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BEN

Franklin Resources, Inc

Oct 24 • 04:00PM ET

22.84

+0.17 0.75 %

Financial • Asset Management • USA • NYSE

Peers: BLK AMP SCHW TROW IVZ STT JHG NTRS BK

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

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Index	S&P 500	P/E	43.80	EPS (ttm)	0.52	Insider Own	46.48%	Shs Outstand	518.37M	Perf Week	2.51%
Market Cap	11.86B	Forward P/E	8.90	EPS next Y	2.57	Insider Trans	0.00%	Shs Float	277.89M	Perf Month	-2.39%
Enterprise Value	23.38B	PEG	7.13	EPS next Q	0.58	Inst Own	49.55%	Short Float	7.23%	Perf Quarter	-7.42%
Income	270.80M	P/S	1.37	EPS this Y	-11.06%	Inst Trans	0.56%	Short Ratio	4.82	Perf Half Y	22.01%
Sales	8.64B	P/B	0.97	EPS next Y	20.76%	ROA	0.82%	Short Interest	20.08M	Perf YTD	12.57%
Book/sh	23.54	P/C	3.00	EPS next 5Y	6.14%	ROE	2.16%	52W High	26.08 -12.41%	Perf Year	12.07%
Cash/sh	7.62	P/FCF	8.17	EPS past 3/5Y	-38.12% -18.46%	ROIC	1.07%	52W Low	16.25 40.55%	Perf 3Y	2.65%
Dividend Est.	1.31 (5.73%)	EV/EBITDA	14.41	Sales past 3/5Y	0.08% 8.52%	Gross Margin	70.51%	Volatility	1.73% 2.48%	Perf 5Y	-1.55%
Dividend TTM	1.28 (5.60%)	EV/Sales	2.71	EPS Y/Y TTM	-67.85%	Oper. Margin	12.31%	ATR (14)	0.53	Perf 10Y	-35.48%
Dividend Ex-Date	Sep 30, 2025	Quick Ratio	1.53	Sales Y/Y TTM	4.72%	Profit Margin	3.14%	RSI (14)	44.74	Recom	3.23
Dividend Gr. 3/5Y	3.45% 3.58%	Current Ratio	1.53	EPS Q/Q	-52.47%	SMA20	-0.38%	Beta	1.52	Target Price	24.55
Payout	146.40%	Debt/Eq	1.09	Sales Q/Q	-3.14%	SMA50	-4.90%	Rel Volume	0.94	Prev Close	22.67
Employees	10200	LT Debt/Eq	1.08	Earnings	Nov 07 BMO	SMA200	3.97%	Avg Volume	4.17M	Price	22.84
IPO	Sep 23, 1983	Option/Short	Yes / Yes	EPS/Sales Surpr.	1.51% 0.69%	Trades		Volume	3,916,411	Change	0.75%

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

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Oct-15-25 02:15AM	BMO Initiates Coverage on Franklin Resources (BEN) with Outperform Rating and $26 Price Target (Insider Monkey)
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12:00PM	Franklin Resources (BEN) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
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01:25PM	Victory Capital's September AUM Climbs 2.3% on Market Strength (Zacks)
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09:04AM	Franklin Resources Arm Acquires Apera, Expands Alternative Platform (Zacks)
Oct-05-25 11:34PM	Q2 Earnings Roundup: Franklin Resources (NYSE:BEN) And The Rest Of The Custody Bank Segment (StockStory)
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Oct-03-25 04:40PM	Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management (Business Wire)
08:38AM	Franklin Templeton Completes Acquisition of Apera Asset Management (Business Wire)
01:00AM	Their Funds May Not Beat the Market. Their Stocks Just Might. (Barrons.com)
Oct-02-25 06:06PM	Franklin Resources, Inc. to Announce Fourth Quarter and Fiscal Year Results on November 7, 2025 (Business Wire)
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08:00AM	Franklin Templeton Names Daniel Gamba Chief Commercial Officer (Business Wire)
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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)
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Aug-15-25 02:21PM	Analyst Report: Franklin Resources, Inc. (Morningstar Research)
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Aug-13-25 01:07PM	Lazard's July AUM Rises 2.1% on Net Inflows & Market Gains (Zacks)
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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)
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Aug-01-25 01:49PM	Franklin Q3 Earnings Beat, AUM Rises Sequentially, Stock Down (Zacks)
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)
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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)
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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)
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09:25AM	Franklin Resources price target raised to $28 from $27 at TD Cowen (TipRanks)
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Jun-10-25 09:00AM	Franklin Templeton Launches Patent-Pending Intraday Yield Feature on Benji Technology Platform (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 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 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

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BEN

Franklin Resources, Inc

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