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

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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

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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

T. Rowe Price Group

TROW and BEN are both very profitable companies with shareholder-friendly managements.

T. Rowe Price Vs. Franklin Resources: A Detailed Analysis Beyond AUM

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities

Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities

Bank of America

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Franklin (BEN) gains from acquisitions, the latest being Lexington Partners, which is expected to strengthen its offerings in alternative offerings. Yet, rising operating expenses remain concerning.

Acquisitions Aid Franklin's (BEN) Growth Despite Rising Costs

Investment will enable Eaglebrook to scale and accelerate product development to meet rapidly increasing market demand and support customer growth MIAMI, April 6, 2022 /PRNewswire/ -- Eaglebrook Advisors, Inc. ("Eaglebrook"), the largest crypto separately managed account ("SMA") platform, announced today the closing of a strategic investment from Franklin Resources, Inc. (NYSE: BEN), a global investment management organization operating as Franklin Templeton. This investment by Franklin Templeton is in addition to the total $22M capital raised before this, which also includes the $20M Series A funding round announced earlier this year, led by Castle Island Ventures and Brewer Lane Ventures, along with additional investors in the round.

Eaglebrook Advisors Raises Strategic Capital from Franklin Templeton

Franklin (BEN) completes the acquisition of Lexington Partners L.P. in a cash deal of $1.75 billion to boost its alternative asset business.

Franklin Resources (BEN) Completes Lexington Partners Buyout

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Resources, Inc. [NYSE:BEN], a global investment management organization operating as Franklin Templeton, today announced the completion of its acquisition of Lexington Partners L.P. (“Lexington”), a leading global manager of secondary private equity and co-investment funds, on April 1, 2022. With this closing, Franklin Templeton significantly expands the breadth and scale of its alternative asset strategies with over $200 billion in aggregate alterna

Franklin Templeton Completes Acquisition of Lexington Partners, a Global Leader in Secondary Private Equity and Co-Investments

Leggett & Platt

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SAN MATEO, Calif.--(BUSINESS WIRE)--The BrandywineGLOBAL High Yield Fund (BGISX) has received a Refinitiv Lipper Fund Award for delivering strong risk-adjusted returns over five years.

Brandywine Global Wins U.S. Lipper Award for High Yield Fund

NEW YORK--(BUSINESS WIRE)--Fiduciary Trust International Welcomes Julie Min Chayet as Wealth Director Based in New York

Fiduciary Trust International Welcomes Julie Min Chayet as Wealth Director Based in New York

Franklin Resources is trading at a low earnings multiple valuation of about 7.5X with a dividend yield of 4%+.

Franklin Resources: Time To Buy

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I can't find fault in the company's latest financial results. The capital structure is very strong, and the dividend well covered in my view.

Franklin Resources Is A Strong Buy

Franklin Resources (BEN) closed at $27.94 in the latest trading session, marking a +0.25% move from the prior day.

Franklin Resources (BEN) Gains But Lags Market: What You Should Know

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As Wall Street assesses the damage to balance sheets resulting from Russia's invasion of Ukraine, the world's largest asset manager and a big bond fund are reported to be early losers.

The world's largest asset manager and a big bond fund are reported to be early losers from the war in Ukraine

Franklin's (BEN) February AUM slides 2.3% sequentially to $1,486.9 billion due to the negative impacts of markets and long-term net flows. This will likely affect its financials.

Franklin's (BEN) February AUM Dips 2.3% on Unfavorable Markets

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Franklin Resources (BEN) have what it takes?

Are You Looking for a High-Growth Dividend Stock? Franklin Resources (BEN) Could Be a Great Choice

SAN MATEO, Calif.--(BUSINESS WIRE)--Lloyd Nemerever Named Head of Municipal Bonds SMA Strategies for Franklin Templeton Fixed Income

Lloyd Nemerever Named Head of Municipal Bonds SMA Strategies for Franklin Templeton Fixed Income

SAN MATEO, Calif.--(BUSINESS WIRE)--Clarion Partners Real Estate Income Fund (CPREIF) has acquired The Sheds on Charlotte, an office and retail campus in Nashville, TN.

Clarion Partners Real Estate Income Fund Inc. (CPREIF) Closes on Mixed-Use Nashville Property The Sheds on Charlotte

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NEW YORK--(BUSINESS WIRE)--Trading of Franklin FTSE Russia ETF (FLRU) Halted

Trading of Franklin FTSE Russia ETF (FLRU) Halted

News for Franklin Resources Stock (BEN)