Equities
FinancialsInvestment Banking and Brokerage Services
  • Price (USD)23.49
  • Today's Change0.22 / 0.95%
  • Shares traded1.75m
  • 1 Year change-26.57%
  • Beta1.1702
Data delayed at least 15 minutes, as of Jun 30 2022 17:37 BST.
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About the company

Franklin Resources, Inc. is a holding company with subsidiaries operating under its Franklin Templeton and/or subsidiary brand names. The Company delivers its investment capabilities through a variety of investment products, which include its sponsored funds, as well as institutional and high-net-worth separate accounts, retail separately managed account programs, sub-advised products, and other investment vehicles. In addition to investment management, its services include fund administration, sales and distribution, and shareholder servicing. It offers a broad product mix of fixed income, equity, alternative, multi-asset and cash management asset classes and solutions that meet a variety of investment goals and needs for individual and institutional investors. The Company also provides sub-advisory services to certain investment products sponsored by other companies.

  • Revenue in USD (TTM)8.66bn
  • Net income in USD1.83bn
  • Incorporated1969
  • Employees9.50k
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Mergers & acquisitions

Acquired companyDeal statusDateDate /
Deal status
BEN:NYQ since
announced
Transaction
value
BNY Alcentra Group Holdings IncAnnounced31 May 202231 May 2022Announced-14.74%700.00m
Lexington Partners LPDeal completed01 Nov 202101 Nov 2021Deal completed-25.40%1.75bn
O'Shaughnessy Asset Management LLCAnnounced30 Sep 202130 Sep 2021Announced-22.88%--
Data delayed at least 15 minutes, as of Jun 30 2022 17:37 BST.

Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/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)
Jefferies Financial Group Inc8.28bn1.40bn6.68bn5.56k5.370.63884.190.80715.205.2030.6543.680.1416--1.031,490,118.002.431.663.912.5480.3273.3117.1913.51--11.270.692521.2728.4918.36116.71---8.39-0.3096
SEI Investments Company2.04bn607.43m7.47bn4.37k12.693.7810.633.654.294.2914.4014.380.9038--4.36467,642.7026.8623.5830.2027.6284.3183.0129.7228.45----0.01521.0913.916.4822.2010.36-8.476.50
Invesco Ltd.6.86bn1.32bn7.49bn8.55k5.780.66084.161.092.852.8514.7933.730.2057--7.32806,319.805.503.246.995.2168.8469.3426.7418.36----0.353349.3812.197.77165.7910.28-5.93-9.74
TPG Inc5.30bn1.55bn7.50bn1.01k4.804.937.341.415.065.0617.284.93------5,235,006.00------------68.97------0.0912--153.16--118.39------
Futu Holdings Ltd835.02m282.91m7.57bn2.32k27.902.99--9.061.851.855.4417.250.0602--0.593360,232.302.042.5714.8018.4984.8879.8433.8835.14----0.1905--114.91141.28112.01--77.15--
MarketAxess Holdings Inc.689.54m242.20m9.83bn676.0040.889.6232.8814.266.376.3718.1427.070.4239--0.95171,020,036.0014.8923.8323.9630.2493.5394.6035.1240.11--683.370.0034.831.4313.57-13.8615.3722.30--
Equitable Holdings Inc14.91bn1.54bn10.13bn7.80k6.981.6034.680.6793.813.8136.5020.700.0538--1.261,912,051.000.72680.11790.77260.124357.8752.2913.512.14--2.950.534--9.192.5326.11--4.35--
XP Inc2.43bn715.94m10.23bn6.19k14.683.4113.474.221.251.254.225.360.0883--34.66391,776.302.61--3.69------29.5325.32--20.930.70460.0048.1657.3672.8680.2462.00--
Morningstar, Inc.1.76bn184.50m10.31bn10.04k56.817.6331.045.854.254.2540.6131.610.6361--6.27184,543.706.518.728.5611.3858.4759.7110.2314.10--103.070.271827.5422.3016.30-13.553.7210.14--
Franklin Resources, Inc.8.66bn1.83bn11.63bn9.50k6.251.014.791.343.733.7317.6623.060.363--6.50840,669.908.888.6011.2410.71----24.4623.52----0.389164.8851.364.95123.770.4356-4.079.98
Carlyle Group Inc7.93bn2.68bn11.74bn1.85k4.401.994.181.487.377.3721.8216.340.4095--25.974,284,703.0014.208.6320.1813.6764.9167.8534.6828.60----0.556426.99199.2631.02754.31241.5510.26-9.86
Cboe Global Markets Inc3.46bn499.70m12.09bn1.20k24.393.3918.113.504.674.6732.3333.590.4564--9.162,891,723.006.627.749.028.8344.2042.1714.5013.89--18.570.308838.221.9839.6912.9123.312.8113.40
Blue Owl Capital Inc991.63m-427.40m14.25bn----8.81--14.37-1.20-1.202.601.160.233--6.36---43.82---99.89-------188.03-----14.610.1974--229.80---383.32------
LPL Financial Holdings Inc8.08bn463.99m14.90bn6.06k32.818.6021.041.845.685.6898.8821.671.12--5.381,364,911.006.457.279.8910.8098.9098.815.747.54--7.540.619819.4531.4913.78-2.7019.1011.090.00
Tradeweb Markets Inc1.11bn241.93m16.33bn1.05k59.833.5135.2114.651.161.165.3619.840.1887--5.231,065,520.004.89--5.72------25.9323.28--243.130.003921.9720.5916.9436.4019.487.75--
Data as of Jun 30 2022. Currency figures normalised to Franklin Resources Inc's reporting currency: US Dollar USD

Institutional shareholders

24.19%Per cent of shares held by top holders
HolderShares% Held
The Vanguard Group, Inc.as of 31 Mar 202232.89m6.58%
SSgA Funds Management, Inc.as of 31 Mar 202227.20m5.44%
BlackRock Fund Advisorsas of 31 Mar 202221.60m4.32%
Capital Research & Management Co. (Global Investors)as of 31 Mar 20228.69m1.74%
Clarkston Capital Partners LLCas of 31 Mar 20226.71m1.34%
Geode Capital Management LLCas of 31 Mar 20225.86m1.17%
ProShare Advisors LLCas of 31 Mar 20225.02m1.00%
Invesco Capital Management LLCas of 31 Mar 20224.93m0.99%
Charles Schwab Investment Management, Inc.as of 31 Mar 20224.83m0.97%
Northern Trust Investments, Inc.(Investment Management)as of 31 Mar 20223.17m0.64%
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Data from 31 Mar 2022 - 31 Mar 2022Source: FactSet Research Systems Inc.
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