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Franklin Resources, Inc.

  • Market Cap: Small Cap
  • Industry: Capital Markets
  • ISIN: US3546131018
USD
23.14
0.13 (0.56%)

Dec 04

NYS

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  • Price Points
  • Score
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  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

23.0723.54

52 Week

16.2526.07
Valuation
Technical
Day's Volume

CASH

2.79 M

Shareholding (Mar 2025)

FII

16.96%

Held by 276 FIIs

DII

51.62%

Held by 59 DIIs

Promoter

6.01%

How big is Franklin Resources, Inc.?

22-Jun-2025

As of Jun 18, Franklin Resources, Inc. has a market capitalization of $11.75 billion, with net sales of $8.70 billion and a net profit of $374 million over the latest four quarters.

Market Cap: As of Jun 18, Franklin Resources, Inc. has a market capitalization of 11,745.40 million, categorizing it as a Mid Cap company.<BR><BR>Recent Quarterly Performance: For the latest four quarters, Franklin Resources, Inc. reported net sales of 8,702.80 million and a net profit of 374.00 million.<BR><BR>Balance Sheet Snapshot: As of Sep 24, the company reported shareholder's funds of 12,508.10 million and total assets amounting to 32,464.50 million.

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What does Franklin Resources, Inc. do?

22-Jun-2025

Franklin Resources, Inc. is a global investment management company serving various client segments, with a recent market cap of approximately $11.75 billion. As of March 2025, it reported net sales of $2.16 billion and a net profit of -$3 million.

Overview:<BR>Franklin Resources, Inc. is a global investment management holding company operating in the Capital Markets industry, serving retail, institutional, and high net-worth clients.<BR><BR>Financial Snapshot:<BR>Most recent Net Sales: 2,158 Million (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: -3 Million (Quarterly Results - Mar 2025) <BR>Market-cap: USD 11,745.40 Million (Mid Cap) <BR><BR>Key Metrics:<BR>P/E: 12.00 <BR>Dividend Yield: 5.42% <BR>Debt Equity: -999,999.00 <BR>Return on Equity: 7.52% <BR>Price to Book: 0.95 <BR><BR>Contact Details:<BR>Address: 1 Franklin Pkwy Bldg 920, SAN MATEO CA: 94403-1906 <BR>Tel: 1 650 3122000 <BR>Website: http://www.franklinresources.com/

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Who are in the management team of Franklin Resources, Inc.?

22-Jun-2025

As of March 2022, the management team of Franklin Resources, Inc. includes Executive Chairman Gregory Johnson, President and CEO Jennifer Johnson, Vice Chairman Rupert Johnson, Lead Independent Director Peter Barker, and several Independent Directors: Mariann Byerwalter, Anthony Noto, Mark Pigott, and Laura Stein. They are responsible for guiding the company's strategic direction and operations.

As of March 2022, the management team of Franklin Resources, Inc. includes the following key individuals:<BR><BR>- Mr. Gregory Johnson, who serves as the Executive Chairman of the Board.<BR>- Ms. Jennifer Johnson, who is the President, Chief Executive Officer, and a Director.<BR>- Mr. Rupert Johnson, who holds the position of Vice Chairman of the Board.<BR>- Mr. Peter Barker, who is the Lead Independent Director.<BR>- Ms. Mariann Byerwalter, Mr. Anthony Noto, Mr. Mark Pigott, and Ms. Laura Stein, all of whom serve as Independent Directors.<BR><BR>This team plays a crucial role in guiding the company's strategic direction and operations.

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Is Franklin Resources, Inc. overvalued or undervalued?

20-Sep-2025

As of July 26, 2024, Franklin Resources, Inc. is considered very attractive due to its undervalued status, with a P/E ratio of 12, a price to book value of 0.93, an EV to EBITDA ratio of 4.87, a dividend yield of 5.54%, and a ROCE of 12.56%, despite underperforming the S&P 500 over the last three and five years but outperforming it year-to-date and over the past year.

As of 26 July 2024, the valuation grade for Franklin Resources, Inc. moved from fair to very attractive, indicating a significant improvement in its perceived value. The company appears undervalued, supported by a P/E ratio of 12, a price to book value of 0.93, and an EV to EBITDA ratio of 4.87, which are all favorable compared to industry standards. <BR><BR>In comparison to peers, Franklin Resources has a lower P/E ratio than its peer group, which averages around 14.94, and a more attractive EV to EBITDA ratio compared to the industry average of 5.52. Additionally, the company's dividend yield of 5.54% and ROCE of 12.56% further enhance its appeal. While the stock has underperformed the S&P 500 over the last three and five years, it has outperformed the index year-to-date and over the past year, reinforcing the notion that it may be a good investment opportunity at its current valuation.

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Is Franklin Resources, Inc. technically bullish or bearish?

20-Sep-2025

As of September 8, 2025, Franklin Resources, Inc. shows a mildly bullish trend supported by daily indicators, despite mixed signals from weekly metrics and recent underperformance against the S&P 500, while still outperforming year-to-date with a 20.26% return.

As of 8 September 2025, the technical trend for Franklin Resources, Inc. has changed from bullish to mildly bullish. The current stance is mildly bullish, supported by daily moving averages and Bollinger Bands indicating a positive trend. However, the weekly MACD and KST are mildly bearish, suggesting some caution. The stock has underperformed the S&P 500 over the last week and month, but it has outperformed on a year-to-date and one-year basis, with returns of 20.26% and 19.67% respectively, compared to the S&P 500's 12.22% and 17.14%. Overall, the mixed signals indicate a cautious bullish outlook.

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iScoreScore
Click here to find our call on this stock
Strong Sell
Sell
Hold
Buy
Strong Buy

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Dashboard
1

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 10.96%

 
2

Poor long term growth as Operating profit has grown by an annual rate of 0.48%

 
3

Positive results in Jun 25

4

With ROE of 7.52%, it has a very attractive valuation with a 0.93 Price to Book Value

5

Underperformed the market in the last 1 year

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Capital Markets

stock-summary
Market cap

USD 12,918 Million (Small Cap)

stock-summary
P/E

12.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

5.04%

stock-summary
Debt Equity

-999,999.00

stock-summary
Return on Equity

7.09%

stock-summary
Price to Book

1.06

Revenue and Profits:
Net Sales:
2,033 Million
(Quarterly Results - Jun 2025)
Net Profit:
103 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-10.1%
0%
-10.1%
6 Months
8.33%
0%
8.33%
1 Year
2.07%
0%
2.07%
2 Years
-9.86%
0%
-9.86%
3 Years
-15.08%
0%
-15.08%
4 Years
-27.44%
0%
-27.44%
5 Years
-2.4%
0%
-2.4%

Franklin Resources, Inc. for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions
News

Is Franklin Resources, Inc. technically bullish or bearish?

As of 8 September 2025, the technical trend for Franklin Resources, Inc. has changed from bullish to mildly bullish. The current stance is mildly bullish, supported by daily moving averages and Bollinger Bands indicating a positive trend. However, the weekly MACD and KST are mildly bearish, suggesting some caution. The stock has underperformed the S&P 500 over the last week and month, but it has outperformed on a year-to-date and one-year basis, with returns of 20.26% and 19.67% respectively, compared to the S&P 500's 12.22% and 17.14%. Overall, the mixed signals indicate a cautious bullish outlook....

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Is Franklin Resources, Inc. overvalued or undervalued?

As of 26 July 2024, the valuation grade for Franklin Resources, Inc. moved from fair to very attractive, indicating a significant improvement in its perceived value. The company appears undervalued, supported by a P/E ratio of 12, a price to book value of 0.93, and an EV to EBITDA ratio of 4.87, which are all favorable compared to industry standards. In comparison to peers, Franklin Resources has a lower P/E ratio than its peer group, which averages around 14.94, and a more attractive EV to EBITDA ratio compared to the industry average of 5.52. Additionally, the company's dividend yield of 5.54% and ROCE of 12.56% further enhance its appeal. While the stock has underperformed the S&P 500 over the last three and five years, it has outperformed the index year-to-date and over the past year, reinforcing the notion that it may be a good investment opportunity at its current valuation....

Read More
Announcements stock-summary
Icon
No announcement available
Corporate Actions stock-summary
Icon
No corporate action available
stock-summaryKey Factors
Quality key factors stock-summary
Factor
Value
Sales Growth (5y)
10.41%
EBIT Growth (5y)
0.48%
EBIT to Interest (avg)
20.57
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
31.12%
Dividend Payout Ratio
146.40%
Pledged Shares
0
Institutional Holding
57.95%
ROCE (avg)
25.32%
ROE (avg)
10.96%
Valuation key factors
Factor
Value
P/E Ratio
12
Industry P/E
Price to Book Value
0.93
EV to EBIT
7.19
EV to EBITDA
4.87
EV to Capital Employed
0.90
EV to Sales
0.91
PEG Ratio
NA
Dividend Yield
5.54%
ROCE (Latest)
12.56%
ROE (Latest)
7.52%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bullish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Bearish
Mildly Bullish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
No Trend
Mildly Bearish
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Mar 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 96 Schemes (25.41%)

Foreign Institutions

Held by 276 Foreign Institutions (16.96%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
[
  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is -5.82% vs -1.65% in Mar 2025",
        "dir": -1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is 3,929.63% vs -101.25% in Mar 2025",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Jun'25",
        "Mar'25",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "2,032.60",
          "val2": "2,158.20",
          "chgp": "-5.82%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "348.00",
          "val2": "423.90",
          "chgp": "-17.91%",
          "chgp_class": "negative"
        },
        {
          "field": "Interest",
          "val1": "25.80",
          "val2": "20.80",
          "chgp": "24.04%",
          "chgp_class": "negative"
        },
        {
          "field": "Exceptional Items",
          "val1": "-87.80",
          "val2": "-89.60",
          "chgp": "2.01%",
          "chgp_class": "positive"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "103.40",
          "val2": "-2.70",
          "chgp": "3,929.63%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "99.50%",
          "val2": "130.20%",
          "chgp": "-3.07%",
          "chgp_class": "negative"
        }
      ]
    }
  },
  {
    "link": "annual",
    "btn_text": "All Annual Results",
    "header": "Annual Results Snapshot (Consolidated) - Sep'24",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Sep 2024 is 8.20% vs -3.79% in Sep 2023",
        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Sep 2024 is -41.77% vs -22.76% in Sep 2023",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Sep'24",
        "Sep'23",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "8,535.60",
          "val2": "7,888.90",
          "chgp": "8.20%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "1,839.60",
          "val2": "1,910.60",
          "chgp": "-3.72%",
          "chgp_class": "negative"
        },
        {
          "field": "Interest",
          "val1": "97.20",
          "val2": "123.70",
          "chgp": "-21.42%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "-922.50",
          "val2": "-334.60",
          "chgp": "-175.70%",
          "chgp_class": "negative"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "575.30",
          "val2": "988.00",
          "chgp": "-41.77%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "160.70%",
          "val2": "185.20%",
          "chgp": "-2.45%",
          "chgp_class": "negative"
        }
      ]
    }
  }
]
Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQstock-summary
Jun'25
Mar'25
Change(%)
Net Sales
2,032.60
2,158.20
-5.82%
Operating Profit (PBDIT) excl Other Income
348.00
423.90
-17.91%
Interest
25.80
20.80
24.04%
Exceptional Items
-87.80
-89.60
2.01%
Consolidate Net Profit
103.40
-2.70
3,929.63%
Operating Profit Margin (Excl OI)
99.50%
130.20%
-3.07%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

QoQ Growth in quarter ended Jun 2025 is -5.82% vs -1.65% in Mar 2025

Direction Arrows
Consolidated Net Profit

QoQ Growth in quarter ended Jun 2025 is 3,929.63% vs -101.25% in Mar 2025

All Quarterly Resultsstock-summary
Annual Results Snapshot (Consolidated) - Sep'24stock-summary
Sep'24
Sep'23
Change(%)
Net Sales
8,535.60
7,888.90
8.20%
Operating Profit (PBDIT) excl Other Income
1,839.60
1,910.60
-3.72%
Interest
97.20
123.70
-21.42%
Exceptional Items
-922.50
-334.60
-175.70%
Consolidate Net Profit
575.30
988.00
-41.77%
Operating Profit Margin (Excl OI)
160.70%
185.20%
-2.45%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

YoY Growth in year ended Sep 2024 is 8.20% vs -3.79% in Sep 2023

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Sep 2024 is -41.77% vs -22.76% in Sep 2023

All Annual Resultsstock-summary
stock-summaryCompany CV
About Franklin Resources, Inc. stock-summary
stock-summary
Franklin Resources, Inc.
Capital Markets
Franklin Resources, Inc. is a holding company. The Company, along with its subsidiaries, operates as Franklin Templeton Investments. It is a global investment management company that provides investment management and related services to retail, institutional and high net-worth clients in jurisdictions around the world. The Company offers its investment products and services under the Franklin, Templeton, Franklin Mutual Series, Franklin Bissett, Fiduciary Trust, Darby, Balanced Equity Management, K2 and LibertyShares brand names. Its products include investment funds and institutional, high net-worth and separately managed accounts (collectively, sponsored investment products (SIPs)). It offers various types of SIPs, such as the United States funds, cross-border funds, local/regional funds, and other managed accounts, alternative investment products and trusts. Its investment funds include the United States-registered funds, non-United States-registered funds and unregistered funds.
Company Coordinates stock-summary
Company Details
1 Franklin Pkwy Bldg 920 , SAN MATEO CA : 94403-1906
stock-summary
Tel: 1 650 3122000
stock-summary
http://www.franklinresources.com/
stock-summary
Registrar Details
Stock List
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