Franklin Templeton (BEN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Franklin Templeton, Inc. BEN has been diversifying its assets under management (AUM) through alternatives, private markets and digital assets. Despite declines in fiscal 2022 and 2025, its AUM recorded a compound annual growth rate (CAGR) of 3.2% over the past five fiscal years (ended fiscal 2025), with the rising trend continuing in the first nine months of fiscal 2026.
BEN's record AUM, improving net flows and expanding alternatives business could support fee revenues and earnings growth.
Here is how Franklin Templeton (BEN) and Bank of Montreal (BMO) have performed compared to their sector so far this year.
BEN's arm is acquiring a majority stake in Stoneshield to expand its European alternatives platform, taking Franklin's alternatives AUM above $300 billion.
Franklin Templeton's AUM reaches a record $1.83 trillion in August as strong inflows and favorable markets fuel growth momentum.
Franklin's digital asset expansion, including its Franklin Crypto launch and Benji platform, could unlock growth avenues.
Does Franklin Templeton (BEN) have what it takes to be a top stock pick for momentum investors? Let's find out.
Can BEN sustain AUM growth as diversification, strong inflows and digital-asset expansion drive its record $1.79 trillion AUM as of June 30, 2026? Let us discuss.
CNC and BEN have surged 61.7% and 40.3%, respectively, year to date, while disciplined execution and attractive valuations support their outlook.
I rated Franklin Resources, Inc. a Hold at $25 last July and got it wrong: the diversification effort produced margin expansion, not just slower outflows. Private markets money comes in at 65 basis points against 37.9 firm-wide, which is why the blended fee rate hasn't fallen even though mutual fund fees have for years. Franklin sells mostly through advisors and platforms. ETFs, retail SMAs and Canvas serve to keep assets in-house when an advisor changes wrappers. Equity flows turned positive at $2B this quarter.
Franklin Resources (BEN) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).