Franklin Resources, Inc. (BEN)

In the past six months, Franklin Resources' stock (BEN) has experienced several notable events. As of September 26, 2025, the share price was $23.27, a 15.48% increase from $20.15 on September 30, 2024. The stock's 52-week range has been between $16.25 and $26.08. Franklin Templeton completed the acquisition of Apera Asset Management. The company held its Q1 2025, Q2 2025, and Q3 2025 earnings conference calls on January 31, 2025, May 2, 2025, and August 1, 2025, respectively, and is scheduled to release its fourth quarter and fiscal year 2025 operating results on November 7, 2025. Franklin Resources announced a quarterly dividend of $0.32, payable on October 10, 2025, with an ex-dividend date of September 30, 2025, and has been increasing its dividend for 45 years. BMO Capital Markets initiated coverage with an "outperform" rating and a $26.00 price objective, Wells Fargo & Company raised its price objective from $21.50 to $26.00 with an "equal weight" rating, and JPMorgan Chase & Co. increased its price target from $22.00 to $29.00 with a "neutral" rating. Zacks Research lowered Franklin Resources from a "strong-buy" to a "hold" rating, and B of A Securities maintained an "underperform" recommendation. Franklin Resources announced preliminary month-end assets under management (AUM) of $1.62 trillion at July 31, 2025, up from $1.61 trillion at June 30, 2025, reflecting a positive impact from markets and flat preliminary long-term net inflows, despite $3 billion of long-term net outflows at Western Asset Management.

Detailed information regarding the specific demand seasonality for Franklin Resources, Inc.'s products and services is not explicitly provided in the available search results. While investment products can be influenced by broader market trends and investor behavior, specific seasonal patterns for Franklin Templeton's offerings are not publicly detailed.

Franklin Resources, Inc., operating as Franklin Templeton, is a global investment management organization that provides asset management solutions to individual and institutional investors. It is an asset management holding company within the Financials sector, offering active portfolio management across various asset classes. The company's product lineup includes mutual funds, ETFs, closed-end funds, separately managed accounts, and sub-advisory services. As of July 31, 2025, the company reported preliminary month-end assets under management (AUM) of $1.62 trillion.

Franklin Templeton has a significant global presence, serving clients in over 150 countries. The firm operates across major geographic regions, including North America, Europe, the Middle East, Asia-Pacific, and Latin America. It maintains offices in numerous cities worldwide, including San Mateo, California; Calgary, Canada; Dubai, United Arab Emirates; Edinburgh, United Kingdom; Fort Lauderdale, United States; Hyderabad, India; London, United Kingdom; Shanghai, China; Singapore; Stamford, United States; and Vienna, Austria. Net sales are geographically distributed, with the United States accounting for 75%, Luxembourg for 14.6%, Europe/Middle East/Africa for 3.6%, Asia/Pacific for 3.6%, and the Americas (excluding the US) for 3.2%.

Franklin Resources, Inc., through its Franklin Templeton brand, has a long-established reputation in the investment management industry. However, the company has faced some rough public relations issues over the past few years. A specific event impacting its reputation in the past year involved an internal investigation at Western Asset Management, a subsidiary, focusing on certain tax trade allocations of treasury derivatives by a former Co-CIO, Ken Leech.

Franklin Resources (BEN) has a mixed ownership structure. Approximately 54.54% of the company's stock is held by institutional shareholders, 44.30% by insiders, and 1.16% by retail investors. Other sources indicate institutional ownership around 36.58% to 47.56%, and individual ownership around 40.38%. Major institutional owners include Vanguard Group Inc, Power Corp of Canada, BlackRock, Inc., State Street Corp, Invesco Ltd., Royal Bank Of Canada, and Dimensional Fund Advisors Lp. Rupert H. Johnson Jr. is the largest individual shareholder, owning 103.47 million shares, representing 19.93% of the company, followed by Charles B. Johnson, owning 102.31 million shares, representing 19.71% of the company.