BEN

Franklin Resources, Inc

Feb 04 • 04:00PM ET

27.83

+0.83 3.07 %

Financial • Asset Management • USA • NYSE

Feb 04, 4:36 PMFranklin Resources reports preliminary January 31, 2026 assets under management of $1.71 trillion, up from $1.68 trillion at year-end 2025, reflecting positive markets and net long-term inflows.

Peers: BLK AMP SCHW TROW IVZ STT JHG NTRS BK

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

Scroll to Statements

Index	S&P 500	P/E	25.61	EPS (ttm)	1.09	Insider Own	47.01%	Shs Outstand	519.97M	Perf Week	8.46%
Market Cap	14.49B	Forward P/E	9.65	EPS next Y	2.88	Insider Trans	0.04%	Shs Float	275.94M	Perf Month	13.64%
Enterprise Value	27.47B	PEG	0.75	EPS next Q	0.58	Inst Own	46.30%	Short Float	8.62%	Perf Quarter	21.85%
Income	562.70M	P/S	1.64	EPS this Y	16.64%	Inst Trans	-4.86%	Short Ratio	4.85	Perf Half Y	10.22%
Sales	8.86B	P/B	1.19	EPS next Y	11.34%	ROA	1.73%	Short Interest	23.79M	Perf YTD	16.49%
Book/sh	23.34	P/C	4.16	EPS next 5Y	12.82%	ROE	4.58%	52W High	27.47 1.31%	Perf Year	34.31%
Cash/sh	6.69	P/FCF	16.70	EPS past 3/5Y	-28.84% -10.54%	ROIC	2.14%	52W Low	16.25 71.26%	Perf 3Y	-10.97%
Dividend Est.	1.32 (4.74%)	EV/EBITDA	15.74	Sales past 3/5Y	2.12% 9.49%	Gross Margin	71.45%	Volatility	4.65% 2.70%	Perf 5Y	0.36%
Dividend TTM	1.29 (4.64%)	EV/Sales	3.10	EPS Y/Y TTM	66.56%	Oper. Margin	14.18%	ATR (14)	0.74	Perf 10Y	-8.94%
Dividend Ex-Date	Mar 31, 2026	Quick Ratio	1.84	Sales Y/Y TTM	2.05%	Profit Margin	6.35%	RSI (14)	74.62	Recom	3.21
Dividend Gr. 3/5Y	3.34% 3.46%	Current Ratio	1.84	EPS Q/Q	61.43%	SMA20	7.60%	Beta	1.48	Target Price	27.09
Payout	140.40%	Debt/Eq	1.17	Sales Q/Q	5.65%	SMA50	13.96%	Rel Volume	1.75	Prev Close	27.00
Employees	9800	LT Debt/Eq	1.17	Earnings	Jan 30 BMO	SMA200	18.76%	Avg Volume	4.90M	Price	27.83
IPO	Sep 23, 1983	Option/Short	Yes / Yes	EPS/Sales Surpr.	27.25% 2.14%	Trades		Volume	8,426,430	Change	3.07%

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

Today 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	Loading…
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	Loading…
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	Loading…
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)
11:23AM	IVZ Hits 52-Week High on Pending QQQ Reclassification: Is It a Buy? (Zacks)
10:52AM	5 Dividend Aristocrats to Buy and Hold Forever for Dependable Passive Income (24/7 Wall St.)
Dec-05-25 11:57AM	Webster's Arm Acquires SecureSave: A Smart Bet on Future Growth? (Zacks)
Dec-04-25 12:05PM	Franklin's November AUM Edges Lower Despite Positive Markets (Zacks)
10:18AM	The Highest-Yielding Dividend Aristocrats Deliver 5%-6% Yields and Safety (24/7 Wall St.)
Dec-03-25 05:01PM	Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management (Business Wire)
11:47AM	Franklin Templeton Expands Its Digital Asset ETP Suite With Launch of Franklin Solana ETF (SOEZ) (Business Wire)
Dec-02-25 10:56AM	Franklin Templeton Expands Digital Asset Exposure in Franklin Crypto Index ETF (EZPZ) (Business Wire)
Nov-28-25 09:40AM	Why Franklin Resources (BEN) is a Top Value Stock for the Long-Term (Zacks)
Nov-26-25 08:41AM	Goldman Sachs Spotlights Dividend Stocks Using AI 5 Strong Buys Now (24/7 Wall St.)
Nov-25-25 11:02PM	3 Reasons BEN is Risky and 1 Stock to Buy Instead (StockStory)
Nov-24-25 08:51AM	Implied Volatility Surging for Franklin Stock Options (Zacks)
Nov-18-25 03:53PM	Treasury Yields Fall Amid Risk-Off Mood (The Wall Street Journal)
11:29AM	Risk-off Sentiment Keeps Treasury Yields Under Pressure (The Wall Street Journal)
10:00AM	Franklin Templeton Institute Forecasts Broadening Global Opportunities Amid Monetary Easing and Dollar Weakness in 2026 (Business Wire)
09:00AM	Treasury Yields Fall as U.S. Labor Data Gets Updated (The Wall Street Journal)
07:23AM	U.S. Treasury Yields Unlikely to Diverge Much From Current Range by End-2026, BofA Survey Says (The Wall Street Journal)
04:23AM	Pause in Fed's Interest-Rate Cutting Cycle Could Flatten U.S. Treasury Yield Curve (The Wall Street Journal)
Nov-17-25 04:05PM	Chase Johnson: A Franklin Templeton Scion Chooses His Own Path (Barrons.com)
12:56PM	Franklin Inorganic Expansion Efforts: A Catalyst for Future Growth? (Zacks)
Nov-14-25 09:45AM	Here's Why Franklin Resources (BEN) is a Strong Growth Stock (Zacks)
12:31AM	Franklin Resources's Q3 Earnings Call: Our Top 5 Analyst Questions (StockStory)
Nov-13-25 12:55PM	Lazard's AUM Edges Higher in October: Will the Growth Trend Continue? (Zacks)
12:53PM	T. Rowe Price October AUM Rises 1.3% Sequentially Despite Net Outflows (Zacks)
Nov-12-25 11:04AM	Invesco's October AUM Rises 2% on Favorable Markets, Inflows (Zacks)
09:40AM	Are You a Value Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
09:29AM	Victory Capital's October AUM Rises Sequentially to $313B on Equity Gains (Zacks)
09:00AM	Franklin Templeton's Benji Technology Platform Expands to Canton Network (PR Newswire)
Nov-08-25 02:12AM	Franklin Resources Inc (BEN) Q4 2025 Earnings Call Highlights: Strong Growth in AUM and Digital ... (GuruFocus.com)
12:31AM	BEN Q3 Deep Dive: Alternatives, Tech, and Platform Shifts Shape Outlook Amid Negative Market Reaction (StockStory)
Nov-07-25 03:55PM	Analyst Report: Franklin Resources, Inc. (Morningstar Research)
01:02PM	Franklin Q4 Earnings Surpass Estimates, AUM Rises Sequentially (Zacks)
11:00AM	Compared to Estimates, Franklin Resources (BEN) Q4 Earnings: A Look at Key Metrics (Zacks)
09:40AM	Franklin Resources (BEN) Q4 Earnings and Revenues Beat Estimates (Zacks)
08:45AM	Franklin Resources: Fiscal Q4 Earnings Snapshot (Associated Press Finance)

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
JOHNSON CHARLES B	10% Owner	Apr 04 '25	Buy	17.72	420	7,442	89,375,487	Apr 07 03:03 PM
JOHNSON CHARLES B	10% Owner	Apr 04 '25	Sale	17.57	420	7,379	89,375,067	Apr 07 03:03 PM
JOHNSON CHARLES B	10% Owner	Mar 04 '25	Buy	19.57	100,000	1,957,000	89,375,067	Mar 05 12:49 PM

open in yahoo | open in reuters | open in marketwatch | open in google | open in EDGAR

BEN

Franklin Resources, Inc

Upgrade your FINVIZ experience