BEN

FRANKLIN RESOURCES INC

NYSE · Investment Advice · Inc. DE · CIK 0000038777
$32.13 +1.01% $16.7B
31 New Institutional Positions18 Institutional Exits
Vol
Market Cap$16.7B
Cap SizeLarge Cap
Analyst ConsensusHold (38%)
Inst. Holders50 funds
Inst. Value$4.2B
Inst. Activity31 buys / 18 sells
Reddit Sentiment29° Bearish
SEC Reports2
Exchange NYSE·Sector Investment Advice·Inc. DE·CIK 0000038777·Prev Close $31.81

Recent Activity

Jun 11, 2026 SEC
Institutional activity in BEN (Franklin Resources) for Q3 2025 shows a mixed cluster: 4 buyers (led by quant funds D.E.
INST-CLUSTER — Impact 5/10
Jun 5, 2026 SEC
Franklin Resources subsidiary Western Asset settled an SEC investigation into trade allocation violations by former co-C
8-K — Impact 6/10
May 2, 2026 Insider
King Karen Matsushima was granted 83.78 shares
Director @ $29.84 ($2.5K)
Apr 1, 2026 Insider
King Karen Matsushima was granted 1,451.886 shares
Director @ $23.59 ($34.3K)
Apr 1, 2026 Insider
Kim John Y was granted 1,420.093 shares
Director @ $23.59 ($33.5K)
Inst.
Invesco Ltd. — ADD
13,564,400 shares ($320.4M)
Inst.
Artemis Investment Management LLP — DOUBLED
4,879,886 shares ($115.3M)
Jun 12, 2026 short_volume
Short Volume: BEN — 64.4% short (0.5M / 0.8M)
Short: 494,108 | Exempt: 1,340 | TRF Vol: 766,710 | Short Ratio: 64.4% | Off-exchange volume (dark p

Price Targets

$31.23 -2.8% upside Hold
Current $32.13 Low $24.00 Median $31.00 High $37.00 11 analysts
$24.00 $37.00

Analyst Ratings

Sell38% buy · 16 analysts
1Strong Buy
5Buy
8Hold
2Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 6, 2026 Morgan Stanley UPGRADE Underweight → Equal-Weight
Apr 29, 2026 JP Morgan MAINTAIN Neutral → Neutral
Apr 29, 2026 TD Cowen MAINTAIN Buy → Buy
Apr 29, 2026 Goldman Sachs MAINTAIN Buy → Buy
Apr 29, 2026 Evercore ISI Group MAINTAIN Underperform → Underperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.64 $0.60 — $0.70 31% YoY 8
Next Q $0.73 ▲ +4.0% $0.68 — $0.77 9% YoY 7
Current FY $2.75 ▲ +0.7% $2.61 — $2.86 24% YoY 10
Next FY $2.98 ▲ +1.1% $2.73 — $3.16 8% YoY 11

Top Institutional Holders

FundValueMove
BlackRock, Inc.$679.5M
VANGUARD CAPITAL MANAGEMENT LLC$474.5M
STATE STREET CORP$469.6M
VANGUARD PORTFOLIO MANAGEMENT LLC$327.0M
Invesco Ltd.$320.4MADD

Recent Insider Trades

DateInsiderTypeValue
May 2, 2026King KarenA$2.5K
Apr 1, 2026King KarenA$34.3K
Apr 1, 2026Kim JohnA$33.5K
Feb 4, 2026Noto AnthonyA$205.0K
Feb 3, 2026Noto AnthonyA$205.0K

Reddit Sentiment

29°
Bearish
Bearish Neutral Bullish
3 mentions 0 bullish 3 bearish
50 institutional holders with $4.2B total value (178,332,378 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 31 institutions added/increased vs 18 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.28,767,173$679.5M16.1%
2VANGUARD CAPITAL MANAGEMENT LLC20,088,613$474.5M11.2%
3STATE STREET CORP19,613,400$469.6M11.1%
4VANGUARD PORTFOLIO MANAGEMENT LLC13,844,109$327.0M7.8%
5Invesco Ltd.13,564,400$320.4M7.6%ADD +34.0%
6CITADEL ADVISORS LLC11,321,929$267.4M6.3%
7DIMENSIONAL FUND ADVISORS LP10,860,325$256.5M6.1%
8GOLDMAN SACHS GROUP INC7,442,159$175.8M4.2%
9MORGAN STANLEY4,915,148$116.1M2.8%TRIM -30.6%
10Artemis Investment Management LLP4,879,886$115.3M2.7%DOUBLED +8629.2%
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,231,922$76.3M1.8%
12Verition Fund Management LLC3,022,427$71.4M1.7%ADD +38.9%
13BARCLAYS PLC2,813,629$66.5M1.6%
14JUPITER ASSET MANAGEMENT LTD2,673,409$63.1M1.5%DOUBLED +9336.0%
15Freestone Grove Partners LP2,148,549$50.7M1.2%NEW
16BANK OF AMERICA CORP /DE/1,964,424$46.4M1.1%ADD +37.3%
17FIRST TRUST ADVISORS LP1,841,664$43.5M1.0%
18VANGUARD FIDUCIARY TRUST CO1,729,729$40.9M1.0%
19BALYASNY ASSET MANAGEMENT L.P.1,587,762$37.5M0.9%DOUBLED +106.8%
20NOMURA ASSET MANAGEMENT CO LTD1,506,490$35.6M0.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Invesco Ltd.ADD10,122,93713,564,400+34.0%$320.4M2026-Q1
Artemis Investment Management LLPDOUBLED55,9034,879,886+8629.2%$115.3M2026-Q1
Verition Fund Management LLCADD2,176,4363,022,427+38.9%$71.4M2026-Q1
JUPITER ASSET MANAGEMENT LTDDOUBLED28,3322,673,409+9336.0%$63.1M2026-Q1
Freestone Grove Partners LPNEW2,148,549$50.7M2026-Q1
BANK OF AMERICA CORP /DE/ADD1,431,2321,964,424+37.3%$46.4M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED767,6831,587,762+106.8%$37.5M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEW1,158,237$27.4M2026-Q1
Holocene Advisors, LPDOUBLED274,503890,956+224.6%$21.0M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECDOUBLED231,200824,130+256.5%$19.5M2026-Q1
HSBC HOLDINGS PLCTRIM1,119,809770,258-31.2%$18.1M2026-Q1
MARSHALL WACE, LLPNEW757,036$17.9M2026-Q1
Legal & General Group PlcTRIM1,058,710613,554-42.0%$14.5M2026-Q1
FRANKLIN RESOURCES INCTRIM791,771589,918-25.5%$13.9M2026-Q1
MACKENZIE FINANCIAL CORPDOUBLED162,440411,805+153.5%$9.7M2026-Q1
PUBLIC SECTOR PENSION INVESTMENT BOARDDOUBLED78,275321,447+310.7%$7.6M2026-Q1
Russell Investments Group, Ltd.ADD235,040306,920+30.6%$7.2M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.TRIM818,745281,218-65.7%$6.6M2026-Q1
NATIONAL BANK OF CANADA /FI/DOUBLED102,010250,711+145.8%$5.9M2026-Q1
SEI INVESTMENTS COADD160,574215,439+34.2%$5.1M2026-Q1
Sumitomo Mitsui Trust Group, Inc.TRIM297,199206,206-30.6%$4.9M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCTRIM314,797190,577-39.5%$4.5M2026-Q1
FIFTH THIRD BANCORPDOUBLED8,444168,306+1893.2%$4.0M2026-Q1
PRUDENTIAL FINANCIAL INCNEAR_EXIT1,024,183155,775-84.8%$3.7M2026-Q1
ExodusPoint Capital Management, LPDOUBLED16,822123,920+636.7%$2.9M2026-Q1
8 unique insiders with 12 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 2, 2026King Karen MatsushimaDirectorAWARD83.78$29.84$2.5K
Apr 1, 2026King Karen MatsushimaDirectorAWARD1,451.886$23.59$34.3K
Apr 1, 2026Kim John YDirectorAWARD1,420.093$23.59$33.5K
Feb 4, 2026Noto AnthonyDirectorAWARD7,593$27.00$205.0K
Feb 3, 2026Noto AnthonyDirectorAWARD7,593$27.00$205.0K
Feb 3, 2026Thiel John WDirectorAWARD7,593$27.00$205.0K
Feb 3, 2026King Karen MatsushimaDirectorAWARD7,592.593$27.00$205.0K
Feb 3, 2026Waugh Seth H.DirectorAWARD7,592.593$27.00$205.0K
Feb 3, 2026YANG GEOFFREY YDirectorAWARD7,593$27.00$205.0K
Feb 3, 2026Friedman Alexander SDirectorAWARD7,592.593$27.00$205.0K
Feb 3, 2026Kim John YDirectorAWARD7,592.593$27.00$205.0K
Feb 3, 2026Byerwalter Mariann HDirectorAWARD7,593$27.00$205.0K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Sell (38% buy). Based on 16 analysts: 1 strong buy, 5 buy, 8 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$31.23 mean target -2.8% upside Hold (2.82)
$24.00 Low $37.00 High
MetricValue
Current Price$32.13
Target Low$24.00
Target Mean$31.23
Target Median$31.00
Target High$37.00
# Analysts11
RecommendationHold (2.82)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.64 $0.60 $0.70 30.9% +0.0% 3↑ 2↓ $2.3B 11.3% 8
Next Q
2026-09-30
$0.73 $0.68 $0.77 9.0% +4.0% 5↑ 0↓ $2.4B 2.0% 7
Current FY
2026-09-30
$2.75 $2.61 $2.86 23.9% +0.7% 9↑ 0↓ $9.1B 3.6% 10
Next FY
2027-09-30
$2.98 $2.73 $3.16 8.4% +1.1% 9↑ 0↓ $9.2B 1.0% 11

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.641
7d ago$0.642-0.001
30d ago$0.641+0.000
60d ago$0.665-0.024
90d ago$0.665-0.024
6 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 6, 2026 Morgan Stanley UPGRADE Underweight Equal-Weight
Apr 29, 2026 JP Morgan MAINTAIN Neutral Neutral
Apr 29, 2026 TD Cowen MAINTAIN Buy Buy
Apr 29, 2026 Goldman Sachs MAINTAIN Buy Buy
Apr 29, 2026 Evercore ISI Group MAINTAIN Underperform Underperform
Apr 29, 2026 Barclays UPGRADE Underweight Equal-Weight
Apr 17, 2026 Barclays MAINTAIN Underweight Underweight
Apr 10, 2026 Evercore ISI Group MAINTAIN Underperform Underperform
Feb 3, 2026 Morgan Stanley MAINTAIN Underweight Underweight
Feb 2, 2026 Evercore ISI Group MAINTAIN Underperform Underperform
Jan 15, 2026 Barclays MAINTAIN Underweight Underweight
Jan 14, 2026 TD Cowen MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261582038%
May 1, 20260387116%
Apr 1, 20260378116%
Mar 1, 20260378116%
Feb 1, 20260378116%
Jan 1, 20260378116%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

29°
Bearish
Bearish Neutral Bullish
3 mentions 0 bullish 3 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 21, 2026233° Cool022
May 21, 2026140° Cool011
Jun 12, 2026
short_volume
Short Volume: BEN — 64.4% short (0.5M / 0.8M)
Short: 494,108 | Exempt: 1,340 | TRF Vol: 766,710 | Short Ratio: 64.4% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: BEN — 63.1% short (0.6M / 0.9M)
Short: 561,059 | Exempt: 0 | TRF Vol: 889,237 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: BEN — 55.5% short (0.6M / 1.1M)
Short: 637,884 | Exempt: 1,906 | TRF Vol: 1,149,334 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: BEN — 63.0% short (1.1M / 1.7M)
Short: 1,082,466 | Exempt: 448 | TRF Vol: 1,718,508 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: BEN — 57.8% short (0.6M / 1.0M)
Short: 550,292 | Exempt: 322 | TRF Vol: 952,574 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: BEN — 71.3% short (0.9M / 1.2M)
Short: 861,888 | Exempt: 137 | TRF Vol: 1,209,160 | Short Ratio: 71.3% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: BEN — 61.6% short (0.5M / 0.9M)
Short: 545,422 | Exempt: 309 | TRF Vol: 885,645 | Short Ratio: 61.6% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: BEN — 55.2% short (0.5M / 0.9M)
Short: 495,948 | Exempt: 13 | TRF Vol: 898,992 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: BEN — 68.1% short (0.9M / 1.4M)
Short: 937,374 | Exempt: 637 | TRF Vol: 1,376,258 | Short Ratio: 68.1% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: BEN — 61.9% short (0.7M / 1.2M)
Short: 725,399 | Exempt: 1,557 | TRF Vol: 1,172,007 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: BEN — 5.5M shares, 85,265 trades
Week starting 2026-05-18. Total ATS volume: 5,460,124 shares across 85,265 trades.
May 15, 2026
short_volume
Short Volume: BEN — 57.7% short (0.7M / 1.2M)
Short: 674,730 | Exempt: 2,845 | TRF Vol: 1,169,380 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: BEN — 59.9% short (0.5M / 0.8M)
Short: 466,882 | Exempt: 4,449 | TRF Vol: 779,000 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: BEN — 62.8% short (0.8M / 1.2M)
Short: 775,083 | Exempt: 3,050 | TRF Vol: 1,234,247 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: BEN — 65.5% short (0.9M / 1.3M)
Short: 866,071 | Exempt: 349 | TRF Vol: 1,322,356 | Short Ratio: 65.5% | Off-exchange volume (dark pool + OTC)