Franklin Resources, Inc.

NYSE:BEN Stock Report

Market Cap: US$10.7b

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
11 Sep 24BuyUS$1,907,990Charles JohnsonIndividual100,000US$19.08
29 Aug 24BuyUS$1,984,200Charles JohnsonIndividual100,000US$19.84
28 Aug 24BuyUS$249,738Jennifer JohnsonIndividual12,700US$19.66
23 Aug 24BuyUS$396,021Jennifer JohnsonIndividual18,900US$20.95
21 Jun 24BuyUS$4,559,040Charles JohnsonIndividual200,000US$22.80
18 Jun 24BuyUS$2,229,000Charles JohnsonIndividual100,000US$22.29

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 Government469,0000.0896%
General Public38,636,7757.38%
Individual Insiders214,512,37341%
Institutions270,049,52951.6%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 5.9%.

Top Shareholders

Top 25 shareholders own 77.86% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
19.9%
Rupert Johnson
104,200,629US$2.1b0%no data
18.8%
Charles Johnson
98,608,216US$2.0b-0.03%no data
6.99%
The Vanguard Group, Inc.
36,620,436US$750.4m2.89%0.01%
6.16%
Power Corporation of Canada, Asset Management Arm
32,269,966US$661.2m0.15%100.0%
5.89%
BlackRock, Inc.
30,839,844US$631.9m-3.68%0.01%
4.04%
State Street Global Advisors, Inc.
21,155,516US$433.5m2.91%0.02%
1.85%
Invesco Capital Management LLC
9,695,239US$198.7m18.6%0.08%
1.5%
ProShare Advisors LLC
7,861,397US$161.1m10.8%0.38%
1.4%
Geode Capital Management, LLC
7,334,601US$150.3m6.12%0.01%
1.23%
Goldman Sachs Asset Management, L.P.
6,445,024US$132.1m161%0.03%
1.06%
Dimensional Fund Advisors LP
5,542,680US$113.6m74.1%0.02%
1.05%
Jennifer Johnson
5,487,499US$112.4m0.81%no data
1.03%
Gregory Johnson
5,399,083US$110.6m-0.46%no data
0.92%
First Trust Advisors LP
4,839,014US$99.2m39.2%0.08%
0.73%
BNY Asset Management
3,834,858US$78.6m0.3%0.01%
0.68%
Voloridge Investment Management, LLC
3,574,817US$73.2m100%0.26%
0.64%
AQR Capital Management, LLC
3,375,782US$69.2m42.2%0.09%
0.58%
UBS Asset Management AG
3,057,533US$62.6m1.02%0.01%
0.57%
Charles Schwab Investment Management, Inc.
2,998,574US$61.4m44.7%0.01%
0.53%
Northern Trust Global Investments
2,789,288US$57.2m-5.86%0.01%
0.5%
Eaton Vance Management
2,606,858US$53.4m-1.26%0.01%
0.46%
Morgan Stanley, Investment Banking and Brokerage Investments
2,382,819US$48.8m21.8%0.01%
0.44%
Amundi Asset Management SAS
2,306,849US$47.3m-5.76%0.01%
0.43%
Millennium Management LLC
2,272,294US$46.6m21.9%0.04%
0.42%
Vest Financial LLC
2,213,663US$45.4m22.9%0.69%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 02:04
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
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 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.

AnalystInstitution
Benjamin BudishBarclays
Roger FreemanBarclays
Etienne RicardBMO Capital Markets Equity Research