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

Franklin Resources (BEN) reported earnings 30 days ago. What's next for the stock?

Franklin Resources (BEN) Down 8.4% Since Last Earnings Report: Can It Rebound?

NEW YORK--(BUSINESS WIRE)--Franklin Templeton Notice on Franklin FTSE Russia ETF

Franklin Templeton Notice on Franklin FTSE Russia ETF

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NOBL starts the year on a sour note losing 4.08% in January.

My Best Dividend Aristocrats For March 2022

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?

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

SAN MATEO, Calif.--(BUSINESS WIRE)--Charles “Chase” Johnson Joins Fiduciary Trust International as San Mateo-Based Wealth Director

Charles “Chase” Johnson Joins Fiduciary Trust International as San Mateo-Based Wealth Director

NEW YORK--(BUSINESS WIRE)--Category: Fund Announcement

Clarion Partners Real Estate Income Fund Inc. (CPREIF) Announces Tender Offer

Franklin's (BEN) January AUM declines 3.6% sequentially to $1,521.8 billion due to the negative impacts of markets and flat long-term net flows. This will likely affect its financials.

Franklin's (BEN) January AUM Dips 3.6% on Unfavorable Markets

NEW YORK, Feb. 7, 2022 /PRNewswire/ -- Effective 4/1/22, Steven McBoyle and Lauren Romeo, CFA® will become Co-Lead Portfolio Managers on Royce Premier Fund, where they have been portfolio managers since 2016. Each has been involved in the Fund's management since 2014 and 2006, respectively.

Portfolio Management Roles Changing in Royce Premier Fund

1Q22 net flows were inflated by an abnormally high reinvestment of distributions. Investment product performance is solid versus benchmarks, but disappointing versus peers.

Franklin Resources: Not Quite There Yet

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton's Voice of the American Worker Study Indicates Employees are Re-evaluating What They Want from Their Employers

Franklin Templeton's Voice of the American Worker Study Indicates Employees are Re-evaluating What They Want from Their Employers

While higher revenues drive Franklin's (BEN) first-quarter fiscal 2021 performance, escalating expenses are a drag.

Franklin (BEN) Q1 Earnings Top Estimates, Revenues & AUM Rise

Franklin Resources, Inc. (BEN) CEO Jenny Johnson on Q1 2022 Results - Earnings Call Transcript

Franklin Resources (BEN) delivered earnings and revenue surprises of 22.73% and 1.59%, respectively, for the quarter ended December 2021. Do the numbers hold clues to what lies ahead for the stock?

Franklin Resources (BEN) Q1 Earnings and Revenues Beat Estimates

Franklin's (BEN) first-quarter fiscal 2021 results are likely to reflect the unfavorable impact of net outflows and escalated expenses.

Will Decline in AUM Hurt Franklin's (BEN) Earnings in Q1?

Franklin (BEN) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Is a Surprise Coming for Franklin (BEN) This Earnings Season?

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton Earns Top Score in 2022 Corporate Equality Index

Franklin Templeton Earns Top Score in 2022 Corporate Equality Index

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) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Franklin Resources (BEN) closed at $31.69 in the latest trading session, marking a -0.41% move from the prior day.

Franklin Resources (BEN) Stock Sinks As Market Gains: What You Should Know

Franklin Resources (BEN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why Franklin Resources (BEN) is Poised to Beat Earnings Estimates Again

Franklin Resources: A Fair Company At A Fair Price

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton Appoints Anne Simpson as Global Head of Sustainability

Franklin Templeton Appoints Anne Simpson as Global Head of Sustainability

SAN MATEO, Calif.--(BUSINESS WIRE)--On Tuesday, February 1, 2022 at approximately 8:30 a.m. Eastern Time, Franklin Resources, Inc. (the “Company”) [NYSE:BEN] will release its first 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. In addition, Jenny Johnson, President and CEO; Matthew Nicholls, Executive Vice President and CFO; and Adam Spector, Executive Vice President - Global Advi

Franklin Resources, Inc. to Announce First Quarter Results on February 1, 2022

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton Introduces Global Brand Campaign ‘Hello progress'

Franklin Templeton Introduces Global Brand Campaign ‘Hello progress'

NEW YORK--(BUSINESS WIRE)--AdvisorEngine® announces major transformation of Junxure CRM delivering new functionality, flexible personalization and fast performance.

News for Franklin Resources Stock (BEN)