Franklin Resources, Inc. (BEN)

In the past six months, Franklin Resources' stock (BEN) has experienced various movements. Over the past three months, the stock gained 15.2%, outperforming the Financial Select Sector SPDR Fund's (XLF) 2.8% gains. Year-to-date, BEN shares rose 12.8%, also outperforming XLF's 5.2% gains. However, over the past 52 weeks, the stock climbed marginally, underperforming XLF's 23% returns. As of July 17, 2025, the share price was $24.52, an increase of 3.90% from July 18, 2024. The stock slipped 6.1% from its 52-week high of $24.37, achieved on July 18, 2024. A significant event was the Q2 2025 earnings report on May 2, 2025, where BEN shares closed up by 7% after reporting adjusted EPS of $0.47 and revenue of $2.1 billion. The company has faced challenges, including outflows from Western Asset Management, which is under SEC scrutiny. Franklin Resources also announced a dividend of $0.32 per share with an ex-dividend date of June 27, 2025. Goldman Sachs upgraded Franklin Resources from Neutral to Buy on June 26, 2025.

While specific demand seasonality for Franklin Resources' products is not detailed, the asset management industry exhibits seasonal patterns. Mutual fund flows tend to be stronger early in the year and weaker in the second half, influenced by factors like year-end bonuses, tax-deductible contributions, tax loss harvesting, and required minimum distributions. Quarterly reinvestments of distributions also introduce seasonal patterns. Demand is also influenced by broader economic factors.

Franklin Resources, Inc., known as Franklin Templeton, is a global investment management organization based in San Mateo, California, operating in the Financial sector, specifically the Asset Management industry. The company offers investment management and related services to various clients across over 150 countries, providing equity, fixed income, alternative investments, and multi-asset strategies through diverse investment vehicles. Brands include Alcentra, Benefit Street Partners, Brandywine Global Investment Management, Clarion Partners, and Western Asset Management Company. As of June 30, 2025, Franklin Resources managed over $1.6 trillion in assets.

Franklin Resources has a global presence, serving clients in over 150 countries with offices in more than 30 countries. Headquartered in San Mateo, California, it operates in financial hubs like Hyderabad, Calgary, Dubai, Edinburgh, London, Shanghai, Singapore, Stamford, and Vienna. Its operations span the Americas, Europe, the Middle East, Africa, and the Asia-Pacific region.

Franklin Resources generally maintains a strong brand reputation and trust with investors. However, its reputation has faced challenges in the past year due to outflows from its subsidiary, Western Asset Management, which is under SEC scrutiny. This situation has impacted BEN's stock performance compared to its sector.

The ownership of Franklin Resources (BEN) includes institutional, insider, and public/retail investors. Institutions hold approximately 31.94% to 48% of the stock, with major shareholders including Vanguard Group Inc, Power Corp of Canada, BlackRock, Inc., State Street Corp, and Invesco Ltd. Insiders own around 20.58% to 40% of the shares, with Rupert Johnson being a significant individual shareholder. The general public holds approximately 11% to 47.47% of the company's stock.