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

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Current assets

Cash & equivalents

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Net PPE

Intangibles

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Total equity

Stockholders equity

Minority interest

Total liabilities & equity

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Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

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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

BEN's subsidiary, Franklin Templeton, expands its partnership to offer tax-managed, customized strategies at scale through its Canvas Custom Indexing platform.

Franklin's Arm to Offer Canvas Custom Indexing Platform With New Pact

LOS ANGELES, CA / ACCESSWIRE / October 3, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Franklin Resources, Inc. ("Franklin" or "the Company") (NYSE:BEN) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Franklin Resources, Inc. Is Being Investigated For Securities Law Violations And The Schall Law Firm Urges Affected Shareholders To Lend A Hand

LOS ANGELES, CA / ACCESSWIRE / October 2, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Franklin Resources, Inc. ("Franklin" or "the Company") (NYSE:BEN) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Investors Are Invited To Join The Schall Law Firm's Inquiry Into Franklin Resources Inc's Possible Securities Fraud

LOS ANGELES, CA / ACCESSWIRE / September 30, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Franklin Resources, Inc. ("Franklin" or "the Company") (NYSE:BEN) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Investors Are Invited To Join The Schall Law Firm's Inquiry Into Franklin Resources Inc For Possible Securities Fraud

NEW YORK--(BUSINESS WIRE)--Franklin Templeton celebrates the fifth anniversary of Clarion Partners Real Estate Income Fund (CPREX) that provides access to private real estate.

Franklin Templeton Sees Opportunities in Private Real Estate Investments

NEW YORK, Sept. 29, 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.

BEN STOCK UPDATE: Investors of Franklin Resources, Inc. are Alerted of Pending Securities Fraud Investigation into the Company; Contact BFA Law if You Lost Money (NYSE:BEN)

LOS ANGELES, CA / ACCESSWIRE / September 28, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Franklin Resources, Inc. ("Franklin" or "the Company") (NYSE:BEN) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Investors Are Invited By The Schall Law Firm To Take Part In An Inquiry Into Franklin Resources Inc For Possible Securities Fraud

NEW YORK, NY / ACCESSWIRE / September 27, 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 FRAUD UPDATE: Franklin Resources, Inc. Investors are Encouraged to Contact BFA Law about the Potential Securities Fraud Class Action Lawsuit

LOS ANGELES, CA / ACCESSWIRE / September 27, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Franklin Resources, Inc. ("Franklin" or "the Company") (NYSE:BEN) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Franklin Resources, Inc. Is Being Investigated For Violating Securities Laws And The Schall Law Firm Urges Shareholders With Losses To Join

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NEW YORK, Sept. 27, 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.

BEN FRAUD NOTICE: The Securities Fraud Investigation into Franklin Resources, Inc. is Ongoing – Contact BFA Law if You Suffered Losses (NYSE:BEN)

LOS ANGELES, CA / ACCESSWIRE / September 26, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Franklin Resources, Inc. ("Franklin" or "the Company") (NYSE:BEN) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Investors Are Invited By The Schall Law Firm To Participate In A Securities Fraud Inquiry Into Franklin Resources Inc

Kaplan Fox & Kilsheimer LLP is investigating securities violations against Franklin Resources, Inc. (“Franklin” or the “Company”) (NYSE:BEN), also known as Franklin Templeton. NEW YORK CITY, NY / ACCESSWIRE / September 26, 2024 / Kaplan Fox & Kilsheimer LLP is investigating securities violations against Franklin Resources, Inc. ("Franklin" or the "Company") (NYSE:BEN), also known as Franklin Templeton.

Franklin Resources, Inc. (BEN) Investors Are Encouraged to Contact Kaplan Fox & Kilsheimer LLP Regarding A Securities Fraud Investigation

NEW YORK, NY / ACCESSWIRE / September 26, 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 INVESTOR UPDATE: BFA Law Alerts Franklin Resources, Inc. Investors to Contact the Firm regarding its Investigation into the Company for Securities Fraud (NYSE:BEN)

LOS ANGELES, CA / ACCESSWIRE / September 25, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Franklin Resources, Inc. ("Franklin" or "the Company") (NYSE:BEN) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Franklin Resources, Inc. Is Being Investigated For Possible Securities Law Violations And The Schall Law Firm Urges Affected Shareholders To Reach Out

NEW YORK, Sept. 25, 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.

BEN SHAREHOLDER UPDATE: Franklin Resources, Inc. is Under Investigation for Securities Fraud; Contact BFA Law if You Lost Money on Your Investment (NYSE:BEN)

NEW YORK, NY / ACCESSWIRE / September 24, 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 SHAREHOLDER NEWS: Investors that Lost Money on their Franklin Resources, Inc. Investment are Encouraged to Contact the Firm about Ongoing Securities Fraud Investigation

LOS ANGELES, CA / ACCESSWIRE / September 24, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Franklin Resources, Inc. ("Franklin" or "the Company") (NYSE:BEN) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Investors Are Invited To Take Part In The Schall Law Firm's Securities Fraud Inquiry Into Franklin Resources Inc

Kaplan Fox & Kilsheimer LLP is investigating securities violations against Franklin Resources, Inc. (“Franklin” or the “Company”) (NYSE: BEN), also known a

Franklin Resources, Inc. (BEN) Is Being Investigated For Securities Fraud – Contact Kaplan Fox & Kilsheimer LLP

NEW YORK, NY / ACCESSWIRE / September 23, 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 SHAREHOLDER ALERT: Franklin Resources, Inc. Investors are Reminded to Contact BFA Law about Potential Securities Fraud Class Action Lawsuit (NYSE:BEN)

LOS ANGELES, CA / ACCESSWIRE / September 23, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Franklin Resources, Inc. ("Franklin" or "the Company") (NYSE:BEN) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

The Schall Law Firm Is Looking Into Whether Franklin Resources, Inc. Violated Securities Laws And Affected Shareholders Should Reach Out

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NEW YORK, Sept. 23, 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.

BEN INVESTIGATION NOTICE: Franklin Resources, Inc. is Being Investigated for Securities Fraud; Investors that Lost Money are Urged to Contact BFA Law (NYSE:BEN)

Franklin Resources (BEN) shares have declined 27% since my Buy recommendation. BEN's AUM has increased to $1.68 trillion driven by rising asset prices as long-term flows have remained challenging. The SEC investigation into Western Asset Management's allocation practices has led to significant outflows.

Franklin Resources: Still A Buy Despite Recent Challenges

LOS ANGELES, CA / ACCESSWIRE / September 22, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Franklin Resources, Inc. ("Franklin" or "the Company") (NYSE:BEN) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

News for Franklin Resources Stock (BEN)