Fool - Investing News·6d ago
3 Financial Stocks Whose Dividends Survived the Last Recession IntactThese stocks navigated not just the COVID recession, but the Great Recession, too.
Franklin Resources' revenue is entirely fee-based (100% of total revenue), with total revenue reaching $2.4B in Q3 FY2026, up 8.9% year-over-year. However, the company faces significant headwinds from a $1.1B provision for credit losses in Q3 FY2026, which com...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 8.9% year-over-year to $2.4B in Q3 FY2026, driven entirely by fee income, but a $1.1B provision for credit losses led to a net income of only $171.5M and an efficiency ratio of 45.0%.
Franklin Resources anticipates continued strength in private markets fundraising, particularly in private credit and secondary private equity. They aim for annual fundraising above their $25–30 billion target, driven by new fund launches and a strong institutional pipeline.
The company is investing in AI and technology to scale client solutions, including its Canvas platform for custom indexing and tax-efficient investments. This platform has already seen significant growth in assets under management (AUM).
Franklin Resources' ETF assets under management have grown substantially, with active ETFs forming a significant portion of the platform. They plan to expand ETF offerings and expect continued momentum in various ETF strategies.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 31, 2026 | $0.72+9.4% vs $0.66 | $1.8B+3.3% vs $1.8B |
Q2 2026 Apr 28, 2026 | $0.71+29.1% vs $0.55 | $1.8B+2.9% vs $1.7B |
Q1 2026 Jan 30, 2026 | $0.70+27.3% vs $0.55 | $1.7B+2.1% vs $1.7B |
Q4 2025 Nov 7, 2025 | $0.67+16.1% vs $0.58 | $2.3B+36.6% vs $1.7B |
These stocks navigated not just the COVID recession, but the Great Recession, too.
Here is how Franklin Templeton (BEN) and Bank of Montreal (BMO) have performed compared to their sector so far this year.
Investors looking for new opportunities may find them abroad. Investors poured money into international ETFs this year.
BEN's arm is acquiring a majority stake in Stoneshield to expand its European alternatives platform, taking Franklin's alternatives AUM above $300 billion.
Benchmark BEN against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Franklin Resources, Inc. (BEN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $33.13 | $17.22B | 36.41 | 3.52% | 5.98% | 3.65% | 4% | |
| $30.85 | $13.68B | -19.28 | 4.75% | -0.93% | -0.48% | — | |
| $104.18 | $22.32B | 11.26 | 3.12% | 29.26% | 18.49% | — | |
| $360.28 | $9.52B | 15.84 | 21.05% | 33.86% | 19.67% | — | |
| $130.31 | $870.75M | 6.53 | -7.13% | 15.72% | 11.02% | — | |
| $174.99 | $473.29M | 9.77 | 4.48% | 30.89% | 27.03% | — |
Franklin Resources, Inc. (BEN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Franklin Resources, Inc. (BEN) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 31, 2026·SEC
Jul 30, 2026·SEC
Jul 23, 2026·SEC
Nov 10, 2025·SEC
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Franklin Resources, Inc. (BEN) stock FAQ — growth, dividends, profitability & financials explained
Franklin Resources, Inc. (BEN) grew revenue by 3.5% over the past year. Growth has been modest.
Yes, Franklin Resources, Inc. (BEN) is profitable, generating $891.2M in net income for fiscal year 2025 (6.0% net margin).
Yes, Franklin Resources, Inc. (BEN) pays a dividend with a yield of 4.00%. This makes it attractive for income-focused investors.
Franklin Resources, Inc. (BEN) has a return on equity (ROE) of 3.7%. This is below average, suggesting room for improvement.
Franklin Resources, Inc. (BEN) has a net interest margin (NIM) of -0.3%. NIM has been under pressure due to interest rate environment.
Franklin Resources, Inc. (BEN) has an efficiency ratio of 73.5%. This is higher than peers, suggesting room for cost optimization.
