Trade In Crypto Wallets 24/7 (CryptoProwl)
Mar-17-26 12:22PM	Clarion Partners Real Estate Income Fund (CPREX) Expands Healthcare Exposure (Business Wire)
Mar-12-26 09:00AM	Franklin Templeton Expands Award-Winning Retirement Advantage Target Date Series (Business Wire)
Mar-09-26 12:37PM	Will T. Rowe Price's Expansion Strategy Offset Rising Expenses? (Zacks)
Mar-05-26 12:37PM	BEN's February AUM Rises on Positive Markets: Will the Upside Last? (Zacks)
Mar-04-26 04:45PM	Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management (Business Wire)
10:37PM	Loading…
Mar-02-26 10:37PM	Reflecting On Custody Bank Stocks' Q4 Earnings: Franklin Resources (NYSE:BEN) (StockStory)
12:16PM	Clarion Partners Real Estate Investment Fund (CPREX) Adds to Senior Housing Holdings with Acquisition in Franklin, TN (Business Wire)
09:00AM	Prudential launches its ActiveIncome insurance overlay on Franklin Templetons Canvas platform for wealth managers (Business Wire)
Feb-26-26 09:50AM	Here's Why Franklin Resources (BEN) is a Strong Momentum Stock (Zacks)
Feb-20-26 09:40AM	Here's Why Franklin Resources (BEN) is a Strong Value Stock (Zacks)
Feb-19-26 09:49AM	LPLA Partners With Simplicity to Boost Insurance Arm & Advisor Support (Zacks)
Feb-17-26 08:20AM	Evercore Reiterates Sell on Franklin Resources (BEN) Amid Mixed Ratings (Insider Monkey)
Feb-13-26 09:33AM	TD Cowen Presented a Bullish Stance on Franklin Resources (BEN) (Insider Monkey)
Feb-12-26 01:12PM	TROW's January AUM Rises 1.2% Sequentially: Will the Trend Continue? (Zacks)
11:00AM	The 5 Most Interesting Analyst Questions From Franklin Resources's Q4 Earnings Call (StockStory)
11:00AM	BEN Q4 Deep Dive: Diversified Asset Flows and Strategic Cost Control Highlight Quarter (StockStory)
10:55AM	Crypto Currents: Robinhood shares dip on revenue miss (TipRanks)
10:41AM	Franklin Resources & Binance Unveil New Institutional Collateral Plan (Zacks)
09:30AM	Franklin Lexington Private Equities Secondaries Strategy Exceeds $3.5 Billion in Assets Under Management Globally Within First Year (Business Wire)
Feb-11-26 09:56AM	Morgan Stanley Raises Franklin Resources (BEN) Target to $22, Keeps Underweight Rating (Insider Monkey)
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03:00AM	Franklin Templeton and Binance Advance Strategic Collaboration With Institutional Off-Exchange Collateral Program (Business Wire)
Feb-09-26 11:32PM	1 Growth Stock with Explosive Upside and 2 We Avoid (StockStory)
01:27PM	Apollo Global Stock Up as Q4 Earnings Top Estimates, AUM Increases Y/Y (Zacks)
Feb-06-26 03:20PM	Analyst Report: Franklin Resources, Inc. (Morningstar Research)
11:12AM	BEN's January AUM Rises 1.3% Sequentially: What's Driving Growth? (Zacks)
Feb-05-26 05:06AM	Franklin Resources AGM: Shareholders OK Bigger Equity Plans; Management Touts $1.66T AUM (MarketBeat)
Feb-04-26 04:30PM	Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management (Business Wire)
10:01AM	Implied Volatility Surging for Franklin Stock Options (Zacks)
09:50AM	Why Franklin Resources (BEN) is a Top Momentum Stock for the Long-Term (Zacks)
Feb-03-26 04:30PM	Franklin Resources, Inc. Announces Quarterly Dividend (Business Wire)
10:31AM	KKR & Co. to Post Q4 Earnings: Here's What to Expect From the Stock (Zacks)
09:40AM	Why Franklin Resources (BEN) is a Top Value Stock for the Long-Term (Zacks)
05:49AM	Franklin Resources (BEN) Reports First-Quarter 2026 Earnings Surpassing Wall Street Expectations (Insider Monkey)
Jan-30-26 06:00PM	Franklin Resources Inc (BEN) Q1 2026 Earnings Call Highlights: Record Inflows and Strategic ... (GuruFocus.com)
05:10PM	Franklin Resources Q1 Earnings Call Highlights (MarketBeat)
02:31PM	Analyst Report: Franklin Resources, Inc. (Morningstar Research)
01:37PM	Franklin Stock Rises 1.7% as Q1 Earnings Beat, AUM Rises Sequentially (Zacks)
10:30AM	Franklin Resources (BEN) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
10:21AM	Franklin Resources (NYSE:BEN) Reports Bullish Q4 CY2025 (StockStory)
09:40AM	Franklin Resources (BEN) Q1 Earnings and Revenues Surpass Estimates (Zacks)
08:39AM	Franklin Resources: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
08:30AM	Franklin Resources, Inc. Announces First Quarter Results (Business Wire)
05:23AM	Do Wall Street Analysts Like Franklin Resources Stock? (Barchart)
Jan-29-26 11:37AM	New Intelligence Hub Marks Expansion of Franklin Templetons Strategic Collaboration with Microsoft (Business Wire)
Jan-28-26 10:01PM	What To Expect From Franklin Resources's (BEN) Q4 Earnings (StockStory)
12:38PM	Franklin Q1 Earnings Coming Up: Here's What to Expect From the Stock (Zacks)
Jan-27-26 10:00AM	Artisan Partners Asset Management (APAM) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jan-26-26 05:30AM	Tokenization: Think Evolution, Not Revolution (Investing.com)
Jan-25-26 07:52AM	Big Tech earnings, Fed meeting feature as markets end January with busiest week of Q1: What to watch (Yahoo Finance)
Jan-23-26 10:00AM	Analysts Estimate Franklin Resources (BEN) to Report a Decline in Earnings: What to Look Out for (Zacks)
Jan-22-26 09:45AM	Franklin Templeton Launches Templeton Emerging Markets Debt ETF (TEMD) (Business Wire)
Jan-21-26 09:31PM	Franklin Resources (BEN) Target Raised as Barclays Updates Asset Manager Models (Insider Monkey)
Jan-16-26 11:45AM	Why Franklin Resources (BEN) is a Great Dividend Stock Right Now (Zacks)
Jan-14-26 10:44AM	Clarion Partners Real Estate Income Fund (CPREX) Adds to Industrial Holdings with Acquisition in Santa Clarita, CA (Business Wire)
08:00AM	Lexington Partners Names Three New Partners (PR Newswire)
07:38AM	IVZ's December AUM Rises on Inflows Despite Weak Markets, Stock Down (Zacks)
Jan-13-26 09:30AM	Franklin Templeton readies money market funds for GENIUS Act, blockchain use (Investing.com)
09:00AM	Franklin Templeton Prepares Institutional Money Market Funds for Tokenized Finance (Business Wire)
Jan-08-26 08:00AM	Benefit Street Partners Secures $10 Billion for its Flagship U.S. Real Estate Debt Strategy, Marking the Largest Fundraise in the Firms History for the Asset Class (Business Wire)
Jan-07-26 04:30PM	Franklin Resources, Inc. to Announce First Quarter Results on January 30, 2026 (Business Wire)
12:23PM	Franklin's December AUM Balance Rises Sequentially on Net Inflows (Zacks)
12:01PM	State of Wyoming Debuts $FRNT, the Nations First State-Issued Stable Token, with Franklin Templeton-Managed Reserves (Business Wire)
Jan-06-26 06:55PM	Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management (Business Wire)
10:00AM	Franklin Templeton Sees Opportunities in Private Equity, Private Credit, Real Estate, and Infrastructure (Business Wire)
Jan-02-26 08:06AM	Looking for Income? 5 Stocks That Recently Raised Dividends (Zacks)
Dec-31-25 11:45AM	Why Franklin Resources (BEN) is a Top Dividend Stock for Your Portfolio (Zacks)
Dec-30-25 11:34PM	3 Financials Stocks Walking a Fine Line (StockStory)
10:09AM	IVZ Among Top-Performing S&P 500 Asset Managers in 2025: Is It a Buy? (Zacks)
Dec-26-25 09:10AM	Improve Your Retirement Income with These 3 Top-Ranked Dividend Stocks (Zacks)
Dec-23-25 05:37PM	Franklin Resources (BEN) Raises Dividend Again, Expands Share Buyback Program (Insider Monkey)
04:28PM	Money Manager Franklin Resources Yields 5.4% After Another Dividend Hike (Investor's Business Daily)
Dec-22-25 12:31PM	Franklin Lifts Dividend & Expands Repurchase Plan: Is it Sustainable? (Zacks)
Dec-19-25 09:10AM	Improve Your Retirement Income with These 3 Top-Ranked Dividend Stocks (Zacks)
03:30AM	Exclusive: Why the $18T retirement industry now sees blockchain as key to survival (Investing.com)
Dec-18-25 06:48PM	Analyst warns a wave of crypto ETF shutdowns is coming (TheStreet)
08:29AM	SEI Investments Announces Dividend Hike: Is It Sustainable? (Zacks)
Dec-17-25 04:13PM	Franklin Resources, Inc. Announces Quarterly Dividend and Addition to Stock Repurchase Program (Business Wire)
Dec-16-25 10:15AM	DOJ told Franklin Resources no criminal charges against Western Asset (TipRanks)
09:41AM	Is Franklin Resources Stock Underperforming the S&P 500? (Barchart)
12:01AM	Lexington Partners Expands Global Presence with Opening of Abu Dhabi Office (PR Newswire)
Dec-15-25 09:58AM	DOJ to Drop Probe Into Franklin Templeton Unit Over 'Cherry-Picking' Trades (The Wall Street Journal)
09:40AM	Here's Why Franklin Resources (BEN) is a Strong Value Stock (Zacks)
09:30AM	DOJ to Close Wamco Investigation Without Filing Charges (The Wall Street Journal)
Dec-11-25 11:45AM	Franklin vs. T. Rowe Price: Which Asset Manager Has the Edge for 2026? (Zacks)
09:52AM	Franklin Templeton Launches the Franklin Small Cap Enhanced ETF (FSML) (Business Wire)
09:50AM	Are You a Momentum Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
Dec-10-25 09:15AM	Andres Rodriguez Joins Fiduciary Trust Internationals Coral Gables Office as Wealth Director (Business Wire)
Dec-09-25 08:46PM	Franklin Resources (BEN) Posts $1.67 Trillion in Preliminary AUM, Reflecting Steady Trends (Insider Monkey)
08:42AM	CAIA Association and Franklin Templeton Unite to Help Investment Professionals Deliver Better Client Outcomes and Expand Access to Global Networks (Business Wire)
Dec-08-25 10:33PM	Custody Bank Q3 Earnings: Franklin Resources (NYSE:BEN) is the Best in the Biz (StockStory)

Franklin Resources, Inc. is a holding company, which engages in the provision of investment management and related services. The firm offers services and products under various distinct brand names, including, but not limited to, Franklin, Templeton, Legg Mason, Benefit Street Partners, Brandywine Global Investment Management, Clarion Partners, ClearBridge Investments, Fiduciary Trust Company International, Franklin Mutual Series, K2 Advisors, Lexington Partners, Putnam Investments, Alcentra, Royce Investment Partners and Western Asset Management Company. It provides investment management and related services to retail, institutional and high-net-worth investors in jurisdictions worldwide. The company was founded by Rupert H. Johnson, Sr. in 1947 and is headquartered in San Mateo, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
FRANKLIN RESOURCES INC	Affiliate-Investment Adviser	Jan 29 '26	Buy	10.00	75,000	750,000	75,000	Feb 02 02:39 PM
FRANKLIN RESOURCES INC	Affiliate of Investment Adv.	Jan 14 '26	Sale	11.38	1,581,722	18,000,000	8,459,020	Jan 16 12:50 PM
FRANKLIN RESOURCES INC	Affiliate of Investment Adv.	Dec 04 '25	Sale	11.39	1,755,926	20,000,000	10,040,743	Dec 05 06:07 PM
JOHNSON CHARLES B	10% Owner	Nov 20 '25	Buy	21.20	50,000	1,060,000	90,137,677	Nov 21 04:18 PM
JOHNSON CHARLES B	10% Owner	Nov 18 '25	Buy	21.49	50,000	1,074,475	90,087,677	Nov 19 05:59 PM
FRANKLIN RESOURCES INC	Affiliate of Investment Adv.	Oct 15 '25	Sale	11.46	1,614,311	18,500,000	11,796,669	Oct 27 02:06 PM
FRANKLIN RESOURCES INC	Affiliate of Investment Adv.	Jul 15 '25	Sale	11.52	1,519,097	17,500,000	13,410,980	Jul 17 01:14 PM
FRANKLIN RESOURCES INC	Affiliate of Investment Adv.	Apr 17 '25	Sale	11.58	863,558	10,000,000	14,930,077	Apr 21 07:04 PM

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BEN

Franklin Resources, Inc

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