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

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 Q1 2021

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

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.

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

American Tower

iShares MSCI Taiwan ETF

Invesco

Progressive

Bridgewater Associates, the $165 billion hedge fund founded by Ray Dalio (Trades, Portfolio), disclosed this week that its top five new buys for the third quarter were iShares MSCI Taiwan ETF (EWT), Invesco Ltd. (NYSE:IVZ), Progressive Corp. (NYSE:PGR), American Tower Corp. (NYSE:AMT) and Franklin Resources Inc. (NYSE:BEN).

Bridgewater’s Top 5 New Buys in the 3rd Quarter

Baidu

Cal-Maine Foods

Deere & Company

Fastenal

Molson Coors Brewing

WESCO

Diamond Hill Capital (Trades, Portfolio), which provides investment management services, bought shares of the following stocks in both the second and third quarters.

8 Undervalued Stocks Diamond Hill Capital Continues to Buy

Franklin Resources' (BEN) preliminary assets under management (AUM) of $693.1 billion for October inch up from the prior month, driven by net market gains.

Franklin Resources' (BEN) October AUM Ascends on Market Gains

Oracle

Edison

MetLife

News Corp

Omnicom Group

Voya Financial

The chairman of Pzena Investment Management, LLC Richard Pzena (Trades, Portfolio) sold shares of the following stocks during the third quarter.

Richard Pzena Sells Omnicom, Oracle, Edison

Franklin Resources Inc. (BEN) CEO Greg Johnson on Q4 2019 Results Earnings Call - Transcript

Franklin's (BEN) fourth-quarter fiscal 2019 earnings highlight escalating expenses, lower revenues and overall net outflows.

Franklin's (BEN) Q4 Earnings Miss Estimates, AUM Declines

Franklin's (BEN) Q4 results will likely reflect favorable impact of solid market performance during the July-September period, partly muted by overall net outflows.

Will Net Outflows Dampen Franklin's (BEN) Q4 Earnings?

Given the rise in Franklin Resources' (BEN) assets under management, revenues are expected to increase in the quarters ahead.

Franklin Resources' September AUM Jumps on Net Market Gains

SAN MATEO, Calif., Oct.  08, 2019  (GLOBE NEWSWIRE) -- Franklin Resources, Inc. (Franklin Templeton) (NYSE: BEN) today reported preliminary month-end assets under management of $692.6 billion at September 30, 2019, compared to $690.6 billion at August 31, 2019. The increase in assets under management was due to market gains that more than offset net outflows. Preliminary average assets under management for the quarter ended September 30, 2019, were $702.0 billion.

Franklin Resources, Inc. Announces Month-End Assets Under Management.

Charles Schwab

State Street

Three big news items corresponded to three big drops for the financial industry.

Why These Financial Stocks Fell by Double Digits in August

Franklin Resources' (BEN) preliminary assets under management (AUM) of $690.6 billion for August slipped 2.7% from the prior month, affected by net outflows.

Franklin Resources' (BEN) August AUM Descends on Net Outflows

Franklin Resources (BEN) appears to be a promising bet, riding on robust fundamentals and long-term growth opportunities.

Franklin (BEN) Reflects Cost-Control Benefits: Time to Hold?

Franklin Resources (BEN) reported earnings 30 days ago. What's next for the stock?

Why Is Franklin Resources (BEN) Down 20.3% Since Last Earnings Report?

Dover

MEDNAX

Richard Pzena (Trades, Portfolio), founder and chief investment officer of Pzena Investment Management, sold shares of the following stocks in the second quarter.

Richard Pzena Trims Franklin Resources, AIG Positions, among others

Franklin Resources' (BEN) preliminary assets under management (AUM) of $709.5 billion for July slip marginally from the prior month, unfavorably impacted by net outflows.

Franklin Resources' (BEN) July AUM Descends on Net Outflows

Franklin Resources, Inc. (BEN) CEO Gregory Johnson on Q3 2019 Results - Earnings Call Transcript

Franklin Resources (BEN) delivered earnings and revenue surprises of 3.17% and -0.45%, respectively, for the quarter ended June 2019. Do the numbers hold clues to what lies ahead for the stock?

Franklin Resources (BEN) Surpasses Q3 Earnings Estimates

Franklin Resources' (BEN) third-quarter fiscal 2019 (ended Jun 30) earnings highlight strong capital position, partly muted by escalating expenses, lower revenues and overall net outflows.

Franklin's (BEN) Q3 Earnings Beat Estimates, AUM Declines

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Are Investors Undervaluing Franklin Resources (BEN) Right Now?

Franklin's (BEN) Q3 results will likely reflect favorable impact of the strong market performance during the April-June period.

Strong Equity Markets to Drive Franklin's (BEN) Q3 Earnings

Franklin Resources (BEN) possesses 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) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release

Oaktree Capital Group

BEN vs. OAK: Which Stock Is the Better Value Option?

BEN vs. OAK: Which Stock Should Value Investors Buy Now?

Franklin Resources' (BEN) preliminary assets under management (AUM) of $715.2 billion for June up 2.9% from the prior month, impacted by market gains.

News for Franklin Resources Stock (BEN)