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About the company
Franklin Resources, Inc. is a global investment management company with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. It offers specialization on a global scale, bringing capabilities in fixed income, equity, alternatives and multi-asset solutions. The Company provides its investment management and related services to retail, institutional and high-net-worth investors in jurisdictions worldwide. Its investment products include sponsored funds, as well as institutional and high-net-worth separate accounts, retail separately managed account programs, sub-advised products, and other investment vehicles. Its funds include registered funds (including exchange-traded funds or ETFs) and unregistered funds. The Company offers its services and products under its various brand names, including Alcentra, K2, Benefit Street Partners, ClearBridge Investments, Martin Currie, O’Shaughnessy, and Lexington Partners. It also focuses on the retirement sector.
- Revenue in USD (TTM)8.10bn
- Net income in USD861.00m
- Incorporated1969
- Employees10.10k
- LocationFranklin Resources IncBuilding 920, One Franklin ParkwaySAN MATEO 94403United StatesUSA
- Phone+1 (650) 312-2000
- Websitehttps://www.franklinresources.com/
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Mergers & acquisitions
| Acquired company | BEN:NYQ since announced | Transaction value |
|---|---|---|
| Putnam Investments LLC | -6.78% | 1.30bn |
Data delayed at least 15 minutes, as of May 02 2024 15:38 BST.
Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Evercore Inc | 2.45bn | 257.79m | 7.12bn | 2.20k | 28.89 | -- | 22.96 | 2.90 | 6.37 | 6.37 | 60.89 | -- | -- | -- | -- | 1,116,790.00 | -- | 15.03 | -- | 24.20 | 98.79 | 98.80 | 11.67 | 19.09 | -- | -- | -- | 27.88 | -12.10 | 3.24 | -46.39 | -7.52 | -9.66 | 9.57 |
| Voya Financial Inc | 7.56bn | 754.00m | 7.15bn | 9.00k | 10.04 | 1.72 | -- | 0.9452 | 7.03 | 7.03 | 70.36 | 41.12 | 0.0484 | -- | -- | 840,444.40 | 0.5677 | 0.6607 | -- | -- | -- | -- | 11.74 | 16.63 | -- | 5.02 | 0.2635 | 9.59 | 23.91 | 0.4385 | 24.26 | 11.29 | -- | 97.44 |
| Marketaxess Holdings Inc | 752.55m | 258.06m | 7.76bn | 881.00 | 30.10 | 6.05 | 23.60 | 10.31 | 6.85 | 6.85 | 19.99 | 34.12 | 0.4155 | -- | 1.13 | 854,196.40 | 14.25 | 18.74 | 21.66 | 26.37 | 89.40 | 91.03 | 34.29 | 37.70 | -- | -- | 0.00 | 38.00 | 4.75 | 11.55 | 3.13 | 8.39 | 1.96 | 11.38 |
| Stifel Financial Corp | 5.32bn | 491.29m | 8.19bn | 9.00k | 18.16 | -- | 20.53 | 1.54 | 4.40 | 4.40 | 47.42 | -- | -- | -- | -- | 590,575.80 | -- | 1.93 | -- | 10.33 | 72.50 | 98.74 | 9.94 | 13.55 | -- | 1.80 | -- | 17.95 | 12.33 | 10.06 | -22.34 | 4.92 | -13.64 | 35.10 |
| SEI Investments Co | 1.96bn | 486.64m | 8.70bn | 5.06k | 18.10 | 3.85 | 15.49 | 4.43 | 3.66 | 3.66 | 14.75 | 17.20 | 0.8033 | -- | 3.56 | 387,828.90 | 19.92 | 21.51 | 22.43 | 25.29 | 84.59 | 84.44 | 24.79 | 26.54 | -- | -- | 0.00 | 22.42 | -3.58 | 3.40 | -2.78 | -1.74 | -4.32 | 7.47 |
| Houlihan Lokey Inc | 1.84bn | 258.88m | 8.80bn | 2.61k | 32.86 | 4.98 | 30.83 | 4.79 | 3.88 | 3.88 | 27.54 | 25.59 | 0.6531 | -- | 5.96 | 704,488.50 | 9.20 | 12.72 | 15.18 | 21.62 | -- | -- | 14.08 | 17.19 | -- | 3,692.51 | 0.00 | 37.19 | -20.29 | 13.44 | -41.93 | 9.49 | 45.73 | 21.52 |
| Jefferies Financial Group Inc | 8.25bn | 284.70m | 9.16bn | 7.56k | 33.82 | 0.9369 | 23.22 | 1.11 | 1.28 | 1.25 | 35.93 | 46.13 | 0.146 | -- | 2.04 | 1,090,418.00 | 0.5264 | 1.67 | 0.9042 | 3.25 | 57.38 | 71.16 | 3.61 | 12.47 | -- | -- | 0.7325 | 26.28 | 4.49 | 9.39 | -66.29 | -2.06 | -67.64 | 29.86 |
| XP Inc | 2.86bn | 750.67m | 11.25bn | 6.67k | 14.92 | 3.01 | 14.07 | 3.93 | 1.38 | 1.38 | 5.26 | 6.83 | 0.0674 | -- | 23.24 | 429,034.70 | 1.77 | 2.36 | 2.37 | 3.31 | -- | -- | 26.24 | 26.59 | -- | 8.38 | 0.7606 | 24.90 | 11.33 | 38.10 | 8.93 | 53.24 | 7.50 | -- |
| Franklin Resources Inc | 8.10bn | 861.00m | 11.99bn | 10.10k | 13.23 | 0.9316 | 8.08 | 1.48 | 1.72 | 1.72 | 16.10 | 24.44 | 0.2613 | -- | 5.89 | 880,326.10 | 3.32 | 5.89 | 4.03 | 7.46 | -- | -- | 12.69 | 18.23 | -- | -- | 0.4507 | 55.74 | -5.15 | 4.82 | -31.73 | -13.20 | 6.92 | 5.98 |
| Morningstar Inc | 2.10bn | 212.90m | 12.28bn | 11.33k | 58.06 | 8.88 | 30.12 | 5.84 | 4.95 | 4.95 | 48.91 | 32.36 | 0.6145 | -- | 5.94 | 185,433.20 | 6.45 | 5.69 | 8.56 | 7.55 | 59.90 | 59.37 | 10.49 | 9.62 | -- | 7.34 | 0.407 | 36.45 | 8.98 | 14.86 | 100.14 | -4.82 | 9.37 | 14.46 |
| Equitable Holdings Inc | 16.26bn | 1.16bn | 12.65bn | 8.50k | 11.96 | -- | -- | 0.7779 | 3.23 | 3.23 | 47.34 | -- | -- | -- | -- | 1,912,941.00 | -- | 0.3329 | -- | 0.3525 | 59.37 | 57.06 | 9.80 | 5.76 | -- | 1.54 | -- | 58.78 | 13.18 | 3.64 | -41.05 | -7.27 | -0.9952 | 27.03 |
| Carlyle Group Inc | 2.79bn | -643.50m | 14.72bn | 2.20k | -- | 2.56 | -- | 5.27 | -1.79 | -1.79 | 7.68 | 15.98 | 0.1326 | -- | 7.94 | 1,269,682.00 | -2.48 | 6.06 | -3.36 | 9.10 | 46.29 | 66.09 | -18.73 | 24.01 | -- | -134.88 | 0.6051 | 42.09 | -33.23 | 4.08 | -149.67 | -- | 16.30 | 0.8799 |
| TPG Inc | 2.40bn | 71.22m | 15.62bn | 1.85k | 193.36 | 27.40 | 219.80 | 6.52 | 0.2266 | 0.2266 | 7.54 | 1.60 | 0.2769 | -- | 7.71 | 1,295,392.00 | 0.2702 | -- | 1.16 | -- | -- | -- | 0.9758 | 52.30 | -- | -- | 0.2195 | 5.77 | 26.61 | 8.26 | -18.54 | -23.08 | 29.56 | -- |
| Northern Trust Corp | 10.44bn | 934.80m | 16.99bn | 23.00k | 18.38 | 1.51 | 13.85 | 1.63 | 4.52 | 4.52 | 50.51 | 59.15 | 0.068 | -- | -- | 451,870.10 | 0.6428 | 0.8498 | 4.52 | 6.67 | 48.18 | 84.87 | 9.46 | 17.65 | -- | -- | 0.9206 | 46.82 | 50.32 | 11.92 | -17.82 | -6.63 | 5.96 | 10.63 |
Data as of May 02 2024. Currency figures normalised to Franklin Resources Inc's reporting currency: US Dollar USD
24.50%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 31 Dec 2023 | 31.01m | 5.89% |
| Capital Research & Management Co. (Global Investors)as of 31 Dec 2023 | 26.65m | 5.06% |
| SSgA Funds Management, Inc.as of 31 Dec 2023 | 21.51m | 4.09% |
| BlackRock Fund Advisorsas of 31 Dec 2023 | 21.18m | 4.02% |
| ProShare Advisors LLCas of 31 Dec 2023 | 7.07m | 1.34% |
| Invesco Capital Management LLCas of 31 Dec 2023 | 6.35m | 1.21% |
| Geode Capital Management LLCas of 31 Dec 2023 | 6.27m | 1.19% |
| Dimensional Fund Advisors LPas of 31 Dec 2023 | 3.07m | 0.58% |
| Mellon Investments Corp.as of 31 Mar 2024 | 2.96m | 0.56% |
| KBI Global Investors Ltd.as of 31 Dec 2023 | 2.92m | 0.55% |
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Data from 31 Dec 2023 - 31 Mar 2024Source: FactSet Research Systems Inc.
