- $9.25bn
- $20.32bn
- $8.48bn
- 64
- 88
- 58
- 81
Growth & Value
| 12m Forecast Rolling | Industry | Market | |
|---|---|---|---|
| PE Ratio (f) | 8.15 | ||
| PEG Ratio (f) | 2.89 | ||
| EPS Growth (f) | 2.9% | ||
| Dividend Yield (f) | 7.36% | ||
| Valuation (ttm) | Industry | Market | |
|---|---|---|---|
| Price to Book Value | 0.74 | ||
| Price to Tang. Book | 5.82 | ||
| Price to Free Cashflow | 10.9 | ||
| Price to Sales | 1.06 | ||
| EV to EBITDA | 22.09 | ||
Shareholder Activity
| Type | Buy / Hold / Sell |
|---|---|
| Institutions | |
| Directors | |
| Community |
Guru Screens
Quality
| Name | Industry | Market | |
|---|---|---|---|
| Return on Capital | 1.3% | ||
| Return on Equity | 2.76% | ||
| Operating Margin | 4.81% | ||
Financial Summary
| Year End 30th Sep | Unit | 2020 | 2021 | 2022 | 2023 | 2024 | 2025E | 2026E | CAGR / Avg |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | $m | 5,566.5 | 8,425.5 | 8,275.3 | 7,849.4 | 8,478 | 6,459.11 | 6,498 | 8.38% |
| Operating Profit | m | ||||||||
| Net Profit | m | ||||||||
| EPS Reported | |||||||||
| Diluted Normalised EPS | |||||||||
| EPS Growth | % | -15.47 | +82.1 | -31.33 | -13.37 | -9.21 | -3.74 | +8.53 | n/a |
| PE Ratio | x | ||||||||
| PEG | |||||||||
| Profitability | |||||||||
| Operating Margin | % | ||||||||
| ROA | % | ||||||||
| ROCE | % | ||||||||
| ROE | % | ||||||||
| Cashflow | |||||||||
| Op. Cashflow ps | |||||||||
| Capex ps | |||||||||
| Free Cashflow ps | |||||||||
| Dividends | |||||||||
| Dividend ps | |||||||||
| Dividend Growth | % | ||||||||
| Dividend Yield | % | ||||||||
| Dividend Cover | x | ||||||||
| Balance Sheet | |||||||||
| Cash etc | m | ||||||||
| Working Capital | m | ||||||||
| NFA | m | ||||||||
| Net Debt | m | ||||||||
| Book Value | m | ||||||||
| Diluted Weighted Average Shares | m | ||||||||
| Book Value ps | |||||||||
Other Ratios
| Leverage (ttm) | Total | - Intang | + Pension |
|---|---|---|---|
| Gross Gearing | |||
| Net Gearing | |||
| Cash / Assets |
| Liquidity (ttm) | |
|---|---|
| Curr. Ratio | |
| Quick Ratio | |
| Interest Cov. | |
| Efficiency (ttm) | |
|---|---|
| Asset Turnover | |
| Recs Turnover | |
| Stock Turnover | |
Recent History
| Latest interim period vs. prior period | Industry | Market | |
|---|---|---|---|
| Sales Growth | |||
| EPS Growth | |||
| 3yr Compound Annual Growth Rate | Industry | Market | |
|---|---|---|---|
| Sales CAGR | |||
| EPS CAGR | |||
| DPS CAGR | |||
Profile Summary
Franklin Resources, Inc. is a global investment management company with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Through its specialist investment managers, the Company offers specialization on a global scale, bringing capabilities in equity, fixed income, alternatives and multi-asset solutions. It provides its investment management and related services to retail, institutional and high-net-worth investors in jurisdictions worldwide. Its investment products include its sponsored funds, as well as institutional and high-net-worth separate accounts, retail separately managed account programs, sub-advised products, and other investment vehicles. Its funds include registered funds (including exchange-traded funds) and unregistered funds. It offers its services and products under its various distinct brand names, including, but not limited to, Alcentra, Benefit Street Partners, Brandywine Global Investment Management, Canvas, and others.
Directors
- Gregory Johnson CHM (61)
- Jennifer Johnson PRE (57)
- Rupert Johnson VCH (82)
- Matthew Nicholls CFO (49)
- Craig Tyle EVP (62)
- Jed Plafker EVP (50)
- Alok Sethi EVP (60)
- Adam Spector EVP (53)
- Gwen Shaneyfelt CAO (59)
- Mariann Byerwalter LED (61)
- Alexander Friedman IND (52)
- John Kim IND (61)
- Karen King IND (49)
- Anthony Noto IND (53)
- John Thiel IND (61)
- Seth Waugh IND (63)
- Geoffrey Yang IND (62)
- Last Annual
- September 30th, 2024
- Last Interim
- December 31st, 2024
- Incorporated
- November 28th, 1969
- Public Since
- December 5th, 1986
- No. of Shareholders
- 2,353
- No. of Employees
- 10,100
- Sector
- Investment Banking & Investment Services
- Industry
- Financials
- Exchange
New York Stock Exchange- Shares in Issue
- 525,397,977
- Address
- One Franklin Parkway, Building 920/2, SAN MATEO, 94403
- Web
- https://www.franklinresources.com/
- Phone
- +1 6503122000
- Auditors
- PricewaterhouseCoopers LLP
Latest News for BEN
Upcoming Events for BEN
Q2 2025 Franklin Resources Inc Earnings Release
Q2 2025 Franklin Resources Inc Earnings Call
Q3 2025 Franklin Resources Inc Earnings Release
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FAQ
As of Today at 20:41 UTC, shares in Franklin Resources are trading at $17.61. This share price information is delayed by 15 minutes.
Shares in Franklin Resources last closed at $17.61 and the price had moved by -29.02% over the past 365 days. In terms of relative price strength the Franklin Resources share price has underperformed the S&P500 Index by -33.26% over the past year.
The overall consensus recommendation for Franklin Resources is Hold. You can view the full broker recommendation list by unlocking its StockReport.
Find out moreThe Franklin Resources dividend yield is 7.04% based on the trailing twelve month period.
Last year, Franklin Resources paid a total dividend of $1.24, and it currently has a trailing dividend yield of 7.04%. We do not have any data on when Franklin Resources is to next pay dividends.
We do not have data on when Franklin Resources is to next pay dividends. The historic dividend yield on Franklin Resources shares is currently 7.04%.
To buy shares in Franklin Resources you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
As of the previous close price of $17.61, shares in Franklin Resources had a market capitalisation of $9.25bn.
Here are the trading details for Franklin Resources:
- Country of listing: United States
- Exchange: NYQ
- Ticker Symbol: BEN
Based on an overall assessment of its quality, value and momentum Franklin Resources is currently classified as a Neutral. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
The analyst consensus target price for shares in Franklin Resources is $18.25. That is 3.63% above the last closing price of $17.61.
Analysts covering Franklin Resources currently have a consensus Earnings Per Share (EPS) forecast of $2.06 for the next financial year.
Find out moreAn important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Franklin Resources. Over the past six months, its share price has underperformed the S&P500 Index by -6.99%.
As of the last closing price of $17.61, shares in Franklin Resources were trading -14.94% below their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
The Franklin Resources PE ratio based on its reported earnings over the past 12 months is 8.15. The shares last closed at $17.61.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
Franklin Resources' management team is headed by:
- Gregory Johnson - CHM
- Jennifer Johnson - PRE
- Rupert Johnson - VCH
- Matthew Nicholls - CFO
- Craig Tyle - EVP
- Jed Plafker - EVP
- Alok Sethi - EVP
- Adam Spector - EVP
- Gwen Shaneyfelt - CAO
- Mariann Byerwalter - LED
- Alexander Friedman - IND
- John Kim - IND
- Karen King - IND
- Anthony Noto - IND
- John Thiel - IND
- Seth Waugh - IND
- Geoffrey Yang - IND