BEN · Franklin Resources Inc
Price & Indicators
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AI Brief
TL;DR.
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 adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative 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 |
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| Adjusted diluted earnings per share non-GAAP | $0.72 | Q3 FY2026 | — |
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| Adjusted net income non-GAAP | $386.3M | Q3 FY2026 | — |
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| Adjusted operating income non-GAAP | $508.9M | Q3 FY2026 | — |
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| Ending Assets Under Management | 1.79T | Q3 FY2026 | — |
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| Long-term net flows | 18.4B | Q3 FY2026 | — |
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| Adjusted operating margin non-GAAP | 27.1% | Quarter Ended 31-Mar-26 | — |
| Alternatives fundraising | 14.3B | Quarter Ended 31-Mar-26 | — |
| Average Assets Under Management | 1.7T | Quarter Ended 31-Mar-26 | — |
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| Canvas net inflows | 5.3B | Quarter Ended 31-Mar-26 | — |
| ETF net inflows | 4.5B | Quarter Ended 31-Mar-26 | — |
| Multi-asset net inflows | 9.5B | Quarter Ended 31-Mar-26 | — |
| Private market assets | 13.2B | Quarter Ended 31-Mar-26 | — |
| 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| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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BEN
this stock
Franklin Resources Inc
|
$17.20B | +41.7% | -8.6% | 23.0 | 4.0% |
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BLK
BlackRock, Inc.
|
$381.41B | +9.7% | +16.2% | 28.1 | 0.7% |
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BX
Blackstone Inc.
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$108.04B | -6.6% | +9.2% | 32.3 | 3.5% |
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KKR
KKR & Co. Inc.
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$102.34B | -10.6% | -11.0% | — | 1.6% |
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BN
BROOKFIELD Corp /ON/
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$97.94B | -4.4% | — | — | 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 sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BEN | +0.3% | +3.8% | +25.1% | +0.0% | +41.7% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | -0.1% | -0.7% | +11.3% | -3.9% | +27.9% |
Capital returns
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.