Franklin Templeton exited its fiscal fourth quarter with a record $1.795 trillion in managed assets. Adjusted operating revenue rose 3.8% year over year to $1.9 billion, while adjusted operating margin rose 575 basis points to 31.8%.
Franklin is one of the 20 largest US-based asset managers, with 71% of its AUM sourced from domestic clients. It is the fifth-largest global manager of cross-border funds.
Franklin's mutual funds continue to be weaker than they should be, with just 50%, 54%, and 53% of AUM above peer median performance on a one-, three-, and five-year basis, respectively, at the end of June 2026.
Metric | BEN | TROW | IVZ |
|---|---|---|---|
Price/Earnings (Normalized) | 11.82 | 10.51 | 11.06 |
Price/Book Value | 1.56 | 2.08 | 1.25 |
Price/Sales | 1.99 | 3.11 | 1.84 |
Price/Cash Flow | 19.28 | 16.31 | 6.67 |
Metric | BEN | TROW | IVZ |
|---|---|---|---|
Quick Ratio | 3.10 | 10.60 | 6.66 |
Current Ratio | 3.10 | 10.60 | 6.66 |
Interest Coverage | 21.00 | — | −0.93 |
Metric | BEN | TROW | IVZ |
|---|---|---|---|
Return on Assets (Normalized) | 4.72% | 15.27% | 4.24% |
Return on Equity (Normalized) | 13.70% | 20.88% | 11.54% |
Return on Invested Capital (Normalized) | 5.31% | 17.25% | 5.55% |
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United States