NYSE · Asset Management

BEN (BEN) Stock

$33.10 -3.07% NYSE: BEN Financial Services

Valuation

MetricValue
Price$33.10
Market Cap$17.20B
P/E Ratio24.92
P/B Ratio1.40
P/S Ratio1.88
EPS (TTM)$0.00
52-Week High$35.25
52-Week Low$21.11
Dividend Yield3.98%

Financials & Margins

MetricValue
ROE6.70%
ROA2.60%
ROCE4.26%
Gross Margin73.80%
Operating Margin9.34%
Net Margin8.99%
Debt/Equity1.27
Current Ratio2.71

Annual Financials (USD)

Metric20212022202320242025
Revenue$8.4B$8.3B$7.8B$8.5B$8.8B
Operating Profit$1.9B$1.8B$1.1B$408.0M$604.0M
Net Profit$1.8B$1.3B$883.0M$465.0M$525.0M
EPS$3.57$2.53$1.72$0.85$0.91
Op Margin22.3%21.4%14.0%4.8%6.9%

Balance Sheet (USD)

Metric20212022202320242025
Total Assets$24.2B$28.1B$30.1B$32.5B$32.4B
Total Liabilities$11.4B$14.2B$16.5B$17.9B$18.2B
Cash$4.6B$4.8B$4.4B$4.4B$3.6B
Borrowings$7.6B$9.4B$11.8B$13.1B$13.3B

Latest News

BEN: Lowering target price to $35.00 Argus Research · Jul 15, 2026 Barclays Adjusts Price Target on Franklin Resources to $34 From $31, Maintains Equalweight Rating MT Newswires · Jul 14, 2026 BEN vs. TROW: Which Stock Should Value Investors Buy Now? Zacks · Jul 13, 2026 BMO Capital Adjusts Franklin Resources Price Target to $39 From $35, Maintains Outperform Rating MT Newswires · Jul 13, 2026 5 Solid Dividend Stocks to Buy in July 24/7 Wall St. · Jul 10, 2026

Cash Flow (USD)

Metric20212022202320242025
Operating Cash Flow$1.2B$2.0B$1.1B$971.0M$1.1B
Investing Cash Flow$-2.7B$-3.4B$-3.8B$-2.6B$-2.5B
Financing Cash Flow$501.0M$4.0M$381.0M$-138.0M$283.0M
Net Cash Flow$657.0M$135.0M$-380.0M$7.0M$-835.0M
Free Cash Flow$1.2B$1.9B$940.0M$794.0M$912.0M

Valuation & Return Ratios

MetricValue
PEG Ratio0.40
EV / EBITDA11.22
FCF Yield5.48%
Quick Ratio17.14
Interest Coverage6.36
Return 1Y42.90%
Return 3Y53.52%
Return 5Y36.16%

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
AMG $360.75 -2.02% 14.49 $9.53B 0.01%
AMP $542.64 -1.89% 13.31 $48.78B 1.22%
ARCCAres Capital Corporation $18.78 +2.01% 11.52 $13.48B 0.00%
ARES $139.09 -2.85% 62.24 $45.68B 3.79%
BLK $1128.10 -2.38% 27.68 $174.85B 1.95%

About BEN

BEN is led by CEO Jennifer Johnson, employs 9,800 people, headquartered in San Mateo, US, publicly traded since 1983.

BEN stock trades at $33.10 with a market capitalization of $17.20B. The stock is valued at a price-to-earnings (P/E) ratio of 24.92, price-to-book of 1.40, price-to-sales of 1.88. Over the past 52 weeks the stock has ranged between $21.11 and $35.25, and currently trades 6.1% below its 52-week high. It pays a dividend yielding 3.98%.

On profitability, BEN generates a return on equity (ROE) of 6.70%, return on capital employed of 4.26%, an operating margin of 9.34%, a net profit margin of 8.99%.

In its most recent fiscal year, BEN reported annual revenue of $8.8B, net profit of $525.0M, revenue has compounded at 9.5% a year over the last five years, profit at -8.1% a year.

The balance sheet shows a debt-to-equity ratio of 1.27, a current ratio of 2.71, total assets of $32.4B, $3.6B in cash and equivalents.

BEN has a beta of 1.59 (more volatile than the overall market).

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