BEN Stock Overview
A publicly owned asset management holding company. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 2/6 |
| Past Performance | 0/6 |
| Financial Health | 5/6 |
| Dividends | 5/6 |
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Franklin Resources, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$20.49 |
| 52 Week High | US$30.32 |
| 52 Week Low | US$18.95 |
| Beta | 1.42 |
| 1 Month Change | -5.31% |
| 3 Month Change | -1.54% |
| 1 Year Change | -31.01% |
| 3 Year Change | -38.69% |
| 5 Year Change | -21.94% |
| Change since IPO | 8,455.11% |
Recent News & Updates
Staying In Franklin Resources For The Dividend
Dec 16Franklin Resources' (NYSE:BEN) Dividend Will Be Increased To $0.32
Dec 12
Recent updates
Staying In Franklin Resources For The Dividend
Dec 16Franklin Resources' (NYSE:BEN) Dividend Will Be Increased To $0.32
Dec 12Franklin Resources: Not All Dips Should Be Bought
Nov 24Franklin Resources: A Victim Of Passive Money
Oct 22Cautious Investors Not Rewarding Franklin Resources, Inc.'s (NYSE:BEN) Performance Completely
Oct 21Franklin Resources: Still A Buy Despite Recent Challenges
Sep 22Franklin Resources' (NYSE:BEN) Dividend Will Be $0.31
Sep 16Franklin Resources (NYSE:BEN) Will Pay A Dividend Of $0.31
Aug 30Franklin Resources: Challenging, Yet Tempting At The Same Time
Aug 09It's A Story Of Risk Vs Reward With Franklin Resources, Inc. (NYSE:BEN)
Jul 12Buying Back Into Franklin Resources
May 27Franklin Resources: Falling Industry, Lagging Financial Strength, And Margins Contracting
May 11Earnings Miss: Franklin Resources, Inc. Missed EPS By 51% And Analysts Are Revising Their Forecasts
May 03Franklin Resources: High Yield, AUM Ticks Up, But Long-Term Challenges Remain
Mar 05Franklin Resources' (NYSE:BEN) Dividend Will Be Increased To $0.31
Dec 30Franklin Resources, Inc.'s (NYSE:BEN) Shares Leap 26% Yet They're Still Not Telling The Full Story
Dec 27Franklin Resources: A Value Play With Catalysts
Dec 22Shareholder Returns
| BEN | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | -6.7% | -4.1% | -2.4% |
| 1Y | -31.0% | 32.3% | 23.3% |
Return vs Industry: BEN underperformed the US Capital Markets industry which returned 32.3% over the past year.
Return vs Market: BEN underperformed the US Market which returned 23.3% over the past year.
Price Volatility
| BEN volatility | |
|---|---|
| BEN Average Weekly Movement | 3.9% |
| Capital Markets Industry Average Movement | 4.0% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: BEN has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: BEN's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1947 | 10,200 | Jenny Johnson | www.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
| BEN fundamental statistics | |
|---|---|
| Market cap | US$10.46b |
| Earnings (TTM) | US$432.20m |
| Revenue (TTM) | US$8.48b |
24.8x
P/E Ratio1.3x
P/S RatioIs BEN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BEN income statement (TTM) | |
|---|---|
| Revenue | US$8.48b |
| Cost of Revenue | US$5.24b |
| Gross Profit | US$3.24b |
| Other Expenses | US$2.81b |
| Earnings | US$432.20m |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.83 |
| Gross Margin | 38.22% |
| Net Profit Margin | 5.10% |
| Debt/Equity Ratio | 19.1% |
How did BEN perform over the long term?
See historical performance and comparisonDividends
6.2%
Current Dividend Yield146%
Payout RatioDoes BEN pay a reliable dividends?
See BEN dividend history and benchmarks| Franklin Resources dividend dates | |
|---|---|
| Ex Dividend Date | Dec 30 2024 |
| Dividend Pay Date | Jan 10 2025 |
| Days until Ex dividend | 8 days |
| Days until Dividend pay date | 19 days |
Does BEN pay a reliable dividends?
See BEN dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/20 16:44 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2024/09/30 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
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| Key Developments | 10 years |
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* 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 35 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.
| Analyst | Institution |
|---|---|
| Benjamin Budish | Barclays |
| Roger Freeman | Barclays |
| Etienne Ricard | BMO Capital Markets Equity Research |