BEN

Franklin Resources Inc

33.17

Jun 29 • 04:00PM ET -0.04 (-0.12%)

Financial Asset Management USA Large NYSE

Peers: IVZ TROW AMP JHG AMG SEIC BLK CNS VCTR WT

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

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Index	S&P 500
Market Cap	17.24B
Enterprise Value	31.55B
Income	677.50M
Sales	8.97B
Book/sh	23.33
Cash/sh	6.87
Dividend Est.	1.45 (4.37%)
Dividend TTM	1.31 (3.95%)
Dividend Ex-Date	Jun 29, 2026
Dividend Gr. 3/5Y	3.34% 3.46%
Payout	140.40%
Employees	9800
IPO	Sep 23, 1983

P/E	25.34
Forward P/E	11.00
PEG	0.74
P/S	1.92
P/B	1.42
P/C	4.83
P/FCF	18.70
EV/EBITDA	17.97
EV/Sales	3.52
Quick Ratio	1.69
Current Ratio	1.69
Debt/Eq	1.27
LT Debt/Eq	1.25
Option/Short	Yes / Yes

EPS (ttm)	1.31
EPS next Y	3.02
EPS next Q	0.64
EPS this Y	24.50%
EPS next Y	9.10%
EPS next 5Y	14.84%
EPS past 3/5Y	-28.84% -10.54%
Sales past 3/5Y	2.12% 9.49%
EPS Y/Y TTM	89.49%
Sales Y/Y TTM	3.11%
EPS Q/Q	84.34%
Sales Q/Q	5.37%
Earnings	Apr 28 BMO
EPS/Sales Surpr.	29.11% 2.92%

Insider Own	47.14%
Insider Trans	0.00%
Inst Own	51.45%
Inst Trans	4.40%
ROA	2.05%
ROE	5.54%
ROIC	2.49%
Gross Margin	72.01%
Oper. Margin	14.82%
Profit Margin	7.55%
SMA20	2.81%
SMA50	7.07%
SMA200	27.61%
Trades

Shs Outstand	519.62M
Shs Float	274.66M
Short Float	7.78%
Short Ratio	4.43
Short Interest	21.37M
52W High	34.42 -3.63%
52W Low	21.10 57.17%
Volatility	3.33% 2.86%
ATR (14)	0.96
RSI (14)	59.30
Beta	1.57
Rel Volume	0.86
Avg Volume	4.83M
Volume	4,767,672

Perf Week	-2.24%
Perf Month	6.28%
Perf Quarter	45.80%
Perf Half Y	37.18%
Perf YTD	38.84%
Perf Year	39.25%
Perf 3Y	23.77%
Perf 5Y	3.92%
Perf 10Y	10.98%
Recom	3.00
Target Price	32.18
Prev Close	33.21
Price	33.17
Change	-0.12%

Date	Action	Analyst	Rating Change	Price Target Change
May-06-26	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$31
Apr-29-26	Upgrade	Barclays	Underweight → Equal Weight	$31
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

Show Previous Ratings

Jun-23-26 12:58PM	Franklin Templeton Launches New Crypto Unit (CryptoProwl)
Jun-19-26 09:40PM	Weekly Wrap: Bitcoin Slumps As Fed Turns Hawkish On Interest Rates (CryptoProwl)
12:01PM	Franklin Templeton Develops ETFs That Turn Dividends Into Bitcoin (CryptoProwl)
Jun-18-26 08:00AM	Benefit Street Partners Closes Milestone CLO 50 With $500 Million (Business Wire)
Jun-17-26 08:27AM	Franklin Templeton Expands Canvas Platform By Offering Tax Overlay Capability to Several Asset Manager Strategic Partners (Business Wire)
06:00AM	Loading…
06:00AM	Morningstar Teams Up With Apollo, Franklin Templeton and J.P. Morgan on Public/Private Model Portfolios (Barrons.com)
Jun-09-26 07:17PM	This stock-market strategy has cheap exposure to AI and points to an advantage for closed-end funds (MarketWatch)
Jun-04-26 04:34PM	Franklin Resources Stock Jumps 6% On Thursday Hits 52-Week High (Stocktwits) +5.27%
04:30PM	Franklin Resources Inc. stock outperforms competitors on strong trading day (MarketWatch)
09:54AM	Franklin Templeton Launches YCLO, an Actively Managed Investment Grade CLO ETF (Business Wire)
09:00AM	Fiduciary Trust International Welcomes Harrison Laing as New York-Based Wealth Director (Business Wire)
Jun-03-26 05:39PM	Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management (Business Wire)
Jun-02-26 09:29AM	Franklin Templeton and MoonPay Partner to Expand Institutional Access to Tokenized Money Market Funds (Business Wire)
May-20-26 05:00PM	Franklin Resources, Inc. Announces Quarterly Dividend (Business Wire)
May-12-26 09:30AM	Payward and Franklin Templeton Announce Strategic Collaboration to Advance Tokenized Assets and Institutional Digital Finance (Business Wire)
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09:00AM	Ritholtz Wealth Management Launches Porterhouse Equity SMA Strategy in Partnership with Franklin Templeton (Business Wire)
May-11-26 09:00AM	Franklin Templeton Launches Private Model Portfolios with Corastone to Help Advisors Access Private Markets (Business Wire)
May-05-26 04:15PM	Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management (Business Wire)
Apr-29-26 01:39PM	Franklin Resources Posts $12.4 Billion Alternatives Inflows, Beating Estimates (GuruFocus.com)
03:07AM	Franklin Resources Inc (BEN) Q2 2026 Earnings Call Highlights: Strong Inflows and Strategic ... (GuruFocus.com)
Apr-28-26 04:46PM	Franklin Resources, Inc. Q2 2026 Earnings Call Summary (Moby) +6.86%
12:35PM	Franklin Resources, IBD Stock Of The Day, Flashes Bullish Signal (Investor's Business Daily)
08:32AM	Franklin Resources: Fiscal Q2 Earnings Snapshot (Associated Press)
08:20AM	Franklin Resources, Inc. Announces Second Quarter Results (Business Wire)
Apr-17-26 08:00AM	Franklin Universal Trust (FT or the Fund) Announces Portfolio Management Team Update (Business Wire)
Apr-16-26 12:04AM	Mark Mobius, Emerging Markets Investing Pioneer, Dies at 89 (Bloomberg)
Apr-15-26 05:30PM	Franklin BSP Realty Trust, Inc. Schedules First Quarter 2026 Earnings Release and Conference Call (Business Wire)
11:55AM	Franklin Templeton CEO says private credit is 'here to stay' (Yahoo Finance)
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)
04:52PM	Loading…
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)
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)
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)
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)

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.

Executive Chairman of the Board & Non-Independent DirectorMr. Gregory Eugene Johnson CPA

CEO & Non-Independent DirectorMs. Jennifer M. Johnson

Co-PresidentMr. Matthew Nicholls

Co-President & Head of Public Market InvestmentsMr. Terrence James Murphy

Co-President & Chief Commercial OfficerMr. Daniel Ernesto Gamba CFA

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
FRANKLIN RESOURCES INC	Affiliate of Investment Adv.	Apr 20 '26	Sale	11.36	1,672,535	19,000,000	6,786,563	Apr 22 10:10 AM
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

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BEN

Franklin Resources Inc

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