See Graham's ranking
5.0
Franklin Resources Inc. operates within the financial sector, specifically in the investment management and asset-management services subsector, with its shares traded on the New York Stock Exchange (NYSE) under the primary ticker BEN. Its corporate formation is attributed to Rupert H. Johnson Sr., whose initial objective was to establish an asset-management firm focused on diversified investment solutions for institutional and retail investors.
The product and service portfolio includes mutual funds, fixed-income and equity strategies, asset-allocation solutions, alternative investments, wealth-management services, fiduciary services, advisory for institutional investors, and pooled-investment platforms. Activities encompass market analysis, portfolio construction, risk management, and custody-related services for investment funds.
Its market presence is international, with significant operations across the United States, Europe, Asia, and Latin America. The company serves institutional investors, financial advisors, fund-distribution platforms, individual investors, and corporate clients through subsidiaries, partnerships, and regional representatives.
Relevant market factors include interest-rate dynamics, capital-market volatility, regulatory frameworks governing investments, competition with large global asset managers, asset-allocation trends, and demand for fixed-income, equity, and multi-asset products. Regulatory changes related to compliance, disclosure, and governance standards also influence operational practices.
Operational scale includes tens of thousands of institutional and individual clients, hundreds of investment strategies, multiple asset classes under management, and operations spread across more than 30 countries. The asset base under management (AUM) reflects meaningful participation in the global investment-management industry, with substantial volumes of capital allocated across investor categories.
The operational structure comprises the corporate headquarters in San Mateo, California, investment centers in the United States, Europe, and Asia, and specialized divisions focused on fixed income, equities, multi-asset solutions, and alternatives. Support units include compliance, technology, market research, and investor-relations teams. Service logistics integrate order-execution platforms, custody systems, fund-distribution networks, and client-service operations.
Its operating model combines active and passive asset management, selection of debt and equity securities, development of thematic funds, fiduciary solutions, and advisory services. Investment processes rely on proprietary research, quantitative analysis, integrated risk management, and adherence to internal governance and regulatory-compliance policies. The primary trading ticker is BEN, listed on the NYSE.
History and Foundation
The company was founded in 1947 in New York, with the initial objective of providing investment-management and financial-advisory services to institutional and individual investors. Early efforts focused on developing asset-allocation strategies tailored to clients’ risk-adjusted return requirements.
During its early years, challenges included establishing credibility in the financial markets, building a stable client base, and developing internal research and analytical capabilities. Early achievements included the creation of mutual funds and the reinforcement of professionalized management practices.
Expansion and growth were driven by product diversification, entry into new international markets, establishment of operations in major global financial centers, and development of investment solutions for different risk profiles. Strategic partnerships and the opening of overseas offices increased distribution reach.
Key historical milestones include significant expansion of its fund portfolio during the 1970s, internationalization throughout the 1980s and 1990s, and the 1971 initial public offering (IPO), which provided greater access to capital to support growth, investment-management technology, and global expansion.
Between 2020 and 2024, relevant developments included strategic adjustments in response to capital-market volatility, regulatory changes affecting fiduciary and investment segments, advancement of the digital fund-distribution platform, expansion of fiduciary and multi-asset solutions, and adaptation of products to address ESG and sustainability demands across managed portfolios. These factors influenced operational practices and the company’s competitive positioning within the global asset-management industry.
Additional Information
The Company Franklin Resources Inc. (United States), is listed on NYSE with a market value of $ 12.46 Billions, having an equity of $ 14.19 Billions.
With a total of 11.800 employees, the company is listed in the sector of Financial and categorized in industry of Capital Markets.
In the last 12 months the Company had a revenue of $ 8.77 Billions, which generated a profit in the amount of $ 524.90 Millions.
As for its main indicators, the Company has a P/E ratio of 23.73, a P/BV ratio of 0.88 and in the last 12 months the dividend yield of BEN was at 5.29%.
The Company is traded internationally through the ticker BEN.
