Franklin Resources, Inc. (BEN:NYSE)の戦略的SWOTと財務分析

Report Overview

Report Summary

Franklin Resources, Inc. Strategic SWOT Analysis and Financial Insights – A 360° Review of Opportunities, Challenges and Risk, Corporate and ESG Strategies, Competitive Intelligence, and Recent Trends Report is a comprehensive and easily accessible overview of Franklin Resources, Inc.’s business operations. It provides a detailed analysis of the company’s financial and strategic standing, as well as its position in the industry compared to competitors. The report includes several key features to facilitate decision-making and provide insights into the company’s performance.

The report begins with in-depth information about Franklin Resources, Inc. including key insights, business segments, key executives, locations, products and services, historical events, corporate strategy, and management discussions. This section provides a solid foundation for understanding the company’s key attributes.

Next, the report assesses Franklin Resources, Inc.’s strategic standing through various analyses. The ESG spotlight evaluates the company’s environmental, social, and governance performance, providing insights into its sustainability efforts and ethical practices. The SWOT analysis examines the company’s internal strengths and weaknesses, as well as external opportunities and threats. Additionally, By integrating these strategic analyses, the report offers a comprehensive understanding of Franklin Resources, Inc.’s overall strategic standing and supports informed decision-making and strategic planning.

The report also covers Franklin Resources, Inc.’s financial analysis basis of latest income statement, balance sheet, and cash flow statement. Key financial ratios related to profitability, asset turnover, credit, market, and long-term solvency are outlined, providing guidance for investment decisions. Furthermore, the report compares Franklin Resources, Inc.’s financial parameters with those of its competitors, offering a unique analysis of the competitive landscape. This information helps manage the business environment and improve sales activities by gaining insight into competitors’ operations.

Finally, the report includes recent news and deal activities undertaken by Franklin Resources, Inc. enhancing awareness of the company’s business trends, growth perspectives, and more.

Key Highlights

Franklin Resources Inc. is Founded in 1947, the company is headquartered in San Mateo, California, United States. a global investment management company that offers a wide range of financial products and services. These include mutual funds, exchange-traded funds (ETFs), separately managed accounts, and institutional investment management services. The company also provides retirement planning and wealth management services for individuals and institutions. Additionally, Franklin Resources offers investment advisory services, including portfolio management, research, and risk management. The company operates through its subsidiaries, Franklin Templeton Investments and Franklin Templeton Distributors, Inc., and serves clients in over 170 countries. With a focus on long-term investment strategies and a diverse range of offerings, Franklin Resources aims to help clients achieve their financial goals and secure their financial future.

Franklin Resources, Inc. in the News:-

2026-06-03 – Franklin Resources, Inc. Announces Preliminary Month
2026-05-20 – Franklin Resources, Inc. Announces Quarterly Dividend
2025-07-23 – Franklin Templeton Launches Franklin Ethereum ETF (EZET)
2025-07-23 – Franklin Templeton Selects Aladdin by BlackRock to Unify Its Investment Management Technology
2025-07-17 – Franklin Templeton Hires Rich Nuzum as Head of OCIO

Scope

• Tactical Analysis:- Various strategic frameworks to gain insights into a Franklin Resources, Inc.’s competitive position and operational environment. These analytical tools assist in identifying competitive advantages, potential risks, and areas for improvement and efficiency, enabling companies to make informed tactical decisions.
• Business Strategy:- Contributes to shaping the Franklin Resources, Inc.’s overall direction, goals, and decision-making processes, ensuring long-term success and alignment with stakeholder expectations.
• Financial Position:- Provide valuable information on the financial performance and investor sentiment surrounding the company. Indicating the level of confidence and expectations in the company’s future prospects. These components collectively contribute to understanding the financial health and market perception of the company.
• Company Fundamentals:- These fundamentals offer valuable insights into the company’s history, operations, leadership, and geographical presence, aiding in a comprehensive understanding of the organization.
• Competitive Landscape:- An identification of the Franklin Resources, Inc.’s main competitors, providing insights into the competitive landscape it operates in.

Reasons to Buy

• Comprehensive Understanding of the Franklin Resources, Inc.’s internal and external factors through SWOT analysis, Financial Analysis, and Competitors Benchmarking.
• Strive Strategic Decision Making with various analyses and identifying potential customers and suppliers.
• Mitigate Risk with help of thorough analysis of internal and external factors. Furthermore, develop strategies and contingency plans to address these challenges and minimize their impact on business operations.
• Competitive Benchmarking will help to gain a competitive advantage by understanding industry trends, customer preferences, and best practices.
• Financial Performance Evaluation provides crucial insights into key financial ratios and trends, supporting better financial decision-making and resource allocation.
• Valuable insights from the report enable investors and partners to make informed decisions regarding potential Collaborations, Investments, or Partnerships with the company.

Additionally, available deep-dive analysis on the company Franklin Resources, Inc.:

• Franklin Resources, Inc. PESTLE Analysis
• Franklin Resources, Inc. Value Chain Analysis
• Franklin Resources, Inc. Porter’s Five Forces Analysis
• Franklin Resources, Inc. VRIO Analysis
• Franklin Resources, Inc. BCG Analysis
• Franklin Resources, Inc. Segmentation, Targeting and Positioning (STP) Analysis
• Franklin Resources, Inc. Ansoff Matrix Analysis

Table of Contents

Table of Contents 2
Tables 5
Charts 6
Franklin Resources, Inc. – Key Company Facts 7
Franklin Resources, Inc. – Company Description 8
Franklin Resources, Inc. – Top Executives 9
Franklin Resources, Inc. – Head Office & Locations 10
Head Office – Country 10
Franklin Resources, Inc. – Products and Services 11
Products 11
Services 12
Franklin Resources, Inc. – Corporate Strategy 13
Franklin Resources, Inc. – Business Description 16
Investment Management and Related Services 16
Franklin Resources, Inc. – ESG Spotlight 18
Environment 18
Social 19
Corporate Governance 19
Franklin Resources, Inc. – SWOT Analysis 21
Overview 21
Strengths 23
Weaknesses 26
Opportunities 28
Threats 30
Franklin Resources, Inc. – Financial Deep Dive 32
Share Price Trend – Jun-2025 to Jun-2026 (Average Share Closing Price) 32
Profit and Loss Statement 34
Summary of Profit and Loss Statement 34
Balance Sheet 38
Summary of Balance Sheet 38
Cash Flow Statement 42
Summary of Cash Flow Statement 42
Key Financial Ratio Analysis 46
Franklin Resources, Inc. – Ratio Charts 48
Activity Ratio Charts 48
Growth Ratios Charts 49
Leverage Ratio Charts 53
Liquidity Ratio Charts 55
Profitability Ratio Charts 57
Competing Players 59
Snapshot of Competing Players 60
BlackRock Inc 60
Key Company Facts 60
Company Description 60
BlackRock Inc – SWOT Spotlight 61
BlackRock Inc – PESTLE Spotlight 63
Key Financials 65
Share Price Trend – Jun-2025 to Jun-2026 (Average Share Closing Price) 65
Key Financial Ratio Analysis 70
T Rowe Price Group Inc 72
Key Company Facts 72
Company Description 72
Key Financials 73
Share Price Trend – Jun-2025 to Jun-2026 (Average Share Closing Price) 73
Key Financial Ratio Analysis 78
Man Group Limited 80
Key Company Facts 80
Company Description 80
Ares Management Corp 81
Key Company Facts 81
Company Description 81
Key Financials 82
Share Price Trend – Jun-2025 to Jun-2026 (Average Share Closing Price) 82
Key Financial Ratio Analysis 87
Amundi SA 89
Key Company Facts 89
Company Description 89
Key Financials 90
Share Price Trend – Jun-2025 to Jun-2026 (Average Share Closing Price) 90
Key Financial Ratio Analysis 95
Franklin Resources, Inc. – In the News 97
23-Jul-2025 – Franklin Templeton Launches Franklin Ethereum ETF (EZET) 97
23-Jul-2025 – Franklin Templeton Selects Aladdin by BlackRock to Unify Its Investment Management Technology 98
17-Jul-2025 – Franklin Templeton Hires Rich Nuzum as Head of OCIO 99
Franklin Resources, Inc. – Key Deals 100
04-Jun-2025 – Franklin Templeton Continues Expansion of Alternatives Platform with Agreement to Acquire Apera 100
30-Apr-2025 – Franklin Templeton Collaborates with Microsoft on Personalized Financial AI Platform 102
13-Jan-2025 – Franklin Templeton and Lexington Partners Launch First Registered Tender Offer Private Equity Secondaries Fund for U.S. Wealth Channel 103
02-Jan-2025 – Franklin Templeton Completes Acquisition of Putnam Investments 105
24-Jan-2024 – Franklin BSP Capital Corp. Completes Merger with Franklin BSP Lending Corp 106
Appendix 107
Definitions 107
SWOT Analysis 107
PESTLE Analysis 107
Value Chain Analysis 107
ESG Spotlight 107
Financial Deep Dive 107
Financial Ratios 108
Activity Ratios 108
Growth Ratios 110
Leverage Ratios 113
Liquidity Ratios 115
Market Ratios 117
Profitability Ratios 119
Research Methodology 121
Disclaimer 122
Contact Us 122

List of Tables

Table 1: Franklin Resources, Inc. – Company Facts 7
Table 2: Franklin Resources, Inc. – Digital Presence 7
Table 3: Franklin Resources, Inc. – Top Executives 9
Table 4: Franklin Resources, Inc. – Products 11
Table 5: Franklin Resources, Inc. – Services 12
Table 6: Franklin Resources, Inc. – Share Price Trend – Jun-2025 to Jun-2026 32
Table 7: Franklin Resources, Inc. – Profit and Loss Statement – 2022-2025 35
Table 8: Franklin Resources, Inc. – Balance Sheet – 2022-2025 39
Table 9: Franklin Resources, Inc. – Cash Flow Statement – 2022-2025 43
Table 10: Franklin Resources, Inc. – Ratio Analysis – 2022-2025 46
Table 11: Franklin Resources, Inc. – Competing Players 59
Table 12: Competing Players – BlackRock Inc – Key Company Facts 60
Table 13: BlackRock Inc – Share Price Trend – Jun-2025 to Jun-2026 65
Table 14: Competing Players – BlackRock Inc – Profit and Loss Statement – 2022-2025 67
Table 15: BlackRock Inc – Balance Sheet 2022-2025 68
Table 16: BlackRock Inc – Cash Flow Statement 2022-2025 69
Table 17: BlackRock Inc – Ratio Analysis – 2022-2025 70
Table 18: Competing Players – T Rowe Price Group Inc – Key Company Facts 72
Table 19: T Rowe Price Group Inc – Share Price Trend – Jun-2025 to Jun-2026 73
Table 20: Competing Players – T Rowe Price Group Inc – Profit and Loss Statement – 2022-2025 75
Table 21: T Rowe Price Group Inc – Balance Sheet 2022-2025 76
Table 22: T Rowe Price Group Inc – Cash Flow Statement 2022-2025 77
Table 23: T Rowe Price Group Inc – Ratio Analysis – 2022-2025 78
Table 24: Competing Players – Man Group Limited – Key Company Facts 80
Table 25: Competing Players – Ares Management Corp – Key Company Facts 81
Table 26: Ares Management Corp – Share Price Trend – Jun-2025 to Jun-2026 82
Table 27: Competing Players – Ares Management Corp – Profit and Loss Statement – 2022-2025 84
Table 28: Ares Management Corp – Balance Sheet 2022-2025 85
Table 29: Ares Management Corp – Cash Flow Statement 2022-2025 86
Table 30: Ares Management Corp – Ratio Analysis – 2022-2025 87
Table 31: Competing Players – Amundi SA – Key Company Facts 89
Table 32: Amundi SA – Share Price Trend – Jun-2025 to Jun-2026 90
Table 33: Competing Players – Amundi SA – Profit and Loss Statement – 2022-2025 92
Table 34: Amundi SA – Balance Sheet 2022-2025 93
Table 35: Amundi SA – Cash Flow Statement 2022-2025 94
Table 36: Amundi SA – Ratio Analysis – 2022-2025 95

List of Figures

Figure 1: Franklin Resources, Inc. – SWOT Analysis 22
Figure 2: Franklin Resources, Inc. – Average Share Price Trend – Jun-2025 to Jun-2026 33
Figure 3: Franklin Resources, Inc. – Profit and Loss Statement – 2022-2025 37
Figure 4: Franklin Resources, Inc. – Balance Sheet – 2022-2025 41
Figure 5: Franklin Resources, Inc. – Cash Flow Statement 2022-2025 45
Figure 6: Franklin Resources, Inc. – Activity Ratio Charts 48
Figure 7: Franklin Resources, Inc. – Growth Ratio Charts (Value %) 49
Figure 8: Franklin Resources, Inc. – Leverage Ratio Charts 53
Figure 9: Franklin Resources, Inc. – Liquidity Ratio Charts 55
Figure 10: Franklin Resources, Inc. – Profitability Ratio Charts (Value %) 57
Figure 11: Competing Players – BlackRock Inc – SWOT Spotlight 62
Figure 12: Competing Players – BlackRock Inc – PESTLE Spotlight 64
Figure 13: BlackRock Inc – Average Share Price Trend – Jun-2025 to Jun-2026 66
Figure 14: BlackRock Inc – Profit and Loss Statement – 2022-2025 67
Figure 15: BlackRock Inc – Balance Sheet – 2022-2025 68
Figure 16: BlackRock Inc – Cash Flow Statement 2022-2025 69
Figure 17: T Rowe Price Group Inc – Average Share Price Trend – Jun-2025 to Jun-2026 74
Figure 18: T Rowe Price Group Inc – Profit and Loss Statement – 2022-2025 75
Figure 19: T Rowe Price Group Inc – Balance Sheet – 2022-2025 76
Figure 20: T Rowe Price Group Inc – Cash Flow Statement 2022-2025 77
Figure 21: Ares Management Corp – Average Share Price Trend – Jun-2025 to Jun-2026 83
Figure 22: Ares Management Corp – Profit and Loss Statement – 2022-2025 84
Figure 23: Ares Management Corp – Balance Sheet – 2022-2025 85
Figure 24: Ares Management Corp – Cash Flow Statement 2022-2025 86
Figure 25: Amundi SA – Average Share Price Trend – Jun-2025 to Jun-2026 91
Figure 26: Amundi SA – Profit and Loss Statement – 2022-2025 92
Figure 27: Amundi SA – Balance Sheet – 2022-2025 93
Figure 28: Amundi SA – Cash Flow Statement 2022-2025 94

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