Franklin Resources, Inc. (BEN)

Over the past six months, Franklin Resources' stock has been influenced by several events. The company's Q2 CY2025 revenue exceeded expectations, but non-GAAP profit fell short of estimates. Analyst ratings and price targets varied, with some firms lowering their targets and others maintaining or increasing them. AUM increased to $1.66 trillion in September 2025, driven by positive markets but offset by net outflows from Western Asset Management. The company declared a quarterly dividend of $0.32 per share. Franklin Templeton completed the acquisition of Apera Asset Management and expanded its active ETF lineup. A 10% owner and affiliate of the investment adviser to Clarion Partners Real Estate Income Fund Inc. reported a sale of over 1.6 million shares of common stock.

Specific demand seasonality for Franklin Resources' products is not explicitly detailed, but its business is linked to market trends and investor sentiment. Demand for investment products is influenced by market performance, interest rates, regulatory changes, tax seasons, and investor behavior. While specific monthly or quarterly patterns are not detailed, the company's revenue is primarily driven by management fees based on assets under management, which can fluctuate with market performance and investor flows. Franklin Resources provides data on mean and median monthly returns to identify seasonal patterns for its stock, suggesting some seasonality in its performance.

Franklin Resources, Inc., known as Franklin Templeton, is a global investment management organization offering financial services to individuals, institutions, and wealth advisors. Founded in 1947 and headquartered in San Mateo, California, it operates in the Financials sector, focusing on active portfolio management across various asset classes. The company manages assets through mutual funds, ETFs, institutional asset management, wealth management, and alternative investments, generating revenue primarily from management fees based on assets under management. Strategic acquisitions, like Legg Mason in 2020, have expanded its offerings and global reach.

Franklin Resources has a global presence with offices in over 30 countries and clients in over 150 countries, covering North America, Europe, the Middle East, Asia-Pacific, and Latin America. Its international network facilitates collaboration with regional specialists and on-the-ground research, providing tailored investment perspectives in developed and emerging markets. Specific office locations include Calgary, Dubai, Edinburgh, Fort Lauderdale, Hyderabad, London, Rancho Cordova, Shanghai, Singapore, Stamford, and Vienna.

Franklin Templeton is generally regarded as a global leader in asset management, emphasizing its commitment to helping clients achieve better outcomes through investment management expertise, wealth management, and technology solutions. The company promotes thought leadership through initiatives like the "Talking Markets" podcast and focuses on innovation in financial infrastructure. However, some reports indicate underperformance compared to the market and peers over the past five years, potentially impacting brand perception among investors focused on short-term stock performance.

As of April 2025, institutional investors hold a significant stake in Franklin Resources, with key shareholders including Vanguard Group Inc, Power Corp of Canada, and BlackRock, Inc. Major individual owners include Rupert Johnson and Charlie Johnson.