Franklin Resources
About: Franklin Resources provides investment services for individual and institutional investors. At the end of July 2025, Franklin had $1.617 trillion in managed assets, composed primarily of equity (41%), fixed-income (27%), multi-asset/balanced (11%) funds, alternatives (16%) and money market funds (5%). Distribution tends to be weighted between retail investors (56% of AUM) and institutional accounts (41%), 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 31% of its assets under management invested in global/international strategies and just as much sourced from clients domiciled outside the United States.
Employees: 10,100
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
40% more call options, than puts
Call options by funds: $42.9M | Put options by funds: $30.7M
25% more capital invested
Capital invested by funds: $5.38B [Q1] → $6.74B (+$1.36B) [Q2]
20% more funds holding in top 10
Funds holding in top 10: 5 [Q1] → 6 (+1) [Q2]
12% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 82
0.7% more ownership
Funds ownership: 53.17% [Q1] → 53.88% (+0.7%) [Q2]
1% more funds holding
Funds holding: 554 [Q1] → 557 (+3) [Q2]
16% less repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 214
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Morgan Stanley
Michael Cyprys
|
$21
|
Underweight
Maintained
|
12 Aug 2025 |
JP Morgan
Kenneth Worthington
|
$29
|
Neutral
Maintained
|
4 Aug 2025 |
Evercore ISI Group
David Motemaden
|
$25
|
Underperform
Maintained
|
4 Aug 2025 |
Barclays
Benjamin Budish
|
$23
|
Underweight
Maintained
|
4 Aug 2025 |
Wells Fargo
Michael Brown
|
$26
|
Equal-Weight
Maintained
|
11 Jul 2025 |
Goldman Sachs
Alexander Blostein
|
$29
|
Buy
Upgraded
|
27 Jun 2025 |
Financial journalist opinion
Based on 10 articles about BEN published over the past 30 days