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SEC EDGAR: CIK 38777BEN stock profile & AI dashboard →

13F Pro Quality Score

59.9/100

Rank #892 of 2,879 stocksTOP 50%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

46.1/100

Profitability

65.3/100

Balance Sheet

54.1/100

Earnings Quality

36.1/100

Free Cash Flow

61.0/100

Institutional Flow

76.6/100

Revenue Scale

85.3/100

Dilution Risk

37.8/100

BEN Stock Analysis & AI Quality Score

AI stock analysis and institutional research for FRANKLIN RESOURCES INC (BEN), a Financials sector company. 13F Pro's AI-powered ranking engine scores BEN at 59.9/100 on a 32-signal composite quality model, placing it at rank #892 of 2,879 stocks — the top half of the AI-ranked universe. BEN scores in the top quartile across revenue scale (85.3), institutional flow (76.6). Areas of concern include earnings quality (36.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 37.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), FRANKLIN RESOURCES INC reports quarterly revenue of $2.3B, net income of $268.2M, free cash flow of $-27.6M. Top institutional holders of BEN by reported 13-F value include Power of Canada, BlackRock,, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. BEN trades on the NYSE exchange and files with the SEC under CIK 38777. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BEN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for FRANKLIN RESOURCES INC directly from SEC EDGAR. FRANKLIN RESOURCES INC's 13F Pro composite quality score has ranged between 8 and 76 since 2021, currently 59.9 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.

Revenue

Q2 2026

$2.3B

Net Income

Q2 2026

$268.2M

Free Cash Flow

Q2 2026

$-27.6M

ROIC

Q2 2026

2.3%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+11.7% YoY
$8.77BFY 2025
FY21 $8.43BFY22 $8.28BFY23 $7.85BFY25 $8.77B

Net Income

-40.5% YoY
$524.9MFY 2025
FY21 $1.83BFY22 $1.29BFY23 $882.8MFY25 $524.9M

Operating Income

-45.2% YoY
$604.1MFY 2025
FY21 $1.88BFY22 $1.77BFY23 $1.10BFY25 $604.1M

EPS (Diluted)

-47.1% YoY
$0.91FY 2025
FY21 $3.57FY22 $2.53FY23 $1.72FY25 $0.91

Total Assets

+7.5% YoY
$32.37BFY 2025
FY21 $24.17BFY22 $28.06BFY23 $30.12BFY25 $32.37B

Total Debt

-22.6% YoY
$2.36BFY 2025
FY21 $3.40BFY22 $3.38BFY23 $3.05BFY25 $2.36B

Op. Cash Flow

-2.1% YoY
$1.07BFY 2025
FY21 $1.25BFY22 $1.96BFY23 $1.09BFY25 $1.07B

AI Insight: BEN Financial Trends

Franklin Resources shows operating income recovery with Q1 2026 reaching $323M, up from $85M in Q3 2025, while debt declined 26% over two years.

Operating income rebounded from $85M in Q3 2025 to $323M in Q1 2026, marking strong operational improvement.

Total debt decreased from $3,035M in Q2 2024 to $2,253M in Q1 2026, reflecting deleveraging efforts.

Revenue declined 6% from Q2 2024 ($2,123M) to Q1 2026 ($2,295M) despite recent quarterly volatility.

Operating cash flow remains volatile with negative $28M in Q1 2026 after negative $255M in Q4 2025.

Equity base contracted from $12,870M in Q2 2024 to $12,124M in Q1 2026, down 6%.

AI Insight: BEN Ratio Trends

Franklin Resources shows strong momentum with operating margin expanding from 3.6% in Q3 2025 to 14.1% in Q1 2026.

Operating margin surged from 3.6% in Q3 2025 to 14.1% in Q1 2026, highest level in data set.

ROIC recovered sharply from 2.4% in Q3 2025 to 9.0% in Q1 2026, reflecting improved capital efficiency.

ROE expanded from 3.9% in Q3 2025 to 8.8% in Q1 2026, demonstrating strengthening profitability.

Debt-to-equity ratio improved from 0.24 in Q2 2024 to 0.19 in Q1 2026, indicating deleveraging.

Q3 2024 showed negative margins across all profitability metrics, highlighting potential volatility risk.

TTM ROIC of 5.9% lags Q1 2026's 9.0%, suggesting recent improvement may not reflect sustained performance.

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Available Research

13F Pro tracks comprehensive data for FRANKLIN RESOURCES INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of BEN

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Is BEN a good stock to buy?

13F Pro's AI-powered analysis of FRANKLIN RESOURCES INC (BEN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BEN are available on the BEN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own BEN?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BEN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of FRANKLIN RESOURCES INC's investment landscape.