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Franklin Resources (BEN) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates


For the quarter ended December 2025, Franklin Resources (BEN) reported revenue of $2.33 billion, up 3.4% over the same period last year. EPS came in at $0.70, compared to $0.59 in the year-ago quarter.

The reported revenue represents a surprise of +8.45% over the Zacks Consensus Estimate of $2.15 billion. With the consensus EPS estimate being $0.55, the EPS surprise was +28.21%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Franklin Resources performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Total Net Flows: $26.80 billion versus the three-analyst average estimate of $11.47 billion.
  • Assets Under Management - Fixed income: $437.70 billion versus the three-analyst average estimate of $444.07 billion.
  • Assets Under Management - Multi-Asset: $198.80 billion versus $195.31 billion estimated by three analysts on average.
  • Assets Under Management - Equity: $697.20 billion compared to the $681.88 billion average estimate based on three analysts.
  • Assets Under Management - Total: $1,684.00 billion compared to the $1,664.05 billion average estimate based on three analysts.
  • Assets Under Management - Alternative: $273.80 billion versus the three-analyst average estimate of $267.81 billion.
  • Assets Under Management - Cash Management: $76.50 billion compared to the $74.99 billion average estimate based on three analysts.
  • EOP Net Flows - Alternatives: $6.60 billion versus $3.06 billion estimated by two analysts on average.
  • Operating Revenues- Other: $19.6 million compared to the $12.72 million average estimate based on three analysts. The reported number represents a change of +47.4% year over year.
  • Operating Revenues- Sales and distribution fees: $388.7 million compared to the $371.32 million average estimate based on three analysts. The reported number represents a change of +3.5% year over year.
  • Operating Revenues- Shareholder servicing fees: $70.9 million compared to the $62.85 million average estimate based on three analysts. The reported number represents a change of +11.7% year over year.
  • Operating Revenues- Investment management fees: $1.85 billion versus the three-analyst average estimate of $1.7 billion. The reported number represents a year-over-year change of +2.7%.

View all Key Company Metrics for Franklin Resources here>>>

Shares of Franklin Resources have returned +8.3% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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Franklin Resources, Inc. (BEN): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

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