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Compared to Estimates, Franklin Resources (BEN) Q4 Earnings: A Look at Key Metrics

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Franklin Resources (BEN - Free Report) reported $2.34 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 6%. EPS of $0.67 for the same period compares to $0.59 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $2.12 billion, representing a surprise of +10.4%. The company delivered an EPS surprise of +17.54%, with the consensus EPS estimate being $0.57.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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: $-4.70 billion compared to the $-15.22 billion average estimate based on three analysts.
  • Assets Under Management - Fixed income: $438.70 billion compared to the $459.95 billion average estimate based on three analysts.
  • Assets Under Management - Multi-Asset: $193.90 billion compared to the $192.02 billion average estimate based on three analysts.
  • Assets Under Management - Equity: $686.20 billion versus $678.46 billion estimated by three analysts on average.
  • Assets Under Management - Total: $1,661.20 billion versus $1,670.46 billion estimated by three analysts on average.
  • Assets Under Management - Alternative: $263.90 billion compared to the $264.13 billion average estimate based on three analysts.
  • Assets Under Management - Cash Management: $78.50 billion versus the three-analyst average estimate of $75.89 billion.
  • EOP Net Flows - Alternatives: $3.20 billion versus $6.17 billion estimated by two analysts on average.
  • Operating Revenues- Other: $14 million versus the three-analyst average estimate of $11.44 million. The reported number represents a year-over-year change of +40%.
  • Operating Revenues- Sales and distribution fees: $382.4 million versus the three-analyst average estimate of $359.27 million. The reported number represents a year-over-year change of +3.9%.
  • Operating Revenues- Shareholder servicing fees: $79.2 million versus the three-analyst average estimate of $64.38 million. The reported number represents a year-over-year change of +18.2%.
  • Operating Revenues- Investment management fees: $1.87 billion versus the three-analyst average estimate of $1.69 billion. The reported number represents a year-over-year change of +5.8%.

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

Shares of Franklin Resources have returned -1.6% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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