BEN
Franklin Resources, Inc. NYSE Listed Sep 23, 1983$33.05
-0.72%
vs $33.29
Mkt Cap $17.2B
52w Low $21.11
91.4% of range
52w High $34.18
50d MA $30.10
200d MA $25.75
P/E (TTM)
36.3x
EV/EBITDA
18.2x
P/B
1.2x
Debt/Equity
1.1x
ROE
5.3%
P/FCF
18.7x
RSI (14)
65.00
ATR (14)
$0.85
Beta
1.47
50d MA
$30.10
200d MA
$25.75
Avg Volume
4.2M
Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Hyderabad, India.
One Franklin Parkway · San Mateo, CA 94403 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | BMO | 0.55 | 0.71 | +29.1% | 27.57 | +1.0% | +6.9% | -0.0% | +1.8% | -0.4% | -0.5% | — |
| Jan 30, 2026 | BMO | 0.55 | 0.70 | +27.3% | 25.88 | -0.5% | +2.9% | +1.7% | -0.3% | +3.1% | -3.3% | — |
| Nov 7, 2025 | BMO | 0.58 | 0.67 | +16.1% | 23.25 | -1.9% | -4.4% | +1.3% | +1.3% | +1.0% | -3.3% | — |
| Aug 1, 2025 | BMO | 0.48 | 0.49 | +1.5% | 24.00 | -3.0% | -0.2% | +4.9% | +0.5% | -0.2% | -1.3% | — |
| May 2, 2025 | BMO | 0.47 | 0.47 | -0.8% | 18.74 | +2.4% | +7.0% | -0.2% | +0.3% | +1.9% | +1.9% | — |
| Jan 31, 2025 | BMO | 0.56 | 0.59 | +5.4% | 20.15 | +3.2% | +10.4% | -6.8% | +0.4% | -0.8% | -0.3% | — |
| Nov 4, 2024 | BMO | 0.60 | 0.59 | -2.0% | 20.84 | -1.3% | -3.3% | +3.9% | +2.8% | -1.1% | -1.2% | — |
| Jul 26, 2024 | BMO | 0.57 | 0.60 | +5.3% | 23.64 | +1.5% | -2.4% | -2.2% | +1.0% | +0.3% | -2.8% | — |
| Apr 29, 2024 | BMO | 0.57 | 0.56 | -2.3% | 24.99 | -0.9% | -6.4% | -2.3% | -0.3% | +0.9% | +1.8% | — |
| Jan 29, 2024 | BMO | 0.57 | 0.65 | +14.0% | 27.59 | +1.9% | -0.3% | -1.4% | -1.8% | +1.6% | -0.5% | — |
| Oct 31, 2023 | BMO | 0.60 | 0.84 | +40.0% | 22.51 | +2.8% | +1.2% | -1.1% | +4.3% | +3.1% | -1.7% | — |
| Jul 28, 2023 | BMO | 0.60 | 0.63 | +5.0% | 28.41 | +4.3% | +3.9% | -0.9% | -1.5% | -1.5% | +0.1% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 6 | Morgan Stanley | Upgrade | Underweight → Equal-Weight | $31 | $30.46 | $31.00 | +1.8% | +2.3% | -2.1% | +1.7% | +1.6% | +0.4% |
| Apr 29 | Barclays | Upgrade | Underweight → Equal Weight | $31 | $29.46 | $29.86 | +1.4% | -0.0% | +1.8% | -0.4% | -0.5% | +2.6% |
| Apr 29 | Goldman Sachs | Maintains | Buy → Buy | — | $29.46 | $29.86 | +1.4% | -0.0% | +1.8% | -0.4% | -0.5% | +2.6% |
| Apr 29 | JP Morgan | Maintains | Neutral → Neutral | — | $29.46 | $29.86 | +1.4% | -0.0% | +1.8% | -0.4% | -0.5% | +2.6% |
| Apr 29 | TD Cowen | Maintains | Buy → Buy | — | $29.46 | $29.86 | +1.4% | -0.0% | +1.8% | -0.4% | -0.5% | +2.6% |
| Apr 29 | Evercore ISI | Maintains | Underperform → Underperform | — | $29.46 | $29.86 | +1.4% | -0.0% | +1.8% | -0.4% | -0.5% | +2.6% |
| Apr 17 | Barclays | Maintains | Underweight → Underweight | — | $26.55 | $26.93 | +1.4% | +2.7% | +1.7% | -1.8% | +0.9% | -2.4% |
| Apr 10 | Evercore ISI | Maintains | Underperform → Underperform | — | $25.04 | $25.07 | +0.1% | -0.5% | +3.1% | +3.0% | +0.8% | -0.3% |
| Feb 3 | Morgan Stanley | Maintains | Underweight → Underweight | — | $27.07 | $27.08 | +0.0% | -0.3% | +3.1% | -3.3% | +1.1% | +1.8% |
| Feb 2 | Evercore ISI | Maintains | Underperform → Underperform | — | $26.62 | $26.52 | -0.4% | +1.7% | -0.3% | +3.1% | -3.3% | +1.1% |
| Jan 15 | Barclays | Maintains | Underweight → Underweight | — | $25.63 | $25.75 | +0.5% | +1.3% | +0.1% | -4.5% | +2.5% | +1.2% |
| Jan 14 | TD Cowen | Maintains | Buy → Buy | — | $25.28 | $25.16 | -0.5% | +1.4% | +1.3% | +0.1% | -4.5% | +2.5% |
| Dec 12 | Barclays | Maintains | Underweight → Underweight | — | $23.47 | $23.65 | +0.8% | +0.0% | +0.6% | -0.6% | +0.9% | +1.0% |
| Nov 10 | JP Morgan | Maintains | Neutral → Neutral | — | $22.23 | $22.10 | -0.6% | +1.3% | +1.3% | +1.0% | -3.3% | -0.5% |
| Oct 21 | Barclays | Maintains | Underweight → Underweight | — | $22.65 | $22.43 | -1.0% | +0.0% | -0.3% | +0.4% | +0.7% | +2.4% |
| Oct 9 | Evercore ISI | Maintains | Underperform → Underperform | — | $23.59 | $23.50 | -0.4% | +0.2% | -4.1% | +0.7% | +0.4% | -0.6% |
| Oct 2 | BofA Securities | Maintains | Underperform → Underperform | — | $22.54 | $22.63 | +0.4% | +1.6% | +3.9% | -2.6% | +0.9% | +0.8% |
| Aug 12 | Morgan Stanley | Maintains | Underweight → Underweight | — | $25.29 | $25.40 | +0.4% | +1.6% | +1.3% | -1.5% | -1.2% | -1.1% |
| Aug 4 | Evercore ISI | Maintains | Underperform → Underperform | — | $23.95 | $24.26 | +1.3% | +4.9% | +0.5% | -0.2% | -1.3% | +0.5% |
| Aug 4 | Barclays | Maintains | Underweight → Underweight | — | $23.95 | $24.26 | +1.3% | +4.9% | +0.5% | -0.2% | -1.3% | +0.5% |
| Aug 4 | JP Morgan | Maintains | Neutral → Neutral | — | $23.95 | $24.26 | +1.3% | +4.9% | +0.5% | -0.2% | -1.3% | +0.5% |
| Jul 16 | Barclays | Maintains | Underweight → Underweight | — | $24.14 | $24.18 | +0.2% | +0.9% | +0.7% | +0.3% | -1.3% | +1.2% |
| Jul 11 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $25.14 | $24.91 | -0.9% | -1.1% | -0.1% | -2.9% | +0.9% | +0.7% |
| Jul 10 | JP Morgan | Maintains | Neutral → Neutral | — | $24.90 | $24.91 | +0.0% | +1.0% | -1.1% | -0.1% | -2.9% | +0.9% |
| Jul 2 | Morgan Stanley | Maintains | Underweight → Underweight | — | $24.34 | $24.33 | -0.0% | +1.8% | +0.4% | -1.3% | -0.2% | +1.6% |
| Jun 27 | Goldman Sachs | Upgrade | Neutral → Buy | — | $23.48 | $23.96 | +2.0% | +1.4% | +0.1% | +2.1% | +1.8% | +0.4% |
| May 5 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $20.06 | $20.00 | -0.3% | -0.2% | +0.3% | +1.9% | +1.9% | +0.5% |
| May 5 | Barclays | Maintains | Underweight → Underweight | — | $20.06 | $20.00 | -0.3% | -0.2% | +0.3% | +1.9% | +1.9% | +0.5% |
| May 5 | Goldman Sachs | Maintains | Neutral → Neutral | — | $20.06 | $20.00 | -0.3% | -0.2% | +0.3% | +1.9% | +1.9% | +0.5% |
| Apr 16 | Barclays | Maintains | Underweight → Underweight | — | $17.97 | $17.86 | -0.6% | -2.3% | +0.3% | -1.5% | +4.0% | +1.9% |
| Apr 14 | Goldman Sachs | Maintains | Neutral → Neutral | — | $17.90 | $18.14 | +1.3% | +0.9% | -0.5% | -2.3% | +0.3% | -1.5% |
| Apr 11 | Evercore ISI | Maintains | Underperform → Underperform | — | $17.72 | $17.51 | -1.2% | +1.0% | +0.9% | -0.5% | -2.3% | +0.3% |
| Apr 9 | TD Cowen | Maintains | Hold → Hold | — | $16.66 | $16.25 | -2.5% | +11.5% | -4.6% | +1.0% | +0.9% | -0.5% |
| Apr 8 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $16.87 | $17.36 | +2.9% | -1.2% | +11.5% | -4.6% | +1.0% | +0.9% |
| Apr 7 | Morgan Stanley | Maintains | Underweight → Underweight | — | $17.51 | $16.77 | -4.2% | -3.7% | -1.2% | +11.5% | -4.6% | +1.0% |
| Apr 3 | BofA Securities | Maintains | Underperform → Underperform | — | $19.43 | $18.68 | -3.9% | -7.6% | -2.5% | -3.7% | -1.2% | +11.5% |
| Feb 3 | Barclays | Maintains | Underweight → Underweight | — | $22.24 | $22.00 | -1.1% | -6.8% | +0.4% | -0.8% | -0.3% | -0.8% |
| Feb 3 | UBS | Maintains | Neutral → Neutral | — | $22.24 | $22.00 | -1.1% | -6.8% | +0.4% | -0.8% | -0.3% | -0.8% |
| Feb 3 | BMO Capital | Maintains | Market Perform → Market Perform | — | $22.24 | $22.00 | -1.1% | -6.8% | +0.4% | -0.8% | -0.3% | -0.8% |
| Feb 3 | Keefe, Bruyette & Woods | Maintains | Underperform → Underperform | — | $22.24 | $22.00 | -1.1% | -6.8% | +0.4% | -0.8% | -0.3% | -0.8% |
| Feb 3 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $22.24 | $22.00 | -1.1% | -6.8% | +0.4% | -0.8% | -0.3% | -0.8% |
| Jan 17 | Barclays | Maintains | Underweight → Underweight | — | $19.40 | $19.56 | +0.8% | +0.8% | +1.3% | +0.3% | +0.6% | +0.5% |
| Jan 16 | JP Morgan | Maintains | Neutral → Neutral | — | $19.63 | $19.51 | -0.6% | -1.2% | +0.8% | +1.3% | +0.3% | +0.6% |
| Jan 14 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $18.99 | $19.05 | +0.3% | +2.2% | +1.1% | -1.2% | +0.8% | +1.3% |
| Dec 20 | Morgan Stanley | Maintains | Underweight → Underweight | — | $19.97 | $19.98 | +0.1% | +2.6% | -0.1% | +2.1% | +0.4% | -1.4% |
| Dec 12 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $22.39 | $22.47 | +0.4% | -1.3% | -0.6% | -0.3% | -2.6% | -5.6% |
| Dec 9 | Barclays | Maintains | Underweight → Underweight | — | $21.92 | $22.02 | +0.5% | +1.7% | +0.2% | +0.2% | -1.3% | -0.6% |
| Nov 5 | Deutsche Bank | Maintains | Hold → Hold | — | $20.16 | $20.27 | +0.5% | +3.9% | +2.8% | -1.1% | -1.2% | +2.5% |
| Nov 5 | JP Morgan | Maintains | Neutral → Neutral | — | $20.16 | $20.27 | +0.5% | +3.9% | +2.8% | -1.1% | -1.2% | +2.5% |
| Nov 5 | Keefe, Bruyette & Woods | Maintains | Underperform → Underperform | — | $20.16 | $20.27 | +0.5% | +3.9% | +2.8% | -1.1% | -1.2% | +2.5% |
No insider trades available.
8-K · 8.01
!! High
Franklin Resources, Inc. -- 8-K 8.01: Material Event / Announcement
Jun 5
8-K · 7.01
! Medium
Franklin Resources, Inc. -- 8-K 7.01: Regulation FD Disclosure
Franklin Resources disclosed second quarter earnings commentary on its investor website, allowing shareholders to review financial performance details and management insights directly through their dedicated investor relations portal.
Apr 28
8-K · 5.02
!!! Very High
Franklin Resources, Inc. -- 8-K 5.02: Executive Change
Franklin Resources' loss of a key executive may signal internal instability or strategic shifts that could impact operational continuity and investor confidence in management's ability to execute growth plans.
Feb 5
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 20,088,613 | $474M | New | Mar 2026 |
| 2 | Vanguard Portfolio Management Llc | 13,844,109 | $327M | New | Mar 2026 |
| 3 | Invesco Ltd. | 13,564,400 | $320M | Added | Mar 2026 |
| 4 | Citadel Advisors Llc | 11,321,929 | $267M | Added | Mar 2026 |
| 5 | Morgan Stanley | 8,629,614 | $206M | Reduced | Dec 2025 |
| 6 | Proshare Advisors Llc | 6,556,326 | $155M | Reduced | Mar 2026 |
| 7 | Artemis Investment Management Llp | 4,879,886 | $115M | Added | Mar 2026 |
| 8 | Bank Of New York Mellon Corp | 4,584,695 | $108M | Added | Mar 2026 |
| 9 | Northern Trust Corp | 3,669,487 | $87M | Reduced | Mar 2026 |
| 10 | Barclays Plc | 2,813,629 | $66M | Added | Mar 2026 |
| 11 | Jupiter Asset Management Ltd | 2,673,409 | $63M | Added | Mar 2026 |
| 12 | Ubs Group Ag | 2,443,853 | $58M | Added | Mar 2026 |
| 13 | Vest Financial, Llc | 2,183,589 | $52M | Reduced | Dec 2025 |
| 14 | Jpmorgan Chase & Co | 2,105,874 | $48M | Added | Mar 2026 |
| 15 | Bank Of America Corp /de/ | 1,964,424 | $46M | Added | Mar 2026 |
| 16 | First Trust Advisors Lp | 1,841,664 | $44M | Reduced | Mar 2026 |
| 17 | Two Sigma Investments, Lp | 1,449,292 | $34M | Reduced | Mar 2026 |
| 18 | Gallagher Fiduciary Advisors, Llc | 1,424,072 | $34M | — | Dec 2025 |
| 19 | Victory Capital Management Inc | 1,311,366 | $31M | Added | Mar 2026 |
| 20 | Arrowstreet Capital, Limited Partnership | 1,158,237 | $27M | New | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$17.17B
Enterprise Value
$25.76B
P/E (TTM)
36.32x
Forward P/E
12.20x
PEG Ratio
3.21x
P/B
1.20x
P/S
1.94x
P/FCF
18.69x
EV/EBITDA
18.22x
Shares Out
515.4M
Financials (TTM)
Revenue
$8.77B
Net Income
$524.9M
EBITDA
$1.41B
Free Cash Flow
$911.6M
Op Cash Flow
$1.07B
EPS Basic
$0.91
EPS Diluted
$0.91
EPS Forward
$2.71
Gross Margin
80.3%
Op Margin
6.9%
Net Margin
6.0%
Balance Sheet
Total Assets
$32.37B
Total Liab.
$18.18B
Total Equity
$14.19B
Cash
$3.57B
LT Debt
$12.30B
Book Value/Sh
$27.58
Debt/Equity
1.10x
Current Ratio
2.71
Quick Ratio
2.71
Returns & Growth
ROE
5.3%
ROA
1.9%
ROIC
1.4%
Rev Growth YoY
+3.5%
EPS Growth YoY
+7.1%
Price Returns
2W
-4.1%
1M
+3.5%
3M
+16.9%
6M
+37.3%
12M
+43.3%
Technicals
52W High
$34.18
52W Low
$21.11
50d MA
$30.10
200d MA
$25.75
RSI (14)
65.00
ATR (14)
$0.85
Beta
1.47
Avg Volume
4.2M
Dividends
Div Rate
$1.33
Div Yield
4.5%
Frequency
4
Ex-Div Date
Mar 31, 2026
Analyst Price Targets
Consensus
$28.75
High
$34.00
Low
$22.00
Median
$29.50
Data updated apr 24, 2026 9:10pm
· Source: financialmodelingprep.com