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

A rise in operating expenses hurt BEN's fourth-quarter fiscal 2024 results. Yet, a rise in AUM balance and revenues is a tailwind.

Franklin Q4 Earnings Miss on Higher Costs, AUM Rises Sequentially

Call Start: 11:00 January 1, 0000 12:00 PM ET Franklin Resources, Inc. (NYSE:BEN ) Q4 2024 Earnings Conference Call November 04, 2024 11:00 AM ET Company Participants Selene Oh - Chief Communications Officer & Head of Investor Relations Jenny Johnson - President & Chief Executive Officer Matt Nicholls - Chief Financial Officer & Chief Operating Officer Adam Spector - Head, Global Distribution Conference Call Participants Bill Katz - TD Cowen Benjamin Budish - Barclays Dan Fannon - Jefferies Michael Cyprys - Morgan Stanley John Dunn - Evercore ISI Operator Welcome to Franklin Resources Earnings Conference Call for the Quarter and Fiscal Ended September 30, 2024. Hello, my name is Shamali, and I will be your call operator today.

Franklin Resources, Inc. (BEN) Q4 2024 Earnings Call Transcript

NEW YORK, NY / ACCESSWIRE / November 4, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of Franklin Resources, Inc. ("Franklin Resources, Inc.") (NYSE:BEN) concerning possible violations of federal securities laws. Franklin subsidiary Western Asset Management Company issued a press release on August 21, 2024, announcing that co-Chief Investment Officer Ken Leech "is on a leave of absence, effective immediately" after "receiv[ing] a Wells Notice from the Staff of the U.S. Securities and Exchange Commission".

Shareholders that lost money on Franklin Resources, Inc.(BEN) should contact Levi & Korsinsky about Securities Fraud Investigation - BEN

Although the revenue and EPS for Franklin Resources (BEN) give a sense of how its business performed in the quarter ended September 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Compared to Estimates, Franklin Resources (BEN) Q4 Earnings: A Look at Key Metrics

LOS ANGELES, CA / ACCESSWIRE / November 4, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Franklin Resources, Inc. ("Franklin" or "the Company") (NYSE:BEN) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

The Schall Law Firm Urges Shareholders To Help Investigate Whether Franklin Resources, Inc. Violated Securities Laws

Franklin Resources (BEN) came out with quarterly earnings of $0.59 per share, missing the Zacks Consensus Estimate of $0.60 per share. This compares to earnings of $0.84 per share a year ago.

Franklin Resources (BEN) Q4 Earnings Miss Estimates

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Resources, Inc. (the “Company”) [NYSE: BEN] today announced preliminary net loss of $84.7 million or $0.19 per diluted share for the quarter ended September 30, 2024, as compared to net income of $174.0 million or $0.32 per diluted share for the previous quarter, and $295.5 million or $0.58 per diluted share for the quarter ended September 30, 2023. Preliminary net income1 for the fiscal year ended September 30, 2024 was $464.8 million or $0.85 per d.

Franklin Resources, Inc. Announces Preliminary Fourth Quarter and Fiscal Year Results

NEW YORK, Nov. 03, 2024 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Franklin Resources, Inc. (NYSE: BEN) resulting from allegations that Franklin Resources may have issued materially misleading business information to the investing public.

ROSEN, A LEADING LAW FIRM, Encourages Franklin Resources, Inc. Investors to Inquire About Securities Class Action Investigation - BEN

NEW YORK, NY / ACCESSWIRE / November 3, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of Franklin Resources, Inc. ("Franklin Resources, Inc.") (NYSE:BEN) concerning possible violations of federal securities laws. Franklin subsidiary Western Asset Management Company issued a press release on August 21, 2024, announcing that co-Chief Investment Officer Ken Leech "is on a leave of absence, effective immediately" after "receiv[ing] a Wells Notice from the Staff of the U.S. Securities and Exchange Commission".

An Investigation Has Commenced on Behalf of Franklin Resources, Inc. Shareholders. Contact Levi & Korsinsky to Discuss your BEN Losses.

LOS ANGELES, CA / ACCESSWIRE / November 3, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Franklin Resources, Inc. ("Franklin" or "the Company") (NYSE:BEN) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Investors Are Invited To Join The Schall Law Firm In An Inquiry Into Franklin Resources Inc For Securities Fraud

LOS ANGELES, CA / ACCESSWIRE / November 2, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Franklin Resources, Inc. ("Franklin" or "the Company") (NYSE:BEN) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Franklin Resources, Inc. Is Being Investigated For Securities Law Violations And The Schall Law Firm Urges Shareholder Participation

NEW YORK, NY / ACCESSWIRE / October 31, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of Franklin Resources, Inc. ("Franklin Resources, Inc.") (NYSE:BEN) concerning possible violations of federal securities laws. Franklin subsidiary Western Asset Management Company issued a press release on August 21, 2024, announcing that co-Chief Investment Officer Ken Leech "is on a leave of absence, effective immediately" after "receiv[ing] a Wells Notice from the Staff of the U.S. Securities and Exchange Commission".

Shareholders That Lost Money on Franklin Resources, Inc. (BEN) Should Contact Levi & Korsinsky About Securities Fraud Investigation - BEN

NEW YORK, Oct. 31, 2024 (GLOBE NEWSWIRE) -- Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Franklin Resources, Inc. (NYSE: BEN) resulting from allegations that Franklin Resources may have issued materially misleading business information to the investing public.

BEN BREAKING NEWS: Franklin Resources, Inc. Investors that Suffered Losses are Encouraged to Contact RLF About Ongoing Investigation into the Company (NYSE: BEN)

Levi & Korsinsky Reminds Shareholders of an Investigation into Franklin Resources, Inc. (BEN) Regarding Potential Securities Fraud Allegations

Beyond analysts' top -and-bottom-line estimates for Franklin Resources (BEN), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2024.

Ahead of Franklin Resources (BEN) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton appoints George Stephan to the newly created position of Global Chief Operating Officer of Wealth Management Alternatives.

Franklin Templeton Appoints Global COO to Help Expand Growing Wealth Management Alternatives Business

NEW YORK, NY / ACCESSWIRE / October 30, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of Franklin Resources, Inc. ("Franklin Resources, Inc.") (NYSE:BEN) concerning possible violations of federal securities laws. Franklin subsidiary Western Asset Management Company issued a press release on August 21, 2024, announcing that co-Chief Investment Officer Ken Leech "is on a leave of absence, effective immediately" after "receiv[ing] a Wells Notice from the Staff of the U.S. Securities and Exchange Commission".

ATTENTION BEN SHAREHOLDERS: Investors who lost money on Franklin Resources, Inc. are urged to contact Levi & Korsinsky about an ongoing investigation

LOS ANGELES, CA / ACCESSWIRE / October 30, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Franklin Resources, Inc. ("Franklin" or "the Company") (NYSE:BEN) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Franklin Resources, Inc. Is Being Investigated For Violating Securities Laws And The Schall Law Firm Urges Affected Shareholders To Reach Out

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NEW YORK, Oct. 28, 2024 (GLOBE NEWSWIRE) -- Rosen Law Firm, a global investor rights law firm, continues to investigate Franklin Resources, Inc. (NYSE: BEN) for potential violations of the federal securities laws.

BEN BREAKING NEWS: Franklin Resources, Inc. Investors that Suffered Losses are Encouraged to Contact Rosen Law About Ongoing Investigation into the Company – BEN

BEN's fiscal fourth-quarter results are likely to reflect the impacts of improved AUM balances. Rising expenses are expected to have created headwinds.

What's in the Cards for Franklin as It Gears Up to Report Q4 Earnings?

Franklin Resources (BEN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Franklin Resources (BEN) Q4 Earnings Expected to Decline

LOS ANGELES, CA / ACCESSWIRE / October 28, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Franklin Resources, Inc. ("Franklin" or "the Company") (NYSE:BEN) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Franklin Resources, Inc. Is Being Investigated For Securities Law Violations And The Schall Law Firm Urges Affected Shareholders To Reach Out

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LOS ANGELES , Oct. 25, 2024 /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Franklin Resources, Inc. ("Franklin" or "the Company") (NYSE: BEN) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

News for Franklin Resources Stock (BEN)