Franklin Resources logo
0RT6 logo

Franklin ResourcesLSE:0RT6 Stock Report

Market Cap US$11.6b
Share Price
n/a
1Y-17.1%
7D10.3%
Portfolio Value
View

Franklin Resources, Inc.

LSE:0RT6 Stock Report

Market Cap: US$11.6b

My Notes

Capture your thoughts, links and company narrative

Franklin Resources, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Franklin Resources
Historical stock prices
Current Share PriceUS$22.30
52 Week HighUS$28.52
52 Week LowUS$18.88
Beta1.44
1 Month Change10.81%
3 Month Change6.63%
1 Year Change-17.09%
3 Year Change-27.89%
5 Year Change-14.75%
Change since IPO-0.077%

Recent News & Updates

Recent updates

Shareholder Returns

0RT6GB Capital MarketsGB Market
7D10.3%2.3%2.0%
1Y-17.1%31.5%10.8%

Return vs Industry: 0RT6 underperformed the UK Capital Markets industry which returned 31.5% over the past year.

Return vs Market: 0RT6 underperformed the UK Market which returned 10.8% over the past year.

Price Volatility

Is 0RT6's price volatile compared to industry and market?
0RT6 volatility
0RT6 Average Weekly Movement4.9%
Capital Markets Industry Average Movement4.0%
Market Average Movement4.8%
10% most volatile stocks in GB Market10.8%
10% least volatile stocks in GB Market2.7%

Stable Share Price: 0RT6 has not had significant price volatility in the past 3 months compared to the UK market.

Volatility Over Time: 0RT6's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
194710,200Jenny Johnsonwww.franklinresources.com

Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries.

Franklin Resources, Inc. Fundamentals Summary

How do Franklin Resources's earnings and revenue compare to its market cap?
0RT6 fundamental statistics
Market capUS$11.65b
Earnings (TTM)US$344.50m
Revenue (TTM)US$8.74b

33.8x

P/E Ratio

1.3x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
0RT6 income statement (TTM)
RevenueUS$8.74b
Cost of RevenueUS$5.37b
Gross ProfitUS$3.37b
Other ExpensesUS$3.02b
EarningsUS$344.50m

Last Reported Earnings

Dec 31, 2024

Next Earnings Date

n/a

Earnings per share (EPS)0.66
Gross Margin38.52%
Net Profit Margin3.94%
Debt/Equity Ratio19.1%

How did 0RT6 perform over the long term?

See historical performance and comparison

Dividends

5.8%

Current Dividend Yield

140%

Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/01 20:52
End of Day Share Price 2025/01/31 00:00
Earnings2024/12/31
Annual Earnings2024/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Franklin Resources, Inc. is covered by 33 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Roger FreemanBarclays
Benjamin BudishBarclays
Etienne RicardBMO Capital Markets Equity Research