Franklin Resources, Inc.
General ticker "BEN" information:
- Sector: Financials
- Industry: Asset Management
- Capitalization: $12.9B (TTM average)
Franklin Resources, Inc. follows the US Stock Market performance with the rate: 68.4%.
Estimated limits based on current volatility of 1.2%: low 32.59$, high 33.40$
Factors to consider:
- Earnings expected soon, date: 2026-07-31 bmo
- Company included in S&P500 list
- Company pays dividends (quarterly): last record date 2026-06-29, amount 0.33$ (Y4.05%)
- Total employees count: 9800 (-3.9%) as of 2025
- US accounted for 60.7% of revenue in the fiscal year ended 2024-09-30
- Top business risk factors: Geopolitical risks, Fee pressure industry disruption, Regulatory and compliance, Reputation and brand risks, Third-party risks
- Current price 12.2% above estimated high
- Earnings for 6 months up through Q2 exceed our estimates
Stock Forecast*
* forecast is subjective and experimental, should not be used for any investment decisions
Long term estimates were made for the period from 2025-09-30 to 2027-09-30
- 2025-09-30 to 2026-09-30 estimated range: [20.19$, 29.08$]
- 2026-09-30 to 2027-09-30 estimated range: [21.10$, 30.31$]
Financial Metrics affecting the BEN estimates:
- Positive: with PPE of 10.7 at the end of fiscal year the price was neutral
- Positive: 6.62 < Operating cash flow per share per price, % of 8.70
- Positive: -5.34 < Operating profit margin, % of 6.89
- Negative: Investing cash flow per share per price, % of -19.13 <= -14.27
- Negative: Industry operating cash flow per share per price (median), % of 4.24 <= 5.50
- Negative: -0.15 < Industry inventory ratio change (median), % of 0
- Negative: -0.75 < Inventory ratio change, % of 0
- Positive: Interest expense per share per price, % of 0.77 <= 3.34
- Positive: -3.72 < Return on assets ratio (scaled to [-100,100]) of 1.67
Short-term BEN quotes
Long-term BEN plot with estimates
Financial data
| YTD | 2023-09-30 | 2024-09-30 | 2025-09-30 |
|---|---|---|---|
| Operating Revenue | $7,849.40MM | $8,478.00MM | $8,770.70MM |
| Operating Expenses | $6,747.10MM | $8,070.40MM | $8,166.60MM |
| Operating Income | $1,102.30MM | $407.60MM | $604.10MM |
| Non-Operating Income | $235.70MM | $415.60MM | $182.70MM |
| Interest Expense | $123.70MM | $97.20MM | $94.90MM |
| Income(Loss) | $1,338.00MM | $823.20MM | $786.80MM |
| Taxes | $312.30MM | $215.30MM | $237.90MM |
| Net Income(Loss)* | $882.80MM | $464.80MM | $524.90MM |
| Stockholders Equity | $11,916.90MM | $12,508.10MM | $12,077.80MM |
| Assets | $30,121.20MM | $32,464.50MM | $32,368.30MM |
| Operating Cash Flow | $1,089.20MM | $971.30MM | $1,066.10MM |
| Capital expenditure | $148.80MM | $177.10MM | $154.50MM |
| Investing Cash Flow | $-3,610.30MM | $-2,423.70MM | $-2,342.70MM |
| Financing Cash Flow | $2,106.70MM | $1,415.60MM | $452.40MM |
| Earnings Per Share** | $1.80 | $0.91 | $1.02 |
* Profit(Loss) attributable to entity.
** EPS are Split Adjusted, recent splits may be reflected with a delay.