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.
Franklin Resources (BEN) came out with quarterly earnings of $0.49 per share, beating the Zacks Consensus Estimate of $0.48 per share. This compares to earnings of $0.6 per share a year ago.
BEN's Q3 earnings are expected to drop 20% as lower fees and AUM outflows offset fixed-income market gains.
Franklin Resources (BEN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
KRP, NXRT and BEN made it to the Zacks Rank #1 (Strong Buy) income stocks list on July 23, 2025.
Insiders are pouncing on these three Dividend Aristocrat stocks. All three stocks are at distressed valuations, with many investors seeing a turnaround.
Victory Capital and Franklin Resources both grow through acquisitions, but one is still scaling while the other is working to reposition its mature platform. Victory has maintained strong margins above 50% and is expanding via ETFs and the Pioneer acquisition, but organic flows remain a concern. Franklin's AUM is 5x larger, but it faces continued outflows from legacy funds. Its future growth depends on scaling alternatives and converting its $20B pipeline.
BEN's AUM rose to $1.61T in June, up 2.1% from May, as positive markets offset $1B in net long-term outflows.
BEN is set to expand its alternatives platform with a majority stake in Apera, boosting global credit AUM to $87 billion.
BEN's AUM rose to $1.57 trillion in May, driven by positive markets and net inflows despite outflows at Western Asset.
BEN gains 6.2% in three months on AUM growth and acquisitions, but rising costs and fee volatility keep the stock in hold territory.