Franklin Resources
BEN
Market cap $13.1B

25.25 USD

+0.12

0.48%

At close Aug 5, 4:00 PM EDT

After hours

25.18

-0.07

0.28%

1 day

0.48%

5 days

2.68%

1 month

2.85%

3 months

26.19%

6 months

22.28%

Year to date

25.37%

1 year

17.66%

5 years

13.84%

10 years

-44.12%

About: Franklin Resources provides investment services for individual and institutional investors. At the end of June 2025, Franklin had $1.606 trillion in managed assets, composed primarily of equity (41%), fixed-income (28%), multi-asset/balanced (11%) funds, alternatives (16%) and money market funds (4%). Distribution tends to be weighted between retail investors (55% of AUM) and institutional accounts (42%), with high-net-worth clients accounting for the remainder. Franklin is one of the more global of the US-based asset managers we cover, with 30% of its assets under management invested in global/international strategies and just as much sourced from clients domiciled outside the United States.

Employees: 10,000

Financials Asset Management

0

Funds holding %

of 7,331 funds

0

Analysts bullish %

of 6 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

38% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 165

5% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 65

0.92% more ownership

Funds ownership: 52.25% [Q4 2024] → 53.17% (+0.92%) [Q1 2025]

0% more call options, than puts

Call options by funds: $46.1M | Put options by funds: $46M

0% more funds holding in top 10

Funds holding in top 10: 5 [Q4 2024] → 5 (+0) [Q1 2025]

1% less funds holding

Funds holding: 555 [Q4 2024] → 552 (-3) [Q1 2025]

3% less capital invested

Capital invested by funds: $5.56B [Q4 2024] → $5.38B (-$180M) [Q1 2025]

See Fund Rankings

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$19

25%

downside

Avg. target

$25

0%

upside

High target

$29

15%

upside

6 analyst ratings

1 positive

17%

2 neutral

33%

3 negative

50%

JP Morgan Kenneth Worthington	15%upside $29	Neutral Maintained	4 Aug 2025
Evercore ISI Group David Motemaden	1%downside $25	Underperform Maintained	4 Aug 2025
Barclays Benjamin Budish	9%downside $23	Underweight Maintained	4 Aug 2025
Wells Fargo Michael Brown	3%upside $26	Equal-Weight Maintained	11 Jul 2025
Morgan Stanley Michael Cyprys	25%downside $19	Underweight Maintained	2 Jul 2025

See Analyst Rankings

Financial journalist opinion

Based on 17 articles about BEN published over the past 30 days

Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management.

Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management

The Motley Fool

Franklin Resources Q3 Revenue Beats

Franklin Resources Q3 Revenue Beats

Franklin Resources Q3 Revenue Beats

Zacks Investment Research

Franklin Q3 Earnings Beat, AUM Rises Sequentially, Stock Down

BEN's Q3 earnings edge past estimates, but shares slip 2.5% in early trading as revenue declines and costs climb despite AUM gains.

Franklin Q3 Earnings Beat, AUM Rises Sequentially, Stock Down

Franklin Resources, Inc. (BEN) Q3 2025 Earnings Call Transcript

Franklin Resources, Inc. (NYSE:BEN ) Q3 2025 Earnings Conference Call August 1, 2025 10:00 AM ET Company Participants Adam Benjamin Spector - Executive VP & Head of Global Distribution Jennifer M. Johnson - President, CEO & Director Matthew Nicholls - Executive VP, CFO & COO Selene Oh - Head of Investor Relations Conference Call Participants Alexander Blostein - Goldman Sachs Group, Inc., Research Division Brian Bertram Bedell - Deutsche Bank AG, Research Division Daniel Thomas Fannon - Jefferies LLC, Research Division Glenn Paul Schorr - Evercore ISI Institutional Equities, Research Division Kenneth Brooks Worthington - JPMorgan Chase & Co, Research Division Michael J.

Franklin Resources, Inc. (BEN) Q3 2025 Earnings Call Transcript

Zacks Investment Research

Franklin Resources (BEN) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for Franklin Resources (BEN) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Franklin Resources (BEN) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Zacks Investment Research

Franklin Resources (BEN) Q3 Earnings and Revenues Top Estimates

Franklin Resources (BEN) came out with quarterly earnings of $0.49 per share, beating the Zacks Consensus Estimate of $0.48 per share. This compares to earnings of $0.6 per share a year ago.

Franklin Resources (BEN) Q3 Earnings and Revenues Top Estimates

Franklin Resources, Inc. Announces Third Quarter Results

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Resources, Inc. (the “Company”) [NYSE: BEN] today announced net income1 of $92.3 million or $0.15 per diluted share for the quarter ended June 30, 2025, as compared to $151.4 million or $0.26 per diluted share for the previous quarter, and $174.0 million or $0.32 per diluted share for the quarter ended June 30, 2024. Operating income was $154.1 million for the quarter ended June 30, 2025, as compared to $145.6 million for the previous quarter and $22.

Franklin Resources, Inc. Announces Third Quarter Results

Zacks Investment Research

Franklin Gears Up to Report Q3 Earnings: What's in Store?

BEN's Q3 earnings are expected to drop 20% as lower fees and AUM outflows offset fixed-income market gains.

Franklin Gears Up to Report Q3 Earnings: What's in Store?

Best Dividend Aristocrats For August 2025

Dividend Aristocrats are outperforming SPY in July but still trail year-to-date; select Aristocrats delivered double-digit gains and strong dividend growth. 47 of 69 Aristocrats raised dividends in 2025, with an average growth rate of 4.92% and more increases expected, signaling ongoing income reliability. My 'Promising Aristocrats' list, focused on undervaluation and projected total return, has outperformed both NOBL and SPY since late June.

Best Dividend Aristocrats For August 2025

Zacks Investment Research

Analysts Estimate Franklin Resources (BEN) to Report a Decline in Earnings: What to Look Out for

Franklin Resources (BEN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Analysts Estimate Franklin Resources (BEN) to Report a Decline in Earnings: What to Look Out for

See News Rankings

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