NYSE:BEN · New York Stock Exchange
-$0.27 today
Vol 3.50M · Avg 4.90M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Management quality matters because capital allocation choices determine how much of Franklin Resources, Inc. earnings power becomes long-term shareholder value. Use this page to compare BEN returns on capital, executive context, insider transactions, ownership signals, and growth trends against peers, then decide whether leadership appears disciplined, aligned, and capable of compounding through changing market conditions.
Return Metrics
ROE, ROIC & ROA over time
ROE
4.3%
avg 10.5%
ROIC
1.4%
avg 6.2%
ROA
1.6%
avg 6.2%
Analysis
ROE is currently the strongest return metric at 4.3% versus its period average of 10.5%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Terrence James Murphy | Co-President & Head of Public Market Investments | $12.39M | — | 58 | $186,159.00 | 0.04% |
Jennifer Johnson | CEO & Non-Independent Director | $7.89M | — | 62 | $3.32M | 0.64% |
Matthew Nicholls | Co-President, Chief Financial Officer & Chief Operating Officer | $5.55M | — | 53 | $548,947.00 | 0.11% |
Gregory Eugene Johnson | Executive Chairman of the Board & Non-Independent Director | $2.27M | — | 65 | $3.32M | 0.64% |
Anupama Sawhney | Chief Administrative Officer & Head of Business Development | — | — | — | — | — |
Avinash Deepak Satwalekar | President of India | — | — | — | — | — |
David Zahn | Senior Vice President, Head of European Fixed Income & Head of Sustainable Fixed Income | — | — | — | — | — |
Sandeep Singh | Head of CEEMEA & India | — | — | — | — | — |
Thomas Clifton Merchant | Executive VP, General Counsel | — | — | 58 | $92,612.00 | 0.02% |
Lindsey Harumi Oshita | Senior Vice President & Chief Accounting Officer | — | — | 43 | $28,727.46 | <0.01% |
Bassel Khatoun | Head of Research & Director of Portfolio Management | — | — | — | — | — |
Daniel Ernesto Gamba | Co-President & Chief Commercial Officer | — | — | 58 | $442,870.00 | 0.09% |
Selene Oh | Head of Investor Relations | — | — | — | — | — |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
2
$2.13M
Sells
0
$0.00
Net Sentiment
+$2.13M
Net buying
Most Active
JOHNSON CHARLES B
2 transactions
| Date | Insider | Type | Shares | Price | Value | |
|---|---|---|---|---|---|---|
| Nov 20, 2025 | JOHNSON CHARLES B Direct | Buy | 50.0K | $21.20 | $1,060,000.00 | |
| Nov 18, 2025 | JOHNSON CHARLES B Direct | Buy | 50.0K | $21.49 | $1,074,475.00 |
Analysis
Insiders reported 2 buys worth $2.13M and 0 sells worth $0.00 over the last 12 months. That adds up to net buying of $2.13M. JOHNSON CHARLES B was the most active insider with 2 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +3.4% | +0.6% (14yr)1 analysts |
| Revenue | N/A | N/A | +3.8% | +0.5% (14yr)1 analysts |
| Net Income | N/A | N/A | +1.8% | -0.7% (14yr)1 analysts |
| EBIT | N/A | N/A | +6.4% | -4.6% (14yr)1 analysts |
Analysis
Recent growth has been strongest in EBIT at +6.4% over three years. Forward estimates point to EPS at +0.6% (14yr), giving you a quick check on whether expectations are accelerating or cooling.
Competitors
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Who manages BEN?
Franklin Resources, Inc. (BEN) lists 13 active executives. The top listed executive is Anupama Sawhney, Chief Administrative Officer & Head of Business Development.
Are BEN insiders buying or selling?
Recent insider activity shows net buying of $53.96M.
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