Franklin Resources
BEN
Market cap $11.5B

22.17 USD

-0.43

1.90%

At close Jun 13, 4:00 PM EDT

After hours

22.17

+0.00

0.00%

1 day

-1.90%

5 days

0.91%

1 month

2.73%

3 months

17.18%

6 months

0.91%

Year to date

10.08%

1 year

0.96%

5 years

-0.27%

10 years

-55.43%

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 7,296 funds

0

Analysts bullish %

of 7 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

3% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 65

0.89% more ownership

Funds ownership: 52.25% [Q4 2024] → 53.14% (+0.89%) [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] → 550 (-5) [Q1 2025]

3% less capital invested

Capital invested by funds: $5.56B [Q4 2024] → $5.38B (-$183M) [Q1 2025]

See Fund Rankings

Research analyst outlook

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

Low target

$15

32%

downside

Avg. target

$18.36

17%

downside

High target

$22

3%

downside

7 analyst ratings

0 positive

0%

3 neutral

43%

4 negative

57%

Goldman Sachs Alexander Blostein	3%downside $22	Neutral Maintained	5 May 2025
Barclays Benjamin Budish	14%downside $19	Underweight Maintained	5 May 2025
Wells Fargo Michael Brown	3%downside $22	Equal-Weight Maintained	5 May 2025
Evercore ISI Group David Motemaden	23%downside $17	Underperform Maintained	11 Apr 2025
TD Cowen Bill Katz	21%downside $17.50	Hold Maintained	9 Apr 2025

See Analyst Rankings

Financial journalist opinion

Based on 14 articles about BEN published over the past 30 days

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

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 $1.57 trillion at May 31, 2025, compared to $1.53 trillion at April 30, 2025. This month's AUM reflected the positive impact of markets and preliminary long-term net inflows of $1 billion, inclusive of $3 billion of long-term net outflows at Western Asset Management.1 Excluding Western Asset Management, preliminary long-term net infl.

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

Franklin Templeton Continues Expansion of Alternatives Platform with Agreement to Acquire Apera

LONDON--(BUSINESS WIRE)--Franklin Templeton Continues Expansion of Alternatives Platform with Agreement to Acquire Apera.

Franklin Templeton Continues Expansion of Alternatives Platform with Agreement to Acquire Apera

Zacks Investment Research

5 Top S&P 500 Financial Stocks That Bucked the "Sell in May" Trend

COIN, NTRS, BK, BEN and BAC defied May's selloff mantra, riding strong fundamentals and sector tailwinds to gains.

5 Top S&P 500 Financial Stocks That Bucked the "Sell in May" Trend

Zacks Investment Research

3 Investment Management Stocks to Watch Amid Industry Challenges

While rising expenses and pressure on margins are near-term concerns for the Investment Management industry, rising AUM balance and demand for higher-yielding investment vehicles will support Franklin (BEN), Affiliated Managers (AMG) and Federated (FHI).

3 Investment Management Stocks to Watch Amid Industry Challenges

Best Dividend Aristocrats For June 2025

Dividend Aristocrats have slightly outperformed the S&P 500 year-to-date, despite underperforming in April and May. Dividend growth remains robust, with 41 of 69 Aristocrats announcing increases in 2025 and the average growth rate at 4.75%. 22 Aristocrats appear both undervalued and offer a projected long-term annualized return of at least 10%, based on dividend yield theory and earnings growth.

Best Dividend Aristocrats For June 2025

Shareholders to Demand Action from Mark Zuckerberg and Meta on Child Safety

MENLO PARK, Calif.--(BUSINESS WIRE)--Tomorrow, Meta shareholders will vote on a resolution asking Meta to assess its child safety impacts and whether harm to children on its platform has been reduced. The vote follows reports that the company's Instagram Teens feature “fails spectacularly on some key dimensions”, including promoting sexual, racist, drug and alcohol-related content. The resolution - filed by Proxy Impact on behalf of Dr. Lisette Cooper and co-filed by 18 institutional investors.

Shareholders to Demand Action from Mark Zuckerberg and Meta on Child Safety

Zacks Investment Research

Franklin Shares Up 6.2% in the Past 3 Months: How to Play the Stock?

BEN gains 6.2% in three months on AUM growth and acquisitions, but rising costs and fee volatility keep the stock in hold territory.

Franklin Shares Up 6.2% in the Past 3 Months: How to Play the Stock?

See News Rankings

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