Franklin Resources, Inc.

NYSE:BEN Stock Report

Market Cap: US$11.7b

Franklin Resources Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NYSE:BEN Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
04 Apr 25BuyUS$7,442Charles JohnsonIndividual420US$17.72
04 Apr 25SellUS$7,379Charles JohnsonIndividual420US$17.57
04 Mar 25BuyUS$1,957,000Charles JohnsonIndividual100,000US$19.57

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of BEN?
Owner TypeNumber of SharesOwnership Percentage
State or Government491,0700.0946%
General Public17,004,2243.28%
Individual Insiders216,543,14241.7%
Institutions285,157,03954.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 81.68% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
20.1%
Rupert Johnson
104,202,241US$2.4b0%no data
19.1%
Charles Johnson
99,371,453US$2.2b0.67%no data
7.28%
The Vanguard Group, Inc.
37,806,264US$854.8m0.02%0.01%
6.08%
Power Corporation of Canada
31,557,117US$713.5m0%9.2%
5.39%
BlackRock, Inc.
28,002,917US$633.1m-7.23%0.01%
4.27%
State Street Global Advisors, Inc.
22,186,050US$501.6m-3.75%0.02%
1.83%
Dimensional Fund Advisors LP
9,512,724US$215.1m31.7%0.03%
1.75%
Invesco Capital Management LLC
9,097,627US$205.7m-16.8%0.06%
1.68%
RBC Dominion Securities Inc.
8,727,245US$197.3m401,000%0.14%
1.67%
ProShare Advisors LLC
8,677,417US$196.2m1.14%0.35%
1.5%
Geode Capital Management, LLC
7,795,532US$176.3m0.14%0.01%
1.38%
Citadel Advisors LLC
7,175,462US$162.2m1,610%0.14%
1.18%
Jennifer Johnson
6,129,120US$138.6m3.12%no data
1.13%
Gregory Johnson
5,879,297US$132.9m0.36%no data
1.03%
UBS Asset Management AG
5,338,928US$120.7m-1.16%0.01%
1.01%
HHLR Advisors, Ltd.
5,237,650US$118.4m0%1.23%
0.77%
Goldman Sachs Asset Management, L.P.
4,011,995US$90.7m-15.4%0.02%
0.65%
Amundi Asset Management SAS
3,352,185US$75.8m-13.1%0.01%
0.62%
Charles Schwab Investment Management, Inc.
3,236,553US$73.2m0%0.01%
0.61%
Azora Capital LP
3,188,729US$72.1m0%3.06%
0.55%
Kopernik Global Investors, LLC
2,843,849US$64.3m16.7%1.17%
0.53%
Northern Trust Global Investments
2,748,554US$62.1m-19%0.01%
0.53%
Verition Fund Management LLC
2,740,203US$62.0m-2.11%0.35%
0.52%
Morgan Stanley
2,697,923US$61.0m2.86%0.01%
0.49%
Norges Bank Investment Management
2,541,624US$57.5m-3.92%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/03 20:46
End of Day Share Price 2025/10/31 00:00
Earnings2025/06/30
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.

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 Github.

Analyst Sources

Franklin Resources, Inc. is covered by 28 analysts. 7 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
Brennan HawkenBMO Capital Markets Equity Research