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BEN

Franklin Resources, Inc

Oct 30 • 04:00PM ET

22.77

-0.17 -0.74 %

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	43.66	EPS (ttm)	0.52	Insider Own	46.48%	Shs Outstand	518.37M	Perf Week	0.44%
Market Cap	11.82B	Forward P/E	8.87	EPS next Y	2.57	Insider Trans	0.00%	Shs Float	277.89M	Perf Month	1.02%
Enterprise Value	23.34B	PEG	7.11	EPS next Q	0.58	Inst Own	49.58%	Short Float	7.71%	Perf Quarter	-4.93%
Income	270.80M	P/S	1.37	EPS this Y	-11.06%	Inst Trans	1.67%	Short Ratio	5.18	Perf Half Y	21.50%
Sales	8.64B	P/B	0.97	EPS next Y	20.76%	ROA	0.82%	Short Interest	21.44M	Perf YTD	12.22%
Book/sh	23.54	P/C	2.99	EPS next 5Y	6.14%	ROE	2.16%	52W High	26.08 -12.67%	Perf Year	9.58%
Cash/sh	7.62	P/FCF	8.15	EPS past 3/5Y	-38.12% -18.46%	ROIC	1.07%	52W Low	16.25 40.12%	Perf 3Y	-2.90%
Dividend Est.	1.31 (5.74%)	EV/EBITDA	14.39	Sales past 3/5Y	0.08% 8.52%	Gross Margin	70.51%	Volatility	1.89% 2.43%	Perf 5Y	-1.94%
Dividend TTM	1.28 (5.62%)	EV/Sales	2.70	EPS Y/Y TTM	-67.85%	Oper. Margin	12.31%	ATR (14)	0.52	Perf 10Y	-37.80%
Dividend Ex-Date	Sep 30, 2025	Quick Ratio	1.53	Sales Y/Y TTM	4.72%	Profit Margin	3.14%	RSI (14)	44.25	Recom	3.23
Dividend Gr. 3/5Y	3.45% 3.58%	Current Ratio	1.53	EPS Q/Q	-52.47%	SMA20	-0.79%	Beta	1.52	Target Price	24.55
Payout	146.40%	Debt/Eq	1.09	Sales Q/Q	-3.14%	SMA50	-4.60%	Rel Volume	0.76	Prev Close	22.94
Employees	10200	LT Debt/Eq	1.08	Earnings	Nov 07 BMO	SMA200	3.29%	Avg Volume	4.14M	Price	22.77
IPO	Sep 23, 1983	Option/Short	Yes / Yes	EPS/Sales Surpr.	1.51% 0.69%	Trades		Volume	3,159,987	Change	-0.74%

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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02:10PM	Loading…
Oct-23-25 02:10PM	MSCI Set to Report Q3 Earnings: What's in Store for the Stock? (Zacks)
09:45AM	Franklin Templeton Expands Active ETF Lineup with Two New International Equity Strategies (Business Wire)
Oct-22-25 11:40AM	BEN or BLK: Which Is the Better Value Stock Right Now? (Zacks)
Oct-21-25 09:35AM	Solid AUM Performance on Upbeat Markets to Drive IVZ's Q3 Earnings (Zacks)
Oct-15-25 02:15AM	BMO Initiates Coverage on Franklin Resources (BEN) with Outperform Rating and $26 Price Target (Insider Monkey)
Oct-14-25 01:16PM	GS to Enhance Venture Capabilities With Industry Ventures Buyout Deal (Zacks)
12:00PM	Franklin Resources (BEN) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
09:40AM	Is Franklin Resources (BEN) Stock Outpacing Its Finance Peers This Year? (Zacks)
09:40AM	Are Investors Undervaluing Franklin Resources (BEN) Right Now? (Zacks)
Oct-13-25 11:06PM	Franklin Resources (BEN): Long-Term Dividend Growth Backed by Strategic Expansion (Insider Monkey)
09:28AM	Loading…
09:28AM	BofA Raises Franklin Resources (BEN) PT to $22, Keeps Underperform Rating (Insider Monkey)
Oct-11-25 02:30AM	Investors Keep Pumping Money into Private Credit, Despite Red Flags (Barrons.com)
Oct-10-25 06:10PM	Crypto bulls were amped for potential solana ETF approvals this week. But the government shutdown threw it into limbo. (MarketWatch)
01:25PM	Victory Capital's September AUM Climbs 2.3% on Market Strength (Zacks)
Oct-06-25 10:08AM	Franklin's September AUM Rises on Market Gains Despite Outflows (Zacks)
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)
04:01PM	Decades of Dependability: How Franklin Resources (BEN) Earned its Dividend Champion Title (Insider Monkey)
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)
Oct-01-25 07:09PM	Franklin Resources, Inc. (BEN) Announces Strategic Partnership with Binance to Create Digital Asset Projects (Insider Monkey)
09:50AM	BlackRock Continues to Push for Private Markets: A Pivot to Boost AUM? (Zacks)
02:30AM	The SEC Just Made a Legal Tweak That Could Revolutionize Mutual Funds (Barrons.com)
01:34PM	Loading…
Sep-30-25 01:34PM	How Franklin Resources (BEN) Leverages Cash Reserves to Reward Shareholders (Insider Monkey)
Sep-27-25 08:57PM	Franklin Resources' (BEN) Dividend History and its Appeal for Passive Income Seekers (Insider Monkey)
Sep-24-25 08:00AM	You'd Better Sell These 10 Stocks Soon, Analysts Say (Investor's Business Daily)
Sep-23-25 09:01AM	Franklin Templeton Expands Canvas Platform with Tax Aware Long-Short Capabilities (Business Wire)
Sep-19-25 05:30PM	Franklin Templeton Announces Plan to Liquidate Putnam BioRevolution ETF (Business Wire)
Sep-17-25 08:57AM	Franklin Templeton Partners to Expand Private Infrastructure Access (Zacks)
08:00AM	Here's How You Can Earn $100 In Passive Income By Investing In Franklin Resources Stock (Benzinga)
Sep-16-25 08:00AM	Franklin Templeton Forms Strategic Partnership with Copenhagen Infrastructure Partners, DigitalBridge, and Actis to Expand Infrastructure Solutions for Private Wealth (Business Wire)
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)
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)
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)
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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	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)
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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)

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.	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
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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