BEN

Franklin Resources, Inc

Jul 16 • 11:48AM ET

23.92

Dollar change -0.22
Percentage change -0.93	%

Financial • Asset Management • USA • NYSE

Peers: BLK AMP SCHW TROW IVZ STT JHG NTRS BK

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

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Index	S&P 500	P/E	34.63	EPS (ttm)	0.69	Insider Own	46.44%	Shs Outstand	525.40M	Perf Week	-3.96%
Market Cap	12.57B	Forward P/E	9.77	EPS next Y	2.45	Insider Trans	0.04%	Shs Float	281.47M	Perf Month	7.87%
Enterprise Value	25.05B	PEG	5.93	EPS next Q	0.47	Inst Own	48.23%	Short Float	7.36%	Perf Quarter	32.42%
Income	358.30M	P/S	1.44	EPS this Y	-12.80%	Inst Trans	3.48%	Short Ratio	4.43	Perf Half Y	25.93%
Sales	8.70B	P/B	1.02	EPS next Y	17.48%	ROA	1.10%	Short Interest	20.71M	Perf YTD	17.87%
Book/sh	23.50	P/C	3.55	EPS next 5Y	5.84%	ROE	2.84%	52W High	25.36 -5.69%	Perf Year	3.08%
Cash/sh	6.73	P/FCF	18.94	EPS past 3/5Y	-38.12% -18.46%	ROIC	1.40%	52W Low	16.25 47.17%	Perf 3Y	1.21%
Dividend Est.	1.28 (5.34%)	EV/EBITDA	15.35	Sales past 3/5Y	0.08% 8.52%	Gross Margin	71.11%	Volatility	1.85% 1.83%	Perf 5Y	17.98%
Dividend TTM	1.27 (5.31%)	EV/Sales	2.88	EPS Y/Y TTM	-60.38%	Oper. Margin	12.71%	ATR (14)	0.48	Perf 10Y	-45.82%
Dividend Ex-Date	Jun 27, 2025	Quick Ratio	1.95	Sales Y/Y TTM	7.02%	Profit Margin	4.12%	RSI (14)	54.26	Recom	3.38
Dividend Gr. 3/5Y	3.45% 3.58%	Current Ratio	1.95	EPS Q/Q	16.99%	SMA20	-0.16%	Beta	1.49	Target Price	23.36
Payout	146.40%	Debt/Eq	1.07	Sales Q/Q	1.12%	SMA50	5.90%	Rel Volume	0.66	Prev Close	24.14
Employees	10200	LT Debt/Eq	1.07	Earnings	Aug 01 BMO	SMA200	14.96%	Avg Volume	4.67M	Price	23.92
IPO	Sep 23, 1983	Option/Short	Yes / Yes	EPS/Sales Surpr.	-0.78% -3.55%	Trades		Volume	1,196,285	Change	-0.93%

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

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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)
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06:46AM	Franklin Templeton to take majority stake in private credit firm Apera (Private Banker International)
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May-15-25 01:00PM	Franklin Templeton Canada Announces Fee Reductions for Certain Funds (PR Newswire)
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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)
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May-06-25 01:18PM	Franklin Templeton CEO on Tariffs, Fed, US Economy (Bloomberg)
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May-05-25 05:10PM	Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management (Business Wire)
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04:30AM	JCE: Difficult To Recommend This Fund At The Current Price (Seeking Alpha)
May-04-25 11:30PM	ADDX Partners with Franklin Templeton and Lexington Partners on Secondaries (PR Newswire)
May-03-25 04:14AM	Q2 2025 Franklin Resources Inc Earnings Call (Thomson Reuters StreetEvents)
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02:54PM	Franklin Resources, Inc. (BEN) Q1 2025 Earnings Call Transcript (Seeking Alpha)
02:19PM	Analyst Report: Franklin Resources, Inc. (Morningstar Research)
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08:40AM	Franklin Resources: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
08:30AM	Franklin Resources, Inc. Announces Second Quarter Results (Business Wire)
08:07AM	Franklin Templeton and Lexington launch $875m PE secondaries fund (Private Banker International)
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Apr-09-25 07:22PM	Analyst Report: Franklin Resources, Inc. (Morningstar Research) +11.52%
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Apr-07-25 07:25PM	Analyst Report: Franklin Resources, Inc. (Morningstar Research)
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Apr-04-25 04:30PM	Franklin Resources, Inc. to Announce Second Quarter Results on May 2, 2025 (Business Wire)
11:54AM	Franklin's March AUM Balance Declines Sequentially on Net Outflows (Zacks)
Apr-03-25 04:30PM	Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management (Business Wire) -7.62%
03:08PM	Analyst Report: Franklin Resources, Inc. (Morningstar Research)
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Mar-31-25 04:07PM	Best Dividend Aristocrats For April 2025 (Seeking Alpha)
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Mar-25-25 02:25PM	Analyst Report: Franklin Resources, Inc. (Morningstar Research)

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.	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
JOHNSON CHARLES B	10% Owner	Sep 11 '24	Buy	19.08	100,000	1,907,990	89,308,192	Sep 13 12:36 PM
JOHNSON CHARLES B	10% Owner	Aug 29 '24	Buy	19.84	100,000	1,984,200	89,208,192	Aug 30 01:28 PM
JOHNSON JENNIFER M	President and CEO	Aug 28 '24	Buy	19.66	12,700	249,738	2,637,700	Aug 30 08:10 AM
JOHNSON JENNIFER M	President and CEO	Aug 23 '24	Buy	20.95	18,900	396,021	216,900	Aug 26 02:31 PM

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BEN

Franklin Resources, Inc

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