Revenue segments as reported by the company.

Investment management fees

Sales and distribution fees

Shareholder servicing fees

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Compensation and benefits

Sales, distribution and marketing

Information systems and technology

Occupancy

Amortization of intangible assets

General, administrative and other

Impairment of intangible assets

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Franklin Resources

Franklin Resources, Inc. is a holding company, which engages in the provision of investment management and related services. The firm offers services and products under various distinct brand names, including, but not limited to, Franklin, Templeton, Legg Mason, Benefit Street Partners, Brandywine Global Investment Management, Clarion Partners, ClearBridge Investments, Fiduciary Trust International, Franklin Bissett, Franklin Mutual Series, K2, LibertyShares, Martin Currie, Royce Investment Partners and Western Asset Management Company. It provides investment management and related services to retail, institutional and high-net-worth investors in jurisdictions worldwide. The company was founded by Rupert H. Johnson, Sr. in 1947 and is headquartered in San Mateo, CA.

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Franklin Resources reports strong Q1 earnings, eyes growth in alternatives

Franklin Resources (BEN) showcased strong financial performance with notable net inflows and improved strategy performance.
The company's focus on alternative investments, ETFs, and wealth management presents growth opportunities.
Challenges include managing outflows, retail distribution complexities, and optimizing fixed income sales.
Efficient expense management, brand leverage, and strategic reorganization are key to future success.

Franklin Resources (BEN) reports strong Q2 earnings amid market challenges

Franklin Resources (BEN) Q2 2023 Earnings Call highlighted positive momentum with increased AUM and strong investment performance.
The company is capitalizing on demand for active strategies and alternative assets, while addressing challenges in equities and private credit.
Opportunities lie in strategic adjustments in fixed income, multi-asset growth, and leveraging technology for wealth solutions.

Franklin Resources (BEN) reports strong Q3 performance and strategic growth

Franklin Resources (BEN) sees positive trends in net flows, investment performance, and strategic partnerships in Q3 2023. Challenges with Morningstar categorization and slower conversion of late-stage opportunities persist. Opportunities lie in alternative investments and centralized distribution efforts for future growth.

Franklin Resources reports improved performance and growth opportunities post-acquisition

Franklin Resources (BEN) showcased improved performance with positive net flows in key areas, strategic acquisitions to enhance market presence, and a focus on expense discipline and organic growth. Challenges include core plus investments and regulatory impacts, while opportunities arise from the Putnam acquisition and leveraging distribution capabilities.

Franklin Resources (BEN) reports strong Q2 performance and eyes private market growth

Franklin Resources delivered a robust performance in Q2 2024, driven by strong AUM growth, positive net flows, and strategic investments. The company's focus on active management, private markets, and global client engagement proved successful. Challenges lie in fee rate fluctuations and market uncertainties, while opportunities abound in private markets fundraising and channel expansion.

Franklin Resources (BEN) reports solid Q3 performance amidst market complexities

Franklin Resources (BEN) navigated a complex investment landscape with $1.65 trillion AUM and consistent performance.
While facing challenges like fee rates, the company leverages strengths in private markets and product development.
Opportunities in partnerships, ETF growth, and revenue diversification position the company for future growth.

Franklin Resources (BEN) reports strong Q4 earnings amid diversification push

Franklin Resources (BEN) delivered a robust performance in Q4 2024, leveraging diversification and strategic acquisitions for growth amidst challenges.
The company's strengths in expense management, operational efficiency, and client partnerships position it well for future opportunities in private markets and wealth management.
While facing challenges from Western Asset's outflows, Franklin Resources remains focused on growth strategies, revenue targets, and addressing investor concerns.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Clorox

Principal Financial Group

While the U.S. equities may have an upward bias, valuation adjustments don't materialize in a perfectly linear fashion, which brings us to the topic of top stocks to sell now. At some point, astute investors must realize when to call it quits.

3 Stocks to Sell as Strategists Get Jittery

Franklin's (BEN) partnership with Power Corporation entails the purchase of Putnam and a commitment to receive an initial long-term AUM of $25 billion.

Franklin (BEN) Expands in Retirement Space With Putnam Buyout

Franklin Resources Inc. BEN, the parent of investment firm Franklin Templeton, on Wednesday said it would acquire Putnam Investments from Great-West Lifeco CA:GWO for about $925 million. As part of the deal, Great-West will become a long-term strategic shareholder in Franklin Resources with a 6.2% stake.

Franklin Templeton buying Putnam Investments from Great-West Lifeco

Transaction unlocks the value of Putnam, and facilitates the continued focus of Lifeco's U.S. strategy on retirement and personal wealth Lifeco, Power, and Franklin Templeton will enter into a strategic partnership to drive value for all stakeholders Great-West Lifeco has agreed to sell Putnam Investments to Franklin Templeton, a leading at-scale and diversified global asset manager with a broad range of investment and distribution capabilities The transaction unlocks the value of Putnam Investments and facilitates the continued focus of Lifeco's U.S. strategy on retirement and personal wealth Great-West Lifeco will hold a 4.9% interest in Franklin Templeton on a long-term basis and will retain its controlling interest in PanAgora, a leading quantitative asset manager, complementing its ownership in other North American and European asset managers Great-West Lifeco to allocate initial US$25 billion of AUM to Franklin Templeton WINNIPEG, MB , May 31, 2023 /PRNewswire/ - Great-West Lifeco Inc. ("Lifeco") (TSX: GWO) today announced that Franklin Resources, Inc. (NYSE: BEN), operating as Franklin Templeton, one of the world's largest independent and diversified asset managers, has agreed to acquire Putnam Investments from Lifeco. The total potential transaction consideration and retained value is estimated to be US$1.7-1.8 billion.

Great-West Lifeco announces sale of Putnam Investments to Franklin Templeton

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Resources, Inc. [NYSE:BEN], a global investment management organization operating as Franklin Templeton, today announced a strategic partnership with Power Corporation of Canada (“Power” and, together with its subsidiaries, the “Power Group of Companies”) [TSX:POW] and Great-West Lifeco, Inc. (“Great-West”) [TSX:GWO]. The Power Group of Companies including Great-West and IGM Financial (“IGM”) [TSX:IGM] are leaders in the global insurance, retirement,.

Franklin Templeton Establishes a Strategic Partnership with Power Corporation of Canada and Great-West Lifeco

Con Ed

With the debt ceiling issue on the horizon, investors face the task of assessing their stock portfolios amidst government spending uncertainties. Given the prevailing uncertainty, investors should carefully consider specific stocks that may encounter significant challenges.

3 Stocks to Sell as Debt Ceiling Looms Over Government Spending

Amcor Plc

Air Products and Chemicals

Chevron

Emerson Electric

Essex Property Trust

Federal Realty Investment Trust

General Dynamics

Realty Income Corp

T. Rowe Price Group

V.F.

Walgreens

Exxon Mobil

"Dividend Aristocrats in the S&P 500 Index have raised their annual payouts every year for at least 25 consecutive years. " - Kiplinger.com/Investing. 67 Aristocrats, screened as of May 11, 2023, represented all eleven Morningstar sectors. Broker estimated-top-ten net gains ranged 19.38%-41.39% topped by WBA and VFC.

4 Dividend Aristocrat Buys For May And 6 To Watch

Franklin Resources is an asset manager. The company has a 4.5% yield and has increased its dividend annually for 43 consecutive years.

This Undervalued Stock Is the Cheapest It's Been in Years

Franklin's (BEN) April AUM declines on account of cash management net outflows offsetting positive impacts of market and the flat long-term net inflows.

Franklin (BEN) Stock Up Despite April 2023 AUM Declines

Accenture Plc

Archer-Daniels-Midland Company

Automatic Data Processing

Ball Corp

British American Tobacco

Boston Properties

Cigna

Carlisle Companies

Coterra Energy

EOG Resources

Enterprise Products Partners

Johnson & Johnson

Lennar

Lowe's

MPLX

Merck

Microsoft

Anglo American PLC

NIKE

NRG Energy

Pfizer

Rio Tinto plc Sponsored

Truist Financial

This article is part of our monthly series where we highlight five companies that are large-cap, relatively safe, dividend-paying and are offering large discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks.

5 Conservative And Cheap Dividend Stocks To Invest In - May 2023

Verizon

One of the main draws of investing in a big company is security, so companies with a flimsy growth story or questionable financials make for blue-chip stocks to avoid. While a lot of the blue-chips out there come with somewhat of a too big to fail caveat, there are plenty that will be a drag on your portfolio in the medium term.

3 Sorry Blue-Chip Stocks to Sell in May Before It's Too Late

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton Expands U.S. Wealth Management Alternatives Distribution Team with Addition of Candice Kemeny and Jared Abert.

Franklin Templeton Expands U.S. Wealth Management Alternatives Distribution Team with Addition of Candice Kemeny and Jared Abert

Franklin Resources, Inc. (NYSE:BEN ) Q2 2023 Earnings Conference Call May 1, 2023 10:00 AM ET Company Participants Selene Oh - Head of IR Jenny Johnson - President and CEO Matt Nicholls - CFO and COO Adam Spector - Head of Global Distribution Conference Call Participants Bill Katz - Credit Suisse Michael Cyprys - Morgan Stanley Dan Fannon - Jefferies Brennan Hawken - UBS Craig Siegenthaler - Bank of America Alex Blostein - Goldman Sachs Ken Worthington - JPMorgan Glenn Schorr - Evercore Brian Bedell - Deutsche Bank Finian O'Shea - Wells Fargo Operator Good morning. Welcome to Franklin Resources earnings conference call for the quarter ended March 31, 2023.

Franklin Resources, Inc. (BEN) Q2 2023 Earnings Call Transcript

While a rise in AUM was a tailwind, Franklin's (BEN) second-quarter fiscal 2023 results display top-line weakness and higher expenses in the quarter.

Franklin (BEN) Q2 Earnings Surpass Estimates, Revenues Fall

Franklin Resources (BEN) came out with quarterly earnings of $0.61 per share, beating the Zacks Consensus Estimate of $0.57 per share. This compares to earnings of $0.96 per share a year ago.

Franklin Resources (BEN) Surpasses Q2 Earnings and Revenue Estimates

A rise in the AUM balance on favorable equity and fixed-income markets is likely to have aided Franklin's (BEN) second-quarter fiscal 2023 performance.

Key Factors Set to Affect Franklin's (BEN) Earnings in Q2

Franklin Resources (BEN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Franklin Resources (BEN) Expected to Beat Earnings Estimates: Should You Buy?

Cleveland-Cliffs

Freeport-McMoRan

ManpowerGroup

Robert Half Int.

The Fed's Covid-19 pandemic response delayed the inevitable decline of well over 100 zombie stocks hiding in the S&P 500. With a wall of commercial debt coming due for banks, that will tighten credit, which will in turn put pressure on companies reliant on cheap financing.

Let The Zombie Hunting Begin

On Monday, May 1, 2023 at approximately 8:30 a.m. Eastern Time, Franklin Resources, Inc. (the “Company”) [NYSE:BEN] will release its second quarter operating results. A written commentary on the results will also be available via investors.franklinresources.com at approximately 8:30 a.m. Eastern Time.

Franklin Resources, Inc. to Announce Second Quarter Results on May 1, 2023

Bed Bath & Beyond

Expeditors International of Washington

Lumen Technologies

Pinnacle West Capital

While focusing on equities with upside potential tends to be the superior long-term option due to the U.S. capital market's upward bias, good investors can't avoid the topic of stocks to sell. Invariably, in this investing game, you're going to pick a few clunkers – we all do.

7 Stocks to Sell as Storm Clouds Appear on the Horizon

AbbVie

Abbott Labs

Agree Realty

American Financial Group

American Financial Group Inc 6 1/4 % Debentures 2014-30.9.54 Subord

Air Lease

Alamo Group

Alerus Financial Corp

American Tower

A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends.

Dividend Champion, Contender, And Challenger Highlights: Week Of April 9

News for Franklin Resources Stock (BEN)