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

Agilent Technologies

Agree Realty

Ameren

Federal Agricultural

Albemarle

Allstate

Allegion

Air Products and Chemicals

Amphenol

Alexandria Real Estate Equities

Atrion

Broadcom

Axis Capital

Bank of America

Brookfield Asset Management

BancFirst

Baxter

Becton, Dickinson and Co.

BWX Technologies

Cadence Bank

Cardinal Health

Crown Castle International

C.H. Robinson Worldwide

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 March 26

Alaska Air Group

Capital One

Discover

Etsy

Ford Motor Company

First Republic

General Motors

CarMax

Mohawk Industries

Match Group

Newell Brands

Trimble

Nothing lasts forever. At least that's the lesson for S&P 500 stock investors this year as big gains slip away.

14 Stocks' Amazing Rallies This Year Are Now Completely Gone

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton today announced the appointment of James Andrus as Vice President of Sustainability Global Markets.

Franklin Templeton Appoints James Andrus as Vice President of Sustainability Global Markets

Clorox

Con Ed

Expeditors International of Washington

Lumen Technologies

Paramount Global

Principal Financial Group

Robert Half Int.

Snap-on

T. Rowe Price Group

Analysts don't usually tell investors to sell S&P 500 stocks. So when they do, it's wise to pay attention.

Analysts Warn Investors To Dump 10 Big Stocks Before It's Too Late

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Resources, Inc. [NYSE:BEN], a global investment management organization operating as Franklin Templeton, today announced the appointment of Dean R. Sackett III as Managing Director of Government Affairs. In this newly created role, Sackett will represent Franklin Templeton and its specialist investment managers on a variety of U.S. policy matters.

Franklin Templeton Appoints Dean R. Sackett III as Managing Director of Government Affairs

Amcor Plc

Chevron

Essex Property Trust

Federal Realty Investment Trust

Johnson & Johnson

Medtronic

Realty Income Corp

Sysco

V.F.

Walgreens

"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 March 8, 2023, represented all eleven Morningstar Sectors. Broker estimated top ten net gains ranged 16.32%-32.64% topped by WBA & VFC.

The 4 Dividend Aristocrat Buys For March

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton announces plans to offer a new multi-asset exchange-traded fund (ETF), the Franklin Income Focus ETF, to U.S. investors this summer. The Franklin Income Focus ETF strategy will seek to maximize income over a full market cycle by investing opportunistically across different asset classes, markets and sectors and utilizing income generation strategies. It will be available on the NYSE Arca under the ticker INCM.

Franklin Templeton to Offer New Multi-Asset ETF Focused on Income

Franklin's (BEN) February AUM declines on weaker market performance, partially offset by long-term net inflows.

Franklin's (BEN) February AUM Down 2.4% on Weak Markets

Wall Street is highly pessimistic about Franklin Resources' future. Most people know Franklin Resources as a traditional mutual fund business, yet beneath the surface, BEN has been transforming its business, and this has important implications for the future.

Wall Street Is Overlooking Transformation At Franklin Resources

First Solar

Nucor

Otis Worldwide

Packaging Corp of America

Rockwell Automation

Steel Dynamics

Hope you enjoyed the rally in S&P 500 stocks this year while it lasted. Analysts are already calling for some of the biggest gainers to fall.

12 Stocks Up Big This Year Are Due For A Nasty Fall, Analysts Say

In a difficult market like this, weak positions can get even weaker. Wall Street analysts believe these five stocks should be near the front of your sell list.

5 Stocks to Sell or Avoid Now

Franklin Resources has been aggressively pursuing dealmaking to attempt to halt asset outflows. This has worked to some extent, but the soft competitive position is a real concern and continued expense.

Franklin Resources: Cheap For A Reason

Bank of Montreal

Enbridge

Evergy Inc

Sun Life Financial

SPDR S&P 500 ETF Trust

Toronto-Dominion Bank

TC Energy

U.S. Bancorp

In this series, I rank a selection of Dividend Radar stocks and present the ten top-ranked stocks for further research and possible investment. This month, I screened for high-yielding, discounted stocks with 5-year dividend growth rates of at least 7%. Stocks with forward yields above 4% and exceeding their 5-year average yields qualified.

10 Dividend Growth Stocks - February 2023

AbbVie

I propose leveraging the stock selection criteria from the underlying index of SCHD to build a portfolio with a subset of Dividend Aristocrats. I am tracking two portfolios built using this process and comparing the results to NOBL and SCHD.

Selecting Dividend Aristocrats Using SCHD Methodology - Falling Behind

News for Franklin Resources Stock (BEN)