Market Cap
$16.3B
BEN
FRANKLIN TEMPLETON INC
$32.81 ▲ +0.95%
Prev close $32.50Market cap$16.3B
ConsensusSell
12-mo target$35.50 (+8.2%)
▼ Bearish
Analyst conviction 4/10
32 New Institutional Positions18 Institutional Exits Traditional Finance
Snapshot
The big-picture read on BEN right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (35%)
Inst. Holders
50 funds
Inst. Value
$6.6B
Inst. Activity
32 buys / 18 sells
Social Sentiment
29° Bearish
SEC Reports
7
Price chart 30d -2.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: BEN — 58.8% short (1.0M / 1.6M)
Short: 956,645 | Exempt: 406 | TRF Vol: 1,626,382 | Short Ratio: 58.8% | Off-exchange volume (dark p
Aug 31, 2026 Insider
Oshita Lindsey Harumi surrendered for taxes 2,598 shares
Chief Accounting Officer @ $34.15 ($88.7K)
Aug 31, 2026 Insider
Gamba Daniel surrendered for taxes 64,136 shares
Co-President, Chief Commercial @ $34.15 ($2.2M)
Aug 31, 2026 Insider
Aug 13, 2026 SEC Nicholls Matthew surrendered for taxes 61,533 shares
Co-President, CFO & COO @ $34.15 ($2.1M)
Franklin Resources Inc. filed its quarterly 13F-HR for the period ending June 30, 2026, revealing a portfolio with a tot
13F-HR — Impact 5/10
Franklin Resources completed a $750M public offering of 5.500% unsecured notes due 2036, using the net proceeds of appro
8-K — Impact 4/10
Franklin Resources filed a preliminary 424B5 prospectus supplement for an offering of senior unsecured notes due 2036. T
424B5 — Impact 4/10
Jun 30, 2026 Inst.
BARCLAYS PLC — ADD
4,042,708 shares ($134.5M)
Analyst ratings buy % +118.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
35% rate it Buy or better · 17 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 3, 2026 | Evercore ISI Group | MAINTAIN | Underperform | 59% |
| Aug 3, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 14, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 10, 2026 | Evercore ISI Group | MAINTAIN | Underperform | 59% |
| Jun 26, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jun 22, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| May 6, 2026 | Morgan Stanley | UPGRADE | Equal-Weight | 55% |
| Apr 29, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Apr 29, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 5 | 9 | 2 | 0 | 35% | |
| Aug 1, 2026 | 1 | 5 | 9 | 2 | 0 | 35% | |
| Jul 1, 2026 | 1 | 5 | 8 | 2 | 0 | 38% | |
| Jun 1, 2026 | 1 | 5 | 8 | 2 | 0 | 38% | |
| May 1, 2026 | 0 | 3 | 8 | 7 | 1 | 16% | |
| Apr 1, 2026 | 0 | 3 | 7 | 8 | 1 | 16% | |
| Mar 1, 2026 | 0 | 3 | 7 | 8 | 1 | 16% | |
| Feb 1, 2026 | 0 | 3 | 7 | 8 | 1 | 16% |
Price targets
Where 12 covering analysts think BEN trades over the next 12 months.
$35.50 +8.2% upside Buy
Current$32.81 Low$26.00 Median$36.00 High$41.00 12 analysts
$26.00$41.00
Analyst rating Hold· 2.8/5 as of Oct 2, 2026
Social media sentiment mood -17.5%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
29°
Bearish
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 1 bullish, 1 bearish, 1 mixed, 4 neutral · avg impact 4.6/10.
NEUTRAL13F-HR5/10
Franklin Resources Inc. filed its quarterly 13F-HR for the period ending June 30, 2026, revealing a
Aug 13, 2026
NEUTRAL8-K4/10
Franklin Resources completed a $750M public offering of 5.500% unsecured notes due 2036, using the n
Aug 11, 2026
NEUTRAL424B54/10
Franklin Resources filed a preliminary 424B5 prospectus supplement for an offering of senior unsecur
Aug 5, 2026
MIXED8-K5/10
Franklin Resources reported Q3 fiscal 2026 GAAP EPS of $0.31, down 37% sequentially from $0.49, and
Jul 31, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: BEN — 58.8% short (1.0M / 1.6M)
Short: 956,645 | Exempt: 406 | TRF Vol: 1,626,382 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: BEN — 56.1% short (0.7M / 1.2M)
Short: 683,112 | Exempt: 932 | TRF Vol: 1,217,863 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: BEN — 55.6% short (0.3M / 0.6M)
Short: 326,067 | Exempt: 946 | TRF Vol: 586,481 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: BEN — 62.3% short (0.5M / 0.8M)
Short: 509,558 | Exempt: 3,041 | TRF Vol: 817,302 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: BEN — 56.6% short (0.5M / 0.9M)
Short: 483,600 | Exempt: 1,224 | TRF Vol: 854,632 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.77 | $0.73–$0.79 | 15.0% | +0.4% | 4↑ 1↓ | $2.1B | 9 |
| Next Q | $0.75 | $0.70–$0.78 | 6.8% | +0.4% | 5↑ 2↓ | $2.4B | 7 |
| Current FY | $2.89 | $2.86–$2.92 | 30.4% | +0.2% | 9↑ 0↓ | $8.8B | 11 |
| Next FY | $3.19 | $3.06–$3.27 | 10.1% | +0.6% | 8↑ 1↓ | $9.2B | 11 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.770 | — |
| 7d ago | $0.769 | +0.001 |
| 30d ago | $0.768 | +0.003 |
| 60d ago | $0.766 | +0.004 |
| 90d ago | $0.739 | +0.031 |
Institutional ownership
Which big funds own BEN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.6B total value (197,224,417 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 28,910,284 | $961.8M | 14.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 20,135,638 | $669.9M | 10.2% | — |
| STATE STREET CORP | 19,733,211 | $662.9M | 10.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13,735,521 | $457.0M | 7.0% | — |
| Invesco Ltd. | 12,091,225 | $402.3M | 6.1% | — |
| DIMENSIONAL FUND ADVISORS LP | 10,224,825 | $340.2M | 5.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 7,910,758 | $262.7M | 4.0% | — |
| GOLDMAN SACHS GROUP INC | 7,256,259 | $241.4M | 3.7% | — |
| ProShare Advisors LLC | 6,022,325 | $200.4M | 3.1% | — |
| Artemis Investment Management LLP | 5,311,209 | $176.7M | 2.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BARCLAYS PLC | ADD | 2,813,629 | 4,042,708 | +43.7% | $134.5M |
| NORGES BANK | NEW | — | 2,956,401 | — | $98.4M |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 1,587,762 | 2,249,669 | +41.7% | $74.8M |
| FIL Ltd | DOUBLED | 60,277 | 1,869,344 | +3001.3% | $62.2M |
| Holocene Advisors, LP | ADD | 890,956 | 1,763,754 | +98.0% | $58.7M |
| Woodline Partners LP | NEW | — | 1,748,706 | — | $58.2M |
| Point72 Asset Management, L.P. | DOUBLED | 248,100 | 1,343,051 | +441.3% | $44.7M |
| JPMORGAN CHASE & CO | TRIM | 2,105,874 | 1,292,036 | -38.6% | $43.3M |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,964,424 | 1,234,381 | -37.2% | $41.1M |
| ROYAL BANK OF CANADA | ADD | 886,393 | 1,219,100 | +37.5% | $40.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 25 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Oshita Lindsey Harumi | Chief Accounting Officer | TAX W/H | 2,598 | $34.15 | $88.7K |
| Aug 31, 2026 | Gamba Daniel | Co-President, Chief Commercial | TAX W/H | 64,136 | $34.15 | $2.2M |
| Aug 31, 2026 | Nicholls Matthew | Co-President, CFO & COO | TAX W/H | 61,533 | $34.15 | $2.1M |
| Aug 31, 2026 | Merchant Thomas C | EVP, General Counsel | TAX W/H | 9,807 | $34.15 | $334.9K |
| Aug 31, 2026 | Murphy Terrence | Co-President, Public Markets | TAX W/H | 25,125 | $34.15 | $858.0K |
| Aug 31, 2026 | JOHNSON GREGORY E | Executive Chairman | TAX W/H | 10,568 | $34.15 | $360.9K |
| Aug 31, 2026 | JOHNSON JENNIFER M | Chief Executive Officer | TAX W/H | 116,053 | $34.15 | $4.0M |
| Jul 21, 2026 | Murphy Terrence | Co-President, Public Markets | AWARD | 229,850 | $32.63 | $7.5M |
| Jul 21, 2026 | Nicholls Matthew | Co-President, CFO & COO | AWARD | 229,850 | $32.63 | $7.5M |
| Jul 21, 2026 | Gamba Daniel | Co-President, Chief Commercial | AWARD | 229,850 | $32.63 | $7.5M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BEN.
Shares short
16,576,135
Settlement Sep 15, 2026
Change vs prior
+1.8%
Semi-monthly cycle
Days to cover
5.2
At avg daily volume
Of shares outstanding
≈3.3%
Estimate — not % of float
All BEN filing & press-release reports (7)
- 13F-HR reportAug 13, 2026
- 8-K reportAug 11, 2026
- 424B5 reportAug 5, 2026
- 8-K reportJul 31, 2026
- 8-K reportJul 23, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportJun 5, 2026