Franklin Resources, Inc.

NYSE:BEN Stock Report

Market Cap: US$11.7b

Franklin Resources Past Earnings Performance

Past criteria checks 0/6

Franklin Resources's earnings have been declining at an average annual rate of -13.7%, while the Capital Markets industry saw earnings growing at 8.4% annually. Revenues have been growing at an average rate of 6.8% per year. Franklin Resources's return on equity is 2.8%, and it has net margins of 4.1%.

Key information

-13.75%

Earnings growth rate

-14.04%

EPS growth rate

Capital Markets Industry Growth10.26%
Revenue growth rate6.82%
Return on equity2.77%
Net Margin4.12%
Last Earnings Update31 Mar 2025

Recent past performance updates

Recent updates

Franklin Resources: Attractively Priced And Potential Risk Premium

May 12

Earnings Tell The Story For Franklin Resources, Inc. (NYSE:BEN) As Its Stock Soars 25%

May 09
Earnings Tell The Story For Franklin Resources, Inc. (NYSE:BEN) As Its Stock Soars 25%

Franklin Resources: Struggles Continue Amidst Intensifying Flows And Market Headwinds

Mar 28

Franklin Resources, Inc.'s (NYSE:BEN) Popularity With Investors Is Clear

Jan 30
Franklin Resources, Inc.'s (NYSE:BEN) Popularity With Investors Is Clear

Franklin Resources: Deep Value Or Justified Discount?

Jan 13

Franklin Resources (NYSE:BEN) Is Increasing Its Dividend To $0.32

Dec 26
Franklin Resources (NYSE:BEN) Is Increasing Its Dividend To $0.32

Staying In Franklin Resources For The Dividend

Dec 16

Franklin Resources' (NYSE:BEN) Dividend Will Be Increased To $0.32

Dec 12
Franklin Resources' (NYSE:BEN) Dividend Will Be Increased To $0.32

Franklin Resources: Not All Dips Should Be Bought

Nov 24

Franklin Resources: A Victim Of Passive Money

Oct 22

Cautious Investors Not Rewarding Franklin Resources, Inc.'s (NYSE:BEN) Performance Completely

Oct 21
Cautious Investors Not Rewarding Franklin Resources, Inc.'s (NYSE:BEN) Performance Completely

Franklin Resources: Still A Buy Despite Recent Challenges

Sep 22

Franklin Resources' (NYSE:BEN) Dividend Will Be $0.31

Sep 16
Franklin Resources' (NYSE:BEN) Dividend Will Be $0.31

Franklin Resources (NYSE:BEN) Will Pay A Dividend Of $0.31

Aug 30
Franklin Resources (NYSE:BEN) Will Pay A Dividend Of $0.31
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Alternative Investments And Tech Partnerships Propel Company Towards A Brighter Future

Expansion into alternative investments and strategic technology investments, including AI, are poised to enhance Franklin Resources' revenues and operational efficiencies.

Franklin Resources: Challenging, Yet Tempting At The Same Time

Aug 09

It's A Story Of Risk Vs Reward With Franklin Resources, Inc. (NYSE:BEN)

Jul 12
It's A Story Of Risk Vs Reward With Franklin Resources, Inc. (NYSE:BEN)

Buying Back Into Franklin Resources

May 27

Revenue & Expenses Breakdown

How Franklin Resources makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

NYSE:BEN Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Mar 258,6973581,7470
31 Dec 248,7393391,7450
30 Sep 248,4784321,6490
30 Jun 248,2538101,5030
31 Mar 248,0998611,4010
31 Dec 237,8739291,3070
30 Sep 237,8498451,2990
30 Jun 237,8027851,2690
31 Mar 237,8658121,2940
31 Dec 228,0189621,2840
30 Sep 228,2751,2381,2840
30 Jun 228,5171,6521,2270
31 Mar 228,6591,8261,2160
31 Dec 218,6541,8571,1810
30 Sep 218,4261,7541,2370
30 Jun 217,9501,1881,1680
31 Mar 216,9381,0561,0020
31 Dec 206,1727688910
30 Sep 205,5677848870
30 Jun 205,2091,0156990
31 Mar 205,5259717230
31 Dec 195,6471,2587400
30 Sep 195,6691,1857610
30 Jun 195,8491,3837750
31 Mar 195,9311,5387720
31 Dec 186,1151,6057610
30 Sep 186,2057477170
30 Jun 186,4096687210
31 Mar 186,4646767030
31 Dec 176,4476636820
30 Sep 176,3921,6846540
30 Jun 176,3871,7316670
31 Mar 176,4081,7686530
31 Dec 166,4211,7086520
30 Sep 166,6181,7166530
30 Jun 166,8801,6036570
31 Mar 167,2471,6616720
31 Dec 157,6421,9066760
30 Sep 157,9492,0236970
30 Jun 158,2302,3047020
31 Mar 158,3602,3787060
31 Dec 148,4462,3337090
30 Sep 148,4912,3707140
30 Jun 148,3212,2396930

Quality Earnings: BEN has a large one-off loss of $802.6M impacting its last 12 months of financial results to 31st March, 2025.

Growing Profit Margin: BEN's current net profit margins (4.1%) are lower than last year (10.6%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: BEN's earnings have declined by 13.7% per year over the past 5 years.

Accelerating Growth: BEN's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: BEN had negative earnings growth (-58.4%) over the past year, making it difficult to compare to the Capital Markets industry average (17.8%).

Return on Equity

High ROE: BEN's Return on Equity (2.8%) is considered low.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/21 04:22
End of Day Share Price 2025/05/21 00:00
Earnings2025/03/31
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.

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 34 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
Benjamin BudishBarclays
Roger FreemanBarclays
Etienne RicardBMO Capital Markets Equity Research