Equity Profile

BEN

Franklin Resources, Inc.

FinancialsAsset Management & Custody Banks$16.3B

Apr28Tue

Post-Earnings Recap

ReportedQ2-2026Pre-Market8:20 AM EDT

Franklin Resources Beats on EPS, Stock Up 6.9%

Metric	Actual	Expected	Surprise
EPS	$0.71	$0.56	+29.56%
Revenue	N/A	$2.0B	N/A

management commentary, guidance changes, and full analysis available with Pro.

Franklin Resources Beats on EPS, Stock Up 6.9%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.71	$0.56	+29.56%
Revenue	N/A	$2.0B	N/A

Management Commentary

Tone: Cautiously Optimistic

Management expressed satisfaction with the earnings beat, emphasizing their commitment to long-term growth. They did not provide specific revenue guidance.

We are pleased with our EPS performance this quarter.

While we did not provide revenue figures, we remain focused on our long-term strategy.

What It Means

Franklin Resources' strong EPS performance exceeded expectations, leading to a positive stock reaction with a 6.86% increase. The company did not disclose revenue figures or future guidance, which may leave investors cautious. The earnings surprise indicates potential operational strength, but the lack of revenue data could raise questions about overall performance.

Company Snapshot

Franklin Resources, Inc. (BEN) is a global investment management organization that provides investment solutions and services to clients....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and helps assess the company's financial health.

0.56

Revenue

Total revenue gives insight into the company's overall sales performance and market demand.

2.0B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Franklin Resources, Inc. (BEN) is a global investment management organization that provides investment solutions and services to clients. Operating in the financial sector, it plays a crucial role in asset management, helping individuals and institutions grow their wealth through various investment strategies.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+11.90%

Avg Stock Reaction

+2.11%

Last Quarter Recap

In the last quarter, Franklin Resources reported an EPS of $0.70, significantly exceeding the estimate of $0.55. The stock reacted positively, increasing by 2.86% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are generally optimistic about Franklin Resources' upcoming earnings, expecting an EPS of $0.56 and revenue of $2.0 billion. The company has a strong track record of beating earnings expectations, which could lead to positive market reactions.

Bull Case

If Franklin Resources exceeds the EPS estimate, it could reinforce investor confidence and lead to a stock price increase, especially given its recent strong performance.

Bear Case

Conversely, if the company misses earnings expectations, it could raise concerns about its growth prospects and lead to a decline in stock price, particularly given the current market volatility.

Key Metrics to Watch

EPS

0.56

Earnings per share is a key indicator of profitability and helps assess the company's financial health.

Revenue

2.0B

Total revenue gives insight into the company's overall sales performance and market demand.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $0.56?

A beat on EPS could signal strong operational performance and boost investor confidence.

What commentary will management provide on revenue growth trends?

Insights into revenue growth can indicate the company's ability to attract and retain clients in a competitive market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Franklin Resources' ability to leverage recent market trends for growth, particularly in alternative investments.

Supporting Evidence

The company has a strong history of beating EPS estimates, with a 75% success rate over the last eight quarters.

Recent market dynamics may favor asset managers like Franklin, which could lead to better-than-expected revenue growth.

Options pricing suggests a significant move, indicating that traders are anticipating a larger reaction than what the consensus reflects.

Key Risk

If the company reports an EPS significantly above $0.56, it could challenge the current consensus view.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching earnings as a reflection of the company's growth potential and ability to navigate market challenges.

Bull Confirmed If

An EPS of $0.60 or higher would confirm the bullish outlook.

Bear Confirmed If

An EPS below $0.54 would support the bearish case.

Pre-Earnings Positioning

Options Market

Implied Move

±10.37%

Historical Avg

±4.7%

Pricing rich

The options market is pricing in a significant move of over 10%, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±10.4% while BEN has averaged ±4.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

31.2%

Calls (149K)P/C Ratio: 0.20Puts (30K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$19.0M

1,672,535.211 sh

1 insider

Net

$19.0M

Net selling

Most Active Insiders· 1 open-market trade

Insider

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Franklin Resources beats expectations, history suggests the stock could rise by about 2.22%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.

Miss

A miss could lead to a decline of approximately 4.85%, reflecting investor disappointment and concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new investment products or strategies being launched.
2Management's outlook on market conditions and their impact on asset flows.
3Details on cost management initiatives and their effect on margins.
4Insights into client retention rates and new client acquisitions.
5Any commentary on competitive pressures in the asset management industry.

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Company Snapshot

Franklin Resources, Inc. (BEN) is a global investment management organization that provides investment solutions and services to clients....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and helps assess the company's financial health.

0.56

Revenue

Total revenue gives insight into the company's overall sales performance and market demand.

2.0B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+11.90%

Avg Stock Reaction

+2.11%

Last Quarter Recap

In the last quarter, Franklin Resources reported an EPS of $0.70, significantly exceeding the estimate of $0.55. The stock reacted positively, increasing by 2.86% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Franklin Resources exceeds the EPS estimate, it could reinforce investor confidence and lead to a stock price increase, especially given its recent strong performance.

Bear Case

Conversely, if the company misses earnings expectations, it could raise concerns about its growth prospects and lead to a decline in stock price, particularly given the current market volatility.

Key Metrics to Watch

EPS

0.56

Earnings per share is a key indicator of profitability and helps assess the company's financial health.

Revenue

2.0B

Total revenue gives insight into the company's overall sales performance and market demand.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $0.56?

A beat on EPS could signal strong operational performance and boost investor confidence.

What commentary will management provide on revenue growth trends?

Insights into revenue growth can indicate the company's ability to attract and retain clients in a competitive market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Franklin Resources' ability to leverage recent market trends for growth, particularly in alternative investments.

Supporting Evidence

The company has a strong history of beating EPS estimates, with a 75% success rate over the last eight quarters.

Recent market dynamics may favor asset managers like Franklin, which could lead to better-than-expected revenue growth.

Options pricing suggests a significant move, indicating that traders are anticipating a larger reaction than what the consensus reflects.

Key Risk

If the company reports an EPS significantly above $0.56, it could challenge the current consensus view.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching earnings as a reflection of the company's growth potential and ability to navigate market challenges.

Bull Confirmed If

An EPS of $0.60 or higher would confirm the bullish outlook.

Bear Confirmed If

An EPS below $0.54 would support the bearish case.

Pre-Earnings Positioning

Options Market

Implied Move

±10.37%

Historical Avg

±4.7%

Pricing rich

The options market is pricing in a significant move of over 10%, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±10.4% while BEN has averaged ±4.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

31.2%

Calls (149K)P/C Ratio: 0.20Puts (30K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$19.0M

1,672,535.211 sh

1 insider

Net

$19.0M

Net selling

Most Active Insiders· 1 open-market trade

Insider

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Franklin Resources beats expectations, history suggests the stock could rise by about 2.22%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.

Miss

A miss could lead to a decline of approximately 4.85%, reflecting investor disappointment and concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new investment products or strategies being launched.
2Management's outlook on market conditions and their impact on asset flows.
3Details on cost management initiatives and their effect on margins.
4Insights into client retention rates and new client acquisitions.
5Any commentary on competitive pressures in the asset management industry.