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BEN · Franklin Resources Inc

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$34.64 -0.18 (-0.52%)
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$17.79B
Shares
508.08M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$34.82 Open$35.02 Day$34.77–35.39 52W close$21.18–35.77 Avg vol 30d4.1M Short int15.3M · 3.0% float · 3.9d Short vol73% Last earningsJul 31, 2026 DataJan 2020–Aug 2026 Filing10-Q · Jul 31

Up next

Next earnings call
Oct 30, 2026 Est · unconfirmed · in 9 wks
FQ4-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Jul 31, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Strong Buy Momentum Very Strong Sentiment Bullish Fundamentals Strong Quant / Vol Moderate
      Market backdrop VIX 14.5 · calm Equity put/call 0.39
      Technical
      price trend
      Strong Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +24%
      above
      Price vs 50-day avg +4%
      above
      RSI (14) 60
      neutral
      MACD trend Positive
      52-week position 93%
      near high
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Very Strong
      1-month return +5%
      trailing
      6-month return +33%
      trailing
      YTD return +46%
      this year
      Relative strength +18%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $34 › 200d $28 — 50d above 200d
      Institutional flow Accumulating
      +9% holders QoQ · +113 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      3.00% of float · ▼ -25.4% MoM · 3.9 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      667 holders — near 3-yr high, broad support
      Squeeze score 50
      elevated · 0–100
      Fundamentals
      Strong
      Revenue growth −9%
      Y/Y
      EPS growth +7%
      Y/Y
      Free cash flow $911.6M
      Valuation P/E 23.8
      in line
      Balance sheet $2.7B
      net cash
      Quant / Vol
      risk profile
      Moderate
      Volatility 28%
      annualized · 1-yr
      Max drawdown −19%
      past year
      ATR 2.2%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the Earnings Call filed Jul 31, 2026
      the fourth quarter
      Compensation expense $850M
      IS&T expense $165M
      Occupancy expense $70M
      G&A expense $200M
      full year 2026
      Total expenses growth vs 2025 Initiated 3% – 3.5%
      Total expenses growth vs 2025 (inclusive of performance fees) Initiated 2% – 2.5%
      Prior guidance period ended · from the Earnings Call filed Dec 31, 2023
      Compensation and benefits · fiscal second quarter $815M
      Information Systems and Technology · fiscal second quarter $155M
      G&A · fiscal second quarter $175M
      Occupancy costs · fiscal second quarter $80M
      Total adjusted operating expenses · fiscal 2024 $4.55B – $4.6B
      Putnam expense addition · fiscal 2024 $375M – $380M
      Putnam expense savings · full 2025 $150M
      Operating income contribution from the transaction · fiscal 2024 $150M – $170M
      Expense savings · full 2025 at least $150M

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Strong Buy
      0 · 3 · 4
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +24% Bullish
      Price vs 50-day avg
      +4% Bullish
      RSI (14)
      60 Neutral
      MACD trend
      Positive Bullish
      52-week position
      93% Bullish
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bullish · 3 of 6
      Trend (MA cross) No cross
      50d $34 › 200d $28 — 50d above 200d
      Institutional flow Accumulating
      +9% holders QoQ · +113 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      3.00% of float · ▼ -25.4% MoM · 3.9 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      667 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $21 Now $35 · 93% Range high $36
      vs 200-day avg +24% vs 50-day avg +4%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Long-term outflows -103.6B Three Months Ended June 30, 2026 —
      Alternatives fundraising $14.3B Q2 FY2026 —
      Canvas net inflows $5.3B Q2 FY2026 —
      Cash management net flows $11.4B Q2 FY2026 —
      ETF net inflows $4.5B Q2 FY2026 —
      Fiscal year-to-date fundraising in private markets $22.7B Q2 FY2026 —
      Multi-asset net inflows $9.5B Q2 FY2026 —
      Private market assets fundraising $13.2B Q2 FY2026 —
      Assets Under Management - Average $1.68T Quarter Ended 31-Dec-25 —
      Canvas AUM $18B the quarter —
      Canvas net flows $1.4B the quarter —
      ETF AUM $58B the quarter —
      ETF net flows $7.5B the quarter —
      Long-term net inflows excluding Western Asset Management $34.6B the quarter —
      Retail SMA net inflows $2.4B the quarter —

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Asset Management — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      BEN
      Franklin Resources Inc
      this stock
      		$17.79B +45.8% -8.6% 23.8 3.0%
      BLK
      BlackRock, Inc.
      		 $382.87B +9.1% +16.2% 28.2 0.6%
      BX
      Blackstone Inc.
      		 $108.56B -6.8% +9.2% 32.4 2.9%
      KKR
      KKR & Co. Inc.
      		 $98.13B -14.2% -11.0% — 1.4%
      BN
      BROOKFIELD Corp /ON/
      		 $92.82B -9.7% — — 0.9%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Reducing
      Holders
      667
      % held
      53.9%
      Net QoQ
      -16.3M sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      552
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      15.3M
      Days to cover
      3.9d
      Change
      -5.2M sh
      View
      Short Volume
      Short vol %
      73%
      As of
      Aug 28, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      671
      Value
      $21.6K
      As of
      Jul 21, 2026
      View
      Off-Exchange
      Off-exchange %
      42.4%
      Week of
      Jul 20, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Buy
      Member
      Alan Armstrong
      Amount
      $1.0K–$15.0K
      Traded
      Mar 27, 2026
      View
      Financials
      Financials
      Revenue (FY)
      $8.8B
      Net income (FY)
      $524.9M
      EPS diluted
      $0.91
      View
      Buybacks
      Remaining
      shares 82.5M
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Aug 10, 2026
      This year
      11
      View
      Proposed Sales
      Value
      $643.8K
      Shares
      22.0K
      Filed
      Dec 14, 2023
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 31, 2026
      View
      Investor Relations
      Latest news
      Franklin Templeton, Inc. Announce…
      Published
      Aug 25, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      BEN +2.5% +5.0% +32.7% +2.8% +45.8%
      SPY +1.1% +4.0% +14.7% +3.2% +13.1%
      vs SPY +1.4% +1.0% +18.0% -0.4% +32.7%

      Capital returns

      Latest dividend
      $0.33 / share · ex Jun 29, 2026
      Declared · upcoming
      $0.33 / share · ex Sep 30, 2026
      Raised 3.1%
      Paid (TTM)
      $1.31 / share · 4 payouts
      Dividend yield (TTM, derived)
      3.76%
      Buyback program · as of Jun 30, 2018
      Authorized
      —
      Spent (derived)
      —
      Remaining
      shares 82.50M

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 38777 CUSIP 354613101 13F (30d) 506 filings 486 filers Visit website Investor relations

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