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

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton has launched its Corporate Social Responsibility Report and established goals focused on three areas for fiscal year 2021.

Franklin Templeton Launches Corporate Social Responsibility Report

Cincinnati Financial

Colgate-Palmolive

Clorox

Con Ed

Federal Realty Investment Trust

Genuine Parts

Johnson & Johnson

Coca-Cola

Leggett & Platt

Altria

National Fuel Gas

Northwest Natural Gas

Old Republic International

Procter & Gamble

SJW Group

Telephone and Data Systems

United Bankshares

Universal Corp

V.F.

Walgreens

Drip Investing lists over 800 stocks that have annually increased dividends for 5 years or more. These 66 stocks boosting 40 years and more were parsed from 139 Champions posted 3/31/21. The 66 ranged from 0.76% to 6.71% in annual yield and -15.85% to 25.10% in annual price target upside estimates per brokers sampled 4/5/21.

40-Year-Plus Annual Dividend Boosters For April Are 66

Blackstone Group

BEN vs. BX: Which Stock Is the Better Value Option?

BEN or BX: Which Is the Better Value Stock Right Now?

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton Sponsors LPGA Star Nelly Korda

Franklin Templeton Sponsors LPGA Star Nelly Korda

PASADENA, Calif.--(BUSINESS WIRE)--Western Asset Management, one of the world's leading active fixed-income managers, with US$484.5 billion in assets under management (AUM) as of Dec. 31, 2020, announced today that it was named a 2020 Quality Leader in U.S. Institutional Investment Management Service by Greenwich Associates. Greenwich Associates noted Western Asset Management has distinguished itself from competitors “by delivering superior levels of client service that help institutional inves

Western Asset Named Leader in U.S. Institutional Investment Management Service

American Airlines

A. O. Smith

Expeditors International of Washington

Iron Mountain

Lumen Technologies

Nucor

Snap-on

Unum

Whirlpool

Analysts called the Tesla crash and the big tumble in video streamers' stocks. But their warnings are still going unheeded on a number of S&P 500 companies.

Beware The 11 Most Overvalued Stocks Now, Analysts Warn

Amcor Plc

People's United Financial

AT&T

"Dividend Aristocrats companies in the S&P 500 Index have raised their annual payouts every year for at least 25 consecutive years." The 65 Aristocrats screened as of March 12, 2021 represented all eleven Morningstar Sectors (one in Technology). Broker targeted net-gainers ranged 13.4%-20.01% topped by ABBV and O.

S&P 500 Dividend Aristocrats Reveal 4 Ideal Dogs For March

Franklin Resources (BEN) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.

Strength Seen in Franklin Resources (BEN): Can Its 9.8% Jump Turn into More Strength?

Franklin's (LAZ) February AUM rises sequentially on market appreciation and net inflows.

Franklin (BEN) February AUM Up on Favorable Market Returns

SAN DIEGO--(BUSINESS WIRE)--Franklin Templeton Partners with iGrad on New Personalized Financial Wellness Platform

Franklin Templeton Partners with iGrad on New Personalized Financial Wellness Platform

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

Why Is Franklin Resources (BEN) Up 3.4% Since Last Earnings Report?

Company beats bottom-line estimates in the first quarter. Stronger firm definitely materializing after the acquisition.

Franklin Resources: Dividend Remains Strong Despite Drop-Off In Growth

Edison

Enbridge

Lazard

Magellan Midstream Partners

OGE Energy

ONEOK

Pfizer

Prudential Financial

Valero Energy

This monthly series ranks a selection of dividend growth stocks in Dividend Radar, presenting the 10 top-ranked stocks for consideration.

10 Dividend Growth Stocks For February 2021

SAN MATEO, Calif.--(BUSINESS WIRE)--Clarion Partners Real Estate Income Fund Inc. (CPREIF) Invests in Industrial Property Near Hartford, CT

Clarion Partners Real Estate Income Fund Inc. (CPREIF) Invests in Industrial Property Near Hartford, CT

AbbVie

Prudential Financial, AbbVie, and Franklin Resources currently have the highest dividend yields in the portfolio. Prudential, AbbVie, and Franklin post a 5.7%, 4.8%, and 4.3% dividend rate respectively.

3 Big Yield Opportunities

Franklin's (BEN) January 2021 AUM dips marginally on net outflows.

Franklin (BEN) January AUM Down on Low Equity & Hybrid Assets

1Q21 inflows were strong, but redemptions continued to be elevated. BEN's operating margin improvement highlights the leverage of earnings to equity markets.

Franklin Resources - Stronger Sales, Stubbornly High Redemptions

Franklin Resources' (BEN) CEO Jenny Johnson on Q1 2021 Results - Earnings Call Transcript

Apollo Global Management

BEN vs. APO: Which Stock Is the Better Value Option?

BEN vs. APO: Which Stock Should Value Investors Buy Now?

Franklin Resources (BEN) delivered earnings and revenue surprises of 1.39% and 1.77%, respectively, for the quarter ended December 2020. Do the numbers hold clues to what lies ahead for the stock?

Franklin Resources (BEN) Tops Q1 Earnings and Revenue Estimates

Franklin's (BEN) first-quarter fiscal 2021 (ended Dec 31) earnings highlight higher revenues, escalating expenses and overall net outflows.

Franklin's (BEN) Q1 Earnings Top Estimates, AUM Increases

Shares of Franklin Resources (NYSE:BEN) were flat in pre-market trading after the company reported Q1 results. Quarterly Results Earnings per share rose 4.29% year over year to $0.73, which beat the estimate of $0.72.

Recap: Franklin Resources Q1 Earnings

Franklin's (BEN) Q1 results likely to reflect favorable impact of a solid market performance during the October-December period.

Will Robust Equity Markets Aid Franklin's (BEN) Q1 Earnings?

SAN MATEO, Calif.--(BUSINESS WIRE)--Please replace the release dated January 19, 2021 with the following corrected version due to timing changes in the second paragraph. The updated release reads: FRANKLIN RESOURCES, INC. TO ANNOUNCE FIRST QUARTER RESULTS ON FEBRUARY 2, 2021 On Tuesday, February 2, 2021 at approximately 8:30 a.m. Eastern Time, Franklin Resources, Inc. (the “Company”) [NYSE:BEN] will release its first quarter 2021 operating results. A written commentary on the results will also

CORRECTING and REPLACING Franklin Resources, Inc. to Announce First Quarter Results on February 2, 2021

SAN MATEO, Calif.--(BUSINESS WIRE)--On Tuesday, February 2, 2021 at approximately 8:30 a.m. Eastern Time, Franklin Resources, Inc. (the “Company”) [NYSE:BEN] will release its first quarter 2021 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, Greg Johnson, Executive Chairman, Matthew Nicholls, Executive Vice President and CFO, and Adam Spector,

Franklin Resources, Inc. to Announce First Quarter Results on February 2, 2021

News for Franklin Resources Stock (BEN)