Revenue segments as reported by the company.

Investment management fees

Sales and distribution fees

Shareholder servicing fees

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Compensation and benefits

Sales, distribution and marketing

Information systems and technology

Occupancy

Amortization of intangible assets

General, administrative and other

Impairment of intangible assets

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Franklin Resources

Franklin Resources, Inc. is a holding company, which engages in the provision of investment management and related services. The firm offers services and products under various distinct brand names, including, but not limited to, Franklin, Templeton, Legg Mason, Benefit Street Partners, Brandywine Global Investment Management, Clarion Partners, ClearBridge Investments, Fiduciary Trust International, Franklin Bissett, Franklin Mutual Series, K2, LibertyShares, Martin Currie, Royce Investment Partners and Western Asset Management Company. It provides investment management and related services to retail, institutional and high-net-worth investors in jurisdictions worldwide. The company was founded by Rupert H. Johnson, Sr. in 1947 and is headquartered in San Mateo, CA.

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Franklin Resources reports strong Q1 earnings, eyes growth in alternatives

Franklin Resources (BEN) showcased strong financial performance with notable net inflows and improved strategy performance.
The company's focus on alternative investments, ETFs, and wealth management presents growth opportunities.
Challenges include managing outflows, retail distribution complexities, and optimizing fixed income sales.
Efficient expense management, brand leverage, and strategic reorganization are key to future success.

Franklin Resources (BEN) reports strong Q2 earnings amid market challenges

Franklin Resources (BEN) Q2 2023 Earnings Call highlighted positive momentum with increased AUM and strong investment performance.
The company is capitalizing on demand for active strategies and alternative assets, while addressing challenges in equities and private credit.
Opportunities lie in strategic adjustments in fixed income, multi-asset growth, and leveraging technology for wealth solutions.

Franklin Resources (BEN) reports strong Q3 performance and strategic growth

Franklin Resources (BEN) sees positive trends in net flows, investment performance, and strategic partnerships in Q3 2023. Challenges with Morningstar categorization and slower conversion of late-stage opportunities persist. Opportunities lie in alternative investments and centralized distribution efforts for future growth.

Franklin Resources reports improved performance and growth opportunities post-acquisition

Franklin Resources (BEN) showcased improved performance with positive net flows in key areas, strategic acquisitions to enhance market presence, and a focus on expense discipline and organic growth. Challenges include core plus investments and regulatory impacts, while opportunities arise from the Putnam acquisition and leveraging distribution capabilities.

Franklin Resources (BEN) reports strong Q2 performance and eyes private market growth

Franklin Resources delivered a robust performance in Q2 2024, driven by strong AUM growth, positive net flows, and strategic investments. The company's focus on active management, private markets, and global client engagement proved successful. Challenges lie in fee rate fluctuations and market uncertainties, while opportunities abound in private markets fundraising and channel expansion.

Franklin Resources (BEN) reports solid Q3 performance amidst market complexities

Franklin Resources (BEN) navigated a complex investment landscape with $1.65 trillion AUM and consistent performance.
While facing challenges like fee rates, the company leverages strengths in private markets and product development.
Opportunities in partnerships, ETF growth, and revenue diversification position the company for future growth.

Franklin Resources (BEN) reports strong Q4 earnings amid diversification push

Franklin Resources (BEN) delivered a robust performance in Q4 2024, leveraging diversification and strategic acquisitions for growth amidst challenges.
The company's strengths in expense management, operational efficiency, and client partnerships position it well for future opportunities in private markets and wealth management.
While facing challenges from Western Asset's outflows, Franklin Resources remains focused on growth strategies, revenue targets, and addressing investor concerns.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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24/7 Wall St. Insights: The venerable S&P 500 is poised for another year of 20% + gains Many of the stocks in the index have underperformed the red-hot Magnificent 7 Passive income is simple- own quality dividends that pay you for doing nothing.

The 5 Highest Yielding S&P 500 Dividend Stocks Are Passive Income Kings

NEW YORK, Nov. 20, 2024 (GLOBE NEWSWIRE) -- Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Franklin Resources, Inc. (NYSE: BEN) resulting from allegations that Franklin Resources may have issued materially misleading business information to the investing public.

BEN INVESTOR NEWS: Franklin Resources, Inc. Investors that Suffered Losses are Encouraged to Contact RLF About Ongoing Investigation into the Company (NYSE: BEN)

Q3 2024 Advisor Pulse Survey by DACFP and Franklin Templeton Digital Assets reveals that 19% of advisors report that more than half of their clients own digital assets GREAT FALLS, Va. , Nov. 19, 2024 /PRNewswire/ -- Nineteen percent (19%) of financial advisors say that more than half of their clients have made allocations to digital assets in their portfolios, according to the Q3 2024 Advisor Pulse Survey, sponsored by Franklin Templeton Digital Assets and conducted by the Digital Assets Council of Financial Professionals (DACFP).

Digital Asset Allocations Continue to Grow in Client Portfolios, DACFP Survey Finds

NEW YORK , Nov. 18, 2024 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Franklin Resources, Inc. (NYSE: BEN) resulting from allegations that Franklin Resources may have issued materially misleading business information to the investing public. So What: If you purchased Franklin Resources securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

Rosen Law Firm Encourages Franklin Resources, Inc. Investors to Inquire About Securities Class Action Investigation - BEN

SAN FRANCISCO, Nov. 15, 2024 (GLOBE NEWSWIRE) -- Hagens Berman urges Franklin Resources, Inc. (NYSE: BEN) investors who suffered substantial losses to submit your losses now. The firm also encourages persons with knowledge who may assist the investigation to contact its attorneys.

Franklin Resources (BEN) Stumbles Again After Shuttering $2 Billion Fund, Placing Co-CIO On Leave - Hagens Berman

BEN is set to integrate Wamco into its larger operations as the unit faces massive outflows, the SEC probe and internal challenges.

Franklin to Integrate Wamco Amid SEC Investigation & Heavy Outflows

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Calvert Research and Management ranked the 100 most sustainable companies based on over 230 ESG indicators, including workplace diversity and greenhouse-gas emissions. Eight of 78 dividend-paying sustainable companies offer dividends exceeding their share prices, signalling potential buy opportunities for investors. Analysts estimate net gains of 17.47% to 69.69% for the top ten sustainable companies by November 2025, based on target prices and dividends.

100 November Sustainable Dividend Dogs: 50 'Safer' And 2 Ideal Buys

NEW YORK, NY / ACCESSWIRE / November 14, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of Franklin Resources, Inc. ("Franklin Resources, Inc.") (NYSE:BEN) concerning possible violations of federal securities laws. Franklin subsidiary Western Asset Management Company issued a press release on August 21, 2024, announcing that co-Chief Investment Officer Ken Leech "is on a leave of absence, effective immediately" after "receiv[ing] a Wells Notice from the Staff of the U.S. Securities and Exchange Commission".

Levi & Korsinsky Announces an Investigation on Behalf of Franklin Resources, Inc. (BEN) Shareholders Who May Have Been Affected by Fraud

Lost Money on Franklin Resources, Inc. (BEN)? Contact Levi & Korsinsky Regarding an Ongoing Investigation

PHILADELPHIA, Nov. 14, 2024 (GLOBE NEWSWIRE) -- Berger Montague is currently investigating potential claims on behalf of shareholders of Franklin Resources, Inc. (“Franklin Resources or the Company”) (NYSE: BEN).

INVESTIGATION ALERT: Berger Montague is Investigating Potential Claims on Behalf of Shareholders of Franklin Resources, Inc. (NYSE: BEN)

BEN STOCK ALERT: Levi & Korsinsky Notifies Franklin Resources, Inc. Investors of an Ongoing Investigation

NEW YORK, Nov. 14, 2024 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Franklin Resources, Inc. (NYSE: BEN) for potential violations of the federal securities laws. If you invested in Franklin Resources, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/franklin-resources-inc.

BEN LEGAL UPDATE: Invest in Franklin Resources, Inc. and Lose Money? You may have been Affected by Fraud and are Urged to Contact BFA Law about its Investigation (NYSE:BEN)

NEW YORK, NY / ACCESSWIRE / November 13, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of Franklin Resources, Inc. ("Franklin Resources, Inc.") (NYSE:BEN) concerning possible violations of federal securities laws. Franklin subsidiary Western Asset Management Company issued a press release on August 21, 2024, announcing that co-Chief Investment Officer Ken Leech "is on a leave of absence, effective immediately" after "receiv[ing] a Wells Notice from the Staff of the U.S. Securities and Exchange Commission".

Lost Money on Franklin Resources, Inc.(BEN)? Contact Levi & Korsinsky Regarding an Ongoing Investigation

Investors can contact the law firm at no cost to learn more about recovering their losses

Franklin Resources, Inc. Investors: Company Investigated by the Portnoy Law Firm

Franklin Resources, Inc. (BEN) Shareholders May Have Been Affected by Fraud- Levi & Korsinsky Investigates

NEW YORK, NY / ACCESSWIRE / November 13, 2024 / Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Franklin Resources, Inc. (NYSE:BEN) for potential violations of the federal securities laws. If you invested in Franklin Resources, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/franklin-resources-inc.

BEN LEGAL NEWS: Franklin Resources, Inc. (BEN) Investors that Suffered Losses may have been Affected by Fraud - Contact BFA Law about its Ongoing Investigation

BEN ALERT: Levi & Korsinsky Reminds Investors of an Investigation Involving Possible Securities Fraud Violations by Franklin Resources, Inc.

Shareholder Rights Advocates at Levi & Korsinsky Investigate Franklin Resources, Inc. (BEN) Regarding Possible Securities Fraud Violations

NEW YORK, NY / ACCESSWIRE / November 12, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of Franklin Resources, Inc. ("Franklin Resources, Inc.") (NYSE:BEN) concerning possible violations of federal securities laws. Franklin subsidiary Western Asset Management Company issued a press release on August 21, 2024, announcing that co-Chief Investment Officer Ken Leech "is on a leave of absence, effective immediately" after "receiv[ing] a Wells Notice from the Staff of the U.S. Securities and Exchange Commission".

Levi & Korsinsky Investigates Possible Securities Fraud Violations by Franklin Resources, Inc. (BEN)

NEW YORK, NY / ACCESSWIRE / November 12, 2024 / Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Franklin Resources, Inc. (NYSE:BEN) for potential violations of the federal securities laws. If you invested in Franklin Resources, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/franklin-resources-inc.

BEN LEGAL ALERT: Franklin Resources, Inc. (BEN) is Being Investigated for Fraud - Investors are Urged to Contact BFA Law

Apollo Global Management

New product provides access to alternative investments for retirement planning New product provides access to alternative investments for retirement planning

LeafHouse Announces Alta Trust's CIT Featuring Private Investments Managed by Apollo and Franklin Templeton

BEN's October AUM balance decline 2.9% sequentially, reflecting negative markets and net outflows.

Franklin's October AUM Balance Declines Sequentially on Net Outflows

Levi & Korsinsky Reminds Franklin Resources, Inc. Investors of the Ongoing Investigation into Potential Violations of Securities Laws - BEN

NEW YORK, Nov. 12, 2024 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Franklin Resources, Inc. (NYSE: BEN) for potential violations of the federal securities laws. If you invested in Franklin Resources, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/franklin-resources-inc.

BEN INVESTOR NEWS: Lost Money on Your Franklin Resources, Inc. Investment? Contact BFA Law about its Ongoing Securities Fraud Investigation (NYSE:BEN)

Franklin Resources, Inc. INVESTIGATION: Levi & Korsinsky Investigates Potential Securities Fraud by Franklin Resources, Inc. (BEN)

News for Franklin Resources Stock (BEN)