Franklin Resources Company Leadership

BEN Stock  USD 24.94  0.47  1.85%   
About 75% of Franklin Resources' corporate insiders are selling. The analysis of insiders' sentiment of trading Franklin Resources stock suggests that many insiders are alarmed at this time. Franklin Resources employs about 9.1 K people. The company is managed by 37 executives with a total tenure of roughly 239 years, averaging almost 6.0 years of service per executive, having 245.95 employees per reported executive.
Gregory Johnson  Chairman
Chairman of the Board, Chief Executive Officer
Rupert Johnson  Chairman
Vice Chairman of the Board

Franklin Resources' Insider Buying Vs Selling

25

 
Selling
 
Buying

Latest Trades

2023-12-14Alok SethiDisposed 22000 @ 29.27View
2023-12-05Alok SethiDisposed 25000 @ 25.38View
2023-10-10Mariann H ByerwalterDisposed 6011 @ 24.01View
2023-04-28Franklin Resources IncAcquired 2465483 @ 10.14View
Monitoring Franklin Resources' insider sentiment can offer insights into its future performance, as insiders often have access to more information about their company's operations, financial health, and upcoming initiatives than the general public. However, it's essential to note that insider trading is regulated by securities laws, and insiders are required to disclose their trades publicly to ensure transparency and prevent unfair advantages based on non-public information.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Franklin Resources. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in income.
To learn how to invest in Franklin Stock, please use our How to Invest in Franklin Resources guide.

Franklin Resources' Workforce Through the Years

Please note that employee historical analysis has become an increasingly important factor for investors assessing the risk associated with Franklin Resources' future performance. Based on our forecasts, it is anticipated that Franklin will maintain a workforce of about 9100 employees by May 2024.
 
Credit Downgrade
 
Yuan Drop
 
Covid

Franklin Resources' latest congressional trading

Congressional trading in companies like Franklin Resources, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Franklin Resources by those in governmental positions are based on the same information available to the general public.
2022-01-26Representative Josh GottheimerDisposed Under $15KVerify
2021-02-16Representative Peter MeijerDisposed Under $15KVerify
2020-05-13Representative Dean PhillipsAcquired Under $15KVerify
2020-04-29Representative Gilbert CisnerosDisposed Under $15KVerify
2020-03-10Representative Kathy CastorDisposed Under $15KVerify

Franklin Resources Management Team Effectiveness

The company has Return on Asset of 0.0305 % which means that on every $100 spent on assets, it made $0.0305 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0843 %, implying that it generated $0.0843 on every 100 dollars invested. Franklin Resources' management efficiency ratios could be used to measure how well Franklin Resources manages its routine affairs as well as how well it operates its assets and liabilities. As of the 16th of April 2024, Return On Tangible Assets is likely to drop to 0.05. In addition to that, Return On Capital Employed is likely to drop to 0.04. At this time, Franklin Resources' Total Assets are very stable compared to the past year. As of the 16th of April 2024, Other Assets is likely to grow to about 15.7 B, while Non Currrent Assets Other are likely to drop about 253 M.

Franklin Resources Quarterly Income Before Tax

331.2 Million

As of the 16th of April 2024, Common Stock Shares Outstanding is likely to grow to about 542.4 M. Also, Net Income Applicable To Common Shares is likely to grow to about 1.4 B

Franklin Resources Workforce Comparison

Franklin Resources is rated second in number of employees category among related companies. The total workforce of Financials industry is currently estimated at about 99,230. Franklin Resources holds roughly 9,100 in number of employees claiming about 9% of equities under Financials industry.

Franklin Resources Profit Margins

The company has Net Profit Margin of 0.12 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.18 %, which entails that for every 100 dollars of revenue, it generated $0.18 of operating income.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.690.64
Significantly Up
Pretty Stable
Net Profit Margin0.120.13
Significantly Down
Slightly volatile
Operating Profit Margin0.150.16
Notably Down
Slightly volatile
Pretax Profit Margin0.40.21
Way Up
Slightly volatile
Return On Assets0.0320.0337
Notably Down
Slightly volatile
Return On Equity0.08090.0852
Notably Down
Slightly volatile

Franklin Resources Insider Trading History

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Franklin Resources insiders, such as employees or executives, is commonly permitted as long as it does not rely on Franklin Resources' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, Franklin Resources insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Buy/Sell Ratio# Purchases Trades# Sales TradesTotal Shares PurchasedTotal Shares Sold
2024-03-01
5.0
10
2
 60,725 
 2,502 
2023-12-01
1.4375
23
16
 1,198,219 
 905,841 
2023-09-01
0.3333
3
9
 3,626 
 218,203 
2023-03-01
14.0
14
1
 47,044 
 29,503 
2022-12-01
3.0
24
8
 828,613 
 909,819 
2022-09-01
0.7778
7
9
 9,154 
 161,489 
2022-06-01
6.0
12
2
 8,180 
 3,135 
2021-12-01
3.8571
27
7
 573,186 
 62,114 
2021-09-01
0.4286
3
7
 3,022 
 155,199 
2021-06-01
1.0
2
2
 2,180 
 7,400 
2021-03-01
1.5
9
6
 44,315 
 179,773 
2020-12-01
3.4286
24
7
 511,532 
 25,760 
2020-09-01
0.8333
5
6
 9,840 
 23,827 
2020-06-01
4.0
4
1
 7,393 
 5,000 
2020-03-01
27.0
27
1
 54,382 
 5,000 
2019-12-01
5.8571
41
7
 390,390 
 434,407 
2019-09-01
1.6
8
5
 2,674 
 22,371 
2019-06-01
7.5
15
2
 16,344 
 10,924 
2019-03-01
8.5
17
2
 32,375 
 10,663 
2018-12-01
7.0
42
6
 365,748 
 540,309 
2018-09-01
1.1667
7
6
 3,582 
 33,075 
2018-06-01
14.0
14
1
 3,877 
 5,775 
2017-12-01
3.0833
37
12
 160,150 
 534,269 
2017-09-01
3.3333
10
3
 2,749 
 12,261 
2017-06-01
15.0
15
1
 3,238 
 17,141 
2017-03-01
10.0
20
2
 25,393 
 41,835 
2016-12-01
3.3333
40
12
 297,924 
 324,812 
2016-09-01
1.6
8
5
 3,044 
 56,603 
2015-12-01
7.25
29
4
 287,132 
 11,519 
2015-09-01
1.6667
10
6
 2,136 
 61,510 
2015-06-01
9.0
9
1
 2,011 
 15,000 
2015-03-01
5.6667
17
3
 16,863 
 303,000 
2014-12-01
4.7
47
10
 357,586 
 57,039 
2014-09-01
1.7143
12
7
 1,843 
 123,668 
2014-06-01
2.6
13
5
 1,872 
 30,295 
2014-03-01
21.0
21
1
 14,066 
 3,810 
2013-12-01
3.1765
54
17
 555,122 
 694,751 
2013-09-01
2.7143
19
7
 1,291 
 113,735 
2013-06-01
7.3333
22
3
 883.00 
 152,000 
2013-03-01
6.25
25
4
 7,631 
 27,247 
2012-12-01
2.1111
38
18
 329,254 
 726,402 
2012-09-01
0.7368
14
19
 60,388 
 140,864 
2012-06-01
2.0
12
6
 642.64 
 5,586 
2012-03-01
2.75
22
8
 14,232 
 18,684 
2011-12-01
1.36
34
25
 225,793 
 720,038 
2011-09-01
1.6667
10
6
 719.94 
 12,275 
2011-06-01
1.8571
13
7
 50,738 
 201,266 
2011-03-01
1.3571
19
14
 16,263 
 549,756 
2010-12-01
1.76
44
25
 129,749 
 749,960 
2010-09-01
0.8667
13
15
 754.54 
 448,694 
2010-06-01
16.0
16
1
 687.38 
 200,000 
2010-03-01
2.4444
22
9
 5,496 
 202,471 
2009-12-01
2.6111
47
18
 1,138,641 
 514,957 
2009-09-01
0.2931
17
58
 29,980 
 325,735 
2009-06-01
0.6
15
25
 2,380 
 21,746 
2009-03-01
3.2727
36
11
 1,097,068 
 2,158,846 
2008-12-01
3.8462
50
13
 92,799 
 372,787 
2008-09-01
0.5476
23
42
 7,118 
 437,410 
2008-06-01
2.3333
28
12
 1,606,316 
 2,815,961 
2008-03-01
3.3636
37
11
 7,049 
 202,807 
2007-12-01
2.7692
36
13
 118,045 
 270,042 
2007-09-01
0.4
24
60
 42,576 
 265,040 
2007-06-01
0.2614
23
88
 65,126 
 300,396 
2007-03-01
0.304
38
125
 59,501 
 254,799 
2006-12-01
0.75
48
64
 198,226 
 760,301 
2006-09-01
0.2022
37
183
 115,382 
 538,340 
2006-06-01
6.0
24
4
 3,490 
 5,408 
2006-03-01
1.075
43
40
 219,712 
 446,757 
2005-12-01
0.6866
46
67
 552,355 
 908,039 
2005-09-01
1.1481
31
27
 124,915 
 165,391 
2005-06-01
2.375
19
8
 70,411 
 128,414 
2005-03-01
2.5714
36
14
 23,973 
 128,041 
2004-12-01
1.4324
53
37
 235,200 
 491,000 
2004-09-01
0.7179
28
39
 41,869 
 574,083 
2004-03-01
2.8571
40
14
 8,798 
 19,296 
2003-12-01
1.4259
77
54
 869,068 
 1,113,236 
2003-09-01
0.4776
32
67
 82,732 
 424,287 

Franklin Resources Notable Stakeholders

A Franklin Resources stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Franklin Resources often face trade-offs trying to please all of them. Franklin Resources' stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Franklin Resources' stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Gregory JohnsonChairman of the Board, Chief Executive OfficerProfile
Rupert JohnsonVice Chairman of the BoardProfile
Jennifer JohnsonPresident, Principal Executive Officer, Chief Operating OfficerProfile
Matthew NichollsChief Financial Officer, Chief Operating Officer, Executive Vice PresidentProfile
Craig TyleExecutive Vice President, General CounselProfile
William YunExecutive Vice President - Alternatives StrategiesProfile
Avinash CFAPresident IndiaProfile
Adam SpectorExecutive Vice President - Global Advisory ServicesProfile
Alok SethiExecutive Vice President - Technology and OperationsProfile
Jed PlafkerExecutive Vice President - Global Advisory ServicesProfile
Kenneth LewisCFO, Principal Financial and Accounting Officer and Executive VPProfile
John LuskExecutive VP of Investment ManagementProfile
Seth WaughIndependent DirectorProfile
Peter BarkerLead Independent DirectorProfile
Geoff YangIndependent DirectorProfile
Charles JohnsonDirectorProfile
Laura SteinIndependent DirectorProfile
Mariann ByerwalterLead Independent DirectorProfile
Geoffrey YangIndependent DirectorProfile
Mark PigottIndependent DirectorProfile
Chutta RatnathicamIndependent DirectorProfile
Thomas MerchantGeneral VPProfile
Terrence MurphyExecutive MarketsProfile
Adele TaylorSenior DevelopmentProfile
Selene OhHead RelationsProfile
Yu MengExecutive Vice President Chairman of Asia PacificProfile
Alexander FriedmanIndependent DirectorProfile
Vijay AdvaniCo-PresProfile
Lindsey OshitaSenior OfficerProfile
CPA CPAEx ChairmanProfile
Anthony NotoIndependent DirectorProfile
Lisa GallegosSenior CommunicationsProfile
Gregory CPAExecutive BoardProfile
Gwen ShaneyfeltChief Accounting OfficerProfile
John KimIndependent DirectorProfile
Karen KingIndependent DirectorProfile
John ThielIndependent DirectorProfile

About Franklin Resources Management Performance

The success or failure of an entity such as Franklin Resources often depends on how effective the management is. Franklin Resources management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Franklin management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Franklin management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.05  0.05 
Return On Capital Employed 0.04  0.04 
Return On Assets 0.03  0.03 
Return On Equity 0.09  0.08 
The data published in Franklin Resources' official financial statements usually reflect Franklin Resources' business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Franklin Resources. For example, before you start analyzing numbers published by Franklin accountants, it's critical to develop an understanding of what Franklin Resources' liquidity, profitability, and earnings quality are in the context of the Capital Markets space in which it operates.
Please note, the presentation of Franklin Resources' financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Franklin Resources' management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in Franklin Resources' accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Franklin Resources. Please utilize our Beneish M Score to check the likelihood of Franklin Resources' management manipulating its earnings.

Franklin Resources Workforce Analysis

Traditionally, organizations such as Franklin Resources use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare Franklin Resources within its industry.

Franklin Resources Manpower Efficiency

Return on Franklin Resources Manpower

Revenue Per Employee862.6K
Revenue Per Executive212.1M
Net Income Per Employee97K
Net Income Per Executive23.9M
Working Capital Per Employee478.9K
Working Capital Per Executive117.8M
When determining whether Franklin Resources offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Franklin Resources' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Franklin Resources Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Franklin Resources Stock:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Franklin Resources. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in income.
To learn how to invest in Franklin Stock, please use our How to Invest in Franklin Resources guide.
Note that the Franklin Resources information on this page should be used as a complementary analysis to other Franklin Resources' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.

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When running Franklin Resources' price analysis, check to measure Franklin Resources' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Franklin Resources is operating at the current time. Most of Franklin Resources' value examination focuses on studying past and present price action to predict the probability of Franklin Resources' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Franklin Resources' price. Additionally, you may evaluate how the addition of Franklin Resources to your portfolios can decrease your overall portfolio volatility.
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Is Franklin Resources' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Franklin Resources. If investors know Franklin will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Franklin Resources listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.55
Dividend Share
1.21
Earnings Share
1.9
Revenue Per Share
16.09
Quarterly Revenue Growth
0.012
The market value of Franklin Resources is measured differently than its book value, which is the value of Franklin that is recorded on the company's balance sheet. Investors also form their own opinion of Franklin Resources' value that differs from its market value or its book value, called intrinsic value, which is Franklin Resources' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Franklin Resources' market value can be influenced by many factors that don't directly affect Franklin Resources' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Franklin Resources' value and its price as these two are different measures arrived at by different means. Investors typically determine if Franklin Resources is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Franklin Resources' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.