BEN · Franklin Resources, Inc.
Financial Services NYQ United States franklinresources.com ↗
BULLISH HOLD
Val Gro Qua Mom Sta Cap P/S1.86 P/E Fwd P/E10.45 PEG0.37 52W –  RSI Target$34.45 (+6.4%) Beta1.58 Div3.90%
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RSI (14)
Pattern Overlays
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Asset Management San Mateo, United States 10,000 employees
Franklin Resources, Inc. is a publicly owned asset investment manager. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Calgary, Alberta; Dubai, United Arab Emirates; Edinburgh, Midlothian; Fort Lauderdale, Florida; Hyderabad, India; London, Greater London; Rancho Cordova, California; Shanghai, Shanghai Province; Singapore; Stamford, Connecticut; and Vienna.
52-Week Range
52W Low 52W High
Position in Range
RSI (14)
0 · Oversold RSI 46 Overbought · 100
Signal Neutral
EMA Price Levels
Volume Analysis
Momentum Dashboard
Trend Strength
Detected Patterns
4Bullish
0Bearish
0Neutral
▲ Bull Flag — Breakout after +22% pole — bullish continuation
▲ Bull Flag — Breakout after +28% pole — bullish continuation
▲ Double Bottom — Two lows ~$29.82 — bullish reversal confirmed
▲ Inv. Head & Shoulders — Inv. H&S neckline ~$32.80 broken — major bullish reversal

View overlays on the price chart via Chart tab → Pattern Overlays.

Next Earnings Jul 31, 2026
Beat Rate 88%
Consensus HOLD
Analyst Upside +6.4%
EPS — History & Forecast
Estimate Beat Miss Forecast
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Revenue — History & Forecast
Revenue Forecast
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EPS Beat Rate
88% 7/8 quarters
Wall Street Consensus
HOLD
3
6
2
BuyHoldSell
Price Target Range
$34.45 +6.4% upside
Low $26 High $40
Consensus Current price
Wall Street Analyst Ratings
FirmRatingChangeActionDate
Barclays Equal-Weight ↔ Maintain 2026-07-14
Evercore ISI Group Underperform ↔ Maintain 2026-07-10
Morgan Stanley Equal-Weight ↔ Maintain 2026-06-26
TD Cowen Buy ↔ Maintain 2026-06-22
JP Morgan Neutral ↔ Maintain 2026-04-29
Goldman Sachs Buy ↔ Maintain 2026-04-29
Barclays 2026-07-14
Equal-Weight ↔ Maintain
Evercore ISI Group 2026-07-10
Underperform ↔ Maintain
Morgan Stanley 2026-06-26
Equal-Weight ↔ Maintain
TD Cowen 2026-06-22
Buy ↔ Maintain
JP Morgan 2026-04-29
Neutral ↔ Maintain
Goldman Sachs 2026-04-29
Buy ↔ Maintain
Profitability
Gross Margin 37.36%TTM
Op. Margin 17.24%TTM
ROE 6.70%TTM
Rev. Growth 8.70%YoY
Free Cash Flow -242.14MTTM
FCF Yield TTM
Balance Sheet
Debt / Equity 23.47MRQ
Current Ratio 5.51MRQ
Cash 2.57BMRQ
Total Debt 3.43BMRQ
Net Debt MRQ
Income
Div. Yield 3.90%TTM
Annual Rate 1.32Fwd
Payout Ratio 99.24%TTM
Dividend History
Payout Ratio (TTM): 99.24%
DateAmount / ShareYield at Payment
2026-06-29 $0.3300 0.99%
2026-03-31 $0.3300 1.41%
2025-12-30 $0.3300 1.42%
2025-09-30 $0.3200 1.44%
2025-06-27 $0.3200 1.42%
2025-03-31 $0.3200 1.77%
2024-12-30 $0.3200 1.73%
2024-09-30 $0.3100 1.70%
2024-06-28 $0.3100 1.55%
2024-03-27 $0.3100 1.27%
2024-01-02 $0.3100 1.22%
2023-09-28 $0.3000 1.42%
2023-06-29 $0.3000 1.31%
2023-03-30 $0.3000 1.36%
2022-12-29 $0.3000 1.34%
2022-09-29 $0.2900 1.59%
2022-06-29 $0.2900 1.53%
2022-03-30 $0.2900 1.27%
2021-12-30 $0.2900 1.09%
2021-09-29 $0.2800 1.17%
2021-06-29 $0.2800 1.12%
2021-03-30 $0.2800 1.23%
2020-12-30 $0.2800 1.47%
2020-09-29 $0.2700 1.78%
2020-07-14 $0.2700 1.74%
2020-03-30 $0.2700 2.06%
2019-12-30 $0.2700 1.44%
2019-09-27 $0.2600 1.26%
2019-06-27 $0.2600 1.05%
2019-03-28 $0.2600 1.12%
2018-12-28 $0.2600 1.27%
2018-09-27 $0.2300 1.07%
2018-06-28 $0.2300 1.05%
2018-03-28 $3.2300 13.81%
2017-12-22 $0.2300 0.84%
2017-09-28 $0.2000 0.72%
2017-06-28 $0.2000 0.72%
2017-03-29 $0.2000 0.78%
2016-12-28 $0.2000 0.82%
2016-09-28 $0.1800 0.84%
How BEN Makes Its Money
Cash Flow Breakdown
Quarterly Metrics
QuarterRevenueRev YoYGross Profit Op. IncomeNet IncomeNet YoY Gross %Op %Net %
Full Key Statistics
Valuation
Market Cap16.83B
Enterprise Value20.18B
Trailing P/E24.73
Forward P/E10.45
PEG Ratio (5yr)0.37
Price/Sales (ttm)1.86
Price/Book (mrq)1.39
EV/Revenue2.23
EV/EBITDA11.29
Share Statistics
Avg Vol (3m)4.49M
Shares Outstanding519.64M
Float302.26M
% Held by Insiders48.67%
% Held by Institutions51.73%
Short Ratio4.22
Short % of Float5.13%
Profitability
Gross Margin37.36%
Operating Margin (ttm)17.24%
Profit Margin8.12%
Return on Assets (ttm)2.60%
Return on Equity (ttm)6.70%
Income Statement
Revenue (ttm)9.03B
Revenue Growth (yoy)8.70%
Gross Profit (ttm)3.37B
EBITDA1.79B
Net Income (ttm)677.60M
Diluted EPS (ttm)1.31
EPS Growth (yoy)87.20%
Balance Sheet
Total Cash (mrq)2.57B
Total Debt (mrq)3.43B
Debt / Equity (mrq)23.47
Current Ratio (mrq)5.51
Book Value / Share23.33
Operating CF (ttm)978.70M
Free Cash Flow (ttm)-242.14M
Trading & Dividends
Beta (5Y)1.58
50-Day MA32.47
200-Day MA26.94
Fwd Dividend Yield396.00%
Payout Ratio99.24%
Ownership Breakdown
Institutional 51.73% Insider 48.67%
Short Interest 5.13% of float
Moderate
Institutional 13F Holdings

Famous investors who disclosed a position in BEN in their latest SEC 13F filing.

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Insider Transactions
DateInsiderRoleTransactionSharesValue
2026-07-21 JOHNSON JENNIFER M Chief Executive Officer Stock Award(Grant) at price 32.63 per share. 229,850 $7,500,006
2026-07-21 NICHOLLS MATTHEW President Stock Award(Grant) at price 32.63 per share. 229,850 $7,500,006
2026-07-21 GAMBA DANIEL President Stock Award(Grant) at price 32.63 per share. 229,850 $7,500,006
2026-07-21 MURPHY TERRENCE J Officer Stock Award(Grant) at price 32.63 per share. 229,850 $7,500,006
2026-02-04 NOTO ANTHONY J. Director Stock Award(Grant) at price 27.00 per share. 7,593 $205,011
2026-02-03 NOTO ANTHONY J. Director Stock Award(Grant) at price 27.00 per share. 7,593 $205,011
2026-02-03 THIEL JOHN W Director Stock Award(Grant) at price 27.00 per share. 7,593 $205,011
2026-02-03 BYERWALTER MARIANN H Director Stock Award(Grant) at price 27.00 per share. 7,593 $205,011
2026-02-03 YANG GEOFFREY Y Director Stock Award(Grant) at price 27.00 per share. 7,593 $205,011
2026-01-05 JOHNSON JENNIFER M Chief Executive Officer Stock Gift at price 0.00 per share. 6,272
2025-12-26 JOHNSON CHARLES B Beneficial Owner of more than 10% of a Class of Security Stock Gift at price 0.00 per share. 25,440
2025-12-17 JOHNSON CHARLES B Beneficial Owner of more than 10% of a Class of Security Stock Gift at price 0.00 per share. 3,816
2025-11-20 JOHNSON CHARLES B Beneficial Owner of more than 10% of a Class of Security Purchase at price 21.20 per share. 50,000 $1,060,000
2025-11-18 JOHNSON CHARLES B Beneficial Owner of more than 10% of a Class of Security Purchase at price 21.49 per share. 50,000 $1,074,475
2025-11-04 JOHNSON GREGORY E Officer and Director Stock Award(Grant) at price 0.00 - 22.59 per share. 41,668 $565,021
2025-11-04 JOHNSON JENNIFER M Chief Executive Officer Stock Award(Grant) at price 0.00 - 22.59 per share. 414,814 $6,925,010
2025-11-04 NICHOLLS MATTHEW President Stock Award(Grant) at price 0.00 - 22.59 per share. 201,409 $2,490,005
2025-11-04 MURPHY TERRENCE J Officer Stock Award(Grant) at price 22.59 per share. 46,730 $1,055,631
2025-11-04 MERCHANT THOMAS C General Counsel Stock Award(Grant) at price 0.00 - 22.59 per share. 39,182 $512,522
2025-10-15 GAMBA DANIEL President Stock Award(Grant) at price 22.79 per share. 442,870 $10,093,007
2025-10-14 OSHITA LINDSEY HARUMI Officer Stock Award(Grant) at price 22.92 per share. 7,637 $175,040
2025-05-12 JOHNSON JENNIFER M Chief Executive Officer Stock Gift at price 0.00 per share. 1,738
2025-05-06 JOHNSON JENNIFER M Chief Executive Officer Stock Gift at price 0.00 per share. 946
2025-05-05 JOHNSON JENNIFER M Chief Executive Officer Stock Gift at price 0.00 per share. 23,575
2025-04-04 JOHNSON CHARLES B Beneficial Owner of more than 10% of a Class of Security Purchase at price 17.72 per share. 420 $7,442
JOHNSON JENNIFER M Chief Executive Officer
Stock Award(Grant) at price 32.63 per share.
2026-07-21 229,850 sh $7,500,006
NICHOLLS MATTHEW President
Stock Award(Grant) at price 32.63 per share.
2026-07-21 229,850 sh $7,500,006
GAMBA DANIEL President
Stock Award(Grant) at price 32.63 per share.
2026-07-21 229,850 sh $7,500,006
MURPHY TERRENCE J Officer
Stock Award(Grant) at price 32.63 per share.
2026-07-21 229,850 sh $7,500,006
NOTO ANTHONY J. Director
Stock Award(Grant) at price 27.00 per share.
2026-02-04 7,593 sh $205,011
NOTO ANTHONY J. Director
Stock Award(Grant) at price 27.00 per share.
2026-02-03 7,593 sh $205,011
THIEL JOHN W Director
Stock Award(Grant) at price 27.00 per share.
2026-02-03 7,593 sh $205,011
BYERWALTER MARIANN H Director
Stock Award(Grant) at price 27.00 per share.
2026-02-03 7,593 sh $205,011
YANG GEOFFREY Y Director
Stock Award(Grant) at price 27.00 per share.
2026-02-03 7,593 sh $205,011
JOHNSON JENNIFER M Chief Executive Officer
Stock Gift at price 0.00 per share.
2026-01-05 6,272 sh
JOHNSON CHARLES B Beneficial Owner of more than 10% of a Class of Security
Stock Gift at price 0.00 per share.
2025-12-26 25,440 sh
JOHNSON CHARLES B Beneficial Owner of more than 10% of a Class of Security
Stock Gift at price 0.00 per share.
2025-12-17 3,816 sh
JOHNSON CHARLES B Beneficial Owner of more than 10% of a Class of Security
Purchase at price 21.20 per share.
2025-11-20 50,000 sh $1,060,000
JOHNSON CHARLES B Beneficial Owner of more than 10% of a Class of Security
Purchase at price 21.49 per share.
2025-11-18 50,000 sh $1,074,475
JOHNSON GREGORY E Officer and Director
Stock Award(Grant) at price 0.00 - 22.59 per share.
2025-11-04 41,668 sh $565,021
JOHNSON JENNIFER M Chief Executive Officer
Stock Award(Grant) at price 0.00 - 22.59 per share.
2025-11-04 414,814 sh $6,925,010
NICHOLLS MATTHEW President
Stock Award(Grant) at price 0.00 - 22.59 per share.
2025-11-04 201,409 sh $2,490,005
MURPHY TERRENCE J Officer
Stock Award(Grant) at price 22.59 per share.
2025-11-04 46,730 sh $1,055,631
MERCHANT THOMAS C General Counsel
Stock Award(Grant) at price 0.00 - 22.59 per share.
2025-11-04 39,182 sh $512,522
GAMBA DANIEL President
Stock Award(Grant) at price 22.79 per share.
2025-10-15 442,870 sh $10,093,007
OSHITA LINDSEY HARUMI Officer
Stock Award(Grant) at price 22.92 per share.
2025-10-14 7,637 sh $175,040
JOHNSON JENNIFER M Chief Executive Officer
Stock Gift at price 0.00 per share.
2025-05-12 1,738 sh
JOHNSON JENNIFER M Chief Executive Officer
Stock Gift at price 0.00 per share.
2025-05-06 946 sh
JOHNSON JENNIFER M Chief Executive Officer
Stock Gift at price 0.00 per share.
2025-05-05 23,575 sh
JOHNSON CHARLES B Beneficial Owner of more than 10% of a Class of Security
Purchase at price 17.72 per share.
2025-04-04 420 sh $7,442