Franklin Resources, Inc. (NYSE: BEN) is a Financial Services company in the Asset Management industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | S&P 500 | P/E | 23.85 | EPS (ttm) | 1.50 | Insider Own | 39.00% | Shs Outstand | 519.64M | Perf Week | 7.32% |
| Market Cap | 18.59B | Forward P/E | 11.40 | EPS next Y | 3.14 | Insider Trans | 0.00% | Shs Float | 273.74M | Perf Month | 3.86% |
| Enterprise Value | 30.41B | PEG | 2.27 | EPS next Q | 0.74 | Inst Own | - | Short Float | 7.47% | Perf Quarter | 20.44% |
| Income | 893.00M | P/S | 1.99 | EPS this Y | 90.54% | Inst Trans | - | Short Ratio | 4.24 | Perf Half Y | 32.14% |
| Sales | 9.32B | P/B | 1.27 | EPS next Y | 9.77% | ROA | 2.46% | Short Interest | 20.45M | Perf YTD | 49.73% |
| Book/sh | 28.13 | P/C | 5.21 | EPS next 5Y | 10.50% | ROE | 7.42% | 52W High | 35.86 -0.25% | Perf Year | 49.35% |
| Cash/sh | 6.87 | P/FCF | 78.79 | EPS past 3/5Y | -28.88% -10.56% | ROIC | 3.87% | 52W Low | 21.11 69.45% | Perf 3Y | 21.21% |
| Dividend Est. | 1.32 (3.69%) | EV/EBITDA | 18.03 | Sales past 3/5Y | 1.96% 9.52% | Gross Margin | 67.63% | Volatility | 3.54% 2.67% | Perf 5Y | 21.50% |
| Dividend TTM | 1.31 (3.66%) | EV/Sales | 3.26 | EPS Y/Y TTM | 76.47% | Oper. Margin | 9.71% | ATR (14) | 0.98 | Perf 10Y | 3.20% |
| Dividend Ex-Date | Jun 29, 2026 | Quick Ratio | 4.35 | Sales Y/Y TTM | 9.98% | Profit Margin | 9.56% | RSI (14) | 68.22 | Recom | 2.96 |
| Dividend Gr. 3/5Y | 3.31% 3.43% | Current Ratio | 4.35 | EPS Q/Q | 51.06% | SMA20 | 7.54% | Beta | 1.56 | Target Price | 34.60 |
| Payout | 77.17% | Debt/Eq | 0.94 | Sales Q/Q | 14.24% | SMA50 | 9.23% | Rel Volume | 0.96 | Prev Close | 35.24 |
| Employees | 9,800 | LT Debt/Eq | 0.94 | Earnings | Nov 06 | SMA200 | 31.42% | Avg Volume | 4.59M | Price | 35.77 |
| IPO Date | Sep 23, 1983 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 29.11% 2.92% | Net Debt/EBITDA | -1.01 | Volume | 4,395,176 | Change | 1.50% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Aug-03-26 | Reiterated | Deutsche Bank | Hold | $33 → $34 |
| Aug-03-26 | Reiterated | Barclays | Equal Weight | $34 → $36 |
| Jul-14-26 | Reiterated | Barclays | Equal Weight | $31 → $34 |
| Jul-10-26 | Reiterated | Evercore ISI Group | Underperform | $32 → $35 |
| Jun-26-26 | Reiterated | Morgan Stanley | Equal Weight | $31 → $34 |
| Jun-08-26 | Reiterated | Evercore ISI | Underperform | $28 → $32 |
| May-06-26 | Upgrade | Morgan Stanley | Underweight → Equal Weight | $22 → $31 |
| Apr-29-26 | Upgrade | Barclays | Underweight → Equal Weight | $26 → $31 |
| Apr-29-26 | Reiterated | Evercore ISI Group | Underperform | $27 → $28 |
| Apr-29-26 | Reiterated | Goldman Sachs | Buy | $23 → $34 |
Franklin Resources, Inc. is a publicly owned asset investment manager. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Calgary, Alberta; Dubai, United Arab Emirates; Edinburgh, Midlothian; Fort Lauderdale, Florida; Hyderabad, India; London, Greater London; Rancho Cordova, California; Shanghai, Shanghai Province; Singapore; Stamford, Connecticut; and Vienna.
Per-holder 13F data hasn't been ingested for this ticker yet.
| Line Item (USD, M) | TTM — | FY 2025 9/30/2025 | FY 2024 9/30/2024 | FY 2023 9/30/2023 | FY 2022 9/30/2022 | FY 2021 9/30/2021 | FY 2020 9/30/2020 | FY 2019 9/30/2019 | FY 2018 9/30/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 9,324 | 8,771 | 8,478 | 7,849 | 8,275 | 8,426 | 5,567 | 5,669 | 6,205 | |
| Cost of Goods Sold Incl. D&A | 3,018 | 1,724 | 1,687 | 1,500 | 1,426 | 1,429 | 1,063 | 961 | 928 | |
| Gross Profit | 6,307 | 7,047 | 6,791 | 6,350 | 6,849 | 6,997 | 4,504 | 4,709 | 5,276 | |
| Selling, General and Administrative Excl. Other | 4,259 | 4,897 | 4,675 | 4,067 | 4,121 | 4,215 | 2,917 | 2,905 | 2,994 | |
| Research and Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Other Operating Expense | 1,142 | 1,546 | 1,709 | 1,181 | 954 | 907 | 538 | 337 | 254 | |
| Operating Income | 905 | 604 | 408 | 1,102 | 1,774 | 1,875 | 1,049 | 1,467 | 2,028 | |
| Interest Expense | 89 | 95 | 97 | 124 | 98 | 85 | 33 | 22 | 46 | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | 706 | 278 | 513 | 359 | 54 | 655 | 2 | 203 | 233 | |
| Net Income Before Taxes | 1,523 | 787 | 823 | 1,338 | 1,729 | 2,444 | 1,018 | 1,648 | 2,215 | |
| Income Taxes | 469 | 238 | 215 | 312 | 396 | 350 | 231 | 442 | 1,473 | |
| Consolidated Net Income | 893 | 525 | 465 | 883 | 1,292 | 1,831 | 799 | 1,196 | 764 | |
| Net Income From Continuing Operations | 1,055 | 549 | 608 | 1,026 | 1,333 | 2,095 | 787 | 1,206 | 743 | |
| Net Income | 893 | 525 | 465 | 883 | 1,292 | 1,831 | 799 | 1,196 | 764 | |
| EPS (Recurring) | 1.50 | 0.91 | 0.85 | 1.72 | 2.53 | 3.58 | 1.59 | 2.35 | 1.42 | |
| EPS (Basic, Before Extraordinaries) | 1.50 | 0.91 | 0.85 | 1.72 | 2.53 | 3.58 | 1.59 | 2.35 | 1.42 | |
| EPS (Diluted) | 1.50 | 0.91 | 0.85 | 1.72 | 2.53 | 3.57 | 1.59 | 2.35 | 1.42 | |
| EBITDA | 1,687 | 1,414 | 1,375 | 1,907 | 2,205 | 2,840 | 1,180 | 1,764 | 2,338 | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 23.85 | 25.42 | 23.71 | 14.29 | 8.51 | 8.32 | 12.80 | 12.28 | 21.42 | |
| Price To Sales Ratio | 1.98 | 1.36 | 1.21 | 1.53 | 1.27 | 1.73 | 1.80 | 2.57 | 2.63 | |
| Gross Margin | 67.64 | 80.34 | 80.10 | 80.90 | 82.77 | 83.04 | 80.91 | 83.07 | 85.03 | |
| Operating Margin | 9.71 | 6.89 | 4.81 | 14.04 | 21.44 | 22.25 | 18.84 | 25.88 | 32.68 | |
| Net Margin | 9.58 | 5.99 | 5.48 | 11.25 | 15.61 | 21.73 | 14.35 | 21.10 | 12.31 | |
| Shares Outstanding | 515 | 515 | 510 | 490 | 489 | 490 | 492 | 504 | 537 | |
| Market Capitalization | 18,422 | 11,912 | 10,277 | 12,044 | 10,523 | 14,563 | 10,012 | 14,545 | 16,330 | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| JOHNSON CHARLES B | 10% Owner | Nov 20 '25 | Buy | 21.20 | 50,000 | 1,060,000 | 90,137,677 | Nov 21 |
| JOHNSON CHARLES B | 10% Owner | Nov 18 '25 | Buy | 21.49 | 50,000 | 1,074,475 | 90,087,677 | Nov 19 |
| JOHNSON CHARLES B | 10% Owner | Apr 04 '25 | Buy | 17.72 | 420 | 7,442 | 89,375,487 | Apr 07 |
| JOHNSON CHARLES B | 10% Owner | Apr 04 '25 | Sale | 17.57 | 420 | 7,379 | 89,375,067 | Apr 07 |
| JOHNSON CHARLES B | 10% Owner | Mar 04 '25 | Buy | 19.57 | 100,000 | 1,957,000 | 89,375,067 | Mar 05 |
| JOHNSON CHARLES B | 10% Owner | Sep 11 '24 | Buy | 19.08 | 100,000 | 1,907,990 | 89,308,192 | Sep 13 |
| JOHNSON CHARLES B | 10% Owner | Aug 29 '24 | Buy | 19.84 | 100,000 | 1,984,200 | 89,208,192 | Aug 30 |
| JOHNSON JENNIFER M | President and CEO | Aug 28 '24 | Buy | 19.66 | 12,700 | 249,738 | 2,637,700 | Aug 30 |
| JOHNSON JENNIFER M | President and CEO | Aug 23 '24 | Buy | 20.95 | 18,900 | 396,021 | 216,900 | Aug 26 |
| JOHNSON CHARLES B | 10% Owner | Jun 21 '24 | Buy | 22.80 | 200,000 | 4,559,040 | 88,703,192 | Jun 24 |
| JOHNSON CHARLES B | 10% Owner | Jun 18 '24 | Buy | 22.29 | 100,000 | 2,229,000 | 88,503,192 | Jun 20 |
| Sethi Alok | EVP, Head of Global Operations | Dec 14 '23 | Sale | 29.27 | 22,000 | 643,845 | 70,481 | Dec 14 |
| Sethi Alok | EVP, Head of Global Operations | Dec 05 '23 | Sale | 25.38 | 25,000 | 634,465 | 92,481 | Dec 05 |
| Byerwalter Mariann H | Director | Oct 10 '23 | Sale | 24.01 | 6,011 | 144,324 | 10,494 | Oct 10 |
| Sethi Alok | EVP, Technology and Operations | Feb 01 '23 | Sale | 31.09 | 29,503 | 917,325 | 92,132 | Feb 01 |