franklin resources, inc. [nyse:ben] is a global investment management organization with subsidiaries operating as franklin templeton (www.franklinresources.com). the products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. consult with an investment professional or contact your local franklin templeton office for more information. this site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by franklin templeton. nothing in this website should be construed as investment, tax, legal or other advice. all investments involve risks, including potential loss of principal.linkedin is owned by a third party unaffiliated with us. we are not responsible for linkedin’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are
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)
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
8-K
Other Events
13 Dec 23
10-K
2023 FY
Annual report
13 Nov 23
8-K
Unregistered Sales of Equity Securities
1 Nov 23
Transcripts
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
BEN
Earnings call transcript
2021 Q4
1 Nov 21
Latest ownership filings
SC 13D/A
TEMPLETON GLOBAL INCOME FUND
13 Mar 24
SC 13D/A
Franklin BSP Private Credit Fund
11 Mar 24
SC 13G
ACHIEVE LIFE SCIENCES, INC.
11 Mar 24
SC 13D
Franklin BSP Private Credit Fund
27 Feb 24
SC 13D
Clarion Partners Real Estate Income Fund Inc.
27 Feb 24
SC 13G/A
VANGUARD GROUP INC
13 Feb 24
SC 13G
Capital Research Global Investors
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
4
Mariann H Byerwalter
7 Feb 24
4
Anthony Noto
7 Feb 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Sep 23 | Sep 22 | Sep 21 | Sep 20 | |
---|---|---|---|---|---|
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) | 4.40 bn | 4.40 bn | 4.40 bn | 4.40 bn | 4.40 bn | 4.40 bn |
Cash burn (monthly) | (no burn) | 31.68 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | n/a | 178.07 mm | n/a | n/a | n/a | n/a |
Cash remaining | n/a | 4.22 bn | n/a | n/a | n/a | n/a |
Runway (months of cash) | n/a | 133.4 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
41.8% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 529 |
Opened positions | 65 |
Closed positions | 52 |
Increased positions | 170 |
Reduced positions | 185 |
13F shares | Current |
---|---|
Total value | 5.41 tn |
Total shares | 219.87 mm |
Total puts | 599.10 k |
Total calls | 681.00 k |
Total put/call ratio | 0.9 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 34.48 mm | $847.56 bn |
BLK Blackrock | 28.85 mm | $709.19 bn |
Capital Research Global Investors | 22.61 mm | $555.73 bn |
STT State Street | 21.31 mm | $530.18 bn |
Clarkston Capital Partners | 6.96 mm | $170.98 bn |
IVZ Invesco | 6.56 mm | $161.34 bn |
Geode Capital Management | 6.19 mm | $151.76 bn |
ProShare Advisors | 6.18 mm | $152.00 bn |
Amundi | 5.05 mm | $123.52 bn |
MS Morgan Stanley | 3.89 mm | $95.70 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
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 |
6 Feb 24 | Karen Matsushima King | Deferred Director's Fees (FRI) Common Stock, par value $.10 | Grant | Acquire A | No | No | 26.63 | 7,322.569 | 195.00 k | 32,732.268 |
6 Feb 24 | Alexander S Friedman | 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 |
News
The Analyst Verdict: Franklin Resources In The Eyes Of 7 Experts
12 Mar 24
Goldman Sachs Maintains Sell on Franklin Resources, Raises Price Target to $26.75
12 Mar 24
Decision on BlackRock (BLK) Ether ETF Application Delayed Again
6 Mar 24
Deutsche Bank Maintains Hold on Franklin Resources, Lowers Price Target to $28
30 Jan 24
Evaluating Franklin Resources: Insights From 6 Financial Analysts
30 Jan 24
Press releases
Franklin Templeton Canada Announces Fee Reductions for Franklin Multi-Asset ETF Portfolios
13 Mar 24
Franklin Resources, Inc. Announces Month-End Assets Under Management
11 Mar 24
Employee Turnover and Compensation Expectations are Key Challenges Facing Employers, Franklin Templeton's Voice of the American Workplace Survey Finds
28 Feb 24
Franklin Brandywine Global Sustainable Balanced Fund Changes in Status Under the Income Tax Act in Canada
15 Feb 24
Franklin Resources, Inc. Announces Month-End Assets Under Management
12 Feb 24