Financial Health Check: Examining Franklin Resources, Inc (BEN)’s Key Ratios

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Franklin Resources, Inc (NYSE: BEN) closed the day trading at $24.97 down -2.99% from the previous closing price of $25.74. In other words, the price has decreased by -$2.99 from its previous closing price. On the day, 4.61 million shares were traded. BEN stock price reached its highest trading level at $25.8493 during the session, while it also had its lowest trading level at $24.72.

Ratios:

For a better understanding of BEN, let’s look at its different ratios. It provided that stocks Price–to–Cash (P/C) ratio for the trailing twelve months (TTM) is standing at 3.28 whereas its Price-to-Free Cash Flow (P/FCF) for the term is 8.94. For the most recent quarter (mrq), Quick Ratio is recorded 1.53 and its Current Ratio is at 1.53. In the meantime, Its Debt-to-Equity ratio is 1.09 whereas as Long-Term Debt/Eq ratio is at 1.08.

On May 14, 2025, TD Cowen Upgraded its rating to Buy which previously was Hold but kept the price unchanged to $27. Goldman Upgraded its Sell to Neutral on January 06, 2025, whereas the target price for the stock was revised from $21 to $22.

Insider Transactions:

The insider trade also gives investors a glimpse into the future direction of stock prices, which can be beneficial to investors. A recent insider transaction in this stock occurred on Jul 15 ’25 when FRANKLIN RESOURCES INC sold 1,519,097 shares for $11.52 per share. The transaction valued at 17,500,000 led to the insider holds 13,410,980 shares of the business.

FRANKLIN RESOURCES INC sold 863,558 shares of BEN for $10,000,000 on Apr 17 ’25. The Affiliate of Investment Adv. now owns 14,930,077 shares after completing the transaction at $11.58 per share. On Apr 04 ’25, another insider, JOHNSON CHARLES B, who serves as the 10% Owner of the company, bought 420 shares for $17.72 each. As a result, the insider paid 7,442 and bolstered with 89,375,487 shares of the company.

Valuation Measures:

Investors should consider key stock statistics when deciding whether to invest or divest. In the wake of the recent closing price, BEN now has a Market Capitalization of 12964298752 and an Enterprise Value of 15776811008. As of this moment, Franklin’s Price-to-Earnings (P/E) ratio for their current fiscal year is 47.88, and their Forward P/E ratio for the next fiscal year is 10.04. The expected Price-to-Earnings-to-Growth (PEG) calculation for the next 5 years is 8.21. For the stock, the TTM Price-to-Sale (P/S) ratio is 1.50 while its Price-to-Book (P/B) ratio in mrq is 1.06. Its current Enterprise Value per Revenue stands at 1.826 whereas that against EBITDA is 9.68.

Stock Price History:

The Beta on a monthly basis for BEN is 1.55, which has changed by 0.2772379 over the last 52 weeks, in comparison to a change of 0.18469036 over the same period for the S&P500. Over the past 52 weeks, BEN has reached a high of $26.08, while it has fallen to a 52-week low of $16.25. The 50-Day Moving Average of the stock is 0.43%, while the 200-Day Moving Average is calculated to be 15.52%.

Shares Statistics:

Over the past 3-months, BEN traded about 3.85M shares per day on average, while over the past 10 days, BEN traded about 3561040 shares per day. A total of 518.37M shares are outstanding, with a floating share count of 278.08M. Insiders hold about 46.44% of the company’s shares, while institutions hold 49.09% stake in the company. Shares short for BEN as of 1755216000 were 17364756 with a Short Ratio of 4.51, compared to 1752537600 on 18851490. Therefore, it implies a Short% of Shares Outstanding of 17364756 and a Short% of Float of 8.74.

Dividends & Splits

BEN’s forward annual dividend rate is 1.27, up from 1.27 a year ago. Against a Trailing Annual Dividend Yield of 0.049339548The stock’s 5-year Average Dividend Yield is 4.69. The current Payout Ratio is 146.40% for BEN, which recently paid a dividend on 2025-06-27 with an ex-dividend date of 2025-09-30. Stock splits for the company last occurred on 2013-07-26 when the company split stock in a 3:1 ratio.

Earnings Estimates

Franklin Resources, Inc (BEN) is currently under the scrutiny of 8.0 analysts, each contributing to the ongoing evaluation of its stock.The consensus estimate for the next quarter is $0.6, with high estimates of $0.71 and low estimates of $0.53.

Analysts are recommending an EPS of between $2.13 and $2.06 for the fiscal current year, implying an average EPS of $2.11. EPS for the following year is $2.5, with 10.0 analysts recommending between $2.6 and $2.28.

Revenue Estimates

2 analysts predict $2.17B in revenue for the current quarter. It ranges from a high estimate of $2.22B to a low estimate of $2.12B. As of the current estimate, Franklin Resources, Inc’s year-ago sales were $2.21BFor the next quarter, 2 analysts are estimating revenue of $2.24B. There is a high estimate of $2.24B for the next quarter, whereas the lowest estimate is $2.24B.

A total of 3 analysts have provided revenue estimates for BEN’s current fiscal year. The highest revenue estimate was $8.64B, while the lowest revenue estimate was $8.5B, resulting in an average revenue estimate of $8.57B. In the same quarter a year ago, actual revenue was $8.48BBased on 3 analysts’ estimates, the company’s revenue will be $8.57B in the next fiscal year. The high estimate is $8.8B and the low estimate is $8.27B.

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