Q1 EPS Forecast for Franklin Resources Decreased by Analyst

Franklin Resources, Inc. (NYSE:BEN) – Zacks Research reduced their Q1 2025 earnings per share estimates for shares of Franklin Resources in a report released on Monday, November 25th. Zacks Research analyst R. Department now anticipates that the closed-end fund will earn $0.53 per share for the quarter, down from their previous estimate of $0.56. The consensus estimate for Franklin Resources’ current full-year earnings is $2.40 per share. Zacks Research also issued estimates for Franklin Resources’ Q2 2025 earnings at $0.55 EPS, Q3 2025 earnings at $0.60 EPS, FY2025 earnings at $2.33 EPS, Q1 2026 earnings at $0.61 EPS, Q2 2026 earnings at $0.67 EPS, Q4 2026 earnings at $0.72 EPS, FY2026 earnings at $2.56 EPS and FY2027 earnings at $2.99 EPS.

Franklin Resources (NYSE:BEN) last released its earnings results on Monday, November 4th. The closed-end fund reported $0.59 EPS for the quarter, missing the consensus estimate of $0.60 by ($0.01). The business had revenue of $2.21 billion for the quarter, compared to analysts’ expectations of $1.70 billion. Franklin Resources had a net margin of 5.48% and a return on equity of 9.62%. The business’s quarterly revenue was up 11.3% compared to the same quarter last year. During the same quarter last year, the company posted $0.84 earnings per share.

Other equities analysts have also recently issued reports about the company. Morgan Stanley reduced their target price on Franklin Resources from $21.00 to $19.00 and set an “underweight” rating for the company in a research note on Friday, October 18th. The Goldman Sachs Group dropped their price target on Franklin Resources from $23.75 to $21.25 and set a “sell” rating on the stock in a research report on Monday, September 30th. Deutsche Bank Aktiengesellschaft dropped their price target on Franklin Resources from $20.00 to $19.00 and set a “hold” rating on the stock in a research report on Tuesday, November 5th. UBS Group dropped their price target on Franklin Resources from $24.00 to $21.00 and set a “neutral” rating on the stock in a research report on Tuesday, October 22nd. Finally, Barclays dropped their target price on Franklin Resources from $20.00 to $19.00 and set an “underweight” rating on the stock in a research report on Monday, October 14th. Five investment analysts have rated the stock with a sell rating and seven have assigned a hold rating to the company’s stock. According to data from MarketBeat, Franklin Resources presently has a consensus rating of “Hold” and an average price target of $20.20.

Franklin Resources Stock Performance

Franklin Resources stock opened at $22.70 on Wednesday. The stock has a market cap of $11.89 billion, a P/E ratio of 26.40, a price-to-earnings-growth ratio of 2.45 and a beta of 1.38. The company has a current ratio of 1.63, a quick ratio of 1.63 and a debt-to-equity ratio of 0.92. The stock has a 50 day moving average of $20.82 and a 200-day moving average of $21.72. Franklin Resources has a 52 week low of $18.94 and a 52 week high of $30.32.

Hedge Funds Weigh In On Franklin Resources

Hedge funds and other institutional investors have recently modified their holdings of the stock. Altshuler Shaham Ltd acquired a new position in shares of Franklin Resources in the 2nd quarter valued at $27,000. MFA Wealth Advisors LLC acquired a new position in shares of Franklin Resources in the 3rd quarter valued at $26,000. Sentry Investment Management LLC acquired a new position in shares of Franklin Resources in the 2nd quarter valued at $30,000. Matrix Trust Co acquired a new position in shares of Franklin Resources in the 3rd quarter valued at $29,000. Finally, Larson Financial Group LLC lifted its stake in Franklin Resources by 254.4% in the 3rd quarter. Larson Financial Group LLC now owns 1,779 shares of the closed-end fund’s stock worth $36,000 after acquiring an additional 1,277 shares in the last quarter. Institutional investors and hedge funds own 47.56% of the company’s stock.

Insider Transactions at Franklin Resources

In other news, major shareholder Charles B. Johnson bought 100,000 shares of the firm’s stock in a transaction that occurred on Wednesday, September 11th. The stock was acquired at an average price of $19.08 per share, with a total value of $1,908,000.00. Following the completion of the purchase, the insider now directly owns 89,308,192 shares of the company’s stock, valued at $1,704,000,303.36. This represents a 0.11 % increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Franklin Resources Inc sold 7,900 shares of the firm’s stock in a transaction dated Friday, October 18th. The shares were sold at an average price of $43.71, for a total value of $345,309.00. Following the transaction, the insider now directly owns 36,519 shares of the company’s stock, valued at $1,596,245.49. This represents a 17.79 % decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 24,024 shares of company stock valued at $1,051,375. 24.13% of the stock is currently owned by corporate insiders.

Franklin Resources Company Profile

Franklin Resources, Inc is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries.