BEN · Franklin Templeton, Inc.
Franklin Resources Inc (BEN)
What's happening
- BEN is up 1.38% today, trading at $31.67. — Live quote
- Volume today (257,252) is well below its 3-month average of 4,173,350. (Finnhub fundamentals)
- Reports earnings on 2026-11-06 (after market close), 15 days away. (Finnhub earnings calendar)
- Last quarter's EPS beat estimates: $0.72 actual vs. $0.68 estimated (+6.2%). (Finnhub earnings history)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Key Statistics
Analyst Recommendations
Aggregate ratings for 2026-10-01 (18 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Quarterly history (5 periods)
| Measure | Jun '26 | Mar '26 | Dec '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| Market cap | $18.22B | $12.68B | $12.82B | $13.78B | $10.39B |
| P/E | 23.13 | 16.52 | 19.35 | 23.71 | 16.95 |
| Price/Sales | 2.01 | 1.44 | 1.47 | 1.61 | 1.20 |
| Price/Book | 1.55 | 1.05 | 1.06 | 1.13 | 0.84 |
| EV/Revenue | 2.28 | 1.70 | 1.73 | 1.92 | 1.51 |
| EV/EBITDA | 18.78 | 14.55 | 16.45 | — | — |
| ROE | 6.71% | 6.33% | 5.46% | 4.76% | 4.97% |
| ROA | 2.17% | 2.25% | 2.04% | 1.79% | 1.92% |
Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E/PEG unavailable (no free data source).
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-09-30. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Not investment advice — read several signals together.
Indicators None active
History limited by data provider; markers are heuristics, not signals.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Revenue growth is 14.3% on the provider's reported measure. Finnhub fundamentals ↗
- Trailing 52-week price return is +39.9%. Finnhub market metrics ↗
Potential concerns
- Net profit margin is 8.7%. Finnhub fundamentals ↗
- Latest SEC filing is Form 4, filed 2026-10-21; review it for current changes and risks. SEC EDGAR ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on BEN
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Jun '26 | Mar '26 | Dec '25 | Jun '25 | Mar '25 | Dec '24 | Jun '24 | Mar '24 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.36B | $2.29B | $2.33B | $2.06B | $2.11B | $2.25B | $2.12B | $2.15B |
| Operating income | $215.8M | $323.3M | $281.0M | $154.1M | $145.6M | $219.0M | $222.5M | $129.3M |
| Net income | $171.5M | $268.2M | $255.5M | $92.3M | $151.4M | $163.6M | $174.0M | $124.2M |
| EPS (diluted) | $0.31 | $0.49 | $0.46 | $0.15 | $0.26 | $0.29 | $0.32 | $0.23 |
| EPS (basic) | $0.31 | $0.49 | $0.46 | $0.15 | $0.26 | $0.29 | $0.32 | $0.23 |
| Operating margin | $9 | $14 | $12 | $7 | $7 | $10 | $10 | $6 |
| Net margin | $7 | $12 | $11 | $4 | $7 | $7 | $8 | $6 |
Balance sheet
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $36.24B | $34.11B | $32.55B | $32.37B | $32.55B | $31.99B | $32.39B | $32.46B |
| Total liabilities | $21.84B | $19.49B | $18.16B | $18.18B | $18.12B | $16.81B | $17.05B | $17.90B |
| Stockholders' equity | $11.74B | $12.12B | $12.13B | $12.08B | $12.20B | $12.35B | $12.46B | $12.51B |
| Total current assets | — | — | — | — | — | — | — | — |
| Total current liabilities | — | — | — | — | — | — | — | — |
| Cash & equivalents | — | — | — | — | — | — | — | — |
| Accounts receivable | — | — | — | — | — | — | — | — |
| Marketable securities (non-current) | — | — | — | — | — | — | — | — |
| Property, plant & equipment | $886.6M | $903.6M | $929.8M | $949.1M | $975.4M | $987.7M | $977.7M | $946.4M |
| Goodwill | $6.30B | $6.30B | $6.29B | $6.21B | $6.21B | $6.20B | $6.19B | $6.21B |
| Intangible assets | $4.02B | $4.09B | $4.15B | $4.17B | $4.44B | $4.54B | $4.68B | $4.80B |
| Other non-current assets | — | — | — | — | — | — | — | — |
| Short-term debt | — | — | — | — | — | — | — | — |
| Other current liabilities | — | — | — | — | — | — | — | — |
| Long-term debt | $2.40B | $2.25B | $2.36B | $2.36B | $2.67B | $2.67B | $2.78B | $2.78B |
| Other non-current liabilities | — | — | — | — | — | — | — | — |
| Common stock & paid-in capital | $50.8M | $52.0M | $52.0M | $52.1M | $51.8M | $52.5M | $52.4M | $52.4M |
| Retained earnings | $11.52B | $11.56B | $11.54B | $11.52B | $11.61B | $11.73B | $11.92B | $11.93B |
| Accumulated other comprehensive income (loss) | -$493.7M | -$489.0M | -$448.2M | -$447.1M | -$413.2M | -$498.9M | -$524.3M | -$419.5M |
Cash flow
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $581.2M | -$27.6M | -$255.1M | -$20.7M | $1.28B | -$50.1M | -$145.2M | $558.2M |
| Investing cash flow | -$1.66B | -$1.36B | -$317.2M | -$441.4M | -$880.7M | -$364.1M | -$656.5M | -$1.20B |
| Financing cash flow | $1.27B | $1.49B | $487.4M | $88.5M | -$16.4M | $292.4M | $87.9M | $909.2M |
| Free cash flow | $566.2M | — | — | -$51.9M | $1.27B | -$87.6M | -$217.0M | $488.4M |
| Capital expenditures | $15.0M | — | — | $31.2M | $14.0M | $37.5M | $71.8M | $69.8M |
| Depreciation & amortization | $32.1M | $29.4M | $28.8M | $31.1M | $33.5M | $30.5M | $30.2M | $30.0M |
| Share-based compensation | $22.6M | $52.8M | $75.6M | $44.8M | $50.1M | $46.7M | $73.2M | $51.5M |
| Deferred income taxes | $2.1M | $29.2M | $63.1M | -$8.9M | $1.6M | -$41.5M | $1.6M | -$89.6M |
| Purchases of investments | $336.4M | $369.0M | $264.6M | $132.8M | $359.3M | $87.1M | $458.0M | $175.7M |
| Sales/maturities of investments | — | — | — | — | — | — | — | — |
| Share repurchases | $345.8M | $57.1M | $41.9M | $67.1M | $157.4M | $10.0M | $5.8M | $102.4M |
Income statement
| Line item | Sep '25 | Sep '24 | Sep '23 | Sep '22 | Sep '21 |
|---|---|---|---|---|---|
| Revenue | $8.77B | $8.48B | $7.85B | $8.28B | $8.43B |
| Operating income | $604.1M | $407.6M | $1.10B | $1.77B | $1.88B |
| Net income | $524.9M | $464.8M | $882.8M | $1.29B | $1.83B |
| EPS (diluted) | $0.91 | $0.85 | $1.72 | $2.53 | $3.57 |
| EPS (basic) | $0.91 | $0.85 | $1.72 | $2.53 | $3.58 |
| Operating margin | $7 | $5 | $14 | $21 | $22 |
| Net margin | $6 | $5 | $11 | $16 | $22 |
Balance sheet
| Line item | Sep '25 | Sep '24 | Sep '23 | Sep '22 | Sep '21 |
|---|---|---|---|---|---|
| Total assets | $32.37B | $32.46B | $30.12B | $28.06B | $24.17B |
| Total liabilities | $18.18B | $17.90B | $16.55B | $14.24B | $11.42B |
| Stockholders' equity | $12.08B | $12.51B | $11.92B | $11.47B | $11.22B |
| Total current assets | — | — | — | — | — |
| Total current liabilities | — | — | — | — | — |
| Cash & equivalents | — | — | — | — | $4.65B |
| Accounts receivable | — | — | — | — | — |
| Marketable securities (non-current) | — | — | — | — | — |
| Property, plant & equipment | $949.1M | $946.4M | $800.1M | $743.3M | $770.0M |
| Goodwill | $6.21B | $6.21B | $6.00B | $5.78B | $4.46B |
| Intangible assets | $4.17B | $4.80B | $4.90B | $5.08B | $4.71B |
| Other non-current assets | — | — | — | — | — |
| Short-term debt | — | — | — | — | — |
| Other current liabilities | — | — | — | — | — |
| Long-term debt | $2.36B | $2.78B | $3.05B | $3.38B | $3.40B |
| Other non-current liabilities | — | — | — | — | — |
| Common stock & paid-in capital | $52.1M | $52.4M | $49.6M | $50.0M | $50.2M |
| Retained earnings | $11.52B | $11.93B | $12.38B | $12.05B | $11.55B |
| Accumulated other comprehensive income (loss) | -$447.1M | -$419.5M | -$509.3M | -$621.0M | -$377.6M |
Cash flow
| Line item | Sep '25 | Sep '24 | Sep '23 | Sep '22 | Sep '21 |
|---|---|---|---|---|---|
| Operating cash flow | $1.07B | $971.3M | $1.09B | $1.96B | $1.25B |
| Investing cash flow | -$2.34B | -$2.42B | -$3.61B | -$3.33B | -$2.62B |
| Financing cash flow | $452.4M | $1.42B | $2.11B | $1.58B | $2.03B |
| Free cash flow | $911.6M | $794.2M | $940.4M | $1.87B | $1.17B |
| Capital expenditures | $154.5M | $177.1M | $148.8M | $90.3M | $79.3M |
| Depreciation & amortization | $125.3M | $116.5M | $104.3M | $95.8M | $78.6M |
| Share-based compensation | $214.8M | $246.1M | $182.6M | $208.2M | $171.9M |
| Deferred income taxes | -$47.2M | -$124.6M | $41.5M | $98.0M | $3.7M |
| Purchases of investments | $1.04B | $1.13B | $757.8M | $926.4M | $770.4M |
| Share repurchases | $240.3M | $274.4M | $256.3M | $180.8M | $208.2M |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding BEN as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2026-07-20 to 2026-10-19
Recent transactions
- Insiders have net sold 2,124,601 shares over the last 182 days, across 0 purchases and 2 sales.
- Most recent: FRANKLIN TEMPLETON INC (Affiliate of Investment Adv.) — Open market sale of 441,696 shares on 2026-10-19.
Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.
Insider purchases & sales, last 6 months
Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.
Insider roster
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| FRANKLIN TEMPLETON INC | Affiliate of Investment Adv. | Open market sale | 2026-10-19 | 441,696 |
| JOHNSON JENNIFER M | Chief Executive Officer | Gift | 2026-10-19 | 32,625 |
| Merchant Thomas C | EVP, General Counsel | Grant / award | 2026-10-13 | 19,244 |
| Murphy Terrence | Co-President, Public Markets | Grant / award | 2026-10-13 | 137,589 |
| Nicholls Matthew | Co-President, CFO & COO | Grant / award | 2026-10-13 | 99,664 |
| JOHNSON GREGORY E | Executive Chairman | Grant / award | 2026-10-13 | 23,814 |
| Gamba Daniel | Co-President, Chief Commercial | Grant / award | 2026-10-13 | 82,025 |
| Oshita Lindsey Harumi | Chief Accounting Officer | Grant / award | 2026-10-13 | 6,495 |
| FRANKLIN RESOURCES INC | Affiliate of Investment Adv. | Open market sale | 2026-07-20 | 1,682,905 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|---|---|---|---|---|
| 2026-10-19 | FRANKLIN TEMPLETON INC | Affiliate of Investment Adv. | Open market sale | 441,696 | $11.32 |
| 2026-10-19 | JOHNSON JENNIFER M | Chief Executive Officer | Gift | 32,625 | — |
| 2026-10-19 | JOHNSON JENNIFER M | Chief Executive Officer | Gift | 32,625 | — |
| 2026-10-13 | Merchant Thomas C | EVP, General Counsel | Grant / award | 19,244 | $31.18 |
| 2026-10-13 | Merchant Thomas C | EVP, General Counsel | Grant / award | 18,426 | — |
| 2026-10-13 | Murphy Terrence | Co-President, Public Markets | Grant / award | 137,589 | $31.18 |
| 2026-10-13 | Murphy Terrence | Co-President, Public Markets | Grant / award | 3,689 | — |
| 2026-10-13 | Nicholls Matthew | Co-President, CFO & COO | Grant / award | 99,664 | $31.18 |
| 2026-10-13 | Nicholls Matthew | Co-President, CFO & COO | Grant / award | 117,420 | — |
| 2026-10-13 | JOHNSON JENNIFER M | Chief Executive Officer | Grant / award | 202,053 | $31.18 |
| 2026-10-13 | JOHNSON JENNIFER M | Chief Executive Officer | Grant / award | 146,521 | — |
| 2026-10-13 | JOHNSON GREGORY E | Executive Chairman | Grant / award | 23,814 | $31.18 |
| 2026-10-13 | JOHNSON GREGORY E | Executive Chairman | Grant / award | 22,259 | — |
| 2026-10-13 | Gamba Daniel | Co-President, Chief Commercial | Grant / award | 82,025 | $31.18 |
| 2026-10-13 | Oshita Lindsey Harumi | Chief Accounting Officer | Grant / award | 6,495 | $31.18 |
| 2026-08-31 | JOHNSON JENNIFER M | Chief Executive Officer | Tax withholding | 116,053 | $34.15 |
| 2026-08-31 | JOHNSON GREGORY E | Executive Chairman | Tax withholding | 10,568 | $34.15 |
| 2026-08-31 | Oshita Lindsey Harumi | Chief Accounting Officer | Tax withholding | 2,598 | $34.15 |
| 2026-08-31 | Nicholls Matthew | Co-President, CFO & COO | Tax withholding | 61,533 | $34.15 |
| 2026-08-31 | Merchant Thomas C | EVP, General Counsel | Tax withholding | 9,807 | $34.15 |
| 2026-08-31 | Murphy Terrence | Co-President, Public Markets | Tax withholding | 25,125 | $34.15 |
| 2026-08-31 | Gamba Daniel | Co-President, Chief Commercial | Tax withholding | 64,136 | $34.15 |
| 2026-07-21 | Murphy Terrence | Co-President, Public Markets | Grant / award | 229,850 | $32.63 |
| 2026-07-21 | Nicholls Matthew | Co-President, CFO & COO | Grant / award | 229,850 | $32.63 |
| 2026-07-21 | Gamba Daniel | Co-President, Chief Commercial | Grant / award | 229,850 | $32.63 |
| 2026-07-21 | JOHNSON JENNIFER M | Chief Executive Officer | Grant / award | 229,850 | $32.63 |
| 2026-07-20 | FRANKLIN RESOURCES INC | Affiliate of Investment Adv. | Open market sale | 1,682,905 | $11.29 |
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-10-22 08:23 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-10-21 | 4 | 2026-10-19 | View on SEC.gov → |
| 2026-10-19 | 4 | 2026-10-19 | View on SEC.gov → |
| 2026-10-15 | 4 | 2026-10-13 | View on SEC.gov → |
| 2026-10-15 | 4 | 2026-10-13 | View on SEC.gov → |
| 2026-10-15 | 4 | 2026-10-13 | View on SEC.gov → |
| 2026-10-15 | 4 | 2026-10-13 | View on SEC.gov → |
| 2026-10-15 | 4 | 2026-10-13 | View on SEC.gov → |
| 2026-10-15 | 4 | 2026-10-13 | View on SEC.gov → |
| 2026-10-15 | 4 | 2026-10-13 | View on SEC.gov → |
| 2026-10-05 | 4 | 2026-10-01 | View on SEC.gov → |
| 2026-10-05 | 4 | 2026-10-01 | View on SEC.gov → |
| 2026-09-02 | 4 | 2026-08-31 | View on SEC.gov → |
Recent news
Headlines about BEN (Franklin Templeton, Inc.). Links open the publisher — we don’t host full articles.
-
Franklin Resources, Inc. $BEN Shares Newly Acquired by Cantor Fitzgerald Investment Advisors L.P.
MarketBeat · 2026-10-22 -
Melius Research's Ben Reitzes Says Chip Stocks Selloff Was The 'Exclamation Point' — 'Semis Are Ripping, And I Think They Should Be'
Stocktwits · 2026-10-22 -
Franklin Templeton, Inc. (BEN) Stock Forecasts
Yahoo Finance · 2026-10-21 -
Franklin Templeton Inc. stock underperforms Wednesday when compared to competitors despite daily gains
MarketWatch · 2026-10-21 -
Ben Roethlisberger Shares Changes He’d Like To See On Steelers’ Offense
Steelers Depot · 2026-10-21 -
‘Love Is Blind’ Cast Member Murray Eglin Has a Special Request for Ben Affleck
People.com · 2026-10-21 -
Franklin Templeton Disposes of 441,696 Clarion Partners Shares on October 19, 2026
Kalkine Media · 2026-10-21 -
Ben Carlson: Planet Fitness shares have fallen 50% this year
Traders Union · 2026-10-21
No headlines in this category right now — try “All”.