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Franklin Resources, Inc. BEN SPX

Financial Services · Asset Management · United States
https://www.franklinresources.com
Company Profile ↓
$33.14
+40.47% 1Y
Mkt Cap$17.22B
P/E25.30
P/B1.38
Div. Yield4.11%
52W High$34.44
52W Low$20.39
Book Value$23.33
EPS (TTM)$1.31

Company Overview

Franklin Resources, Inc. is a publicly owned asset investment manager. 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 Calgary, Alberta; Dubai, United Arab Emirates; Edinburgh, Midlothian; Fort Lauderdale, Florida; Hyderabad, India; London, Greater London; Rancho Cordova, California; Shanghai, Shanghai Province; Singapore; Stamford, Connecticut; and Vienna.

Why Investors Should Care

Healthy Margins

Operating margin of 17.2% supports profitability.

Conservative Balance Sheet

Carries low leverage with a debt-to-equity ratio of 0.23.

Dividend Income

Offers a dividend yield of 4.11%.

Recent Developments

  • Sep 2025 Revenue of $8.77B (+3.5% YoY); net profit $524.90M.
  • Trailing 12 Months Year-on-year growth — revenue +8.7%, earnings +87.2%.
  • 5-Year Trend Long-term compounding — revenue CAGR 1.9%, profit CAGR -6.5%.

Growth & Price Performance

Compounded Sales Growth

5 Years:1.94%
1 Year:8.70%

Compounded Profit Growth

5 Years:-6.54%
1 Year:87.20%

Stock Price Performance

1 Year:+40.47%
6 Months:+32.35%
3 Months:+30.40%
1 Month:+5.23%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 91% of range
$20.39 $34.44
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)53.76 · Neutral
Price Performance
1M+5.23%
3M+30.40%
6M+32.35%
1Y+40.47%
Valuation vs Sector

P/E of 25.30 is above the sector median of 13.30 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Attractive dividend yield of 4.11%.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

  • Earnings shrank at -6.5% CAGR over 5 years.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
25.30
Industry PE
13.30
Forward P/E
11.12
PEG Ratio
0.40
Book Value
$23.33
Price to Book
1.38
P/S
1.85
EV/EBITDA
11.22
Dividend Yield
4.11%

Growth (CAGR)

Revenue 5Y
1.94%
Profit 5Y
-6.54%
Revenue (YoY)
8.70%
Earnings (YoY)
87.20%

Profitability & Returns

ROCE
1.95%
ROE
6.70%
ROA
2.60%
Profit Margin
8.12%
Op Margin
17.24%
Gross Margin
37.36%
EPS (Latest Qtr)
$0.49
EPS (TTM)
$1.31

Balance Sheet & Liquidity

Debt/Equity
0.23
Quick Ratio
1.35
Current Ratio
6.34
Debt
$3.43B
Total Assets
$34.11B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
48.49%
Chg in Prom Hold
-
FII / Inst Holding
51.57%
Chg in FII Hold
0.15%

Financial Snapshot

Enterprise Value
$17.22B
Total Revenue (TTM)
$9.03B
EBITDA
$1.79B
Free Cash Flow
$-242.14M
Operating Cash Flow
$978.70M
Shares Outstanding
519.64M
Gross Margin
37.36%
Payout Ratio
99.24%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 BEN Franklin Resources, Inc. SPX 33.14 25.30 $17.22B 4.11% 1.95% 6.70% 1.94% -6.54%
2 JPM JPMorgan Chase & Co. SPX 342.89 16.42 $918.78B 1.87% - 16.47% 5.35% 7.56%
3 BRK-B Berkshire Hathaway Inc. SPX 491.09 14.61 $686.70B 0.00% - 10.50% 4.18% 9.44%
4 V Visa Inc. SPX 356.02 31.01 $590.89B 0.83% 37.15% 60.35% 14.33% 13.04%
5 MA Mastercard Incorporated SPX 538.02 31.10 $471.86B 0.71% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPX 60.62 15.04 $430.20B 2.00% - 10.64% 6.00% 3.49%
7 MS Morgan Stanley SPX 227.67 20.62 $359.10B 1.87% - 16.39% 3.76% 9.66%
8 GS The Goldman Sachs Group, Inc. SPX 1,140.00 20.83 $336.31B 1.69% - 14.55% - 2.21%
9 WFC Wells Fargo & Company SPX 85.29 13.18 $261.00B 2.11% - 12.03% 4.02% 15.98%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2013Jun 2013Dec 2013Mar 2014Jun 2014Dec 2014Mar 2015Jun 2015Dec 2015Mar 2016Jun 2016Dec 2016Mar 2017Jun 2017Dec 2017Mar 2018Jun 2018Dec 2018Mar 2019Jun 2019Dec 2019Mar 2020Jun 2020Dec 2020Mar 2021Jun 2021Dec 2021Mar 2022Jun 2022Dec 2022Mar 2023Jun 2023Dec 2023Mar 2024Jun 2024Dec 2024Mar 2025Jun 2025Dec 2025Mar 2026
Revenue --------------------1.39B1.31B1.16B2.00B2.08B2.17B2.22B2.08B2.03B1.97B1.93B1.97B1.99B2.15B2.12B2.25B2.11B2.06B2.33B2.29B
Operating Income 729.40M771.70M813.10M786.00M786.80M782.00M757.70M769.80M653.60M537.30M595.40M586.90M555.50M564.20M581.10M555.70M503.10M411.50M379.50M374.90M372.90M339.90M232.50M409.10M456.30M478.10M557.70M463.00M404.70M194.00M255.10M314.90M206.50M129.30M222.50M219.00M145.60M154.10M281.00M323.30M
Net Income 572.80M552.30M603.80M561.00M578.90M566.40M606.50M504.20M447.80M360.40M446.40M440.20M420.70M410.60M-583.30M443.20M402.00M275.90M367.50M245.90M350.50M79.10M290.40M345.30M381.80M438.40M453.20M349.60M256.40M165.60M194.20M227.50M251.30M124.20M174.00M163.60M151.40M92.30M255.50M268.20M
Diluted EPS 0.900.860.960.890.920.910.980.820.740.610.770.770.740.73-1.060.780.750.540.720.480.700.160.580.670.740.860.880.680.500.320.380.440.500.230.320.290.260.150.460.49

Profit & Loss (Annual)

Figures in USD.

Metric Sep 2007Sep 2008Sep 2009Sep 2010Sep 2011Sep 2012Sep 2013Sep 2014Sep 2015Sep 2016Sep 2017Sep 2018Sep 2019Sep 2020Sep 2021Sep 2022Sep 2023Sep 2024Sep 2025
Revenue 6.21B6.03B4.19B5.85B7.14B7.10B7.99B8.49B7.95B6.62B6.39B6.20B5.67B5.57B8.43B8.28B7.85B8.48B8.77B
Operating Income 2.07B2.10B1.20B1.96B2.66B2.52B2.92B3.22B3.03B2.37B2.26B2.03B1.47B1.05B1.88B1.77B1.10B407.60M604.10M
Net Income 1.77B1.59B896.78M1.45B1.92B1.93B2.15B2.38B2.04B1.73B1.70B764.40M1.20B798.90M1.83B1.29B882.80M464.80M524.90M
Diluted EPS 7.036.623.856.332.872.983.373.793.292.943.011.392.351.593.572.531.720.850.91

Balance Sheet (Annual)

Figures in USD.

Metric Sep 2006Sep 2007Sep 2008Sep 2009Sep 2010Sep 2011Sep 2012Sep 2013Sep 2014Sep 2015Sep 2016Sep 2017Sep 2018Sep 2019Jul 2020Sep 2020Sep 2021Sep 2022Sep 2023Sep 2024Sep 2025
Total Assets --9.18B9.47B10.71B13.78B14.75B15.39B16.36B16.34B16.10B17.53B14.38B14.53B-21.68B24.17B28.06B30.12B32.46B32.37B
Total Equity 6.68B7.33B7.07B7.63B7.73B8.52B9.20B10.07B11.58B11.84B11.94B12.62B9.90B9.91B-10.11B11.22B11.47B11.92B12.51B12.08B
Cash & Equivalents 3.31B3.30B2.31B2.98B3.99B5.20B6.05B6.32B7.60B8.37B8.48B8.75B6.91B6.21B-3.99B4.65B----
Long Term Debt --118.43M0898.90M1.85B1.57B1.20B1.20B1.35B1.40B1.04B695.90M696.90M2.00B3.02B3.40B3.38B3.05B2.78B2.36B
Total Liabilities --2.02B1.77B2.96B4.65B4.96B4.58B3.91B3.78B3.51B2.66B3.13B3.16B-10.27B11.42B14.24B16.55B17.90B18.18B
Current Liabilities --935.89M725.54M1.01B1.31B---------------

Cash Flows (Annual)

Figures in USD.

Metric Sep 2007Sep 2008Sep 2009Sep 2010Sep 2011Sep 2012Sep 2013Sep 2014Sep 2015Sep 2016Sep 2017Sep 2018Sep 2019Sep 2020Sep 2021Sep 2022Sep 2023Sep 2024Sep 2025
Operating Cash Flow 1.67B1.41B641.40M1.65B1.62B1.07B2.04B2.14B2.25B1.73B1.14B2.23B268.50M1.08B1.25B1.96B1.09B971.30M1.07B
Investing Cash Flow -306.17M-1.10B289.94M-32.70M435.90M873.40M232.90M390.60M248.90M192.20M52.00M-290.40M-1.28B-4.06B-2.62B-3.33B-3.61B-2.42B-2.34B
Financing Cash Flow -1.45B-1.30B-340.61M-594.90M-968.20M-1.08B-2.02B-1.20B-1.61B-1.80B-956.00M-3.76B339.90M734.40M2.03B1.58B2.11B1.42B452.40M
Capital Expenditure -94.14M-63.50M-45.18M57.40M-131.70M-78.40M-62.20M-53.10M-68.80M-97.60M-74.90M-106.50M-233.70M-103.70M-79.30M-90.30M-148.80M-177.10M-154.50M
Free Cash Flow 1.58B1.35B596.22M1.71B1.49B987.80M1.97B2.08B2.18B1.63B1.06B2.12B34.80M979.60M1.17B1.87B940.40M794.20M911.60M
Share Buybacks 1.29B1.54B376.91M675.80M954.20M797.40M491.00M622.20M1.06B1.31B765.30M1.42B754.50M218.20M208.20M180.80M256.30M274.40M240.30M

Ratios (Annual)

Figures in %.

Metric Sep 2007Sep 2008Sep 2009Sep 2010Sep 2011Sep 2012Sep 2013Sep 2014Sep 2015Sep 2016Sep 2017Sep 2018Sep 2019Sep 2020Sep 2021Sep 2022Sep 2023Sep 2024Sep 2025
Gross Margin % -------------------
Operating Margin % 33.3%34.8%28.7%33.5%37.3%35.4%36.6%37.9%38.1%35.7%35.4%32.7%25.9%18.8%22.3%21.4%14.0%4.8%6.9%
Net Margin % 28.6%26.3%21.4%24.7%26.9%27.2%26.9%28.1%25.6%26.1%26.5%12.3%21.1%14.4%21.7%15.6%11.2%5.5%6.0%
ROE % 24.2%22.5%11.7%18.7%22.6%21.0%21.3%20.6%17.2%14.5%13.4%7.7%12.1%7.9%16.3%11.3%7.4%3.7%4.3%
ROCE % -25.5%13.8%20.2%21.3%--------------

Shareholding Pattern

Insiders
48.49%
Institutions
51.57%
Public Float
100.13%

Top Institutional Holders

#Holder% HeldSharesValue
1 Power Corp of Canada 6.07% 31.56M $1.09B
2 Blackrock Inc. 5.54% 28.77M $992.76M
3 Vanguard Capital Management LLC 3.87% 20.09M $693.26M
4 State Street Corporation 3.77% 19.61M $676.86M
5 Vanguard Portfolio Management LLC 2.66% 13.84M $477.76M
6 Invesco Ltd. 2.61% 13.56M $468.11M
7 Citadel Advisors Llc 2.18% 11.32M $390.72M
8 Dimensional Fund Advisors LP 2.09% 10.86M $374.79M
9 Geode Capital Management, LLC 1.50% 7.81M $269.52M
10 Goldman Sachs Group Inc 1.43% 7.44M $256.83M

Analyst View

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Latest News

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In early July 2026, Franklin Resources was hit by a broad risk-off shift as geopolitical tensions and concerns about further Federal Reserve rate hikes pressured sentiment toward asset managers whose fee income and portfolio values are clos…

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Franklin Resources (BEN) is a Top Dividend Stock Right Now: Should You Buy?

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BEN — Frequently Asked Questions

What is the current share price of Franklin Resources, Inc. (BEN)?

As of 2026-07-14 21:23 PDT, Franklin Resources, Inc. (BEN) trades at $33.14 on NYSE. Its 52-week range is $20.39 to $34.44.

What is the market capitalisation of BEN?

Franklin Resources, Inc. (BEN) has a market capitalisation of $17.22B on NYSE.

What is the P/E ratio of BEN?

BEN trades at a trailing price-to-earnings (P/E) ratio of 25.30. The industry average P/E is 13.30. Its price-to-book (P/B) ratio is 1.38.

Does BEN pay a dividend?

Franklin Resources, Inc. (BEN) currently offers a dividend yield of 4.11%.

What is the return on equity (ROE) of BEN?

BEN has a return on equity (ROE) of 6.70%. Its return on capital employed (ROCE) is 1.95%.

Is BEN a good stock to buy?

This page provides a data-driven analysis of Franklin Resources, Inc. (BEN), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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