Franklin Resources, Inc.· BEN

Franklin Resources: Higher Inflows And AUM Driving Upside Potential

Franklin Resources is rated a buy, supported by four consecutive earnings beats and robust organic growth in client inflows and AUM. BEN's global diversification, A-level credit ratings, and resilience in volatile markets position it well versus peers, despite weaker ROE and operating margins. Dividend yield is attractive near 4%, but declining growth and a high payout ratio raise sustainability concerns.

Franklin Q3 Earnings Call Puts Margin Expansion Ahead of Plan

BEN is pulling forward its 30% margin goal as private markets fundraising, integrated credit and AI adoption gain traction.

Franklin Resources, Inc. (BEN) Q3 2026 Earnings Call Transcript

Franklin Resources, Inc. (BEN) Q3 2026 Earnings Call Transcript

Franklin Resources, Inc. Announces Third Quarter Results

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Resources, Inc. (the “Company”) [NYSE: BEN] today announced net income1 of $171.5 million or $0.31 per diluted share for the quarter ended June 30, 2026, as compared to $268.2 million or $0.49 per diluted share for the previous quarter, and $92.3 million or $0.15 per diluted share for the quarter ended June 30, 2025. Operating income was $215.8 million for the quarter ended June 30, 2026, as compared to $323.3 million for the previous quarter and $15.

Franklin Resources Inc (BEN) (Q3 2026) Earnings Call Highlights: Record AUM and Strong Private Markets Momentum

Long-Term Net Inflows: $18.4 billion in the quarter, bringing fiscal year-to-date long-term net inflows to $63.3 billion.Assets Under Management (AUM): Reached

Franklin Resources price target raised to $36 from $34 at Barclays

Franklin Resources price target raised to $28 from $27 at Evercore ISI

Franklin Resources upgraded to Equal Weight from Underweight at Barclays

Franklin Resources price target raised to $22 from $20 at Barclays