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Franklin Resources Inc BEN

Financial — Asset Management
S&P 500 Member Dividend Champion (5y) Insider Buys (last 12m)
Indexes indicate stock being part of an index ,
Growth Flags show if company had growth for consecutive years ,
Insider Buys alert about insiders buying in the last 12 month

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Insider Decisions

Total buys
2.13
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — 2 — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership
47.84%

Capital & Financial Ratios

Market Cap
16,800.00
Revenue
9,324.10
Net Income
1,137.20
Free Cash Flow
231.60
Net Debt
11,974.50
Current Ratio
1.48
Debt/Equity
1.22
P/E ratio
22.46
P/S ratio
1.82
P/B ratio
1.32
Past 5Y EPS Growth
(18.46%)
This Y EPS Growth
30.25%
Next Y EPS Growth
10.36%
Next 5Y EPS Growth
17.06%
in millions of $

Dividends

Payout Ratio
0.74
Annual Dividend Rate
1.20
Annual Dividend Yield
4.61%
total individual payouts
2028 ‡‡‡‡‡
2027 ‡‡‡‡‡
2026 1.32
—
—
—
2025 1.29
—
—
—
—
2024 1.56
—
—
—
—
—
2023 1.20
—
—
—
—
2022 1.17
—
—
—
—
2021 1.13
—
—
—
—
2020 1.09
—
—
—
—
2019 1.05
—
—
—
—
2018 0.72
—
—
—
—
2017 0.83
—
—
—
—
2016 0.74
—
—
—
—
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 4,402.40 4,408.90 3,573.90 3,760.90
Receivables 1,348.40 1,479.10 1,541.70 1,566.90
Inventory — — — —
Other 398.80 420.00 — —
5,750.80 5,888.00 5,115.60 5,327.80
2023 2024 2025 Q'26
Payables 879.70 1,412.80 1,678.40 1,877.40
ST’ Debt 77.00 — — —
Other 1,286.20 907.40 — —
3,058.30 3,620.50 3,646.20 3,607.50
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Dec Mar Jun Sep Year
’26 2,327.10 2,294.90 2,358.40 —
—
’25 2,251.60 2,111.40 2,064.00 2,343.70
8,770.70
’24 1,991.10 2,152.80 2,122.90 2,211.20
8,478.00
’23 1,967.10 1,927.20 1,969.00 1,986.10
7,849.40
’22 2,224.00 2,081.00 2,031.30 1,939.00
8,275.30
’21 1,995.10 2,076.50 2,172.90 2,181.00
8,425.50
’20 1,389.20 1,311.20 1,161.10 1,705.00
5,566.50
in millions of $

Operating Cash Flow

Dec Mar Jun Sep Year
’26 (255.10) (27.60) 581.20 —
—
’25 (145.20) (50.10) 1,282.10 (20.70)
1,066.10
’24 (251.90) 136.60 528.40 558.20
971.30
’23 (256.30) (73.30) 654.30 764.50
1,089.20
’22 166.40 104.10 819.80 866.40
1,956.70
’21 291.20 255.10 193.00 506.10
1,245.40
’20 31.70 109.30 561.60 380.70
1,083.30
in millions of $

Free Cash Flow

Dec Mar Jun Sep Year
’26 (245.80) (32.40) 561.70 —
—
’25 (217.00) (87.60) 1,268.10 (51.90)
911.60
’24 (271.40) 94.90 482.30 488.40
794.20
’23 (283.70) (88.70) 575.60 737.20
940.40
’22 149.70 78.30 806.70 831.70
1,866.40
’21 277.60 247.90 178.90 461.70
1,166.10
’20 6.00 61.50 549.80 362.30
979.60
in millions of $

EPS

Dec Mar Jun Sep Year
’26 0.46 0.49 0.31 —
—
’25 0.29 0.26 0.15 0.21
0.91
’24 0.50 0.23 0.32 (0.19)
0.85
’23 0.32 0.38 0.44 0.58
1.72
’22 0.88 0.68 0.50 0.46
2.53
’21 0.67 0.74 0.86 1.30
3.57
’20 0.70 0.16 0.59 0.15
1.59

Target Price Range

High
‡‡‡‡‡
‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡

Recommendation Rating

2.9
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 20.24 21.88 18.95 16.25 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ 36.45 34.37 29.41 26.08 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 9,800 9,200 10,200 9,800 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.84 0.85 0.83 0.89 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8,275.30 7,849.40 8,478.00 8,770.70 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ 100.00% 100.00% 100.00% 100.00% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,729.40 1,338.00 823.20 786.80 — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 20.90% 17.05% 9.71% 8.97% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,333.20 1,025.70 607.90 548.90 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 442.60 495.40 516.70 611.60 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 16.93 16.02 16.64 16.97 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ 2.53 1.72 0.85 0.91 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.00 2.22 1.91 2.06 — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.18) (0.30) (0.35) (0.30) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.82 1.92 1.56 1.76 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 25.17 25.61 25.99 25.17 ‡‡‡‡ — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 488.70 490.00 509.50 516.70 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8.51 14.08 23.43 25.42 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.27 1.51 1.21 1.36 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.86 0.95 0.78 0.92 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.78 2.40 2.13 2.37 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ 7.89 20.02 22.74 22.77 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,956.70 1,089.20 971.30 1,066.10 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (90.30) (148.80) (177.10) (154.50) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,866.40 940.40 794.20 911.60 — — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,946.70 2,692.50 2,267.50 1,469.40 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8,990.10 11,361.60 12,121.80 12,299.30 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4,207.60 6,959.20 7,712.90 8,725.40 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12,298.90 12,547.80 13,243.00 13,006.80 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.74% 2.91% 1.38% 1.46% — — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 6.72% 3.53% 1.22% 1.74% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 10.27% 6.80% 3.35% 3.59% — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Franklin Resources (BEN), parent of Franklin Templeton, supercharged growth via its $4.5 billion Legg Mason acquisition in 2021, driving revenue up 52% to $8.43 billion that year, but at the cost of ballooning debt to $12.3 billion and margin compression—net income plunging 74% to $548.9 million by 2025, with EBT margins collapsing from 29% to under 9%. Revenue rebounded 8% to $8.48 billion in 2024 amid higher AUM, with efficiency gains pushing revenue per employee to $895,000. Stock volatility reflects this: highs of $48 in 2017, COVID lows of $15, and recent stabilization near $16-$29.

Forecasts signal recovery: revenue to $9.13 billion by 2027 (4% growth), EPS tripling to $2.31 by 2028, and net income surging 54% to $842.5 million in 2026, potentially restoring 15-20% margins if rates ease and markets rally. Debt remains a drag (net debt $8.73 billion), but positive cash flow ($1.07 billion projected 2025) and synergies ($200 million+ annual savings) offer support. Valuation looks cheap on 1.4x PS and 0.9x PB, though 25x PE reflects earnings caution versus historical 12x norms.

Bullish insider signal: a 10% owner bought 155,000+ shares for $4.1 million in 2025, with no sells. Analysts’ mean target flat, but high end implies 33% upside; a classic value play with 20-30% potential if macros align, though risks like outflows loom—meriting a watchlist for rebound hunters.

Read full commentary →

Franklin Resources Inc (BEN) Latest News

News by impact score

Fine-tune

16 Sep

3 www.coinage.media, 2:57 PM
Franklin Templeton states Wall Street underestimates cryptocurrency's impact on markets. Franklin Templeton's crypto views may boost its digital asset offerings and investor positioning.

11 Sep

3 , 9:00 AM
Franklin Templeton expands its ETF lineup to grant investors broader access to global markets and asset classes through Franklin Resources Inc. ETF expansion modestly strengthens product range and investor access without altering core business trajectory.

9 Sep

3 , 1:27 PM
Franklin Resources Inc's subsidiary will expand its alternative investment platform via a Stoneshield acquisition or partnership. Deal supports alternative asset growth but remains incremental to overall operations and performance.

8 Sep

4 , 7:25 AM
Stoneshield Capital joins forces with Franklin Templeton and Clarion Partners to expand real assets management in Europe. Strategic partnership with Stoneshield Capital strengthens Franklin Resources European real assets operations and growth prospects.

3 , 8:56 AM
Stoneshield Capital joins forces with Franklin Templeton and Clarion Partners to expand European real assets management capabilities. Partnership adds European real assets scale to Franklin Templeton's operations but does not alter core trajectory.

5 Sep

5 , 2:10 PM
Franklin Resources' tokenized fund initiatives and rising assets under management inflows may drive substantial growth and reshape its market position. Tokenized fund push and AUM inflows represent transformative moves expected to redefine Franklin Resources' competitive position and long-term prospects.

25 Aug

4 , 10:03 AM
Franklin Resources, Inc. (BEN) advances digital asset strategy to unlock next growth opportunity. Digital asset strategy marks major strategic move with potential to significantly alter BEN's trajectory and investor sentiment.

21 Aug

3 , 3:10 AM
Franklin Templeton (BEN) stock may be undervalued despite a 56% run. Discussion of BEN valuation could moderately affect investor sentiment and short-term performance.

20 Aug

3 , 8:00 AM
Franklin Templeton closed its inaugural US$1.5 billion collateralized fund obligation. US$1.5 billion collateralized fund obligation closing expands Franklin Templeton's capital base and fund capabilities.

11 Aug

3 , 1:33 PM
Franklin Resources expands assets under management through diversification, prompting questions on whether this sustains growth momentum. AUM growth via diversification affects core financial performance and competitive positioning for an asset manager.

5 Aug

3 , 3:17 PM
Franklin Resources shares rose 7.3% after reporting strong Q3 results, completing rebrand to Franklin Templeton, and securing a new credit facility. Strong Q3 results combined with rebranding and added credit capacity provide moderate positive effects on operations and market positioning without fundamentally altering long-term trajectory.

3 Aug

3 , 10:00 AM
Franklin Resources' Q3 earnings call shows margin expansion ahead of plan. Margin expansion ahead of plan indicates improved profitability outlook for Franklin Resources.

31 Jul

4 transcript , 5:04 PM
Franklin Resources Inc (BEN) reported record assets under management in Q3 2026 with strong private markets performance. Record AUM and strong private markets performance indicate substantial positive effects on BEN's growth prospects and market position.

3 , 2:20 PM
Franklin Resources beat Q3 earnings expectations on higher revenues while assets under management reached a record high. Q3 earnings beat on higher revenues combined with record AUM points to stronger financial results likely to lift near-term stock sentiment.

3 transcript www.marketbeat.com, 12:04 PM
Franklin Resources Q3 earnings call highlighted financial results, assets under management trends, revenue figures and management outlook on investment performance and market conditions. Q3 earnings metrics and outlook provide moderate influence on BEN stock sentiment and near-term valuation.

3 , 10:00 AM
Franklin Resources (BEN) released Q3 earnings, providing updates on key financial and operational metrics. Quarterly earnings updates deliver financial results that can moderately shift investor sentiment and near-term stock movement.

3 , 9:02 AM
Franklin Resources (NYSE:BEN) exceeded Q2 CY2026 expectations. Earnings beat may support short-term stock gains and sentiment.

3 , 8:24 AM
Franklin Resources, Inc. announces third quarter results. Quarterly earnings reports typically produce moderate effects on stock valuation and near-term sentiment.

30 Jul

3 , 10:53 AM
Franklin Resources (BEN) will report Q2 earnings results tomorrow. Quarterly earnings release carries potential for moderate short-term stock price movement.

28 Jul

3 , 12:53 PM
Favorable markets and higher AUM balance are positioned to support Franklin Resources' Q3 earnings. Elevated AUM and favorable markets stand to lift near-term earnings results.

23 Jul

3 www.thestreet.com, 11:41 AM
Franklin Resources executive issues bold cryptocurrency prediction at firm managing $1.7 trillion. Executive crypto statement signals potential strategic expansion in digital assets.

9 Jul

3 , 9:19 AM
Franklin Resources' BENJI tokenized fund achieved real-world adoption, raising questions on whether BEN stock trades at elevated valuations amid this development. BENJI fund adoption signals tokenized asset progress that may influence product positioning without fundamentally altering company trajectory.

27 Jun

4 , 1:06 AM
Franklin Resources acquires 250 Digital and launches Franklin Crypto. Acquisition plus crypto platform launch marks major strategic entry into digital assets with potential to shift company trajectory.

24 Jun

3 Zacks, 12:19 PM
Franklin Resources' arm completes buyout of 250 Digital to expand cryptocurrency capabilities. Acquisition adds crypto asset management capacity with moderate effect on BEN innovation and positioning.

23 Jun

4 www.cryptoprowl.com, 12:58 PM
Franklin Templeton launches new crypto unit. Crypto unit launch marks major strategic entry into digital assets with potential to alter competitive positioning.

3 Zacks, 12:00 PM
Franklin Resources (BEN) receives Strong Buy rating upgrade. Strong Buy upgrade may lift short-term investor sentiment and BEN share price.

21 Jun

4 , 8:07 AM
Franklin Resources files Bitcoin Dividend ETFs as assets under management reach $1.78 trillion. Bitcoin ETF filings mark a major strategic expansion into cryptocurrency products.

20 Jun

3 , 3:09 PM
Morningstar's new public/private portfolio partnership may alter the positive investment case for Franklin Resources (BEN). Partnership introduces factors that could moderately shift Franklin Resources' market positioning and investor views.

19 Jun

4 www.cryptoprowl.com, 9:01 AM
Franklin Templeton develops ETFs that convert dividends into Bitcoin. Bitcoin dividend ETF launches mark major product innovation that can shift competitive positioning and investor flows.

3 www.thestreet.com, 2:59 PM
Franklin Resources managing $1.7 trillion explores converting dividends into Bitcoin. Bitcoin dividend option may attract crypto clients and modestly lift BEN sentiment without core business overhaul.
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