Company Profile

BEN insider trades (13 months) →

Today's multi-factor rank: 74 of 466 · see the ranking

Quant500 Scores

Momentum

6.3/10

Value

5.8/10

Growth

5.1/10

Quality

4.6/10

Multifactor

5.5/10

Market and Valuation

Price & Market

Prev Close Price:$33.07

Open:$32.96

Day's Low:$32.67

Day's High:$33.24

Bid / Ask:-

Market Cap:16.77B

Enterprise Value:20.34B

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:$33.67

200-Day Avg:$29.05

Volume

Volume Today:7,454,296

Avg Volume (3m):4,029,190

Avg Volume (10d):3,409,050

52-Week Change:+36.18%

vs S&P 500, 52 weeks:-

Beta:1.57

Valuation Multiples

PER Trailing:22.46

PER Forward:10.38

PEG Ratio:0.41

Price / Book:1.43

Price / Sales (TTM):1.80

EV / Revenue:2.18

EV / EBITDA:11.30

Dividends

Current yield:3.99%

Annual Dividend Rate:$1.32

Dividend Trailing:$1.31

Yield Trailing:3.96%

5-Year Avg Yield:4.80%

Payout Ratio:89.12%

Last Ex-Dividend Date:-

Valuation Context

P/E vs sector (indicative)

Most Recent Quarter:-

Fiscal Year (Next):-

Date Filter (Month):

Loading historical OHLCV database...

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):-

EPS Forward (Est.):$3.18

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:20.34B

EV / Revenue:2.18

EV / EBITDA:11.30

Profitability

ROE (Return on Equity):7.89%

ROA (Return on Assets):2.64%

PER Trailing:22.46

PER Forward:10.38

Price / Book:1.43

PEG Ratio:0.41

52-Week Change:+36.18%

S&P 500 change, 52 weeks:+14.80%

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

EPS Trailing (TTM):$1.47

EPS Forward (Est.):$3.18

PER Forward:-

PEG Ratio:0.41

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):289,918,846

Short interest (shares):16,280,466

Short % of float:-

Short Ratio (days to cover):4.26

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

Expiration Date:

CALLS

Strike	Last	Bid	Ask	Vol.	O.I.	IV

PUTS

Strike	Last	Bid	Ask	Vol.	O.I.	IV

Franklin Templeton Inc. (BEN) SEC filings: 10-K, 10-Q and 8-K

Direct links to financial reports filed with the SEC.

Type	Date	Official link
N-PX	2026-08-14	View filing ↗
8-K	2026-08-10	View filing ↗
10-Q	2026-07-31	View filing ↗
8-K	2026-07-30	View filing ↗
8-K	2026-07-23	View filing ↗
11-K	2026-06-25	View filing ↗
8-K	2026-06-05	View filing ↗
40-6B/A	2026-06-03	View filing ↗
8-K	2026-04-28	View filing ↗
40-6B/A	2026-03-23	View filing ↗

Company and Executive Profile

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.

General Information

Headquarters:United States

City:San Mateo

Employees:10,100

Sector:Financial Services

Industry:Asset Management

Website:-

Key Executives

Name	Title	Age	Total pay
Mr. Gregory Eugene Johnson CPA	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	-	-

You have seen the engine room

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Franklin Resources, Inc. (BEN): Quantitative Analysis

Name: Factor scores for Franklin Resources, Inc. (BEN)
Creator: Quant500
License: https://quant500.com/legal

Franklin Resources, 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 +40.9% against +12.2% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Sep 18, 2026.

BEN ranks 74 of 466 on today's multifactor score, and 9 of the 57 Financial Services companies that score. Its strongest factor is momentum (Z 0.80, ranked 77 of 497); its weakest is quality (Z -0.24, ranked 302 of 473). 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.

Factor	Z-Score	Rank
Multifactor	0.277	74 of 466 ↑3
Momentum	0.795	77 of 497 ↓1
Value	0.466	101 of 494 ↓3
Quality	-0.241	302 of 473 =
Growth	0.089	148 of 494 =

Market data

Metric	Value
Price	$33.01
Market Cap	16.77B
P/E	22.46
Revenue (last 12 months)	9.32B
Price / book	1.43
Book value per share	$23.13
52-week range	$21.11 – $36.28
Dividend yield	3.99%
Beta	1.57
Average volume	4,029,190
Shares outstanding	508.08M
Short interest (% of float)	4.21% (as of Aug 31, 2026)

When does BEN report earnings? 12 of its last 12, before the open →

What are BEN insiders doing? 42 transactions filed with the SEC, of them 2 buys, the last one on Aug 31, 2026 →

Data as of Sep 18, 2026. Source: point-in-time SEC fundamentals and closing prices. Method and formulas are on the home page.

Company Profile

Market and Valuation

Price & Market

52-Week Range

Volume

Valuation Multiples

Dividends

Valuation Context

Financial Statements TTM (Trailing 12 Months)

Income Statement

Margins

Per Share

Balance Sheet & Liquidity

Cash Flows

Profitability

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

Growth and Margins

Per Share

Cash Flows (TTM)

EPS Surprise History - Last 4 Quarters

Ownership Structure

Ownership Distribution

Shares & Short Interest

Governance Score (1=Best, 10=Worst)

Top Institutional Holders

Top Mutual Funds

Recent Insider Trades

Options Chain

CALLS

PUTS

Sentiment Metrics

Expected move

Franklin Templeton Inc. (BEN) SEC filings: 10-K, 10-Q and 8-K

Company and Executive Profile

General Information

Key Executives

You have seen the engine room

Franklin Resources, Inc. (BEN): Quantitative Analysis

Factor scores

Market data