Franklin Resources, Inc.

NYSE:BEN Aktierapport

Börsvärde: US$17.3b

Franklin Resources Förvaltning

Förvaltning kriterier kontrolleras 4/4

Franklin Resources VD är Jenny Johnson, utsedd i Feb 2020, har en mandatperiod på 6.42 år. totala årliga ersättningen är $ 16.84M, bestående av 4.5% lön 95.5% bonusar, inklusive företagsaktier och optioner. äger direkt 1.19% av företagets aktier, värda $ 206.28M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 5.9 år respektive 8.9 år.

Viktig information

Jenny Johnson

Verkställande direktör

US$16.8m

Total ersättning

VD-lön i procent4.45%
Anställning som VD6.4yrs
Ägande av VD1.2%
Ledningens genomsnittliga anställningstid5.9yrs
Styrelsens genomsnittliga mandatperiod8.9yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse Jun 18

BEN: SEC Settlement And Traditional Model Will Support Future Repricing

Analysts have lifted their price expectations for Franklin Resources shares by several dollars, to a range of $32 to $37, citing a more favorable view on the potential resolution of regulatory overhangs and a preference for traditional asset managers in the current research backdrop. Analyst Commentary Recent research on Franklin Resources reflects a mix of views, but the key theme for investors is that several bullish analysts are highlighting potential upside tied to regulatory clarity and relative appeal versus alternatives-focused peers.
Uppdatering av berättelse Jun 03

BEN: Digital Asset Expansion And Traditional Fee Model Will Support Future Repricing

Narrative Update on Franklin Resources The updated analyst price target for Franklin Resources has moved from about $35.05 to $37.00. Analysts attribute this change to modestly adjusted growth assumptions, a slightly lower discount rate, and a higher assumed profit margin and future P/E, as they factor in recent research highlighting the relative appeal of traditional asset managers as well as fresh upgrades and target hikes across the Street.
Uppdatering av berättelse May 18

BEN: Softer Revenue And Execution Risks Will Constrain Future P/E Upside

Analysts have lifted the fair value estimate for Franklin Resources by $3 to $24, citing updated price targets across several firms, as well as modestly higher assumed profit margins and future P/E multiples, despite softer revenue growth expectations. Analyst Commentary Street research on Franklin Resources has been mixed, with several firms lifting price targets and issuing upgrades, while a smaller group of bearish analysts trimmed expectations.
Seeking Alpha May 01

Franklin Resources: Turning The Corner

Summary Franklin Resources has reignited growth through diversification, strong alternatives inflows, and improved operational leverage, following years of outflows and mixed M&A results. Fiscal Q2 2026 saw positive long-term net inflows of $16.9 billion, with alternatives contributing a record $14.3 billion and ex-Western flows gaining momentum. Operating margins are expanding, with management targeting high-29% exiting FY Q4 and >30% by 2027, supported by conservative assumptions and ongoing cost discipline. Key risks remain around capital misallocation via M&A, but dividend increases and a focus on bolt-on deals help mitigate this; catalysts include Lexington fundraising and margin updates. Read the full article on Seeking Alpha
Uppdatering av berättelse Apr 22

BEN: Modest Revenue Erosion And Lower P/E Assumptions Will Pressure Returns

Franklin Resources' updated analyst price target holds steady at $21.00, as recent mixed Street revisions, including both $1 and $3 moves in targets, reflect analysts balancing modest tweaks to the discount rate, revenue growth expectations, profit margin and forward P/E assumptions. Analyst Commentary Recent Street research around Franklin Resources has featured a mix of small upward and downward price target adjustments, with several bearish analysts trimming targets by $1 to $3.
Uppdatering av berättelse Apr 08

BEN: Weaker Revenue Profile And Compressed P/E Will Pressure Future Returns

Analysts trimmed their Franklin Resources fair value estimate by $1 to $21, reflecting refreshed price targets that weigh slightly weaker revenue assumptions against modestly stronger margin and P/E inputs. Analyst Commentary Recent Street research on Franklin Resources has been mixed, with some firms lifting price targets and others trimming them by small amounts.
Uppdatering av berättelse Mar 25

BEN: AI Distribution Efficiencies Will Support Future Earnings Resilience

Analysts raised their average price target on Franklin Resources by a few dollars to account for recent upward revisions from firms such as Morgan Stanley, TD Cowen and Barclays, citing updated assumptions for discount rates and P/E expectations rather than major changes in fair value, revenue growth or profit margins. Analyst Commentary Recent research shows a mix of optimism and caution around Franklin Resources, with several firms adjusting their price targets by relatively small amounts.
Uppdatering av berättelse Mar 10

BEN: Higher P/E Assumptions Will Restrain Returns As Profitability Expectations Weaken

The analyst fair value estimate for Franklin Resources has shifted from $21.00 to $22.00, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions that have also informed recent price target changes cited across Street research. Analyst Commentary Recent Street research around Franklin Resources has featured mixed views, with some firms adjusting price targets higher while others have taken a more cautious stance.
Uppdatering av berättelse Feb 24

BEN: Capital Returns And AI Initiatives Will Shape Future Earnings Resilience

Analysts have raised their price target for Franklin Resources from $24.73 to $27.36, citing updated assumptions for discount rates, profit margins, and a higher future P/E multiple as support for the change. Analyst Commentary Recent Street research on Franklin Resources reflects a mixed but generally constructive tone, with several firms adjusting price targets in both directions over a relatively short period.
Uppdatering av berättelse Feb 10

BEN: Higher Future P E And Buybacks Will Support Upside Repricing

Narrative Update Analysts have lifted their price target for Franklin Resources from about US$30 to roughly US$35. This change reflects updated assumptions around fair value, discount rate, revenue growth, profit margins, and the P/E multiple following recent target revisions from several firms.
Uppdatering av berättelse Jan 27

BEN: Higher Future P E And Buybacks Will Support Upside Potential

Analysts have adjusted their price targets for Franklin Resources recently, and the latest update reflects a fair value move to $30.00 as they balance softer revenue growth and profit margin assumptions with a higher future P/E expectation and updated discount rate inputs. Analyst Commentary Recent research on Franklin Resources reflects a mix of cautious and constructive views, with the latest fair value work centering around the updated $30.00 target.
Uppdatering av berättelse Jan 13

BEN: Performance Fee Dependence Will Limit Upside As Near-Term Prospects Remain Weak

Analysts have trimmed their price target on Franklin Resources to US$25 from US$26, citing fiscal Q4 earnings that were helped by performance fees but with limited upside expected in the near term. Analyst Commentary Recent Street research points to a cautious tone around Franklin Resources, even with fiscal Q4 earnings support from performance fees.
Uppdatering av berättelse Dec 24

BEN Performance Fee Reliance Will Constrain Future Upside Despite Market Tailwinds

Analysts have nudged our fair value estimate for Franklin Resources up to $21.00 from $19.00, reflecting slightly lower perceived risk, improved revenue growth and margin outlooks, and Street research that, while mixed on near term upside, has modestly increased price targets on the back of better earnings power for traditional asset managers. Analyst Commentary Recent Street commentary on Franklin Resources underscores a cautious stance despite some upward revisions to earnings estimates and price targets across traditional asset managers.
Analysartikel Dec 21

Franklin Resources (NYSE:BEN) Has Announced That It Will Be Increasing Its Dividend To $0.33

Franklin Resources, Inc. ( NYSE:BEN ) has announced that it will be increasing its periodic dividend on the 9th of...
Uppdatering av berättelse Dec 10

BEN: Performance Fee Boost And Market Conditions Will Shape Near-Term Earnings Outlook

Analysts have modestly reduced their price target on Franklin Resources, trimming it by $1 to $25 per share. They point to limited near term upside despite recent earnings being aided by performance fees and improved broader market conditions.
Uppdatering av berättelse Nov 26

BEN: Q4 Earnings Stability And Market Trends Will Balance Q1 Outlook

Analysts have recently adjusted Franklin Resources' average price target modestly, reflecting both cautious optimism following Q4 earnings support from performance fees as well as rising EPS estimates tied to positive equity and bond market trends. Analyst Commentary Recent research notes reveal a mix of cautious optimism and lingering concerns regarding Franklin Resources as analysts digest the company's latest quarterly results and update market forecasts.
Uppdatering av berättelse Nov 10

BEN: Strong Q3 Market Momentum Will Drive Earnings Upside

Analysts have slightly lowered their price target for Franklin Resources from $25.45 to $24.73 per share. This change reflects updated expectations for revenue growth, profit margins, and broader market performance.
Uppdatering av berättelse Oct 03

Uzbekistan And Saudi Arabia Expansion Will Unlock Future Diversification

Analysts have raised their price target for Franklin Resources from $19 to $22, citing stronger than expected performance across global equity and bond markets that lifted the firm's earnings outlook. Analyst Commentary In response to Franklin Resources' improved performance outlook, analysts have identified both strengths and ongoing concerns that may affect the company's valuation and growth trajectory in the near term.
Analysartikel Aug 04

Franklin Resources, Inc. Just Missed EPS By 61%: Here's What Analysts Think Will Happen Next

Shareholders might have noticed that Franklin Resources, Inc. ( NYSE:BEN ) filed its third-quarter result this time...
Seeking Alpha Mar 28

Franklin Resources: Struggles Continue Amidst Intensifying Flows And Market Headwinds

Summary Franklin Resources faces challenges with asset outflows and expensive products, despite continued M&A efforts. Sales and notably earnings have declined, a trend set to last into 2025. The company's strategy of using M&A to offset organic outflows raises concerns, especially with ongoing share dilution and capital allocation issues. Despite a low valuation and high dividend yield, I remain cautious due to persistent organic weakness and declining performance. Read the full article on Seeking Alpha

Analys av ersättningar till VD

Hur har Jenny Johnson:s ersättning förändrats jämfört med Franklin Resources:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

US$678m

Dec 31 2025n/an/a

US$563m

Sep 30 2025US$17mUS$750k

US$472m

Jun 30 2025n/an/a

US$271m

Mar 31 2025n/an/a

US$358m

Dec 31 2024n/an/a

US$339m

Sep 30 2024US$17mUS$750k

US$432m

Jun 30 2024n/an/a

US$810m

Mar 31 2024n/an/a

US$861m

Dec 31 2023n/an/a

US$929m

Sep 30 2023US$16mUS$750k

US$845m

Jun 30 2023n/an/a

US$785m

Mar 31 2023n/an/a

US$812m

Dec 31 2022n/an/a

US$962m

Sep 30 2022US$16mUS$753k

US$1b

Jun 30 2022n/an/a

US$2b

Mar 31 2022n/an/a

US$2b

Dec 31 2021n/an/a

US$2b

Sep 30 2021US$10mUS$753k

US$2b

Jun 30 2021n/an/a

US$1b

Mar 31 2021n/an/a

US$1b

Dec 31 2020n/an/a

US$768m

Sep 30 2020US$9mUS$630k

US$784m

Jun 30 2020n/an/a

US$1b

Mar 31 2020n/an/a

US$971m

Dec 31 2019n/an/a

US$1b

Sep 30 2019US$8mUS$602k

US$1b

Ersättning vs marknad: Jenny s total kompensation ($USD 16.84M ) är ungefär genomsnittet för företag av liknande storlek på US marknaden ($USD 14.54M ).

Ersättning vs inkomst: Ersättningen från Jenny har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Jenny Johnson (62 yo)

6.4yrs
Anställning
US$16,844,816
Kompensation

Ms. Jennifer M. Johnson, also known as Jenny, serves as Chief Executive Officer and Non-Independent Director of Franklin Resources, Inc. from October 15, 2025. She joined the Franklin Resources, Inc. in 19...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Gregory Johnson
Executive Chairman of the Board & Non-Independent Director19.5yrsUS$3.36m1.13%
$ 196.0m
Jennifer Johnson
CEO & Non-Independent Director6.4yrsUS$16.84m1.19%
$ 206.3m
Matthew Nicholls
Co-President7.2yrsUS$9.84m0.063%
$ 10.9m
Terrence Murphy
Co-President & Head of Public Market Investments5.4yrsUS$13.64m0.011%
$ 1.9m
Daniel Gamba
Co-President & Chief Commercial Officerless than a yearinga uppgifteringa uppgifter
Avinash Satwalekar
President of Indiano datainga uppgifteringa uppgifter
Lindsey Oshita
Senior VP & Chief Accounting Officer2.4yrsinga uppgifter0.0026%
$ 454.7k
Bassel Khatoun
Head of Research & Director of Portfolio Managementno datainga uppgifteringa uppgifter
Anupama Sawhney
Chief Administrative Officer & Head of Business Developmentno datainga uppgifteringa uppgifter
Selene Oh
Head of Investor Relationsno datainga uppgifteringa uppgifter
Thomas Merchant
Executive VP4.2yrsinga uppgifter0.0098%
$ 1.7m
Sandeep Singh
Head of CEEMEA & India9.4yrsinga uppgifteringa uppgifter
5.9yrs
Genomsnittlig anställningstid
58yo
Genomsnittlig ålder

Erfaren ledning: BEN s ledningsgrupp är erfaren och erfaren ( 5.9 års genomsnittlig anställning).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Gregory Johnson
Executive Chairman of the Board & Non-Independent Director19.5yrsUS$3.36m1.13%
$ 196.0m
Jennifer Johnson
CEO & Non-Independent Director6.4yrsUS$16.84m1.19%
$ 206.3m
Geoffrey Yang
Independent Director15.3yrsUS$376.51k0.014%
$ 2.5m
Mariann Byerwalter
Independent Lead Director11.3yrsUS$397.01k0.0067%
$ 1.2m
Rupert Johnson
Non-Independent Director55.5yrsinga uppgifter20.05%
$ 3.5b
Samuel Ginn
Trustee of the Trust19.5yrsinga uppgifteringa uppgifter
John Kim
Independent Director5.4yrsUS$319.00kinga uppgifter
Seth Waugh
Independent Director11.3yrsUS$332.00k0.00046%
$ 79.5k
Anthony Noto
Independent Director6.4yrsUS$322.01k0.0091%
$ 1.6m
Alexander Friedman
Independent Director5.4yrsUS$392.00kinga uppgifter
John Thiel
Independent Director5.4yrsUS$357.01k0.0078%
$ 1.4m
Karen King
Independent Director5yrsUS$352.00kinga uppgifter
8.9yrs
Genomsnittlig anställningstid
65yo
Genomsnittlig ålder

Erfaren styrelse: BEN s styrelse anses vara erfaren ( 8.9 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/07/01 17:02
Aktiekurs vid dagens slut2026/07/01 00:00
Intäkter2026/03/31
Årlig intjäning2025/09/30

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Franklin Resources, Inc. bevakas av 28 analytiker. 6 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Roger FreemanBarclays
Benjamin BudishBarclays
Charles HintzBernstein