Franklin Resources
BEN
Market cap $13.1B

24.87 USD

-0.27

1.07%

At close Jul 11, 4:00 PM EDT

After hours

24.84

-0.03

0.12%

1 day

-1.07%

5 days

0.69%

1 month

10.34%

3 months

38.94%

6 months

30.96%

Year to date

23.49%

1 year

7.76%

5 years

19.22%

10 years

-49.33%

About: Franklin Resources provides investment services for individual and institutional investors. At the end of February 2025, Franklin had $1.577 trillion in managed assets, composed primarily of equity (39%), fixed-income (30%), multi-asset/balanced (11%) funds, alternatives (16%) and money market funds (4%). Distribution tends to be weighted not quite equally between retail investors (54% of AUM) and institutional accounts (43%), 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 7,312 funds

0

Analysts bullish %

of 5 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

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

Low target

$19

24%

downside

Avg. target

$23

8%

downside

High target

$29

17%

upside

5 analyst ratings

1 positive

20%

2 neutral

40%

2 negative

40%

Wells Fargo Michael Brown	5%upside $26	Equal-Weight Maintained	11 Jul 2025
JP Morgan Kenneth Worthington	12%downside $22	Neutral Maintained	10 Jul 2025
Morgan Stanley Michael Cyprys	24%downside $19	Underweight Maintained	2 Jul 2025
Goldman Sachs Alexander Blostein	17%upside $29	Buy Upgraded	27 Jun 2025
Barclays Benjamin Budish	24%downside $19	Underweight Maintained	5 May 2025

See Analyst Rankings

Financial journalist opinion

Based on 7 articles about BEN published over the past 30 days

24/7 Wall Street

Boomers Are Buying The 5 Highest-Yielding Dividend Champions Hand-Over-Fist

While reaching retirement age can be both a blessing and a curse, relying on the U.S.

Boomers Are Buying The 5 Highest-Yielding Dividend Champions Hand-Over-Fist

Zacks Investment Research

Franklin's June AUM Balance Rises Sequentially on Positive Markets

BEN's AUM rose to $1.61T in June, up 2.1% from May, as positive markets offset $1B in net long-term outflows.

Franklin's June AUM Balance Rises Sequentially on Positive Markets

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

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Resources, Inc. (Franklin Templeton) (NYSE: BEN) today reported preliminary month-end assets under management (AUM) of $1.61 trillion at June 30, 2025, compared to $1.57 trillion at May 31, 2025. This month's AUM reflected the impact of positive markets, partially offset by preliminary long-term net outflows of $1 billion, inclusive of $4 billion of long-term net outflows at Western Asset Management.1 Excluding Western Asset Management, preliminary l.

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

Franklin Resources, Inc. to Announce Third Quarter Results on August 1, 2025

SAN MATEO, Calif.--(BUSINESS WIRE)--On Friday, August 1, 2025 at approximately 8:30 a.m. Eastern Time, Franklin Resources, Inc. (the “Company”) [NYSE:BEN] will release its third quarter operating results. A written commentary on the results will also be available via investors.franklinresources.com at approximately 8:30 a.m. Eastern Time. In addition, Jenny Johnson, President and CEO; Matthew Nicholls, Executive Vice President, CFO and COO; and Adam Spector, Executive Vice President - Global Ad.

Franklin Resources, Inc. to Announce Third Quarter Results on August 1, 2025

24/7 Wall Street

The 3 Best Dividend Aristocrats Under $25 to Buy Now With $1000

For younger investors or those on a tight budget, investing in stocks to generate consistent passive income can be daunting because many top dividend stocks trade at prices ranging from $25 to over $100 per share.

The 3 Best Dividend Aristocrats Under $25 to Buy Now With $1000

Best Dividend Aristocrats For July 2025

Dividend Aristocrats have underperformed the S&P 500 in 2025, with NOBL up 1.77% versus SPY's 5.55% year-to-date gain. Dividend growth remains healthy, with 44 out of 69 Aristocrats already raising payouts in 2025 and an average growth rate of 4.86%. I identified 21 Aristocrats as both potentially undervalued and offering a projected long-term annualized return of at least 10%.

Best Dividend Aristocrats For July 2025

69 June Aristocrats: 1 To Buy

Five of the ten lowest-priced S&P 500 Dividend Aristocrats are currently attractive buys, offering high yields and fair valuations for income investors. Analyst forecasts suggest potential net gains of 15.65% to 36.53% for the top ten Aristocrat Dogs by June 2026, with average risk below the market. Fifteen Aristocrats show negative free cash flow margins, signaling caution—dividends may not be sustainable for these cash-poor stocks.

69 June Aristocrats: 1 To Buy

Franklin Templeton Launches Patent-Pending Intraday Yield Feature on Benji Technology Platform

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton Launches Patent-Pending Intraday Yield Feature on Benji Technology Platform.

Franklin Templeton Launches Patent-Pending Intraday Yield Feature on Benji Technology Platform

Zacks Investment Research

Franklin Resources to Expand Alternatives Platform With Apera Acquisition

BEN is set to expand its alternatives platform with a majority stake in Apera, boosting global credit AUM to $87 billion.

Franklin Resources to Expand Alternatives Platform With Apera Acquisition

Zacks Investment Research

Franklin's May AUM Balance Rises on Positive Markets and Net Inflows

BEN's AUM rose to $1.57 trillion in May, driven by positive markets and net inflows despite outflows at Western Asset.

Franklin's May AUM Balance Rises on Positive Markets and Net Inflows

See News Rankings

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