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Company profile
Ticker
BEN
Exchange
Website
CEO
Jennifer M. Johnson
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
AdvisorEngine Inc. • Benji Staking, LLC • Brandywine Global Investment Management (Europe) Limited • CCPF GP Holdco No.2 Limited • CCPF No.2 (GP) Limited • Clarion Partners (Deutschland) Europe GmbH • Clarion Partners EMEA Limited • Clarion Partners Europe Limited • Clarion Partners Europe (UK) Limited • Clarion Partners Holdings LLC ...
IRS number
132670991
BEN stock data
Latest filings (excl ownership)
10-Q
2024 Q2
Quarterly report
29 Apr 24
8-K
Franklin Resources, Inc. Announces Second Quarter Results
29 Apr 24
S-8
Registration of securities for employees
21 Mar 24
8-K
Departure of Directors or Certain Officers
9 Feb 24
8-K
Departure of Directors or Certain Officers
8 Feb 24
10-Q
2024 Q1
Quarterly report
29 Jan 24
8-K
Franklin Resources, Inc. Announces First Quarter Results
29 Jan 24
ARS
2023 FY
Annual report to shareholders
27 Dec 23
DEFA14A
Additional proxy soliciting materials
27 Dec 23
DEF 14A
Definitive proxy
27 Dec 23
Transcripts
BEN
Earnings call transcript
2024 Q2
29 Apr 24
BEN
Earnings call transcript
2024 Q1
29 Jan 24
BEN
Earnings call transcript
2023 Q4
31 Oct 23
BEN
Earnings call transcript
2023 Q3
28 Jul 23
BEN
Earnings call transcript
2023 Q2
1 May 23
BEN
Earnings call transcript
2022 Q4
30 Jan 23
BEN
Earnings call transcript
2022 Q4
1 Nov 22
BEN
Earnings call transcript
2022 Q3
28 Jul 22
BEN
Earnings call transcript
2022 Q2
3 May 22
BEN
Earnings call transcript
2022 Q1
1 Feb 22
Latest ownership filings
SC 13D/A
Franklin BSP Private Credit Fund
15 May 24
13F-HR
Quarterly holdings report by institutional manager
13 May 24
SC 13G
Innoviva, Inc.
13 May 24
SC 13D
Innoviva, Inc.
8 May 24
SC 13D/A
Franklin BSP Private Credit Fund
6 May 24
SC 13D/A
Franklin BSP Private Credit Fund
29 Apr 24
SC 13D/A
Franklin BSP Private Credit Fund
19 Apr 24
SC 13D/A
Clarion Partners Real Estate Income Fund Inc.
16 Apr 24
SC 13D/A
Franklin BSP Private Credit Fund
11 Apr 24
SC 13G/A
Integra Resources Corp.
9 Apr 24
Financial summary
Quarter (USD) | Mar 24 | Dec 23 | Sep 23 | Jun 23 | |
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Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Sep 23 | Sep 22 | Sep 21 | Sep 20 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 4.12 bn | 4.12 bn | 4.12 bn | 4.12 bn | 4.12 bn | 4.12 bn |
Cash burn (monthly) | (no burn) | 12.86 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | n/a | 21.38 mm | n/a | n/a | n/a | n/a |
Cash remaining | n/a | 4.10 bn | n/a | n/a | n/a | n/a |
Runway (months of cash) | n/a | 319.1 | n/a | n/a | n/a | n/a |
Institutional ownership, Q4 2023
1.2% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 123 |
Opened positions | 13 |
Closed positions | 419 |
Increased positions | 42 |
Reduced positions | 36 |
13F shares | Current |
---|---|
Total value | 174.46 bn |
Total shares | 6.42 mm |
Total puts | 700.00 |
Total calls | 4.90 k |
Total put/call ratio | 0.1 |
Largest owners | Shares | Value |
---|---|---|
CBOE Vest Financial | 1.19 mm | $35.40 bn |
Foundation Resource Management | 575.30 k | $17.14 bn |
Raymond James Financial Services Advisors | 476.45 k | $14.19 bn |
Sound Income Strategies | 425.79 k | $12.68 bn |
New York State Teachers Retirement System | 320.43 k | $9.55 mm |
Cerity Partners | 305.18 k | $9.09 bn |
Chatham Capital | 242.88 k | $7.24 bn |
Uncommon Cents Investing | 168.86 k | $5.03 bn |
Chevy Chase Trust | 157.48 k | $4.69 bn |
RK Asset Management | 156.72 k | $4.64 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
1 Apr 24 | Karen Matsushima King | Deferred Director's Fees (FRI) Common Stock, par value $.10 | Grant | Acquire A | No | No | 27.62 | 1,149.529 | 31.75 k | 33,881.798 |
1 Apr 24 | Kim John Y | Deferred Director's Fees (FRI) Common Stock, par value $.10 | Grant | Acquire A | No | No | 27.62 | 1,122.375 | 31.00 k | 41,521.219 |
6 Feb 24 | Seth H. Waugh | Deferred Director's Fees (FRI) Common Stock, par value $.10 | Grant | Acquire A | No | No | 26.63 | 7,322.569 | 195.00 k | 25,407.837 |
6 Feb 24 | Kim John Y | Deferred Director's Fees (FRI) Common Stock, par value $.10 | Grant | Acquire A | No | No | 26.63 | 7,322.569 | 195.00 k | 40,398.844 |
News
Deutsche Bank Maintains Hold on Franklin Resources, Lowers Price Target to $24
30 Apr 24
TD Cowen Maintains Hold on Franklin Resources, Lowers Price Target to $25.5
30 Apr 24
Navigating 4 Analyst Ratings For Franklin Resources
30 Apr 24
Evercore ISI Group Maintains Underperform on Franklin Resources, Lowers Price Target to $26
30 Apr 24
US Stocks Kick Off The Week In The Green, Tesla Rockets On China's FSD Approval, Yen Rallies: What's Driving Markets Monday?
29 Apr 24
Press releases
Franklin Templeton Canada Announces a Risk Rating Change
16 May 24
Franklin Resources, Inc. Announces Month-End Assets Under Management
9 May 24
Benefit Street Partners Closes Second Special Situations Fund
8 May 24
Fiduciary Trust International Welcomes Edward J. Mooney as Managing Director and Financial Planning Director
1 May 24
Franklin Templeton Collaborates with Microsoft on Personalized Financial AI Platform
30 Apr 24