Franklin Resources
About: Franklin Resources provides investment services for individual and institutional investors. At the end of October 2024, Franklin had $1.631 trillion in managed assets, composed primarily of equity (38%), fixed-income (32%), multi-asset/balanced (11%) funds, alternatives (15%) and money market funds (4%). Distribution tends to be weighted equally between retail investors (53% of AUM) and institutional accounts (45%), with high-net-worth clients accounting for the remainder. Franklin is one of the more global of the us-based asset managers we cover, with 30% of its assets under management invested in global/international strategies and just as much sourced from clients domiciled outside the United States.
Employees: 10,100
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
300% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 4 (+3) [Q4]
29% more call options, than puts
Call options by funds: $50.4M | Put options by funds: $39.1M
22% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 67
1.36% more ownership
Funds ownership: 50.72% [Q3] → 52.08% (+1.36%) [Q4]
4% more capital invested
Capital invested by funds: $5.35B [Q3] → $5.54B (+$190M) [Q4]
1% more repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 189
2% less funds holding
Funds holding: 548 [Q3] → 536 (-12) [Q4]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$19
7%
downside
Avg. target
$22
5%
upside
High target
$24
17%
upside
7 analyst ratings
0 positive
0%
4 neutral
57%
3 negative
43%
Barclays Benjamin Budish 76% 1-year accuracy 95 / 125 met price target | 7%upside $22 | Underweight Maintained | 3 Feb 2025 |
UBS Brennan Hawken 74% 1-year accuracy 25 / 34 met price target | 12%upside $23 | Neutral Maintained | 3 Feb 2025 |
Wells Fargo Michael Brown 52% 1-year accuracy 31 / 60 met price target | 17%upside $24 | Equal-Weight Maintained | 3 Feb 2025 |
BMO Capital Etienne Ricard 58% 1-year accuracy 7 / 12 met price target | 12%upside $23 | Market Perform Maintained | 3 Feb 2025 |
Keefe, Bruyette & Woods Aidan Hall 65% 1-year accuracy 11 / 17 met price target | 2%upside $21 | Underperform Maintained | 3 Feb 2025 |
Financial journalist opinion
Based on 17 articles about BEN published over the past 30 days
Positive
Reuters
15 hours ago
Franklin Templeton files for Solana ETF as crypto interest expands beyond bitcoin
Franklin Templeton filed for an exchange-traded fund on Friday that will track the spot price of Solana , reflecting the growing interest among asset managers to profit from the popularity of cryptocurrencies beyond bitcoin.
Positive
Seeking Alpha
1 week ago
Buy 2 February S&P 500 Dividend Aristocrats Out Of 38 'Safer'
Five of the ten lowest-priced Dividend Aristocrats - Franklin Resources, Realty Income, Amcor, Hormel, and Kenvue - are recommended buys, offering dividends exceeding their single share prices. Analysts project net gains of 15.84% to 46.98% by February 2025 for the Top Ten Aristocrat Dogs, with an average gain of 21.63%. Ten Aristocrats show negative free cash flow margins, making them unsafe buys; Federal Realty, Kenvue, and PepsiCo are among them.
Positive
24/7 Wall Street
2 weeks ago
The 4 Highest-Yielding Dividend Aristocrats Are Magnificent 2025 Passive Income Gems
The more passive income can help cover rising costs like mortgages, insurance, taxes, and other expenses, the easier it is for investors to put away money for future needs as they prepare for retirement.
Neutral
Business Wire
2 weeks ago
Franklin Resources, Inc. Announces Month-End Assets Under Management
SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Resources, Inc. (Franklin Templeton) (NYSE: BEN) today reported preliminary month-end assets under management (AUM) of $1.58 trillion at January 31, 2025, compared to $1.58 trillion at December 31, 2024. This month's AUM reflected the impact of positive markets, partially offset by preliminary long-term net outflows of $13 billion, inclusive of $17 billion of long-term net outflows at Western Asset Management.1 Excluding Western Asset Management, pre.
Neutral
Accesswire
2 weeks ago
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Franklin Resources, INC. - BEN
NEW YORK, NY / ACCESS Newswire / February 5, 2025 / Pomerantz LLP is investigating claims on behalf of investors of Franklin Resources, INC. ("Franklin" or the "Company") (NYSE:BEN).
Neutral
Business Wire
2 weeks ago
Franklin Resources, Inc. Announces Quarterly Dividend
SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Resources, Inc. (the “Company”) [NYSE:BEN] announced a quarterly cash dividend in the amount of $0.32 per share payable on April 11, 2025 to stockholders of record holding shares of common stock at the close of business on March 31, 2025. The quarterly dividend of $0.32 per share is equivalent to the dividend paid for the prior quarter and represents a 3.2% increase over the quarterly dividend paid for the same quarter last year. About Franklin Templ.
Negative
Market Watch
2 weeks ago
20 stocks leading the stock-market plunge on Monday as Trump brings down the tariff hammer
Among the S&P 500, 91% of stocks showed early declines following President Trump's announcements of tariffs against Canada, Mexico and China.
Neutral
Accesswire
2 weeks ago
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Franklin Resources, INC. - BEN
NEW YORK CITY, NY / ACCESS Newswire / February 1, 2025 / Pomerantz LLP is investigating claims on behalf of investors of Franklin Resources, INC. ("Franklin" or the "Company") (NYSE:BEN).
Neutral
Seeking Alpha
3 weeks ago
Franklin Resources, Inc. (BEN) Q1 2025 Earnings Call Transcript
Franklin Resources, Inc. (NYSE:BEN ) Q1 2025 Earnings Conference Call January 31, 2025 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 Alexander Blostein - Goldman Sachs Dan Fannon - Jefferies Michael Cyprys - Morgan Stanley Bill Katz - TD Cowen Brennan Hawken - UBS Benjamin Budish - Barclays Patrick Davitt - Autonomous Research Operator Welcome to Franklin Resources Earnings Conference Call for the Quarter Ended December 31, 2024. Hello, my name is Matt, and I will be your call operator today.
Neutral
Zacks Investment Research
3 weeks ago
Franklin Q1 Earnings & Revenues Surpass Estimates, AUM Declines Q/Q
BEN's Q1 earnings benefit from a rise in its revenues. However, a decline in AUM balance and higher expenses are headwinds.
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