Skip to main content
Equibles
BEN logo

BEN · Franklin Templeton Inc · Metrics

Track BEN — free

Use BEN with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research BEN.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$31.52 -0.16 (-0.51%) At close · Oct 22
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$15.96B
Shares
508.08M
Volume · Oct 22 2.72M Avg daily vol (3M) 3.96M

BEN metrics

108 of 122 screener metrics currently available.

Open in screener

Market overview

2 metrics
Share price
$31.52
Market cap
$15.96B

Price action

20 metrics
Price change (1W)
+0.4%
Price change (30D)
-4.9%
Price change (3M)
-2.4%
Price change (6M)
+17.5%
Price change (YTD)
+31.9%
Price change (1Y)
+39.5%
Trailing year
Price change (5Y)
+2.6%
52-week high
$35.77
52-week low
$21.18
Change from 52-week high
-11.9%
Change from 52-week low
+48.8%
Annualized volatility
27.5%
Annualized volatility (3M)
23.6%
Beta
1.2
RSI (14D)
43.9
Price vs SMA 50
-4.7%
Price vs SMA 200
+4.9%
Avg volume (3M)
3.96M
Relative volume
0.7
Average dollar volume
$131.32M

Company

3 metrics
Sector
Financial Services
Industry
Asset Management
Shares outstanding
508.08M

Valuation

12 metrics
P / E (TTM)
21.4
Trailing earnings · reciprocal yield 4.7%
PEG ratio
0.2
EV / revenue
1.6×
reciprocal yield 63.9%
EV / EBITDA
14.2×
reciprocal yield 7.0%
EV / EBIT
16.1×
reciprocal yield 6.2%
P / sales
1.7×
reciprocal yield 58.4%
P / book
1.4
reciprocal yield 73.6%
FCF yield
—
TTM · current market cap
Buyback yield
3.2%
P / FCF
—
P / operating cash flow
57.4
reciprocal yield 1.7%
Earnings yield
5.1%

Historical valuation

8 metrics
P / E historical average (3Y)
23.9×
reciprocal yield 4.2%
P / E historical average (5Y)
18.7×
reciprocal yield 5.4%
EV / revenue historical average (3Y)
1.4×
reciprocal yield 72.8%
EV / revenue historical average (5Y)
1.5×
reciprocal yield 68.0%
EV / EBIT historical average (3Y)
18.9×
reciprocal yield 5.3%
EV / EBIT historical average (5Y)
16.7×
reciprocal yield 6.0%
EV / EBITDA historical average (3Y)
15.4×
reciprocal yield 6.5%
EV / EBITDA historical average (5Y)
14.1×
reciprocal yield 7.1%

Dividends & buybacks

7 metrics
Dividend yield
4.2%
Trailing 12 months
Payout ratio
85.4%
Shareholder yield
7.6%
Dividend / share (TTM)
$1.32
Dividend growth YoY
+3.1%
Dividend growth streak
0
Last ex-dividend
2026-09-30

Earnings calendar

2 metrics
Next earnings
2026-11-06
Last earnings
2026-07-31

Profitability

9 metrics
Gross margin
—
Operating margin
9.7%
Trailing 12 months
Net margin
8.7%
Gross profit (TTM)
—
Operating profit (TTM)
$905.50M
Net income (TTM)
$812.80M
Trailing 12 months
Diluted EPS (TTM)
$1.47
FCF margin
—
Effective tax rate
25.3%

Per share

11 metrics
Revenue per diluted share (TTM)
$18.04
Gross profit per diluted share (TTM)
—
Operating profit per diluted share (TTM)
$1.75
EBITDA per diluted share (TTM)
$1.98
Net income per diluted share (TTM)
$1.57
Operating cash flow per diluted share (TTM)
$0.54
Free cash flow per diluted share (TTM)
$1.77
Capital expenditures per diluted share (TTM)
$0.30
R&D per diluted share (TTM)
—
Stock compensation per diluted share (TTM)
$0.38
Book value per share
$23.18

Growth

11 metrics
Revenue growth YoY
+14.3%
Year over year
Net income growth YoY
+85.8%
Revenue (TTM)
$9.32B
Trailing 12 months
EPS growth YoY
+106.7%
Shares change YoY
-0.1%
Year over year · fewer shares
Revenue CAGR (3Y)
+2.0%
Revenue CAGR (5Y)
+9.5%
EPS CAGR (3Y)
-28.9%
EPS CAGR (5Y)
-10.6%
FCF CAGR (3Y)
-21.2%
FCF CAGR (5Y)
-1.4%

Quality

14 metrics
Return on equity
6.9%
Return on assets
2.2%
Debt / equity
0.2
Current ratio
5.3
EBITDA (TTM)
$1.03B
Free cash flow (TTM)
—
Quick ratio
5.3
Interest coverage
10.2
Net debt / EBITDA
-1.3
Return on invested capital
6.5%
Trailing 12 months
Net cash
$1.36B
Latest balance sheet
Cash & equivalents
$3.76B
Total assets
$36.24B
Total debt
$2.40B

Cash flow & spend

7 metrics
Operating cash flow (TTM)
$277.80M
Capital expenditures (TTM)
$46.20M
R&D (TTM)
—
SG&A (TTM)
—
Stock compensation (TTM)
$195.80M
R&D / revenue
—
Stock compensation / revenue
2.1%

Ownership (13F)

9 metrics
13F filers
675
13F filer change QoQ
+59
Institutional ownership
54.0%
Conviction holders (share of 13F filers)
1.3%
Crowding (high-turnover and private-fund holders)
9.7%
Private-fund adviser ownership
9.3%
Active holders' share change QoQ
-8.9%
Holder tenure
15.3
Price vs estimated holder cost
+27.3%

Ownership (registered funds)

1 metrics
Index-fund ownership
19.4%

Short interest

3 metrics
Short interest
3.6%
Latest settlement · 4.1 days to cover
Days to cover
4.1d
Short-squeeze score
55 / 100

Insider activity

2 metrics
Net insider buying (90D)
—
Insider-sentiment score
—

Risk flags

1 metrics
Going concern
—
Key facts CIK 38777 CUSIP 354613101 13F (30d) 149 filings 142 filers Visit website Investor relations