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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"S&P 500® Dividend Aristocrats measure performance of S&P 500 companies that have increased dividends every year for 25 consecutive years."---us.spindices.com. The 65 Aristocrats of November 2020 represent ten of eleven Morningstar Sectors (no Technology). Broker targeted-top-ten net-gainers ranged 19.36%-45.91% topped by XOM & CVX 11/3/20.

65 November Dividend Aristocrats

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Drip Investing lists over 800 stocks that have annually increased dividends for five years or more. The 65 stocks, boosting dividends annually 40+ years, were parsed from 136 Champions posted 10/31. These 65 select dividend stocks ranged 0.78% to 9.53% in annual yield and ranged -5.22% to 87.65% in annual price target upsides per brokers sampled 11/2/20.

65 40-Year Plus Annual Dividend Boosters In November

Out of thousands of stocks that are currently traded on the market, it is difficult to identify those that will really generate strong returns. Hedge funds and institutional investors spend millions of dollars on analysts with MBAs and PhDs, who are industry experts and well connected to other industry and media insiders on top of that. Individual investors can piggyback the hedge funds employing these talents and can benefit from their vast resources and knowledge in that way. We analyze quarterly 13F filings of nearly 823 hedge funds and, by looking at the smart money sentiment that surrounds a stock, we can determine whether it has the potential to beat the market over the long-term. Therefore, let's take a closer look at what smart money thinks about Franklin Resources, Inc. (NYSE:BEN).

These Hedge Funds Were Wrong About Franklin Resources, Inc. (BEN)

Franklin Resources, Inc. (BEN) CEO Jenny Johnson on Q4 2020 Results - Earnings Call Transcript

Shares of asset management company Franklin Resources Inc. (NYSE:BEN) plunged more than 13% on Tuesday morning following the announcement of its preliminary quarterly results. The company's market value has fallen more than 20% this year.

Should You Buy Franklin Resources After Pullback?

The Franklin Templeton parent reports disappointing results after closing its acquisition of Legg Mason.

Why Franklin Resources Stock Got Crushed Today

Franklin's (BEN) fourth-quarter fiscal 2020 (ended Sep 30) earnings highlight higher expenses, revenue growth and overall net outflows.

Franklin's (BEN) Q4 Earnings Lag Estimates, AUM Rises Y/Y

Franklin's (BEN) Q4 results likely to reflect favorable impact of a strong market performance during the July-September period and overall net outflows.

Strong Equity Markets to Aid Franklin's (BEN) Q4 Earnings

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6 Low Price-to-Book Stocks That May Prove to be Solid Bets

Franklin Resources, Inc. (BEN) is looking like an interesting pick from a technical perspective, as the company is seeing favorable trends on the moving average crossover front.

Moving Average Crossover Alert: Franklin Resources (BEN)

Franklin Resources (BEN) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Can Franklin Resources (BEN) Run Higher on Rising Earnings Estimates?

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Franklin Resources (BEN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Franklin Resources (BEN) Reports Next Week: Wall Street Expects Earnings Growth

Franklin (BEN) announces preliminary AUM by its subsidiaries of $1.42 trillion for September, down 1.6% sequentially.

Franklin September AUM Down on Lower Equity & Hybrid Assets

"S&P 500 Dividend Aristocrats measure performance of S&P 500 companies that have increased dividends every year for 25 consecutive years." - us.spindices.com.

65 Dividend Aristocrats Optimal October Outcomes

SAN MATEO, Calif.--(BUSINESS WIRE)--On Tuesday, October 27, 2020 at approximately 8:30 a.m. Eastern Time, Franklin Resources, Inc. (the “Company”) [NYSE:BEN] will release its fourth quarter and fiscal year 2020 operating results. A written commentary on the results will also be available via investors.franklinresources.com at approximately 8:30 a.m. Eastern Time. In addition, President and CEO Jenny Johnson, Executive Chairman Greg Johnson, and Executive Vice President and CFO Matthew Nicholls

Franklin Resources, Inc. to Announce Fourth Quarter and Fiscal Year Results on October 27, 2020

Franklin Resources, Inc. (NYSE:BEN) may not be a well-known company. The market capitalization is only about $11 billion, but it has a long history of dividend growth and currently offers a dividend yield of around 5%.

Franklin Resources Is a Little-Known Undervalued Gem

Franklin Resources (BEN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why the Earnings Surprise Streak Could Continue for Franklin Resources (BEN)

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Drip Investing lists over 800 stocks monthly that have annually increased dividends for five years or more. These 65 stocks boosted - annually 40 years+ were parsed from 136 Champions posted 9/30.

October's 65 40Yr+ Annual Dividend Boosters

With the recent acquisition of Legg Mason, the product mix of the company switches to a more fixed-income position, which bodes well for its institutional investors.

News for Franklin Resources Stock (BEN)