Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Here is how Franklin Resources (BEN) and EPR Properties (EPR) have performed compared to their sector so far this year.
Dividend stocks are a favorite among investors, especially Baby Boomers, for good reason.
BEN's September AUM climbed to $1.66T, lifted by market gains even as long-term outflows continued.
BEN arm's acquisition of Apera boosts its European private credit reach and lifts alternative assets to nearly $270 billion.
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Franklin Resources presently has a stellar rank, in the top 10% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors.
I rate Franklin Resources, Inc. as Hold due to ongoing fallout from the Western Asset Management situation and significant Q3 net outflows. BEN's inconsistent cash flows, unreliable dividend history, and 10-year underperformance versus peers make it unattractive for long-term buy-and-hold investors. While management highlights growth opportunities in alternatives and international markets, these remain small and overshadowed by current challenges.
BEN hits a 52-week high on strong AUM growth, acquisitions and solid capital returns but rising expenses pose risks ahead.
Franklin's AUM hit $1.62T in July, fueled by equity gains, strategic buyouts and global diversification efforts.
BEN's Q3 earnings edge past estimates, but shares slip 2.5% in early trading as revenue declines and costs climb despite AUM gains.
Franklin Resources, Inc. (NYSE:BEN ) Q3 2025 Earnings Conference Call August 1, 2025 10:00 AM ET Company Participants Adam Benjamin Spector - Executive VP & Head of Global Distribution Jennifer M. Johnson - President, CEO & Director Matthew Nicholls - Executive VP, CFO & COO Selene Oh - Head of Investor Relations Conference Call Participants Alexander Blostein - Goldman Sachs Group, Inc., Research Division Brian Bertram Bedell - Deutsche Bank AG, Research Division Daniel Thomas Fannon - Jefferies LLC, Research Division Glenn Paul Schorr - Evercore ISI Institutional Equities, Research Division Kenneth Brooks Worthington - JPMorgan Chase & Co, Research Division Michael J.
The headline numbers for Franklin Resources (BEN) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.