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BEN

Franklin Resources, Inc

Sep 12 • 04:00PM ET

24.64

-0.22 -0.88 %

Financial • Asset Management • USA • NYSE

Peers: BLK AMP SCHW TROW IVZ STT JHG NTRS BK

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

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Index	S&P 500	P/E	47.25	EPS (ttm)	0.52	Insider Own	46.39%	Shs Outstand	518.37M	Perf Week	-1.32%
Market Cap	12.79B	Forward P/E	9.88	EPS next Y	2.49	Insider Trans	0.00%	Shs Float	278.34M	Perf Month	-5.34%
Enterprise Value	24.31B	PEG	8.02	EPS next Q	0.58	Inst Own	49.10%	Short Float	6.37%	Perf Quarter	9.03%
Income	270.80M	P/S	1.48	EPS this Y	-11.76%	Inst Trans	0.04%	Short Ratio	4.57	Perf Half Y	30.23%
Sales	8.64B	P/B	1.05	EPS next Y	18.26%	ROA	0.82%	Short Interest	17.73M	Perf YTD	21.44%
Book/sh	23.54	P/C	3.23	EPS next 5Y	5.89%	ROE	2.16%	52W High	26.08 -5.50%	Perf Year	26.36%
Cash/sh	7.62	P/FCF	8.82	EPS past 3/5Y	-38.12% -18.46%	ROIC	1.07%	52W Low	16.25 51.63%	Perf 3Y	-5.41%
Dividend Est.	1.31 (5.34%)	EV/EBITDA	14.99	Sales past 3/5Y	0.08% 8.52%	Gross Margin	70.51%	Volatility	1.66% 1.76%	Perf 5Y	15.68%
Dividend TTM	1.27 (5.15%)	EV/Sales	2.82	EPS Y/Y TTM	-67.85%	Oper. Margin	12.31%	ATR (14)	0.49	Perf 10Y	-32.74%
Dividend Ex-Date	Sep 30, 2025	Quick Ratio	1.53	Sales Y/Y TTM	4.72%	Profit Margin	3.14%	RSI (14)	45.42	Recom	3.42
Dividend Gr. 3/5Y	3.45% 3.58%	Current Ratio	1.53	EPS Q/Q	-52.47%	SMA20	-1.85%	Beta	1.55	Target Price	24.70
Payout	146.40%	Debt/Eq	1.09	Sales Q/Q	-3.14%	SMA50	-1.13%	Rel Volume	0.78	Prev Close	24.86
Employees	10200	LT Debt/Eq	1.08	Earnings	Aug 01 BMO	SMA200	13.60%	Avg Volume	3.88M	Price	24.64
IPO	Sep 23, 1983	Option/Short	Yes / Yes	EPS/Sales Surpr.	1.51% 0.69%	Trades		Volume	3,034,057	Change	-0.88%

Date	Action	Analyst	Rating Change	Price Target Change
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
Mar-29-21	Upgrade	BMO Capital Markets	Market Perform → Outperform	$22 → $36

Show Previous Ratings

Sep-12-25 12:51PM	LAZ's August AUM Up 1.8% Sequentially: Will the Growth Trend Sustain? (Zacks)
12:31AM	3 Stocks Under $50 Walking a Fine Line (StockStory)
Sep-11-25 01:33PM	Victory Capital's August AUM Climbs 1.3% to $303.7B on Equity Gains (Zacks)
Sep-10-25 09:00AM	Binance and Franklin Templeton to Develop Digital Assets Initiatives and Products (Business Wire)
12:36AM	1 Financials Stock Worth Your Attention and 2 We Avoid (StockStory)
10:49AM	Loading…
Sep-09-25 10:49AM	Implied Volatility Surging for Franklin Stock Options (Zacks)
Sep-08-25 04:30PM	Franklin Templeton Announces Plan to Liquidate Franklin Sustainable International Equity ETF (Business Wire)
12:47PM	Franklin's August AUM Rises on Market Gains Despite Outflows (Zacks)
08:00AM	Franklin Templeton Names Daniel Gamba Chief Commercial Officer (Business Wire)
Sep-05-25 03:40PM	Franklin Resources and T. Rowe Price Stocks Trade Down, What You Need To Know (StockStory)
Sep-04-25 08:20PM	Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management (Business Wire)
Aug-28-25 09:30AM	Franklin Templeton Launches Franklin Multisector Income ETF (MULT) (Business Wire)
Aug-27-25 04:30PM	Franklin Resources, Inc. Announces Quarterly Dividend (Business Wire)
Aug-23-25 03:07PM	XRP ETFs back in play as Ripple and SEC battle settles (TheStreet)
Aug-20-25 02:37PM	T. Rowe Price's AUM Climbs 6.9% in 1H 2025: What's Driving Growth? (Zacks)
01:32PM	Loading…
Aug-19-25 01:32PM	Lazard Gains 19% in 3 Months: Should You Buy the Stock Now? (Zacks)
Aug-15-25 02:21PM	Analyst Report: Franklin Resources, Inc. (Morningstar Research)
12:11PM	T. Rowe Price July AUM Balance Increases Sequentially, Net Flows Flat (Zacks)
Aug-14-25 08:30AM	Franklin Templeton Canada Expands ETF Platform with Launch of Franklin U.S. Quality Moat Dividend Index ETF and the Franklin FTSE India Index ETF (PR Newswire)
Aug-13-25 01:07PM	Lazard's July AUM Rises 2.1% on Net Inflows & Market Gains (Zacks)
12:45PM	Is BLK's Absence in the XRP ETF Rush a Strategy or a Missed Prospect? (Zacks)
10:15AM	Franklin Touches 52-Week High: How to Play the Stock Now? (Zacks)
Aug-12-25 03:28PM	Everyones filing for an XRP ETF, except BlackRock. Heres why the giants sitting this one out (TheStreet)
12:14PM	Victory Capital's July AUM Edges Up to $299.8B on Equity Gains (Zacks)
12:10PM	AllianceBernstein's July AUM Remain Stable on Upbeat Markets (Zacks)
11:07AM	IVZ's July AUM Rises on Solid Market & Inflows: Will the Upside Last? (Zacks)
Aug-06-25 12:00PM	BEN Witnesses Steady Rise in AUM: What's Driving the Rally? (Zacks)
Aug-05-25 05:40PM	Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management (Business Wire)
12:06PM	Apollo Global Stock Up as Q2 Earnings Beat Estimates, AUM Rises Y/Y (Zacks)
Aug-01-25 01:49PM	Franklin Q3 Earnings Beat, AUM Rises Sequentially, Stock Down (Zacks)
01:02PM	Loading…
01:02PM	Analyst Report: Franklin Resources, Inc. (Morningstar Research)
10:00AM	Franklin Resources (BEN) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
09:45AM	Franklin Resources (BEN) Q3 Earnings and Revenues Top Estimates (Zacks)
08:30AM	Franklin Resources, Inc. Announces Third Quarter Results (Business Wire)
Jul-31-25 08:25AM	Affiliated Managers Group (AMG) Q2 Earnings Top Estimates (Zacks)
Jul-29-25 12:24PM	Franklin Gears Up to Report Q3 Earnings: What's in Store? (Zacks)
10:00AM	Hamilton Lane (HLNE) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
07:15AM	Coastal Financial Corporation (CCB) Q2 Earnings and Revenues Miss Estimates (Zacks)
06:20AM	Should SPDR Portfolio S&P 500 High Dividend ETF (SPYD) Be on Your Investing Radar? (Zacks)
Jul-25-25 10:00AM	Analysts Estimate Franklin Resources (BEN) to Report a Decline in Earnings: What to Look Out for (Zacks)
08:10AM	Virtus Investment Partners (VRTS) Surpasses Q2 Earnings Estimates (Zacks)
Jul-24-25 04:00PM	Franklin Templeton Canada Announces ETF Cash Distributions (PR Newswire)
Jul-23-25 08:45AM	Best Income Stocks to Buy for July 23rd (Zacks)
Jul-21-25 07:55AM	Franklin Templeton Adds Managed Options Strategies to its Custom Indexing Platform, Canvas (Business Wire)
Jul-17-25 01:18PM	Franklin Templeton Hires Rich Nuzum as Head of OCIO (Business Wire)
Jul-14-25 11:40AM	IVZ vs. BEN: Which Stock Should Value Investors Buy Now? (Zacks)
Jul-11-25 10:13AM	Victory Capital's June AUM Rises 3.2% Sequentially to $298.6B (Zacks)
Jul-09-25 11:53AM	Analyst Report: Franklin Resources, Inc. (Morningstar Research)
Jul-04-25 03:50PM	Franklin Resources reports preliminary AUM of $1.61T at June 30, 2025 (TipRanks)
09:40AM	Franklin's June AUM Balance Rises Sequentially on Positive Markets (Zacks)
Jul-03-25 03:45PM	Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management (Business Wire)
12:45PM	Franklin Resources, Inc. to Announce Third Quarter Results on August 1, 2025 (Business Wire)
02:47AM	Goldman Sachs Upgrades Franklin Resources (BEN) Stock to Buy (Insider Monkey)
Jul-02-25 07:41PM	Analyst Report: Franklin Resources, Inc. (Morningstar Research)
10:43AM	Prediction: Solana Will Be Worth $500 Billion in 5 Years (Motley Fool)
05:30AM	Why Vanguard, Champion of Low-Fee Investing, Joined the 'Private Markets' Craze (The Wall Street Journal)
Jun-27-25 07:21AM	Goldman Sachs turns bullish on select asset managers, upgrades BEN, AMG (Investing.com)
Jun-26-25 01:30AM	The 10 Highest-Yielding Dividend Aristocrats (Barrons.com)
Jun-25-25 08:30AM	Franklin Templeton Canada Introduces Franklin Core Equity Strategies (PR Newswire)
Jun-23-25 04:00PM	Franklin Templeton Canada Announces ETF Cash Distributions (PR Newswire)
Jun-17-25 11:05AM	Ethereum Sees Historic Momentum With Nearly $1B In Monthly Inflows (Benzinga)
09:25AM	Franklin Resources price target raised to $28 from $27 at TD Cowen (TipRanks)
Jun-12-25 10:38AM	Invesco's May AUM Climbs 5.6% on Strong Markets, Shares Up 1.8% (Zacks)
Jun-11-25 12:40PM	Lazard Reports 1.7% Sequential AUM Growth in May on Market Gains (Zacks)
Jun-10-25 09:00AM	Franklin Templeton Launches Patent-Pending Intraday Yield Feature on Benji Technology Platform (Business Wire)
Jun-05-25 11:15PM	TD Cowen Maintains Buy Rating on Franklin Resources (BEN), Keeps $27 PT (Insider Monkey)
12:36PM	Franklin Resources to Expand Alternatives Platform With Apera Acquisition (Zacks)
12:33PM	Franklin's May AUM Balance Rises on Positive Markets and Net Inflows (Zacks)
10:33AM	Should You Buy the Dip on XRP? (Motley Fool)
06:46AM	Franklin Templeton to take majority stake in private credit firm Apera (Private Banker International)
Jun-04-25 04:01PM	Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management (Business Wire)
04:00AM	Franklin Templeton Continues Expansion of Alternatives Platform with Agreement to Acquire Apera (Business Wire)
Jun-03-25 09:06AM	5 Top S&P 500 Financial Stocks That Bucked the "Sell in May" Trend (Zacks)
May-30-25 05:23AM	Zacks Industry Outlook Highlights Franklin, Affiliated Managers Group and Federated Hermes (Zacks)
May-29-25 09:48AM	3 Investment Management Stocks to Watch Amid Industry Challenges (Zacks)
May-27-25 04:43PM	Shareholders to Demand Action from Mark Zuckerberg and Meta on Child Safety (Business Wire)
02:39PM	Here's What Makes Federated Stock Worth Holding in Your Portfolio Now (Zacks)
12:17PM	Franklin Shares Up 6.2% in the Past 3 Months: How to Play the Stock? (Zacks)
May-23-25 04:00PM	Franklin Templeton Canada Announces ETF Cash Distributions (PR Newswire)
May-22-25 04:30PM	Franklin Templeton Announces Liquidation of Western Asset Short Duration Income ETF and Western Asset Total Return ETF (Business Wire)
04:30PM	Franklin Templeton Announces Liquidation of Franklin FTSE Hong Kong ETF (Business Wire)
May-21-25 07:06PM	Franklin Resources, Inc. (BEN) Maintains Quarterly Dividend at $0.32 per Share (Insider Monkey)
04:30PM	Franklin Resources, Inc. Announces Quarterly Dividend (Business Wire)
09:37AM	Franklin Equity Group Appoints New Head of Portfolio Construction and Quantitative Risk (Business Wire)
May-20-25 05:58PM	Franklin Templeton Plans to Convert 10 Putnam Municipal Bond Mutual Funds into ETFs (Insider Monkey)
May-19-25 05:28PM	Franklin Templeton to Convert 10 Putnam Municipal Bond Mutual Funds to ETFs (Business Wire)
May-16-25 05:30AM	Wall Streets New Shadow Banks Are on a Tear. They Want Your Money. (The Wall Street Journal)
May-15-25 01:00PM	Franklin Templeton Canada Announces Fee Reductions for Certain Funds (PR Newswire)
May-14-25 12:13PM	5 Highest-Yielding Dividend Aristocrats That Could Sink or Soar (According to Analysts) (Motley Fool)
08:49AM	Invesco's April AUM Dips Marginally on Weak Markets, Outflows (Zacks)
May-13-25 10:00PM	How To Put $100 In Your Retirement Fund Each Month With Franklin Resources Stock (Benzinga)
12:20PM	Virtus Investment's April AUM Balance Declines on Net Outflows (Zacks)
12:17PM	T. Rowe Price's April AUM Balance Declines Sequentially (Zacks)
07:27AM	Lazard Reports 1.8% Sequential Increase in April AUM Balance (Zacks)
May-08-25 08:56AM	AMG Q1 Earnings Beat Estimates as AUM Increases, Stock Up (Zacks)
May-07-25 03:04PM	Robinhood eyes blockchain venture in tokenization push - report (Seeking Alpha)
May-06-25 01:18PM	Franklin Templeton CEO on Tariffs, Fed, US Economy (Bloomberg)
10:00AM	Franklin's April AUM Balance Declines Sequentially on Net Outflows (Zacks)
09:05AM	Affiliated Managers Set to Report Q1 Earnings: What's in the Cards? (Zacks)
May-05-25 05:10PM	Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management (Business Wire)

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 International, Franklin Bissett, Franklin Mutual Series, K2, LibertyShares, Martin Currie, 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 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
FRANKLIN RESOURCES INC	Affiliate of Investment Adv	Jan 08 '25	Sale	47.06	9,704	456,694	0	Mar 06 01:54 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
FRANKLIN RESOURCES INC	Affiliate of Investment Adv	Dec 16 '24	Sale	46.04	2,209	101,707	28,000	Dec 18 05:04 PM
FRANKLIN RESOURCES INC	Affiliate of Investment Adv	Dec 10 '24	Sale	47.43	2,610	123,795	32,909	Dec 10 07:41 PM
FRANKLIN RESOURCES INC	Affiliate of Investment Adv	Oct 16 '24	Sale	43.69	8,467	369,943	51,019	Oct 18 05:48 PM
FRANKLIN RESOURCES INC	Affiliate of Investment Adv	Oct 18 '24	Sale	43.71	7,900	345,315	36,519	Oct 18 05:48 PM
FRANKLIN RESOURCES INC	Affiliate of Investment Adv	Oct 17 '24	Sale	43.69	6,600	288,328	44,419	Oct 18 05:48 PM
FRANKLIN RESOURCES INC	Affiliate of Investment Adv	Oct 14 '24	Sale	43.90	7,657	336,163	65,862	Oct 16 12:35 PM
FRANKLIN RESOURCES INC	Affiliate of Investment Adv	Oct 15 '24	Sale	43.42	6,376	276,874	59,486	Oct 16 12:35 PM

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BEN

Franklin Resources, Inc

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