FRANKLIN TEMPLETON INC · Investment Advice

BEN

Low riskNext report: Around Nov 6 (est.)

View price ↗

The short version

A profitable company with growing sales.

Going well

Sales up 14% in the latest quarter vs a year ago
Raised its dividend (4.1% yield)
Profitable every year for 10 years

Money moves

Insiders sold $5.0M in the last 30 days
Institutions cut 5.4% from their holdings in the quarter ending June 2026 (357 bought, 290 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$31.00-0.2% that day

Company value: $15.8B; Share price times all shares
Price vs profit (P/E): 21.1x; You pay about $21 for each $1 of yearly profit
Price vs sales: 1.7x; Company value is 1.7 times a year of sales
Dividend yield: 4.1%; Yearly dividend as a share of today's price
Cash vs value: 24%; Cash as a share of company value
Debt vs value: 15%; Debt as a share of company value

From BEN's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$2.4B+14% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $9.3B, up 7.9% from the 12 months before. Over 5 years, sales grew about 9.5% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of BEN. Starting points are the company's recent numbers.

Sales growth+8% a yearRecently: +7.9% a yearProfit margin9%Last 12 months: 8.7%P/E at the end21xToday: 21.1x. Many steady companies trade at 12x to 25xShare count change+2% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$13.7B

Profit in 5 years$1.2B

Price these guesses point to$46.16+49% vs $31.00 todayAbout +8.3% a year, before dividends

What today's price needs: with a 9% margin and a 21x P/E, sales could shrink about 0.3% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/6Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.4.3%
PassDebt under half of equityNot relying on borrowed money.0.19x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.6.0%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$911.6M
MissShare count not growingNot diluting owners. Falling means buybacks.+5.7% in 3 years

Revenue: $8.8B; +3.5% vs prior year
5-year growth: +9.5%/yr; revenue, per year
Total debt: $2.4B; 0.19x equity
Free cash flow: $911.6M; 10.4% of revenue

From annual reports filed with the SEC. Gross margin doesn't apply to banks and insurers, so it isn't scored. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Jul 31

Revenue: $2.4B; +14.3% YoY
EPS: $0.31; vs $0.15
Op. margin: 9.2%; +1.7 pts
Free cash flow: $581.2M
Share count: -0.1%; vs a year ago

Insider rating

Last 90 days

25Selling

1 insider sold $5.0M (not pre-planned)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

32/ 100

This week: 2
Normal week: 4.0
vs normal: 0.5x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady-5.4%

Institutions cut 5.4% from their holdings. 357 bought, 290 sold.

Shares held by institutions274.0M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+0.6%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

0.2x · $2.4B debt

Shares outstandingLatest reported

508M

Earnings reports

Last 12

Next reportAround Nov 6 (est.)Estimated from the same quarter last year

Results filedJul 31
Results filedApr 28
Results filedJan 30
Results filedNov 7, 2025
Results filedAug 1, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$5.0M1 insider, 0 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
FRANKLIN TEMPLETON INCInsider	Sell	442K	$11.32	$5.0M	5M	Oct 19Filing ↗
-8.7% of their holdings Not a pre-planned sale Filed 2 days after

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

5%+ holder update (active)Oct 23 · Form SCHEDULE 13D/A ↗

SoldFRANKLIN TEMPLETON INCInsider

441,696 shares at $11.32 · $5.0M

-9% of holdings
Now owns 4,661,961 shares
Not a pre-planned sale
Filed 2 days after trade

Oct 19Form 4 ↗

GiftJennifer M JohnsonChief Executive Officer, Director

65,250 shares

+11% of holdings
Now owns 638,554 shares
Held by Children or As Trustee/Manager For Children
2 transactions
Filed same day

Oct 19Form 4 ↗

Stock awardLindsey Harumi OshitaChief Accounting Officer

6,495 shares at $31.18 · $203K

+25% of holdings
Now owns 32,624 shares
Filed 2 days after trade

Oct 13Form 4 ↗

Stock awardDaniel GambaCo-President, Chief Commercial

82,025 shares at $31.18 · $2.6M

+13% of holdings
Now owns 690,609 shares
Filed 2 days after trade

Oct 13Form 4 ↗

Stock awardGregory E JohnsonExecutive Chairman, Director

46,073 shares at $16.12 · $743K

+2% of holdings
Now owns 2,723,059 shares
2 transactions
Filed 2 days after trade

Oct 13Form 4 ↗

Stock awardJennifer M JohnsonChief Executive Officer, Director

348,574 shares at $18.07 · $6.3M

+10% of holdings
Now owns 3,786,555 shares
2 transactions
Filed 2 days after trade

Oct 13Form 4 ↗

Insider tradeOct 15 · Form 4 ↗Insider tradeOct 15 · Form 4 ↗Insider tradeOct 15 · Form 4 ↗5%+ holder update (passive)Oct 7 · Form SCHEDULE 13G/A ↗Insider tradeOct 5 · Form 4 ↗Insider tradeOct 5 · Form 4 ↗5%+ holder update (active)Oct 2 · Form SCHEDULE 13D/A ↗5%+ holder update (active)Sep 28 · Form SCHEDULE 13D/A ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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