Revenue segments as reported by the company.

Investment management fees

Sales and distribution fees

Shareholder servicing fees

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Compensation and benefits

Sales, distribution and marketing

Information systems and technology

Occupancy

Amortization of intangible assets

General, administrative and other

Impairment of intangible assets

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Franklin Resources

Franklin Resources, Inc. is a holding company, which engages in the provision of investment management and related services. The firm offers services and products under various distinct brand names, including, but not limited to, Franklin, Templeton, Legg Mason, Benefit Street Partners, Brandywine Global Investment Management, Clarion Partners, ClearBridge Investments, Fiduciary Trust International, Franklin Bissett, Franklin Mutual Series, K2, LibertyShares, Martin Currie, Royce Investment Partners and Western Asset Management Company. It provides investment management and related services to retail, institutional and high-net-worth investors in jurisdictions worldwide. The company was founded by Rupert H. Johnson, Sr. in 1947 and is headquartered in San Mateo, CA.

Earnings data Q2 2021

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Franklin Resources reports strong Q1 earnings, eyes growth in alternatives

Franklin Resources (BEN) showcased strong financial performance with notable net inflows and improved strategy performance.
The company's focus on alternative investments, ETFs, and wealth management presents growth opportunities.
Challenges include managing outflows, retail distribution complexities, and optimizing fixed income sales.
Efficient expense management, brand leverage, and strategic reorganization are key to future success.

Franklin Resources (BEN) reports strong Q2 earnings amid market challenges

Franklin Resources (BEN) Q2 2023 Earnings Call highlighted positive momentum with increased AUM and strong investment performance.
The company is capitalizing on demand for active strategies and alternative assets, while addressing challenges in equities and private credit.
Opportunities lie in strategic adjustments in fixed income, multi-asset growth, and leveraging technology for wealth solutions.

Franklin Resources (BEN) reports strong Q3 performance and strategic growth

Franklin Resources (BEN) sees positive trends in net flows, investment performance, and strategic partnerships in Q3 2023. Challenges with Morningstar categorization and slower conversion of late-stage opportunities persist. Opportunities lie in alternative investments and centralized distribution efforts for future growth.

Franklin Resources reports improved performance and growth opportunities post-acquisition

Franklin Resources (BEN) showcased improved performance with positive net flows in key areas, strategic acquisitions to enhance market presence, and a focus on expense discipline and organic growth. Challenges include core plus investments and regulatory impacts, while opportunities arise from the Putnam acquisition and leveraging distribution capabilities.

Franklin Resources (BEN) reports strong Q2 performance and eyes private market growth

Franklin Resources delivered a robust performance in Q2 2024, driven by strong AUM growth, positive net flows, and strategic investments. The company's focus on active management, private markets, and global client engagement proved successful. Challenges lie in fee rate fluctuations and market uncertainties, while opportunities abound in private markets fundraising and channel expansion.

Franklin Resources (BEN) reports solid Q3 performance amidst market complexities

Franklin Resources (BEN) navigated a complex investment landscape with $1.65 trillion AUM and consistent performance.
While facing challenges like fee rates, the company leverages strengths in private markets and product development.
Opportunities in partnerships, ETF growth, and revenue diversification position the company for future growth.

Franklin Resources (BEN) reports strong Q4 earnings amid diversification push

Franklin Resources (BEN) delivered a robust performance in Q4 2024, leveraging diversification and strategic acquisitions for growth amidst challenges.
The company's strengths in expense management, operational efficiency, and client partnerships position it well for future opportunities in private markets and wealth management.
While facing challenges from Western Asset's outflows, Franklin Resources remains focused on growth strategies, revenue targets, and addressing investor concerns.

Revenue

Cost of revenue

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Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

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Current assets

Cash & equivalents

Receivables

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Net PPE

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Minority interest

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Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

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Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Beyond analysts' top -and-bottom-line estimates for Franklin Resources (BEN), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2024.

Ahead of Franklin Resources (BEN) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton appoints George Stephan to the newly created position of Global Chief Operating Officer of Wealth Management Alternatives.

Franklin Templeton Appoints Global COO to Help Expand Growing Wealth Management Alternatives Business

NEW YORK, NY / ACCESSWIRE / October 30, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of Franklin Resources, Inc. ("Franklin Resources, Inc.") (NYSE:BEN) concerning possible violations of federal securities laws. Franklin subsidiary Western Asset Management Company issued a press release on August 21, 2024, announcing that co-Chief Investment Officer Ken Leech "is on a leave of absence, effective immediately" after "receiv[ing] a Wells Notice from the Staff of the U.S. Securities and Exchange Commission".

ATTENTION BEN SHAREHOLDERS: Investors who lost money on Franklin Resources, Inc. are urged to contact Levi & Korsinsky about an ongoing investigation

LOS ANGELES, CA / ACCESSWIRE / October 30, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Franklin Resources, Inc. ("Franklin" or "the Company") (NYSE:BEN) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Franklin Resources, Inc. Is Being Investigated For Violating Securities Laws And The Schall Law Firm Urges Affected Shareholders To Reach Out

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NEW YORK, Oct. 28, 2024 (GLOBE NEWSWIRE) -- Rosen Law Firm, a global investor rights law firm, continues to investigate Franklin Resources, Inc. (NYSE: BEN) for potential violations of the federal securities laws.

BEN BREAKING NEWS: Franklin Resources, Inc. Investors that Suffered Losses are Encouraged to Contact Rosen Law About Ongoing Investigation into the Company – BEN

BEN's fiscal fourth-quarter results are likely to reflect the impacts of improved AUM balances. Rising expenses are expected to have created headwinds.

What's in the Cards for Franklin as It Gears Up to Report Q4 Earnings?

Franklin Resources (BEN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Franklin Resources (BEN) Q4 Earnings Expected to Decline

LOS ANGELES, CA / ACCESSWIRE / October 28, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Franklin Resources, Inc. ("Franklin" or "the Company") (NYSE:BEN) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Franklin Resources, Inc. Is Being Investigated For Securities Law Violations And The Schall Law Firm Urges Affected Shareholders To Reach Out

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LOS ANGELES , Oct. 25, 2024 /PRNewswire/ -- The DJS Law Group alerts investors of an investigation focusing on Franklin Resources, Inc. ("Franklin" or "the Company") (NYSE: BEN) for potential violations of the securities laws. INVESTIGATION DETAILS: The investigation focuses on whether made false statements when the Company admitted on July 26, 2024, that "following the launch of an internal investigation focusing on certain past trade allocations of treasury derivatives in select Western Asset Management ('WAM') accounts, WAM received notification of parallel investigations by the SEC and U.S. Department of Justice.

Franklin Resources, Inc. Investigated for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - BEN

NEW YORK, Oct. 24, 2024 (GLOBE NEWSWIRE) -- Rosen Law Firm, a global investor rights law firm, continues to investigate Franklin Resources, Inc. (NYSE: BEN) for potential violations of the federal securities laws.

BEN BREAKING NEWS: Franklin Resources, Inc. Investors that Suffered Losses are Encouraged to Contact Rosen Law About Ongoing Investigation into the Company (NYSE: BEN)

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Franklin Resources has struggled with a more than 60% stock decline over the past decade due to a shift from active to passive investment management. Despite significant acquisitions like Legg Mason and Putnam Investments, Franklin's stock price continues to suffer, reflecting the challenges in the active management industry. The firm does offer a safe 6% dividend yield and trades at under nine times FY2024E EPS.

Franklin Resources: A Victim Of Passive Money

NEW YORK, NY / ACCESSWIRE / October 22, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of Franklin Resources, Inc. ("Franklin Resources, Inc.") (NYSE:BEN) concerning possible violations of federal securities laws. Franklin subsidiary Western Asset Management Company issued a press release on August 21, 2024, announcing that co-Chief Investment Officer Ken Leech "is on a leave of absence, effective immediately" after "receiv[ing] a Wells Notice from the Staff of the U.S. Securities and Exchange Commission".

An Investigation Has Commenced on Behalf of Franklin Resources, Inc. Shareholders. Contact Levi & Korsinsky to Discuss Your BEN Losses

NEW YORK, NY / ACCESSWIRE / October 21, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of Franklin Resources, Inc. ("Franklin Resources, Inc.") (NYSE:BEN) concerning possible violations of federal securities laws. Franklin subsidiary Western Asset Management Company issued a press release on August 21, 2024, announcing that co-Chief Investment Officer Ken Leech "is on a leave of absence, effective immediately" after "receiv[ing] a Wells Notice from the Staff of the U.S. Securities and Exchange Commission".

Franklin Resources, Inc. (BEN) Investors with Losses are Urged to Contact Levi & Korsinsky to Discuss Their Rights

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Franklin Resources, Inc. Investigated by Shareholder Rights Advocates - Investors Should Contact Levi & Korsinsky Regarding Potential Securities Law Violations - BEN

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LOS ANGELES, CA / ACCESSWIRE / October 17, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Franklin Resources, Inc. ("Franklin" or "the Company") (NYSE:BEN) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Investors Are Encouraged To Join The Schall Law Firm's Inquiry Into Franklin Resources Inc For Possible Securities Fraud

NEW YORK, NY / ACCESSWIRE / October 16, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of Franklin Resources, Inc. ("Franklin Resources, Inc.") (NYSE:BEN) concerning possible violations of federal securities laws. Franklin subsidiary Western Asset Management Company issued a press release on August 21, 2024, announcing that co-Chief Investment Officer Ken Leech "is on a leave of absence, effective immediately" after "receiv[ing] a Wells Notice from the Staff of the U.S. Securities and Exchange Commission".

Franklin Resources, Inc. Investigation Ongoing: Contact Levi & Korsinsky to Discuss Your Rights - BEN

BEN ACTIVE INVESTIGATION: Contact Levi & Korsinsky if you Lost Money on your Franklin Resources, Inc. Investment

LOS ANGELES, CA / ACCESSWIRE / October 15, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Franklin Resources, Inc. ("Franklin" or "the Company") (NYSE:BEN) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Investors Are Encouraged To Join The Schall Law Firm In An Inquiry Into Franklin Resources Inc's Possible Securities Fraud

NEW YORK, NY / ACCESSWIRE / October 14, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of Franklin Resources, Inc. ("Franklin Resources, Inc.") (NYSE:BEN) concerning possible violations of federal securities laws. Franklin subsidiary Western Asset Management Company issued a press release on August 21, 2024, announcing that co-Chief Investment Officer Ken Leech "is on a leave of absence, effective immediately" after "receiv[ing] a Wells Notice from the Staff of the U.S. Securities and Exchange Commission".

Did Franklin Resources, Inc. Mislead Investors? Shareholder Rights Advocates at Levi & Korsinsky Investigate - BEN

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Barron's seventh-annual (2024) ranking of Sustainable companies started with the 1,000 largest publicly traded companies by market value, then ranked each by performance for five key constituencies: shareholders, employees, customers, community, and the planet. Home-products company Clorox sits atop for the second straight year, edging out Kimberly-Clark, CBRE Group, Hasbro, and Agilent Technologies in the top five. Per 10/10/24 data from YCharts, the top 10 of 78 dividend-paying sustainable companies ranged from 3.87%-14.6% by annual yield and ranged from 20.3%-71.56% by broker-estimated target-price upsides.

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News for Franklin Resources Stock (BEN)