BEN
Neutral signalScored 2026-10-06 Drivers: fundamentals. Insiders: neutral. Moteurs : fondamentaux. Initiés : neutre.
Research, not advice.
À propos
Franklin Resources, Inc.
- Nom
- Franklin Resources, Inc.
- Secteur
- Financial Services
- Industrie
- Asset Management
- Bourse
- NYSE
- Capitalisation
- $15.8B
- Employés
- 10,100
- PDG
- Jennifer Johnson
- Site web
- https://www.franklintempleton.com/corporate
- Marché
- ABAMGAMPAPAMBLKIVZ
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.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
Decouvert par les declarations du Congres
- Insiders
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- Total bought
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Avg buy (VWAP, 90d window) —
- Total sold
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Avg sell (VWAP, 90d window) —
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
- Last activity
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- Last synced
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2026-10-06 10:56:08
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Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
No Form 4 filings for this company in this window.
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
No STOCK Act disclosures for this company in this window.
Recent trades
| Date | Representative | Type | Amount |
|---|---|---|---|
| 2025-09-29 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2025-09-03 | Thomas Kean | Sale (Full) | $15,001 - $50,000 |
| 2025-04-28 | Thomas Kean | Sale (Partial) | $1,001 - $15,000 |
| 2024-12-16 | Thomas Kean | Sale (Partial) | $1,001 - $15,000 |
| 2024-11-15 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2024-09-09 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-11-03 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2023-10-31 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2023-10-10 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-10-02 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-07-19 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-05-10 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-05-05 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-04-21 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-02-17 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-01-26 | Josh S. Gottheimer | Sale (Full) | $1,001 - $15,000 |
| 2022-01-15 | Josh S. Gottheimer | Sale (Partial) | $1,001 - $15,000 |
| 2021-02-16 | Peter Meijer | Sale (Full) | $1,001 - $15,000 |
| 2020-10-16 | Josh S. Gottheimer | Purchase | $1,001 - $15,000 |
| 2020-09-15 | Josh S. Gottheimer | Sale (Partial) | $1,001 - $15,000 |
| 2020-07-16 | Josh S. Gottheimer | Purchase | $1,001 - $15,000 |
| 2020-06-15 | Josh S. Gottheimer | Sale (Partial) | $1,001 - $15,000 |
| 2020-05-13 | Dean Phillips | Purchase | $1,001 - $15,000 |
| 2020-04-29 | Gilbert Ray Cisneros | Sale (Full) | $1,001 - $15,000 |
| 2020-03-18 | Gilbert Ray Cisneros | Purchase | $1,001 - $15,000 |
| 2020-03-10 | Kathy Castor | Sale (Full) | $1,001 - $15,000 |
| 2020-01-10 | Josh S. Gottheimer | Purchase | $1,001 - $15,000 |
| 2019-12-10 | Josh S. Gottheimer | Sale (Full) | $1,001 - $15,000 |
| 2019-09-25 | Lois Frankel | Sale (Full) | $1,001 - $15,000 |
| 2019-09-24 | Lois Frankel | Sale (Partial) | $1,001 - $15,000 |
| 2019-08-13 | Dean Phillips | Sale (Full) | $1,001 - $15,000 |
| 2019-03-25 | Van Taylor | Sale (Full) | $1,001 - $15,000 |
| 2019-02-04 | Dean Phillips | Sale (Partial) | $1,001 - $15,000 |
| 2019-01-04 | Dean Phillips | Purchase | $1,001 - $15,000 |
| 2018-12-10 | Josh S. Gottheimer | Purchase | $1,001 - $15,000 |
| 2018-11-28 | Josh S. Gottheimer | Purchase | $1,001 - $15,000 |
| 2018-11-27 | Josh S. Gottheimer | Purchase | $1,001 - $15,000 |
| 2017-04-04 | Gary James Palmer | Purchase | $1,001 - $15,000 |
Signal
Neutral signalScored 2026-10-06 Drivers: fundamentals. Insiders: neutral. Moteurs : fondamentaux. Initiés : neutre.
BEN presents a deeply challenged fundamental profile with a debt-to-EBITDA that has surged from ~1.0x to ~6.9x, a dividend payout ratio exceeding 100% of net income, and persistent margin compression — all of which…
The first sentence of the analysis written for BEN on 2026-10-06 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Neutral signal
Drivers: fundamentals. Insiders: neutral. Moteurs : fondamentaux. Initiés : neutre.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Unavailable or mixed. No open-market purchase or sale value stored
- Congress Unavailable or mixed. No purchase disclosures in the stored window
- Narrative Pulls against a bullish reading. Stored narrative reading is in the bearish band
- Timing Unavailable or mixed. No stored price series
- Financial indicators Supports a bullish reading. Current ratio 2.71 · operating margin 6.9%
Market snapshot
Financial ratios
| Metric | Trend | 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-09-30 | 2021-09-30 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 80.3% | 80.1% | 80.9% | 82.8% | 83.0% | |
| Ebit Margin | 10.1% | 10.9% | 18.6% | 22.1% | 30.0% | |
| Ebitda Margin | 16.1% | 16.2% | 24.3% | 26.7% | 33.7% | |
| Operating Profit Margin | 6.9% | 4.8% | 14.0% | 21.4% | 22.3% | |
| Pretax Profit Margin | 9.0% | 9.7% | 17.0% | 20.9% | 29.0% | |
| Continuous Operations Profit Margin | 6.3% | 7.2% | 13.1% | 16.1% | 24.9% | |
| Net Profit Margin | 6.0% | 5.5% | 11.2% | 15.6% | 21.7% | |
| Bottom Line Profit Margin | 5.4% | 5.1% | 10.8% | 15.0% | 20.8% | |
| Current Ratio | 2.713 | 3.237 | 4.128 | 3.696 | 3.510 | |
| Quick Ratio | 2.713 | 3.237 | 4.128 | 3.696 | 3.510 | |
| Solvency Ratio | 0.058 | 0.051 | 0.080 | 0.117 | 0.187 | |
| Cash Ratio | 1.895 | 2.424 | 3.160 | 2.923 | 2.685 | |
| Price To Earnings Ratio | 25.418 | 23.706 | 14.291 | 8.506 | 8.302 | |
| Price To Earnings Growth Ratio | 3.601 | -0.469 | -0.446 | -0.290 | 0.066 | |
| Forward Price To Earnings Growth Ratio | 3.601 | -0.469 | -0.446 | -0.290 | 0.066 | |
| Price To Earnings Diluted Ratio | 25.418 | 23.706 | 14.291 | 8.506 | 8.325 | |
| Price To Earnings Diluted Growth Ratio | 3.601 | -0.469 | -0.446 | -0.292 | 0.067 | |
| Price To Book Ratio | 0.985 | 0.821 | 1.011 | 0.917 | 1.297 | |
| Price To Sales Ratio | 1.357 | 1.211 | 1.534 | 1.271 | 1.728 | |
| Price To Free Cash Flow Ratio | 13.054 | 12.927 | 12.808 | 5.635 | 12.486 | |
| Price To Operating Cash Flow Ratio | 11.163 | 10.570 | 11.058 | 5.375 | 11.691 | |
| Debt To Assets Ratio | 0.411 | 0.403 | 0.390 | 0.334 | 0.314 | |
| Debt To Equity Ratio | 1.101 | 1.046 | 0.986 | 0.816 | 0.676 | |
| Debt To Capital Ratio | 0.524 | 0.511 | 0.497 | 0.449 | 0.403 | |
| Long Term Debt To Capital Ratio | 0.505 | 0.492 | 0.486 | 0.435 | 0.386 | |
| Financial Leverage Ratio | 2.680 | 2.595 | 2.528 | 2.445 | 2.153 | |
| Working Capital Turnover Ratio | 2.403 | 2.012 | 1.790 | 1.890 | 2.153 | |
| Operating Cash Flow Ratio | 0.565 | 0.534 | 0.782 | 1.196 | 0.720 | |
| Operating Cash Flow Sales Ratio | 0.122 | 0.115 | 0.139 | 0.236 | 0.148 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.855 | 0.818 | 0.863 | 0.954 | 0.936 | |
| Debt Service Coverage Ratio | 12.388 | 11.932 | 12.892 | 18.424 | 29.164 | |
| Interest Coverage Ratio | 6.366 | 4.193 | 8.911 | 18.064 | 21.956 | |
| Short Term Operating Cash Flow Coverage Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Operating Cash Flow Coverage Ratio | 0.080 | 0.074 | 0.093 | 0.209 | 0.164 | |
| Capital Expenditure Coverage Ratio | 6.900 | 5.484 | 7.320 | 21.669 | 15.705 | |
| Dividend Paid And Capex Coverage Ratio | 1.272 | 1.165 | 1.441 | 2.906 | 1.949 | |
| Dividend Payout Ratio | 1.303 | 1.412 | 0.688 | 0.451 | 0.306 | |
| Enterprise Value Multiple | 15.300 | 13.777 | 10.169 | 6.845 | 6.162 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 80.3% | ▲0.2% | ▼-1.1% |
| Ebit Margin | 10.1% | ▼-0.8% | ▼-8.3% |
| Ebitda Margin | 16.1% | ▼-0.1% | ▼-7.3% |
| Operating Profit Margin | 6.9% | ▲2.1% | ▼-7.0% |
| Pretax Profit Margin | 9.0% | ▼-0.7% | ▼-8.2% |
| Continuous Operations Profit Margin | 6.3% | ▼-0.9% | ▼-7.2% |
| Net Profit Margin | 6.0% | ▲0.5% | ▼-6.0% |
| Bottom Line Profit Margin | 5.4% | ▲0.3% | ▼-6.0% |
| Current Ratio | 2.713 | ▼-0.524 | ▼-0.744 |
| Quick Ratio | 2.713 | ▼-0.524 | ▼-0.744 |
| Solvency Ratio | 0.058 | ▲0.007 | ▼-0.041 |
| Cash Ratio | 1.895 | ▼-0.528 | ▼-0.722 |
| Price To Earnings Ratio | 25.418 | ▲1.712 | ▲9.373 |
| Price To Earnings Growth Ratio | 3.601 | ▲4.069 | ▲3.108 |
| Forward Price To Earnings Growth Ratio | 3.601 | ▲4.069 | ▲3.108 |
| Price To Earnings Diluted Ratio | 25.418 | ▲1.712 | ▲9.369 |
| Price To Earnings Diluted Growth Ratio | 3.601 | ▲4.069 | ▲3.109 |
| Price To Book Ratio | 0.985 | ▲0.165 | ▼-0.021 |
| Price To Sales Ratio | 1.357 | ▲0.146 | ▼-0.063 |
| Price To Free Cash Flow Ratio | 13.054 | ▲0.128 | ▲1.673 |
| Price To Operating Cash Flow Ratio | 11.162 | ▲0.593 | ▲1.191 |
| Debt To Assets Ratio | 0.411 | ▲0.008 | ▲0.041 |
| Debt To Equity Ratio | 1.101 | ▲0.055 | ▲0.176 |
| Debt To Capital Ratio | 0.524 | ▲0.013 | ▲0.047 |
| Long Term Debt To Capital Ratio | 0.504 | ▲0.012 | ▲0.044 |
| Financial Leverage Ratio | 2.680 | ▲0.085 | ▲0.200 |
| Working Capital Turnover Ratio | 2.403 | ▲0.391 | ▲0.353 |
| Operating Cash Flow Ratio | 0.565 | ▲0.031 | ▼-0.194 |
| Operating Cash Flow Sales Ratio | 0.122 | ▲0.007 | ▼-0.030 |
| Free Cash Flow Operating Cash Flow Ratio | 0.855 | ▲0.037 | ▼-0.030 |
| Debt Service Coverage Ratio | 12.388 | ▲0.456 | ▼-4.572 |
| Interest Coverage Ratio | 6.366 | ▲2.172 | ▼-5.532 |
| Short Term Operating Cash Flow Coverage Ratio | 0.000 | 0.000 | 0.000 |
| Operating Cash Flow Coverage Ratio | 0.080 | ▲0.006 | ▼-0.044 |
| Capital Expenditure Coverage Ratio | 6.900 | ▲1.416 | ▼-4.515 |
| Dividend Paid And Capex Coverage Ratio | 1.272 | ▲0.107 | ▼-0.475 |
| Dividend Payout Ratio | 1.302 | ▼-0.110 | ▲0.471 |
| Enterprise Value Multiple | 15.300 | ▲1.523 | ▲4.849 |
Key metrics
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Market cap | $11.90B | $10.27B | $12.04B | $10.52B | $14.56B | |
| Enterprise value | $21.63B | $18.94B | $19.39B | $15.10B | $17.50B | |
| EV / Sales | 2.47x | 2.23x | 2.47x | 1.82x | 2.08x | |
| EV / Op. cash flow | 20.29x | 19.50x | 17.81x | 7.71x | 14.05x | |
| EV / Free cash flow | 23.72x | 23.85x | 20.62x | 8.09x | 15.01x | |
| EV / EBITDA | 15.30x | 13.78x | 10.17x | 6.84x | 6.16x | |
| Net debt / EBITDA | 6.88x | 6.31x | 3.85x | 2.08x | 1.04x | |
| Current ratio | 2.71x | 3.24x | 4.13x | 3.70x | 3.51x | |
| Income quality | 1.94x | 1.60x | 1.06x | 1.47x | 0.59x | |
| Graham number | $23 | $22 | $31 | $37 | $44 | |
| Graham net-net | -$26 | -$24 | -$23 | -$17 | -$12 | |
| Tax burden | 66.7% | 56.5% | 66.0% | 74.7% | 74.9% | |
| Interest burden | 89.2% | 89.4% | 91.5% | 94.6% | 96.6% | |
| Working capital | $3.23B | $4.07B | $4.36B | $4.41B | $4.34B | |
| Invested capital | $15.32B | $16.85B | $16.47B | $16.48B | $14.73B | |
| Return on assets | 1.6% | 1.4% | 2.9% | 4.6% | 7.6% | |
| Operating ROA | 1.9% | 1.3% | 3.8% | 6.8% | 8.2% | |
| Return on tangible assets | 2.4% | 2.2% | 4.6% | 7.5% | 12.2% | |
| Return on equity | 4.3% | 3.7% | 7.4% | 11.3% | 16.3% | |
| Return on invested capital | 1.4% | 1.0% | 2.9% | 5.2% | 7.2% | |
| Return on capital employed | 2.0% | 1.3% | 3.8% | 6.7% | 8.4% | |
| Earnings yield | 4.4% | 4.5% | 7.3% | 12.3% | 12.6% | |
| Free cash flow yield | 7.7% | 7.7% | 7.8% | 17.7% | 8.0% | |
| Capex / Op. cash flow | 14.5% | 18.2% | 13.7% | 4.6% | 6.4% | |
| Capex / Depreciation | 29.1% | 38.9% | 33.4% | 23.9% | 25.5% | |
| Capex / Sales | 1.8% | 2.1% | 1.9% | 1.1% | 0.9% | |
| SG&A / Sales | 55.8% | 55.1% | 51.8% | 49.8% | 50.0% | |
| R&D / Sales | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | |
| Stock comp / Sales | 2.4% | 2.9% | 2.3% | 2.5% | 2.0% | |
| Intangibles / Total assets | 32.0% | 33.9% | 36.2% | 38.7% | 37.9% | |
| Days sales outstanding | 64d | 64d | 63d | 56d | 62d | |
| Days payables outstanding | 355d | 306d | 214d | 285d | 265d | |
| Operating cycle | 64d | 64d | 63d | 56d | 62d | |
| Cash conversion cycle | -291d | -242d | -151d | -229d | -203d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Valuation
Market cap ▲+15.9%EV / Sales ▲+10.3%EV / EBITDA ▲+11.1%EV / Op. cash flow ▲+0.781Earnings yield ▼-0.001Graham number ▲+0.765
Profitability
Return on equity ▲+0.006Return on assets ▲+0.002Return on invested capital ▲+0.004Return on capital employed ▲+0.007Operating ROA ▲+0.006Income quality ▲+0.344Tax burden ▲+0.103
Efficiency
Days sales outstanding ▲+0.480Days payables outstanding ▲+49.599Operating cycle ▲+0.480Cash conversion cycle ▼-49.119Capex / Sales ▼-0.003R&D / Sales n/a
Balance-sheet strength
Current ratio ▼-0.524Net debt / EBITDA ▲+0.570Working capital ▼-839100000.000Invested capital ▼-1536900000.000Intangibles / Total assets ▼-0.019
Change over 5 years
Valuation
Market cap ▼-18.3%EV / Sales ▲+18.7%EV / EBITDA ▲+148.3%EV / Op. cash flow ▲+6.233Earnings yield ▼-0.082Graham number ▼-20.682
Profitability
Return on equity ▼-0.120Return on assets ▼-0.060Return on invested capital ▼-0.058Return on capital employed ▼-0.064Operating ROA ▼-0.063Income quality ▲+1.348Tax burden ▼-0.082
Efficiency
Days sales outstanding ▲+2.288Days payables outstanding ▲+90.321Operating cycle ▲+2.288Cash conversion cycle ▼-88.033Capex / Sales ▲+0.008R&D / Sales n/a
Balance-sheet strength
Current ratio ▼-0.797Net debt / EBITDA ▲+5.845Working capital ▼-1114800000.000Invested capital ▲+584300000.000Intangibles / Total assets ▼-0.059
Employee count
Peer market caps
Recent news
- 2026-10-05 Franklin Templeton, Inc. to Announce Fourth Quarter and Fiscal Year Results on November 6, 2026 SAN MATEO, Calif.--(BUSINESS WIRE)--On Friday, November 6, 2026 at approximately 8:30 a.m. Eastern Time, Franklin Templeton, Inc. (the “Company”) [NYSE:BEN] will release its fourth quarter and fiscal year 2026 operating results. A written commentary on the results will also be available via investors.franklintempleton.com at approximately 8:30 a.m. Eastern Time.In addition, Jenny Johnson, CEO; Matthew Nicholls, Co-President, CFO and COO; and Daniel Gamba, Co-President and Chief Commercial Office.
- 2026-10-05 Franklin Templeton, Inc. Announces Preliminary Month-End Assets Under Management SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton, Inc. (NYSE: BEN) today reported preliminary month-end assets under management (AUM) of $1.79 trillion at September 30, 2026, compared to $1.83 trillion at August 31, 2026. This month''s decrease in preliminary AUM reflected the negative impact of markets, partially offset by long-term net inflows of $6 billion. For the quarter ended September 30, 2026, preliminary AUM reflected the negative impact of markets, partially offset by long-term n.
- 2026-10-02 Dividend Champion, Contender, And Challenger Highlights: Week October 4 A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.
- 2026-10-02 Can Franklin Templeton''s AUM Growth Keep Driving Earnings? BEN''s record AUM, improving net flows and expanding alternatives business could support fee revenues and earnings growth.
- 2026-10-01 Fiduciary Trust International Adds Two Relationship Managers in New York Headquarters Fiduciary Trust International, a global wealth manager and wholly owned subsidiary of Franklin Templeton, announces that Tim Kazachkov and Kevin Markett have co
- 2026-09-29 Franklin vs. Lazard: Which Stock Has Better Growth Prospects? Franklin Templeton, Inc. BEN and Lazard, Inc. LAZ are prominent global financial services firms with diversified platforms spanning asset management and investment-related services. Both companies benefit from broad client bases, global operating footprints and expanding investment capabilities.
- 2026-09-24 Franklin Resources, Inc. $BEN Position Increased by Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions Inc. grew its position in Franklin Resources, Inc. (NYSE: BEN) by 7.5% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 546,393 shares of the closed-end fund''s stock after buying an additional 38,122 shares
- 2026-09-23 These 6 High-Yield Dividends May Be Too Good to Be True A fat dividend yield can signal a screaming buy or a slow-motion disaster, and the difference hides in coverage math most investors never check.
- 2026-09-21 Is the Options Market Predicting a Spike in Franklin Resources Stock? Investors need to pay close attention to BEN stock based on the movements in the options market lately.
- 2026-09-21 3 Surging Stocks That Don''t Need the AI Boom to Keep Winning With AI companies—and related chip stocks—driving much of the market''s performance this year, it''s understandable that some investors are hesitant to put all their trust in a burgeoning industry, no matter how much momentum it seems to have. Fortunately, a number of non-AI stocks have stood out for their strong performance throughout the first part of 2026.