Franklin Resources, Inc. (BEN)

In the past six months, BEN shares closed up by 7% after reporting its Q2 results. Franklin Templeton announced an agreement to acquire a majority interest in Apera Asset Management. Franklin Templeton launched a patent-pending intraday yield feature on its Benji Technology Platform. The ex-dividend date for the next dividend payment was June 27, 2025, with a dividend of $0.32 per share. On June 26, 2025, BEN's price moved over +1.01% to $23.45, and on June 27, 2025, its trading volume exceeded the daily average by +15.00%. BEN's stock performance has been linked to substantial outflows from its subsidiary, Western Asset Management, which is facing scrutiny from the SEC. Wall Street analysts have issued cautious outlooks on BEN, with a consensus "Hold" rating from 13 analysts.

The provided information does not contain specific information regarding the demand seasonality for Franklin Resources, Inc.'s products and services. Investment management services and products typically experience demand fluctuations influenced by broader market conditions, economic cycles, investor sentiment, and tax-related investment deadlines rather than strict seasonal patterns like consumer goods.

Franklin Resources, Inc., operating as Franklin Templeton, is a global investment management company providing investment management and related services to a diverse client base. It offers a wide array of investment products and solutions, encompassing equity, fixed income, alternative investments, and multi-asset strategies. As of February 2025, Franklin Templeton managed approximately $1.577 trillion in assets.

Franklin Resources, Inc. has a significant global presence, serving clients in over 150 countries and with subsidiaries operating in over 165 countries. The company maintains offices in more than 30 countries, and approximately 30% of its assets under management are sourced from clients domiciled outside the United States.

Franklin Resources, Inc. generally maintains a strong brand reputation and trust with investors. However, Western Asset Management has faced scrutiny from the SEC, some of Franklin's funds have continued to underperform, and there were shareholder demands regarding child safety that appeared in a news feed related to Franklin Resources.

Franklin Resources, Inc. is owned by a mix of institutional shareholders, company insiders, and retail investors. Major institutional shareholders include Vanguard Group Inc., Power Corp of Canada, BlackRock, Inc., State Street Corp, and Invesco Ltd. Key individual owners include Rupert H. Johnson Jr., Charles B. Johnson and Jennifer M. Johnson. Insiders have shown net buying activity in the past 12 months and 3 months.