Franklin Resources Company Leadership

BEN Stock  USD 20.15  0.10  0.50%   
About 55% of Franklin Resources' investors are presently acquiring. The analysis of insiders' sentiment of trading Franklin Resources stock suggests that some insiders are bullish at this time. Franklin Resources employs about 10.2 K people. The company is managed by 35 executives with a total tenure of roughly 185 years, averaging almost 5.0 years of service per executive, having 291.43 employees per reported executive.
Gregory Johnson  Chairman
Chairman of the Board, Chief Executive Officer
Rupert Johnson  Chairman
Vice Chairman of the Board

Franklin Resources' Insider Buying Vs Selling

55

 
Selling
 
Buying

Latest Trades

2024-12-16Thomas H. Kean, Jr.Disposed @ 21.9
2024-10-18Franklin Resources IncDisposed 7900 @ 43.71View
2024-10-16Franklin Resources IncDisposed 8467 @ 43.69View
2024-10-14Franklin Resources IncDisposed 7657 @ 43.9View
2024-09-11Charles B JohnsonAcquired 100000 @ 19.08View
2024-08-29Charles B JohnsonAcquired 100000 @ 19.84View
2024-08-28Jennifer M JohnsonAcquired 12700 @ 19.66View
2024-08-23Jennifer M JohnsonAcquired 18900 @ 20.95View
2024-06-21Charles B JohnsonAcquired 200000 @ 22.8View
Monitoring Franklin Resources' insider sentiment can offer insights into its future performance, as insiders often have access to more information about their company's operations, financial health, and upcoming initiatives than the general public. However, it's essential to note that insider trading is regulated by securities laws, and insiders are required to disclose their trades publicly to ensure transparency and prevent unfair advantages based on non-public information.

Acquired vs Disposed

Filed vs Not Filed

Insider sentiment refers to the collective sentiment or feeling of Franklin Resources' insiders - typically its officers, directors, and beneficial owners holding more than a certain percentage of the company's stock - about the future prospects of Franklin Resources. This sentiment is often gauged based on the trading activities of these insiders. If insiders are purchasing more shares of their own company, it may be interpreted as a bullish sentiment, indicating that they believe Franklin Resources' stock will rise in value. Conversely, if insiders are selling shares, it might be seen as bearish, suggesting they expect the stock price to drop.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Franklin Resources. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income.
To learn how to invest in Franklin Stock, please use our How to Invest in Franklin Resources guide.

Franklin Resources' Workforce Through the Years

Please note that employee historical analysis has become an increasingly important factor for investors assessing the risk associated with Franklin Resources' future performance. Based on our forecasts, it is anticipated that Franklin will maintain a workforce of about 10200 employees by March 2025.
 
Credit Downgrade
 
Yuan Drop
 
Covid

Franklin Resources' latest congressional trading

Congressional trading in companies like Franklin Resources, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Franklin Resources by those in governmental positions are based on the same information available to the general public.
2025-01-23Representative Thomas H KeanAcquired Under $15KVerify
2024-12-06Representative Ro KhannaAcquired Under $15KVerify
2024-10-08Representative Ro KhannaAcquired Under $15KVerify
2020-01-06Representative Josh GottheimerAcquired Under $15KVerify

Franklin Resources Management Team Effectiveness

The company has Return on Asset of 0.0246 % which means that on every $100 spent on assets, it made $0.0246 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0432 %, implying that it generated $0.0432 on every 100 dollars invested. Franklin Resources' management efficiency ratios could be used to measure how well Franklin Resources manages its routine affairs as well as how well it operates its assets and liabilities. As of the 31st of January 2025, Return On Tangible Assets is likely to drop to 0.02. In addition to that, Return On Capital Employed is likely to drop to 0.01. At this time, Franklin Resources' Total Assets are very stable compared to the past year. As of the 31st of January 2025, Non Current Assets Total is likely to grow to about 32.1 B, while Other Assets are likely to drop about 1.1 B.
As of the 31st of January 2025, Common Stock Shares Outstanding is likely to grow to about 539 M. Also, Net Income Applicable To Common Shares is likely to grow to about 1.4 B

Franklin Resources Workforce Comparison

Franklin Resources is rated below average in number of employees category among its peers. The total workforce of Financials industry is currently estimated at about 171,025. Franklin Resources holds roughly 10,200 in number of employees claiming about 6% of equities under Financials industry.

Franklin Resources Profit Margins

The company has Net Profit Margin of 0.05 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.13 %, which entails that for every 100 dollars of revenue, it generated $0.13 of operating income.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.680.54
Significantly Up
Pretty Stable
Net Profit Margin0.05990.063
Notably Down
Slightly volatile
Operating Profit Margin0.05250.0553
Notably Down
Slightly volatile
Pretax Profit Margin0.110.0971
Moderately Up
Slightly volatile
Return On Assets0.01560.0165
Notably Down
Slightly volatile
Return On Equity0.04060.0427
Notably Down
Slightly volatile

Franklin Resources Insider Trading History

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Franklin Resources insiders, such as employees or executives, is commonly permitted as long as it does not rely on Franklin Resources' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, Franklin Resources insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Buy/Sell Ratio# Purchases Trades# Sales TradesTotal Shares PurchasedTotal Shares Sold
2024-12-01
3.625
29
8
 755,759 
 153,441 
2024-09-01
1.375
11
8
 235,636 
 226,242 
2024-06-01
7.0
7
1
 806,994 
 99,500 
2024-03-01
5.0
10
2
 60,725 
 2,502 
2023-12-01
1.4375
23
16
 1,198,219 
 905,841 
2023-09-01
0.3333
3
9
 3,626 
 218,203 
2023-03-01
14.0
14
1
 47,044 
 29,503 
2022-12-01
3.0
24
8
 828,613 
 909,819 
2022-09-01
0.7778
7
9
 9,154 
 161,489 
2022-06-01
6.0
12
2
 8,180 
 3,135 
2021-12-01
3.8571
27
7
 573,186 
 62,114 
2021-09-01
0.4286
3
7
 3,022 
 155,199 
2021-06-01
1.0
2
2
 2,180 
 7,400 
2021-03-01
1.5
9
6
 44,315 
 179,773 
2020-12-01
3.4286
24
7
 511,532 
 25,760 
2020-09-01
0.8333
5
6
 9,840 
 23,827 
2020-06-01
4.0
4
1
 7,393 
 5,000 
2020-03-01
27.0
27
1
 54,382 
 5,000 
2019-12-01
5.8571
41
7
 390,390 
 434,407 
2019-09-01
1.6
8
5
 2,674 
 22,371 
2019-06-01
7.5
15
2
 16,344 
 10,924 
2019-03-01
8.5
17
2
 32,375 
 10,663 
2018-12-01
7.0
42
6
 365,748 
 540,309 
2018-09-01
1.1667
7
6
 3,582 
 33,075 
2018-06-01
14.0
14
1
 3,877 
 5,775 
2017-12-01
3.0833
37
12
 160,150 
 534,269 
2017-09-01
3.3333
10
3
 2,749 
 12,261 
2017-06-01
15.0
15
1
 3,238 
 17,141 
2017-03-01
10.0
20
2
 25,393 
 41,835 
2016-12-01
3.3333
40
12
 297,924 
 324,812 
2016-09-01
1.6
8
5
 3,044 
 56,603 
2015-12-01
7.25
29
4
 287,132 
 11,519 
2015-09-01
1.6667
10
6
 2,136 
 61,510 
2015-06-01
9.0
9
1
 2,011 
 15,000 
2015-03-01
5.6667
17
3
 16,863 
 303,000 
2014-12-01
4.7
47
10
 357,586 
 57,039 
2014-09-01
1.7143
12
7
 1,843 
 123,668 
2014-06-01
2.6
13
5
 1,872 
 30,295 
2014-03-01
21.0
21
1
 14,066 
 3,810 
2013-12-01
3.1765
54
17
 555,122 
 694,751 
2013-09-01
2.7143
19
7
 1,291 
 113,735 
2013-06-01
7.3333
22
3
 883.00 
 152,000 
2013-03-01
6.25
25
4
 7,631 
 27,247 
2012-12-01
2.1111
38
18
 329,254 
 726,402 
2012-09-01
0.7368
14
19
 60,388 
 140,864 
2012-06-01
2.0
12
6
 642.64 
 5,586 
2012-03-01
2.75
22
8
 14,232 
 18,684 
2011-12-01
1.36
34
25
 225,793 
 720,038 
2011-09-01
1.6667
10
6
 719.94 
 12,275 
2011-06-01
1.8571
13
7
 50,738 
 201,266 
2011-03-01
1.3571
19
14
 16,263 
 549,756 
2010-12-01
1.76
44
25
 129,749 
 749,960 
2010-09-01
0.8667
13
15
 754.54 
 448,694 
2010-06-01
16.0
16
1
 687.38 
 200,000 
2010-03-01
2.4444
22
9
 5,496 
 202,471 
2009-12-01
2.6111
47
18
 1,138,641 
 514,957 
2009-09-01
0.2931
17
58
 29,980 
 325,735 
2009-06-01
0.6
15
25
 2,380 
 21,746 
2009-03-01
3.2727
36
11
 1,097,068 
 2,158,846 
2008-12-01
3.8462
50
13
 92,799 
 372,787 
2008-09-01
0.5476
23
42
 7,118 
 437,410 
2008-06-01
2.3333
28
12
 1,606,316 
 2,815,961 
2008-03-01
3.3636
37
11
 7,049 
 202,807 
2007-12-01
2.7692
36
13
 118,045 
 270,042 
2007-09-01
0.4
24
60
 42,576 
 265,040 
2007-06-01
0.2614
23
88
 65,126 
 300,396 
2007-03-01
0.304
38
125
 59,501 
 254,799 
2006-12-01
0.75
48
64
 198,226 
 760,301 
2006-09-01
0.2022
37
183
 115,382 
 538,340 
2006-06-01
6.0
24
4
 3,490 
 5,408 
2006-03-01
1.075
43
40
 219,712 
 446,757 
2005-12-01
0.6866
46
67
 552,355 
 908,039 
2005-09-01
1.1481
31
27
 124,915 
 165,391 
2005-06-01
2.375
19
8
 70,411 
 128,414 
2005-03-01
2.5714
36
14
 23,973 
 128,041 
2004-12-01
1.4324
53
37
 235,200 
 491,000 
2004-09-01
0.7179
28
39
 41,869 
 574,083 
2004-03-01
2.8571
40
14
 8,798 
 19,296 
2003-12-01
1.4259
77
54
 869,068 
 1,113,236 
2003-09-01
0.4776
32
67
 82,732 
 424,287 

Franklin Resources Notable Stakeholders

A Franklin Resources stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Franklin Resources often face trade-offs trying to please all of them. Franklin Resources' stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Franklin Resources' stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Gregory JohnsonChairman of the Board, Chief Executive OfficerProfile
Rupert JohnsonVice Chairman of the BoardProfile
Jennifer JohnsonPresident, Principal Executive Officer, Chief Operating OfficerProfile
Matthew NichollsChief Financial Officer, Chief Operating Officer, Executive Vice PresidentProfile
Craig TyleExecutive Vice President, General CounselProfile
Avinash CFAPresident IndiaProfile
Adam SpectorExecutive Vice President - Global Advisory ServicesProfile
Alok SethiExecutive Vice President - Technology and OperationsProfile
Jed PlafkerExecutive Vice President - Global Advisory ServicesProfile
Seth WaughIndependent DirectorProfile
Peter BarkerLead Independent DirectorProfile
Charles JohnsonDirectorProfile
Laura SteinIndependent DirectorProfile
Mariann ByerwalterLead Independent DirectorProfile
Geoffrey YangIndependent DirectorProfile
Mark PigottIndependent DirectorProfile
CAIA CFAHead VPProfile
Thomas MerchantGeneral VPProfile
Yaqub AhmedHead VPProfile
Marc WeidnerManaging DirectorProfile
Terrence MurphyExecutive MarketsProfile
Adele TaylorSenior DevelopmentProfile
Selene OhHead RelationsProfile
Sandeep SinghMiddle EuropeProfile
Yu MengExecutive Vice President Chairman of Asia PacificProfile
Alexander FriedmanIndependent DirectorProfile
Lindsey OshitaSenior OfficerProfile
CPA CPAEx ChairmanProfile
Anthony NotoIndependent DirectorProfile
Lisa GallegosSenior CommunicationsProfile
Gregory CPAExecutive BoardProfile
Gwen ShaneyfeltChief Accounting OfficerProfile
John KimIndependent DirectorProfile
Karen KingIndependent DirectorProfile
John ThielIndependent DirectorProfile

About Franklin Resources Management Performance

The success or failure of an entity such as Franklin Resources often depends on how effective the management is. Franklin Resources management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Franklin management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Franklin management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.02  0.02 
Return On Capital Employed 0.02  0.01 
Return On Assets 0.02  0.02 
Return On Equity 0.04  0.04 

Franklin Resources Workforce Analysis

Traditionally, organizations such as Franklin Resources use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare Franklin Resources within its industry.

Franklin Resources Manpower Efficiency

Return on Franklin Resources Manpower

Revenue Per Employee831.2K
Revenue Per Executive242.2M
Net Income Per Employee59.6K
Net Income Per Executive17.4M
Working Capital Per Employee398.9K
Working Capital Per Executive116.3M
When determining whether Franklin Resources offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Franklin Resources' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Franklin Resources Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Franklin Resources Stock:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Franklin Resources. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income.
To learn how to invest in Franklin Stock, please use our How to Invest in Franklin Resources guide.
You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Franklin Resources. If investors know Franklin will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Franklin Resources listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.27)
Dividend Share
1.24
Earnings Share
0.85
Revenue Per Share
16.64
Quarterly Revenue Growth
0.113
The market value of Franklin Resources is measured differently than its book value, which is the value of Franklin that is recorded on the company's balance sheet. Investors also form their own opinion of Franklin Resources' value that differs from its market value or its book value, called intrinsic value, which is Franklin Resources' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Franklin Resources' market value can be influenced by many factors that don't directly affect Franklin Resources' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Franklin Resources' value and its price as these two are different measures arrived at by different means. Investors typically determine if Franklin Resources is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Franklin Resources' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.