Each point was worked out with the data available that day. Scale 0-10: 5 is the index average and 10 is the cap (+3 standard deviations), not perfection. The vertical axis zooms to fit this company, so two charts are not comparable by eye.
Market and Valuation
Price & Market
Prev Close Price:$31.97
Open:$32.02
Day's Low:$31.79
Day's High:$32.57
Bid / Ask:-
Market Cap:16.44B
Enterprise Value:19.81B
52-Week Range
52-Week Low:$21.11
52-Week High:$36.28
Current position in 52-week range
52w Low-52w High
50-Day Avg:$32.73
200-Day Avg:$30.27
Volume
Volume Today:3,768,630
Avg Volume (3m):3,649,328
Avg Volume (10d):3,110,610
52-Week Change:+41.52%
vs S&P 500, 52 weeks:-
Beta:1.60
Valuation Multiples
P/E (trailing):22.01
Diluted EPS for the last 12 months: the four quarters ended Jun 30, 2026, from the accounts filed with the SEC on Jul 31, 2026. The P/E is the price divided by that EPS.
P/E (forward):10.24
PEG Ratio:0.40
Price / Book:1.40
Price / Sales (TTM):1.76
EV / Revenue:2.12
EV / EBITDA:11.01
Dividends
Current yield:4.13%
Annual Dividend Rate:$1.32
Dividend Trailing:$1.31
Yield Trailing:4.10%
5-Year Avg Yield:4.68%
Payout Ratio:89.12%
Last Ex-Dividend Date:-
Valuation Context
P/E vs sector (indicative)
Most Recent Quarter:-
Fiscal Year (Next):-
Loading historical OHLCV database...
Date
Open
High
Low
Close
Volume
Financial Statements TTM (Trailing 12 Months)
Income Statement
Total Revenue (TTM):9.32B
Gross Profit:3.52B
EBITDA:1.80B
Net Income (TTM):759.20M
Rev Growth (YoY):+14.30%
Earnings Growth (YoY):+106.70%
Quarterly earnings growth (YoY):+85.80%
Margins
Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-
Per Share
EPS Trailing (TTM):$1.47
Diluted EPS for the last 12 months: the four quarters ended Jun 30, 2026, from the accounts filed with the SEC on Jul 31, 2026. The P/E is the price divided by that EPS.
EPS Forward (Est.):$3.16
Revenue Per Share:$18.06
Cash Per Share:-
Book Value:$23.13
Last Dividend:-
Ex-Dividend Date:-
Last Split:-
Balance Sheet & Liquidity
Total cash:2.67B
Total Debt:3.57B
Net Debt (Debt - Cash):901.80M
Debt / Equity:24.81%
Current Ratio:5.49
Quick Ratio:1.11
Cash Flows
Operating Cash Flow:277.80M
Free Cash Flow (FCF):−2.99B
FCF Yield (FCF / Market Cap):-
Enterprise Value:19.81B
EV / Revenue:2.12
EV / EBITDA:11.01
Profitability
ROE (Return on Equity):7.89%
ROA (Return on Assets):2.64%
P/E (trailing):22.01
P/E (forward):10.24
Price / Book:1.40
PEG Ratio:0.40
52-Week Change:+41.52%
S&P 500 change, 52 weeks:+11.37%
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
EPS Trailing (TTM):$1.47
Diluted EPS for the last 12 months: the four quarters ended Jun 30, 2026, from the accounts filed with the SEC on Jul 31, 2026. The P/E is the price divided by that EPS.
EPS Forward (Est.):$3.16
P/E (forward):10.24
PEG Ratio:0.40
Growth and Margins
Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-
Per Share
Revenue Per Share:$18.06
Cash Per Share:-
Book Value:$23.13
Cash Flows (TTM)
Free Cash Flow:−2.99B
Operating Cash Flow:277.80M
EBITDA:1.80B
Total Revenue (TTM):9.32B
Net Income (TTM):759.20M
Fiscal Year (Last):-
EPS Surprise History - Last 4 Quarters
Actual vs. Analyst Estimates · Green = beat expectations · Red = missed
Quarter
Period
Actual EPS
Estimated EPS
Difference
Surprise %
Currency
Ownership Structure
Ownership Distribution
% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float
Shares & Short Interest
Shares Outstanding:508,076,910
Float (free shares):290,137,319
Short interest (shares):17,933,593
Short % of float:-
Short Ratio (days to cover):4.10
Short interest, prior month:-
Short Interest Date:-
Governance Score (1=Best, 10=Worst)
Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-
Top Institutional Holders
Position Change: ▲ Increased · ▼ Reduced · = Unchanged
Organization
Report Date
% Shares
No. Shares
Value (USD)
Change %
Top Mutual Funds
Position Change: ▲ Increased ▼ Decreased = Unchanged
Fund
Report Date
% Shares
No. Shares
Value (USD)
Change %
Recent Insider Trades
Executive / Insider
Title
Date
Action
Shares
Options Chain
CALLS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
PUTS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
Sentiment Metrics
Put/Call Ratio (Volume):-
Put/Call Ratio (O.I.):-
Max Pain (estimated):-
Total O.I. Calls:-
Total O.I. Puts:-
Expected move
Average IV (Calls ATM):-
Average IV (Puts ATM):-
Days to Expiration:-
Expected move (±):-
Franklin Templeton Inc. (BEN) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
Franklin Templeton Inc. is a publicly owned asset investment manager. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Calgary, Alberta; Dubai, United Arab Emirates; Edinburgh, Midlothian; Fort Lauderdale, Florida; Hyderabad, India; London, Greater London; Rancho Cordova, California; Shanghai, Shanghai Province; Singapore; Stamford, Connecticut; and Vienna.
Executive Chairman of the Board & Non-Independent Director
64
2.27M
Ms. Jennifer M. Johnson
CEO & Non-Independent Director
61
7.89M
Mr. Matthew Nicholls
Co-President, CFO & COO
52
5.55M
Mr. Terrence James Murphy
Co-President & Head of Public Market Investments
57
12.39M
Mr. Daniel Ernesto Gamba CFA
Co-President & Chief Commercial Officer
57
-
Mr. Avinash Deepak Satwalekar CFA
President of India
-
-
Ms. Lindsey Harumi Oshita
Senior VP & Chief Accounting Officer
42
-
Mr. Bassel Khatoun
Head of Research & Director of Portfolio Management
-
-
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Franklin Templeton Inc. (BEN): Quantitative Analysis
Franklin Templeton Inc. (BEN) — Financial Services — Asset Management. BEN is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.
So far in 2026, BEN has returned +39.6% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.
BEN ranks 48 of 461 on today's multifactor score, and 6 of the 58 Financial Services companies that score. Its strongest factor is momentum (Z 1.37, ranked 40 of 494); its weakest is quality (Z -0.27, ranked 306 of 468). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.
Factor scores
The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.
Frequently asked questions about Franklin Templeton (BEN)
When does Franklin Templeton report earnings?
According to Nasdaq's public calendar (checked on Nov 4, 2026), Franklin Templeton will report its next earnings on Nov 6, 2026, before the US market opens. The date is announced by the company itself and can change. Of its last 12 earnings announcements: 12 before the open (SEC filings through Jul 31, 2026). BEN earnings dates and times, quarter by quarter →
What is Franklin Templeton's P/E ratio?
Franklin Templeton's P/E (price over earnings per share for the last twelve months) is 22.0 at the Nov 3, 2026 close. That EPS is the 12-month diluted figure from the SEC, the four quarters ended Jun 30, 2026. The median of the 68 Financial Services companies with a P/E is 14.2, and the S&P 500's, 23.5: Franklin Templeton is above its sector median. Financial Services stocks, company by company →
Where does Franklin Templeton rank on Quant500?
In the Nov 3, 2026 multi-factor ranking, Franklin Templeton ranks 48 of 461, and 6 of the 58 Financial Services companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking →How it is calculated →
Have Franklin Templeton insiders bought or sold shares?
The latest open-market purchase of Franklin Templeton shares filed with the SEC (Form 4) was on Nov 20, 2025, by a 10% owner, for $1.1M. Nor any open-market sale. In total, from August 2025 through Nov 3, 2026: 2 purchases and 0 sales by directors, officers and large shareholders. All BEN insider trades →
Does Franklin Templeton pay a dividend?
Yes. Its dividend yield is 4.13% at the Nov 3, 2026 close (annual dividend of $1.32 per share). The latest recorded ex-dividend date is Sep 30, 2026.
What sector is Franklin Templeton in, and which index?
Franklin Templeton is classified in the Financial Services sector (industry: Asset Management), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 70 S&P 500 companies in that sector. Financial Services stocks →
What is behind these numbers
The concepts on this page, explained from scratch in the Academy. Free, no account.
Quality and low volatilityWhere the quality score comes from, and why it is the factor with the most competing definitions, all of them called the same thing.
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