Franklin Resources Dirección
Dirección controles de criterios 4/4
El CEO de Franklin Resources es Jenny Johnson , nombrado en Feb 2020, tiene una permanencia de 6.33 años. compensación anual total es $16.84M, compuesta por 4.5% salario y 95.5% primas, incluidas acciones y opciones de la empresa. posee directamente un 1.19% de las acciones de la empresa, por valor de $192.95M. La antigüedad media del equipo directivo y de la junta directiva es de 5.8 años y 8.8 años, respectivamente.
Información clave
Jenny Johnson
Chief Executive Officer (CEO)
US$16.8m
Compensación total
| Porcentaje del salario del CEO | 4.45% |
| Permanencia del CEO | 6.3yrs |
| Participación del CEO | 1.2% |
| Permanencia media de la dirección | 5.8yrs |
| Promedio de permanencia en la Junta Directiva | 8.8yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • May 18
BEN: Softer Revenue And Execution Risks Will Constrain Future P/E Upside
Analysts have lifted the fair value estimate for Franklin Resources by $3 to $24, citing updated price targets across several firms, as well as modestly higher assumed profit margins and future P/E multiples, despite softer revenue growth expectations. Analyst Commentary Street research on Franklin Resources has been mixed, with several firms lifting price targets and issuing upgrades, while a smaller group of bearish analysts trimmed expectations.Seeking Alpha • May 01
Franklin Resources: Turning The Corner
Summary Franklin Resources has reignited growth through diversification, strong alternatives inflows, and improved operational leverage, following years of outflows and mixed M&A results. Fiscal Q2 2026 saw positive long-term net inflows of $16.9 billion, with alternatives contributing a record $14.3 billion and ex-Western flows gaining momentum. Operating margins are expanding, with management targeting high-29% exiting FY Q4 and >30% by 2027, supported by conservative assumptions and ongoing cost discipline. Key risks remain around capital misallocation via M&A, but dividend increases and a focus on bolt-on deals help mitigate this; catalysts include Lexington fundraising and margin updates. Read the full article on Seeking AlphaActualización de narrativa • Apr 22
BEN: Modest Revenue Erosion And Lower P/E Assumptions Will Pressure Returns
Franklin Resources' updated analyst price target holds steady at $21.00, as recent mixed Street revisions, including both $1 and $3 moves in targets, reflect analysts balancing modest tweaks to the discount rate, revenue growth expectations, profit margin and forward P/E assumptions. Analyst Commentary Recent Street research around Franklin Resources has featured a mix of small upward and downward price target adjustments, with several bearish analysts trimming targets by $1 to $3.Actualización de narrativa • Apr 08
BEN: Weaker Revenue Profile And Compressed P/E Will Pressure Future Returns
Analysts trimmed their Franklin Resources fair value estimate by $1 to $21, reflecting refreshed price targets that weigh slightly weaker revenue assumptions against modestly stronger margin and P/E inputs. Analyst Commentary Recent Street research on Franklin Resources has been mixed, with some firms lifting price targets and others trimming them by small amounts.
Actualización de narrativa • Mar 25
BEN: AI Distribution Efficiencies Will Support Future Earnings Resilience
Analysts raised their average price target on Franklin Resources by a few dollars to account for recent upward revisions from firms such as Morgan Stanley, TD Cowen and Barclays, citing updated assumptions for discount rates and P/E expectations rather than major changes in fair value, revenue growth or profit margins. Analyst Commentary Recent research shows a mix of optimism and caution around Franklin Resources, with several firms adjusting their price targets by relatively small amounts.Actualización de narrativa • Mar 10
BEN: Higher P/E Assumptions Will Restrain Returns As Profitability Expectations Weaken
The analyst fair value estimate for Franklin Resources has shifted from $21.00 to $22.00, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions that have also informed recent price target changes cited across Street research. Analyst Commentary Recent Street research around Franklin Resources has featured mixed views, with some firms adjusting price targets higher while others have taken a more cautious stance.Actualización de narrativa • Feb 24
BEN: Capital Returns And AI Initiatives Will Shape Future Earnings Resilience
Analysts have raised their price target for Franklin Resources from $24.73 to $27.36, citing updated assumptions for discount rates, profit margins, and a higher future P/E multiple as support for the change. Analyst Commentary Recent Street research on Franklin Resources reflects a mixed but generally constructive tone, with several firms adjusting price targets in both directions over a relatively short period.
Actualización de narrativa • Feb 10
BEN: Higher Future P E And Buybacks Will Support Upside Repricing
Narrative Update Analysts have lifted their price target for Franklin Resources from about US$30 to roughly US$35. This change reflects updated assumptions around fair value, discount rate, revenue growth, profit margins, and the P/E multiple following recent target revisions from several firms.Actualización de narrativa • Jan 27
BEN: Higher Future P E And Buybacks Will Support Upside Potential
Analysts have adjusted their price targets for Franklin Resources recently, and the latest update reflects a fair value move to $30.00 as they balance softer revenue growth and profit margin assumptions with a higher future P/E expectation and updated discount rate inputs. Analyst Commentary Recent research on Franklin Resources reflects a mix of cautious and constructive views, with the latest fair value work centering around the updated $30.00 target.Actualización de narrativa • Jan 13
BEN: Performance Fee Dependence Will Limit Upside As Near-Term Prospects Remain Weak
Analysts have trimmed their price target on Franklin Resources to US$25 from US$26, citing fiscal Q4 earnings that were helped by performance fees but with limited upside expected in the near term. Analyst Commentary Recent Street research points to a cautious tone around Franklin Resources, even with fiscal Q4 earnings support from performance fees.Actualización de narrativa • Dec 24
BEN Performance Fee Reliance Will Constrain Future Upside Despite Market Tailwinds
Analysts have nudged our fair value estimate for Franklin Resources up to $21.00 from $19.00, reflecting slightly lower perceived risk, improved revenue growth and margin outlooks, and Street research that, while mixed on near term upside, has modestly increased price targets on the back of better earnings power for traditional asset managers. Analyst Commentary Recent Street commentary on Franklin Resources underscores a cautious stance despite some upward revisions to earnings estimates and price targets across traditional asset managers.Artículo de análisis • Dec 21
Franklin Resources (NYSE:BEN) Has Announced That It Will Be Increasing Its Dividend To $0.33
Franklin Resources, Inc. ( NYSE:BEN ) has announced that it will be increasing its periodic dividend on the 9th of...Actualización de narrativa • Dec 10
BEN: Performance Fee Boost And Market Conditions Will Shape Near-Term Earnings Outlook
Analysts have modestly reduced their price target on Franklin Resources, trimming it by $1 to $25 per share. They point to limited near term upside despite recent earnings being aided by performance fees and improved broader market conditions.Actualización de narrativa • Nov 26
BEN: Q4 Earnings Stability And Market Trends Will Balance Q1 Outlook
Analysts have recently adjusted Franklin Resources' average price target modestly, reflecting both cautious optimism following Q4 earnings support from performance fees as well as rising EPS estimates tied to positive equity and bond market trends. Analyst Commentary Recent research notes reveal a mix of cautious optimism and lingering concerns regarding Franklin Resources as analysts digest the company's latest quarterly results and update market forecasts.Actualización de narrativa • Nov 10
BEN: Strong Q3 Market Momentum Will Drive Earnings Upside
Analysts have slightly lowered their price target for Franklin Resources from $25.45 to $24.73 per share. This change reflects updated expectations for revenue growth, profit margins, and broader market performance.Actualización de narrativa • Oct 03
Uzbekistan And Saudi Arabia Expansion Will Unlock Future Diversification
Analysts have raised their price target for Franklin Resources from $19 to $22, citing stronger than expected performance across global equity and bond markets that lifted the firm's earnings outlook. Analyst Commentary In response to Franklin Resources' improved performance outlook, analysts have identified both strengths and ongoing concerns that may affect the company's valuation and growth trajectory in the near term.Artículo de análisis • Aug 04
Franklin Resources, Inc. Just Missed EPS By 61%: Here's What Analysts Think Will Happen Next
Shareholders might have noticed that Franklin Resources, Inc. ( NYSE:BEN ) filed its third-quarter result this time...Seeking Alpha • Mar 28
Franklin Resources: Struggles Continue Amidst Intensifying Flows And Market Headwinds
Summary Franklin Resources faces challenges with asset outflows and expensive products, despite continued M&A efforts. Sales and notably earnings have declined, a trend set to last into 2025. The company's strategy of using M&A to offset organic outflows raises concerns, especially with ongoing share dilution and capital allocation issues. Despite a low valuation and high dividend yield, I remain cautious due to persistent organic weakness and declining performance. Read the full article on Seeking AlphaSeeking Alpha • Jan 13
Franklin Resources: Deep Value Or Justified Discount?
Summary Franklin Resources has continued to struggle with net outflows despite multiple acquisitions over the last five years. Acquired businesses have increased investment management fees materially, but expenses have grown at an even more rapid rate, leading to significant operating margin decline. Franklin Resources should be able to improve its operating performance, but I lack confidence that the company will deliver on this potential. Taking into account downside risks relating to Western Asset Management and continued acquisition-related distractions, I rate Franklin Resources as a Hold, whilst acknowledging that the stock looks cheap on valuation. Read the full article on Seeking AlphaSeeking Alpha • Dec 16
Staying In Franklin Resources For The Dividend
Summary Franklin Resources Inc. has underperformed, with a 3.7% loss versus a 14.25% S&P 500 gain. Despite record sales, profitability has fallen, and the dividend payout ratio may be unsustainable at 141% of net income, raising concerns. The stock isn’t cheap, but the dividend yield is attractive, offering an 83% higher income over a decade compared to Treasury Notes. I’ll stay invested for the dividend, assuming it grows at a 7% CAGR, and I'll continue to monitor the company’s financial health closely. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$678m |
| Dec 31 2025 | n/a | n/a | US$563m |
| Sep 30 2025 | US$17m | US$750k | US$472m |
| Jun 30 2025 | n/a | n/a | US$271m |
| Mar 31 2025 | n/a | n/a | US$358m |
| Dec 31 2024 | n/a | n/a | US$339m |
| Sep 30 2024 | US$17m | US$750k | US$432m |
| Jun 30 2024 | n/a | n/a | US$810m |
| Mar 31 2024 | n/a | n/a | US$861m |
| Dec 31 2023 | n/a | n/a | US$929m |
| Sep 30 2023 | US$16m | US$750k | US$845m |
| Jun 30 2023 | n/a | n/a | US$785m |
| Mar 31 2023 | n/a | n/a | US$812m |
| Dec 31 2022 | n/a | n/a | US$962m |
| Sep 30 2022 | US$16m | US$753k | US$1b |
| Jun 30 2022 | n/a | n/a | US$2b |
| Mar 31 2022 | n/a | n/a | US$2b |
| Dec 31 2021 | n/a | n/a | US$2b |
| Sep 30 2021 | US$10m | US$753k | US$2b |
| Jun 30 2021 | n/a | n/a | US$1b |
| Mar 31 2021 | n/a | n/a | US$1b |
| Dec 31 2020 | n/a | n/a | US$768m |
| Sep 30 2020 | US$9m | US$630k | US$784m |
| Jun 30 2020 | n/a | n/a | US$1b |
| Mar 31 2020 | n/a | n/a | US$971m |
| Dec 31 2019 | n/a | n/a | US$1b |
| Sep 30 2019 | US$8m | US$602k | US$1b |
Compensación vs. Mercado: La compensación total ($USD16.84M) de Jenny está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD14.79M).
Compensación vs. Ingresos: La compensación de Jenny ha sido consistente con los resultados de la empresa en el último año.
CEO
Jenny Johnson (62 yo)
6.3yrs
Permanencia
US$16,844,816
Compensación
Ms. Jennifer M. Johnson, also known as Jenny, serves as Chief Executive Officer and Non-Independent Director of Franklin Resources, Inc. from October 15, 2025. She joined the Franklin Resources, Inc. in 19...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Executive Chairman of the Board & Non-Independent Director | 19.4yrs | US$3.36m | 1.13% $ 183.4m | |
| CEO & Non-Independent Director | 6.3yrs | US$16.84m | 1.19% $ 192.9m | |
| Co-President | 7.1yrs | US$9.84m | 0.063% $ 10.2m | |
| Co-President & Head of Public Market Investments | 5.3yrs | US$13.64m | 0.011% $ 1.7m | |
| Co-President & Chief Commercial Officer | less than a year | sin datos | sin datos | |
| President of India | no data | sin datos | sin datos | |
| Senior VP & Chief Accounting Officer | 2.3yrs | sin datos | 0.0026% $ 425.3k | |
| Head of Research & Director of Portfolio Management | no data | sin datos | sin datos | |
| Chief Administrative Officer & Head of Business Development | no data | sin datos | sin datos | |
| Head of Investor Relations | no data | sin datos | sin datos | |
| Executive VP | 4.1yrs | sin datos | 0.0098% $ 1.6m | |
| Head of CEEMEA & India | 9.3yrs | sin datos | sin datos |
5.8yrs
Permanencia media
58yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de BEN es experimentado (5.8 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Executive Chairman of the Board & Non-Independent Director | 19.4yrs | US$3.36m | 1.13% $ 183.4m | |
| CEO & Non-Independent Director | 6.3yrs | US$16.84m | 1.19% $ 192.9m | |
| Independent Director | 15.3yrs | US$376.51k | 0.014% $ 2.3m | |
| Independent Lead Director | 11.3yrs | US$397.01k | 0.0067% $ 1.1m | |
| Vice Chairman & Non-Independent Director | 55.4yrs | sin datos | 20.05% $ 3.2b | |
| Trustee of the Trust | 19.4yrs | sin datos | sin datos | |
| Independent Director | 5.3yrs | US$319.00k | sin datos | |
| Independent Director | 11.3yrs | US$332.00k | 0.00046% $ 74.4k | |
| Independent Director | 6.3yrs | US$322.01k | 0.0091% $ 1.5m | |
| Independent Director | 5.3yrs | US$392.00k | sin datos | |
| Independent Director | 5.3yrs | US$357.01k | 0.0078% $ 1.3m | |
| Independent Director | 4.9yrs | US$352.00k | sin datos |
8.8yrs
Permanencia media
65yo
Promedio de edad
Junta con experiencia: La junta directiva de BEN se considera experimentada (8.8 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/03 15:31 |
| Precio de las acciones al final del día | 2026/06/03 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/09/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Franklin Resources, Inc. está cubierta por 28 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Roger Freeman | Barclays |
| Benjamin Budish | Barclays |
| Charles Hintz | Bernstein |