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Franklin Resources share price today

Franklin Resources, Inc. · BEN · Financials · Asset Management · price as of the 4 November 2026 close, updated every trading day · results updated weekly · All US stock lists

Franklin Resources share price: $33.87 at the close on 4 November 2026, +52.4% in a year.

Getting betterBusiness trend from the last 12 quarters
$33.87Price +52.4% in a year
1.4×P/BV higher than 86% of the last 5.3 years
$2.4 BRevenue (Jun 2026) +14.3% on a year ago
$160 MProfit (Jun 2026) +103.0% on a year ago
6.8%Net margin +3.0 points on a year ago
8%ROE FY25
2.64%ROA latest

Franklin Resources, Inc.'s share price has risen faster than its earnings: +52.4% in a year, against +7.3% for earnings per share.

The main question: the share price moved +52.4% in a year while yearly earnings per share moved +7.3%. The difference came from the market paying a higher multiple.

The price has been rising for 31 weeks, and the P/BV is higher than 86% of its own last 5.3 years. Over the last four quarters, results have been improving, with profit +103.0% on a year earlier, with the net margin at 6.8%. What will decide it: whether earnings grow into a price that has already moved.

What is the Franklin Resources share price today?

Franklin Resources, Inc.'s share price was $33.87 at the close on 4 November 2026. It has been rising for 31 weeks. That is 11.6% above its average price over the last 200 trading days. In the last 52 weeks it traded between $22 and $35, and at that close it sat 93% of the way up from that low.

A share price tends to move through four phases: moving sideways (stage 1), rising (stage 2), stalling near a high (stage 3) and falling (stage 4). Today Franklin Resources, Inc. is in stage 2. The phase helps read everything below.

Over the past 13 weeks it has done better than the S&P 500, and it has stayed ahead for 1 week in a row.

1Y

Nov 2026: $33.87, 11.6% above its 200-day average. The price has been rising for 31 weeks.

  • Price $33.87
  • 50-day avg $32.66
  • 200-day avg $30.35
Nov 2026: $33.87, 11.6% above its 200-day average. The price has been rising for 31 weeks.
WeekPrice50-day avg200-day avg
31 Oct 2025$22.61$23.83$22.06
7 Nov 2025$22.23$23.56$22.13
14 Nov 2025$22.17$23.27$22.19
21 Nov 2025$21.68$22.95$22.21
28 Nov 2025$22.59$22.79$22.25
5 Dec 2025$23.40$22.69$22.30
12 Dec 2025$23.48$22.72$22.38
19 Dec 2025$24.00$22.74$22.48
26 Dec 2025$24.19$22.86$22.57
2 Jan 2026$23.80$22.99$22.66
9 Jan 2026$25.66$23.21$22.79
16 Jan 2026$26.00$23.51$22.94
23 Jan 2026$25.31$23.72$23.09
30 Jan 2026$26.62$24.06$23.29
6 Feb 2026$27.20$24.63$23.53
13 Feb 2026$27.03$25.13$23.75
20 Feb 2026$27.67$25.49$23.91
27 Feb 2026$26.54$25.85$24.07
6 Mar 2026$26.24$26.12$24.18
13 Mar 2026$24.13$26.18$24.26
20 Mar 2026$23.46$26.13$24.32
27 Mar 2026$22.75$25.93$24.36
2 Apr 2026$23.40$25.76$24.38
10 Apr 2026$24.91$25.64$24.42
17 Apr 2026$27.27$25.61$24.49
24 Apr 2026$27.12$25.58$24.55
1 May 2026$29.84$25.78$24.67
8 May 2026$31.05$26.10$24.82
15 May 2026$31.83$26.62$25.00
22 May 2026$31.02$27.22$25.16
29 May 2026$31.02$27.79$25.29
5 Jun 2026$31.33$28.53$25.43
12 Jun 2026$32.13$29.37$25.60
18 Jun 2026$33.05$30.10$25.75
26 Jun 2026$33.21$30.85$25.95
2 Jul 2026$34.11$31.36$26.13
10 Jul 2026$33.50$31.98$26.37
17 Jul 2026$32.63$32.31$26.61
24 Jul 2026$32.49$32.43$26.84
31 Jul 2026$33.86$32.57$27.09
7 Aug 2026$33.77$32.91$27.40
14 Aug 2026$33.86$33.18$27.67
21 Aug 2026$34.31$33.44$27.95
28 Aug 2026$34.65$33.66$28.25
4 Sep 2026$34.73$33.72$28.53
11 Sep 2026$33.65$33.76$28.78
18 Sep 2026$33.01$33.67$29.05
25 Sep 2026$33.02$33.65$29.30
2 Oct 2026$32.81$33.66$29.53
9 Oct 2026$32.00$33.61$29.74
16 Oct 2026$30.98$33.25$29.92
23 Oct 2026$31.06$33.01$30.09
30 Oct 2026$31.64$32.77$30.24
4 Nov 2026$33.87$32.66$30.35
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 1-year window.

3Y

Nov 2026: $33.87, 11.6% above its 200-day average. The price has been rising for 31 weeks.

  • Price $33.87
  • 50-day avg $32.66
  • 200-day avg $30.35
Nov 2026: $33.87, 11.6% above its 200-day average. The price has been rising for 31 weeks.
WeekPrice50-day avg200-day avg
3 Nov 2023$24.25$24.45$26.75
10 Nov 2023$22.92$24.16$26.58
17 Nov 2023$24.27$23.94$26.38
24 Nov 2023$23.82$23.76$26.21
1 Dec 2023$25.63$23.62$26.04
8 Dec 2023$25.57$23.72$25.92
15 Dec 2023$29.39$24.09$25.88
22 Dec 2023$29.70$24.67$25.90
29 Dec 2023$29.79$25.23$25.96
5 Jan 2024$28.88$25.73$26.00
12 Jan 2024$28.40$26.37$26.06
19 Jan 2024$27.93$26.70$26.08
26 Jan 2024$27.59$27.14$26.10
2 Feb 2024$26.91$27.41$26.11
9 Feb 2024$27.10$27.71$26.11
16 Feb 2024$27.27$27.90$26.13
23 Feb 2024$27.01$28.02$26.17
1 Mar 2024$27.42$27.89$26.23
8 Mar 2024$28.05$27.71$26.31
15 Mar 2024$26.90$27.52$26.39
22 Mar 2024$27.37$27.35$26.45
28 Mar 2024$28.11$27.31$26.48
5 Apr 2024$27.05$27.28$26.49
12 Apr 2024$25.41$27.21$26.51
19 Apr 2024$25.15$27.03$26.46
26 Apr 2024$24.99$26.86$26.41
3 May 2024$23.38$26.45$26.26
10 May 2024$23.74$26.10$26.12
17 May 2024$24.28$25.76$26.00
24 May 2024$23.33$25.33$25.89
31 May 2024$23.60$25.02$25.80
7 Jun 2024$22.89$24.60$25.73
14 Jun 2024$21.83$24.08$25.63
21 Jun 2024$22.83$23.72$25.55
28 Jun 2024$22.35$23.47$25.47
5 Jul 2024$22.09$23.22$25.39
12 Jul 2024$23.20$23.05$25.32
19 Jul 2024$23.49$23.09$25.30
26 Jul 2024$23.08$23.03$25.29
2 Aug 2024$21.88$22.86$25.27
9 Aug 2024$22.16$22.71$25.25
16 Aug 2024$22.76$22.59$25.24
23 Aug 2024$20.94$22.44$25.19
30 Aug 2024$20.24$22.24$25.11
6 Sep 2024$19.13$21.98$25.02
13 Sep 2024$19.90$21.71$24.91
20 Sep 2024$20.81$21.53$24.80
27 Sep 2024$20.79$21.25$24.68
4 Oct 2024$19.90$20.90$24.47
11 Oct 2024$20.11$20.60$24.22
18 Oct 2024$20.98$20.48$24.00
25 Oct 2024$20.37$20.31$23.78
1 Nov 2024$20.84$20.23$23.60
8 Nov 2024$21.04$20.29$23.44
15 Nov 2024$21.67$20.47$23.30
22 Nov 2024$21.96$20.68$23.17
29 Nov 2024$22.76$20.85$23.08
6 Dec 2024$21.92$21.02$22.96
13 Dec 2024$21.97$21.24$22.84
20 Dec 2024$20.49$21.34$22.67
27 Dec 2024$20.66$21.38$22.52
3 Jan 2025$20.41$21.35$22.39
10 Jan 2025$19.12$21.29$22.23
17 Jan 2025$19.56$21.16$22.03
24 Jan 2025$20.09$21.06$21.88
31 Jan 2025$22.24$20.97$21.74
7 Feb 2025$20.43$20.86$21.63
14 Feb 2025$20.53$20.62$21.52
21 Feb 2025$20.53$20.50$21.48
28 Feb 2025$20.25$20.29$21.39
7 Mar 2025$20.32$20.21$21.28
14 Mar 2025$19.52$20.09$21.18
21 Mar 2025$19.87$20.07$21.10
28 Mar 2025$19.28$20.12$21.01
4 Apr 2025$17.51$20.01$20.93
11 Apr 2025$17.90$19.75$20.79
17 Apr 2025$17.61$19.49$20.70
25 Apr 2025$18.72$19.28$20.60
2 May 2025$20.06$19.12$20.50
9 May 2025$20.94$19.14$20.42
16 May 2025$22.38$19.34$20.40
23 May 2025$21.51$19.56$20.39
30 May 2025$21.64$19.72$20.39
6 Jun 2025$21.87$19.88$20.37
13 Jun 2025$22.17$20.16$20.40
20 Jun 2025$22.79$20.59$20.46
27 Jun 2025$23.82$21.12$20.55
3 Jul 2025$24.88$21.66$20.64
11 Jul 2025$24.87$22.28$20.75
18 Jul 2025$24.60$22.77$20.84
25 Jul 2025$24.82$23.12$20.96
1 Aug 2025$23.95$23.34$21.08
8 Aug 2025$24.99$23.67$21.19
15 Aug 2025$25.33$24.08$21.32
22 Aug 2025$25.39$24.37$21.42
29 Aug 2025$25.66$24.67$21.54
5 Sep 2025$24.97$24.86$21.61
12 Sep 2025$24.64$24.92$21.69
19 Sep 2025$24.42$24.87$21.74
26 Sep 2025$23.27$24.79$21.77
3 Oct 2025$23.80$24.65$21.79
10 Oct 2025$22.67$24.53$21.85
17 Oct 2025$22.28$24.30$21.90
24 Oct 2025$22.84$24.02$21.97
31 Oct 2025$22.61$23.83$22.06
7 Nov 2025$22.23$23.56$22.13
14 Nov 2025$22.17$23.27$22.19
21 Nov 2025$21.68$22.95$22.21
28 Nov 2025$22.59$22.79$22.25
5 Dec 2025$23.40$22.69$22.30
12 Dec 2025$23.48$22.72$22.38
19 Dec 2025$24.00$22.74$22.48
26 Dec 2025$24.19$22.86$22.57
2 Jan 2026$23.80$22.99$22.66
9 Jan 2026$25.66$23.21$22.79
16 Jan 2026$26.00$23.51$22.94
23 Jan 2026$25.31$23.72$23.09
30 Jan 2026$26.62$24.06$23.29
6 Feb 2026$27.20$24.63$23.53
13 Feb 2026$27.03$25.13$23.75
20 Feb 2026$27.67$25.49$23.91
27 Feb 2026$26.54$25.85$24.07
6 Mar 2026$26.24$26.12$24.18
13 Mar 2026$24.13$26.18$24.26
20 Mar 2026$23.46$26.13$24.32
27 Mar 2026$22.75$25.93$24.36
2 Apr 2026$23.40$25.76$24.38
10 Apr 2026$24.91$25.64$24.42
17 Apr 2026$27.27$25.61$24.49
24 Apr 2026$27.12$25.58$24.55
1 May 2026$29.84$25.78$24.67
8 May 2026$31.05$26.10$24.82
15 May 2026$31.83$26.62$25.00
22 May 2026$31.02$27.22$25.16
29 May 2026$31.02$27.79$25.29
5 Jun 2026$31.33$28.53$25.43
12 Jun 2026$32.13$29.37$25.60
18 Jun 2026$33.05$30.10$25.75
26 Jun 2026$33.21$30.85$25.95
2 Jul 2026$34.11$31.36$26.13
10 Jul 2026$33.50$31.98$26.37
17 Jul 2026$32.63$32.31$26.61
24 Jul 2026$32.49$32.43$26.84
31 Jul 2026$33.86$32.57$27.09
7 Aug 2026$33.77$32.91$27.40
14 Aug 2026$33.86$33.18$27.67
21 Aug 2026$34.31$33.44$27.95
28 Aug 2026$34.65$33.66$28.25
4 Sep 2026$34.73$33.72$28.53
11 Sep 2026$33.65$33.76$28.78
18 Sep 2026$33.01$33.67$29.05
25 Sep 2026$33.02$33.65$29.30
2 Oct 2026$32.81$33.66$29.53
9 Oct 2026$32.00$33.61$29.74
16 Oct 2026$30.98$33.25$29.92
23 Oct 2026$31.06$33.01$30.09
30 Oct 2026$31.64$32.77$30.24
4 Nov 2026$33.87$32.66$30.35
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 3-year window.

5Y

Nov 2026: $33.87, 11.6% above its 200-day average. The price has been rising for 31 weeks.

  • Price $33.87
  • 50-day avg $32.66
  • 200-day avg $30.35
Nov 2026: $33.87, 11.6% above its 200-day average. The price has been rising for 31 weeks.
WeekPrice50-day avg200-day avg
29 Oct 2021$31.49$30.97$30.54
12 Nov 2021$35.91$31.74$31.00
26 Nov 2021$33.14$32.31$31.37
10 Dec 2021$34.05$32.73$31.65
23 Dec 2021$33.42$33.38$31.94
7 Jan 2022$35.16$34.10$32.16
21 Jan 2022$31.82$33.94$32.36
4 Feb 2022$31.12$33.23$32.44
18 Feb 2022$30.37$32.83$32.44
4 Mar 2022$28.20$32.03$32.22
18 Mar 2022$27.92$30.81$31.90
1 Apr 2022$27.93$29.48$31.57
14 Apr 2022$25.57$28.54$31.32
29 Apr 2022$24.59$27.54$31.05
13 May 2022$25.09$26.66$30.83
27 May 2022$27.55$26.35$30.55
10 Jun 2022$24.56$26.05$30.31
24 Jun 2022$25.34$25.48$29.93
8 Jul 2022$23.87$25.07$29.61
22 Jul 2022$25.30$24.94$29.31
5 Aug 2022$27.65$25.25$29.15
19 Aug 2022$27.71$25.57$28.98
2 Sep 2022$25.89$26.09$28.51
16 Sep 2022$24.14$26.33$28.12
30 Sep 2022$21.52$26.08$27.63
14 Oct 2022$21.71$25.21$27.07
28 Oct 2022$23.72$24.10$26.49
11 Nov 2022$27.33$23.50$26.02
25 Nov 2022$26.77$23.64$25.80
9 Dec 2022$26.59$24.28$25.62
23 Dec 2022$26.85$25.16$25.53
6 Jan 2023$28.38$25.91$25.51
20 Jan 2023$30.04$27.07$25.58
3 Feb 2023$33.27$28.19$25.83
17 Feb 2023$31.33$29.15$26.11
3 Mar 2023$29.59$29.66$26.31
17 Mar 2023$26.27$29.83$26.38
31 Mar 2023$26.94$29.29$26.43
14 Apr 2023$26.75$28.58$26.54
28 Apr 2023$26.88$27.53$26.69
12 May 2023$24.49$26.60$26.69
26 May 2023$24.61$25.89$26.53
9 Jun 2023$26.37$25.69$26.40
23 Jun 2023$25.53$25.65$26.41
7 Jul 2023$26.15$25.59$26.46
21 Jul 2023$29.32$26.21$26.75
4 Aug 2023$28.34$27.08$27.08
18 Aug 2023$26.26$27.61$27.31
1 Sep 2023$26.87$27.53$27.41
15 Sep 2023$26.25$27.47$27.40
29 Sep 2023$24.58$26.79$27.31
13 Oct 2023$22.65$25.72$27.16
27 Oct 2023$22.45$24.72$26.91
10 Nov 2023$22.92$24.16$26.58
24 Nov 2023$23.82$23.76$26.21
8 Dec 2023$25.57$23.72$25.92
22 Dec 2023$29.70$24.67$25.90
5 Jan 2024$28.88$25.73$26.00
19 Jan 2024$27.93$26.70$26.08
2 Feb 2024$26.91$27.41$26.11
16 Feb 2024$27.27$27.90$26.13
1 Mar 2024$27.42$27.89$26.23
15 Mar 2024$26.90$27.52$26.39
28 Mar 2024$28.11$27.31$26.48
12 Apr 2024$25.41$27.21$26.51
26 Apr 2024$24.99$26.86$26.41
10 May 2024$23.74$26.10$26.12
24 May 2024$23.33$25.33$25.89
7 Jun 2024$22.89$24.60$25.73
21 Jun 2024$22.83$23.72$25.55
5 Jul 2024$22.09$23.22$25.39
19 Jul 2024$23.49$23.09$25.30
2 Aug 2024$21.88$22.86$25.27
16 Aug 2024$22.76$22.59$25.24
30 Aug 2024$20.24$22.24$25.11
13 Sep 2024$19.90$21.71$24.91
27 Sep 2024$20.79$21.25$24.68
11 Oct 2024$20.11$20.60$24.22
25 Oct 2024$20.37$20.31$23.78
8 Nov 2024$21.04$20.29$23.44
22 Nov 2024$21.96$20.68$23.17
6 Dec 2024$21.92$21.02$22.96
20 Dec 2024$20.49$21.34$22.67
3 Jan 2025$20.41$21.35$22.39
17 Jan 2025$19.56$21.16$22.03
31 Jan 2025$22.24$20.97$21.74
14 Feb 2025$20.53$20.62$21.52
28 Feb 2025$20.25$20.29$21.39
14 Mar 2025$19.52$20.09$21.18
28 Mar 2025$19.28$20.12$21.01
11 Apr 2025$17.90$19.75$20.79
25 Apr 2025$18.72$19.28$20.60
9 May 2025$20.94$19.14$20.42
23 May 2025$21.51$19.56$20.39
6 Jun 2025$21.87$19.88$20.37
20 Jun 2025$22.79$20.59$20.46
3 Jul 2025$24.88$21.66$20.64
18 Jul 2025$24.60$22.77$20.84
1 Aug 2025$23.95$23.34$21.08
15 Aug 2025$25.33$24.08$21.32
29 Aug 2025$25.66$24.67$21.54
12 Sep 2025$24.64$24.92$21.69
26 Sep 2025$23.27$24.79$21.77
10 Oct 2025$22.67$24.53$21.85
24 Oct 2025$22.84$24.02$21.97
7 Nov 2025$22.23$23.56$22.13
21 Nov 2025$21.68$22.95$22.21
5 Dec 2025$23.40$22.69$22.30
19 Dec 2025$24.00$22.74$22.48
2 Jan 2026$23.80$22.99$22.66
16 Jan 2026$26.00$23.51$22.94
30 Jan 2026$26.62$24.06$23.29
13 Feb 2026$27.03$25.13$23.75
27 Feb 2026$26.54$25.85$24.07
13 Mar 2026$24.13$26.18$24.26
27 Mar 2026$22.75$25.93$24.36
10 Apr 2026$24.91$25.64$24.42
24 Apr 2026$27.12$25.58$24.55
8 May 2026$31.05$26.10$24.82
22 May 2026$31.02$27.22$25.16
5 Jun 2026$31.33$28.53$25.43
18 Jun 2026$33.05$30.10$25.75
2 Jul 2026$34.11$31.36$26.13
17 Jul 2026$32.63$32.31$26.61
31 Jul 2026$33.86$32.57$27.09
14 Aug 2026$33.86$33.18$27.67
28 Aug 2026$34.65$33.66$28.25
11 Sep 2026$33.65$33.76$28.78
25 Sep 2026$33.02$33.65$29.30
9 Oct 2026$32.00$33.61$29.74
23 Oct 2026$31.06$33.01$30.09
4 Nov 2026$33.87$32.66$30.35
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 5-year window.

10Y

Nov 2026: $33.87, 11.6% above its 200-day average. The price has been rising for 31 weeks.

  • Price $33.87
  • 50-day avg $32.66
  • 200-day avg $30.35
Nov 2026: $33.87, 11.6% above its 200-day average. The price has been rising for 31 weeks.
WeekPrice50-day avg200-day avg
28 Oct 2016$34.19$35.49–
18 Nov 2016$38.89$35.47–
9 Dec 2016$41.01$36.72–
30 Dec 2016$39.58$38.00–
20 Jan 2017$40.61$39.63–
10 Feb 2017$40.88$40.23–
3 Mar 2017$42.68$41.00–
24 Mar 2017$41.26$41.58–
13 Apr 2017$40.59$41.90–
5 May 2017$42.77$42.12$38.79
26 May 2017$41.70$42.03$39.32
16 Jun 2017$44.13$42.45$39.80
7 Jul 2017$45.42$43.33$40.42
28 Jul 2017$44.69$44.31$41.23
18 Aug 2017$41.83$44.67$41.90
8 Sep 2017$41.04$44.10$42.27
29 Sep 2017$44.51$43.30$42.52
20 Oct 2017$45.07$43.27$42.87
10 Nov 2017$41.13$43.35$43.04
1 Dec 2017$43.48$43.17$43.10
22 Dec 2017$43.91$43.03$43.19
12 Jan 2018$44.53$42.89$43.29
2 Feb 2018$40.88$43.65$43.48
23 Feb 2018$39.31$42.49$43.24
16 Mar 2018$38.99$41.20$43.01
6 Apr 2018$33.22$38.84$42.47
27 Apr 2018$34.28$36.59$41.62
18 May 2018$34.11$34.84$40.67
8 Jun 2018$34.41$33.65$40.04
29 Jun 2018$32.05$33.47$39.36
20 Jul 2018$31.98$33.13$38.56
10 Aug 2018$32.09$32.85$37.67
31 Aug 2018$31.74$32.51$36.94
21 Sep 2018$32.82$32.34$36.21
12 Oct 2018$28.54$31.71$35.21
2 Nov 2018$30.70$30.81$34.14
23 Nov 2018$32.58$30.75$33.37
14 Dec 2018$31.37$31.09$32.93
4 Jan 2019$30.26$30.99$32.29
25 Jan 2019$31.59$31.14$31.99
15 Feb 2019$32.45$30.59$31.77
8 Mar 2019$31.33$31.02$31.69
29 Mar 2019$33.14$31.85$31.60
18 Apr 2019$35.30$33.00$31.75
10 May 2019$34.13$33.80$31.92
31 May 2019$31.82$33.97$31.95
21 Jun 2019$34.24$33.89$32.00
12 Jul 2019$35.19$33.81$32.23
2 Aug 2019$31.44$33.99$32.53
23 Aug 2019$26.13$32.57$32.42
13 Sep 2019$29.91$30.62$32.11
4 Oct 2019$27.38$28.70$31.82
25 Oct 2019$27.83$27.62$31.65
15 Nov 2019$27.73$28.08$31.45
6 Dec 2019$27.00$27.56$31.17
27 Dec 2019$26.25$27.26$30.74
17 Jan 2020$25.74$26.58$30.20
7 Feb 2020$25.60$25.94$29.53
28 Feb 2020$21.76$25.28$28.84
20 Mar 2020$16.90$23.55$27.87
9 Apr 2020$16.81$21.13$26.69
1 May 2020$18.03$18.49$25.31
22 May 2020$17.89$17.35$24.17
12 Jun 2020$21.79$18.29$23.71
2 Jul 2020$20.38$19.73$23.26
24 Jul 2020$20.60$20.65$22.71
14 Aug 2020$21.95$21.45$22.28
4 Sep 2020$21.30$21.22$21.78
25 Sep 2020$19.64$21.08$21.30
16 Oct 2020$23.49$21.29$20.98
6 Nov 2020$19.41$21.01$20.63
27 Nov 2020$22.27$21.08$20.34
18 Dec 2020$25.01$22.08$20.35
8 Jan 2021$25.28$22.61$20.78
29 Jan 2021$26.29$24.55$21.49
19 Feb 2021$27.51$25.87$22.18
12 Mar 2021$28.83$26.64$22.84
1 Apr 2021$30.16$27.70$23.42
23 Apr 2021$29.42$28.73$24.08
14 May 2021$34.54$30.28$24.93
4 Jun 2021$35.74$31.79$25.80
25 Jun 2021$33.18$32.82$26.72
16 Jul 2021$29.41$33.17$27.50
6 Aug 2021$31.66$32.01$28.08
27 Aug 2021$32.94$31.31$28.96
17 Sep 2021$31.33$31.22$29.69
8 Oct 2021$30.05$31.37$30.17
29 Oct 2021$31.49$30.97$30.54
19 Nov 2021$34.68$32.11$31.23
10 Dec 2021$34.05$32.73$31.65
31 Dec 2021$33.49$33.75$32.04
21 Jan 2022$31.82$33.94$32.36
11 Feb 2022$30.63$33.03$32.47
4 Mar 2022$28.20$32.03$32.22
25 Mar 2022$27.83$30.07$31.71
14 Apr 2022$25.57$28.54$31.32
6 May 2022$25.01$27.14$30.95
27 May 2022$27.55$26.35$30.55
17 Jun 2022$23.31$25.62$30.08
8 Jul 2022$23.87$25.07$29.61
29 Jul 2022$27.45$25.05$29.21
19 Aug 2022$27.71$25.57$28.98
9 Sep 2022$26.38$26.21$28.34
30 Sep 2022$21.52$26.08$27.63
21 Oct 2022$22.53$24.64$26.78
11 Nov 2022$27.33$23.50$26.02
2 Dec 2022$27.25$23.89$25.69
23 Dec 2022$26.85$25.16$25.53
13 Jan 2023$30.07$26.52$25.54
3 Feb 2023$33.27$28.19$25.83
24 Feb 2023$29.29$29.38$26.19
17 Mar 2023$26.27$29.83$26.38
6 Apr 2023$26.60$29.01$26.49
28 Apr 2023$26.88$27.53$26.69
19 May 2023$24.49$26.17$26.62
9 Jun 2023$26.37$25.69$26.40
30 Jun 2023$26.71$25.61$26.42
21 Jul 2023$29.32$26.21$26.75
11 Aug 2023$27.91$27.46$27.22
1 Sep 2023$26.87$27.53$27.41
22 Sep 2023$25.02$27.26$27.37
13 Oct 2023$22.65$25.72$27.16
3 Nov 2023$24.25$24.45$26.75
24 Nov 2023$23.82$23.76$26.21
15 Dec 2023$29.39$24.09$25.88
5 Jan 2024$28.88$25.73$26.00
26 Jan 2024$27.59$27.14$26.10
16 Feb 2024$27.27$27.90$26.13
8 Mar 2024$28.05$27.71$26.31
28 Mar 2024$28.11$27.31$26.48
19 Apr 2024$25.15$27.03$26.46
10 May 2024$23.74$26.10$26.12
31 May 2024$23.60$25.02$25.80
21 Jun 2024$22.83$23.72$25.55
12 Jul 2024$23.20$23.05$25.32
2 Aug 2024$21.88$22.86$25.27
23 Aug 2024$20.94$22.44$25.19
13 Sep 2024$19.90$21.71$24.91
4 Oct 2024$19.90$20.90$24.47
25 Oct 2024$20.37$20.31$23.78
15 Nov 2024$21.67$20.47$23.30
6 Dec 2024$21.92$21.02$22.96
27 Dec 2024$20.66$21.38$22.52
17 Jan 2025$19.56$21.16$22.03
7 Feb 2025$20.43$20.86$21.63
28 Feb 2025$20.25$20.29$21.39
21 Mar 2025$19.87$20.07$21.10
11 Apr 2025$17.90$19.75$20.79
2 May 2025$20.06$19.12$20.50
23 May 2025$21.51$19.56$20.39
13 Jun 2025$22.17$20.16$20.40
3 Jul 2025$24.88$21.66$20.64
25 Jul 2025$24.82$23.12$20.96
15 Aug 2025$25.33$24.08$21.32
5 Sep 2025$24.97$24.86$21.61
26 Sep 2025$23.27$24.79$21.77
17 Oct 2025$22.28$24.30$21.90
7 Nov 2025$22.23$23.56$22.13
28 Nov 2025$22.59$22.79$22.25
19 Dec 2025$24.00$22.74$22.48
9 Jan 2026$25.66$23.21$22.79
30 Jan 2026$26.62$24.06$23.29
20 Feb 2026$27.67$25.49$23.91
13 Mar 2026$24.13$26.18$24.26
2 Apr 2026$23.40$25.76$24.38
24 Apr 2026$27.12$25.58$24.55
15 May 2026$31.83$26.62$25.00
5 Jun 2026$31.33$28.53$25.43
26 Jun 2026$33.21$30.85$25.95
17 Jul 2026$32.63$32.31$26.61
7 Aug 2026$33.77$32.91$27.40
28 Aug 2026$34.65$33.66$28.25
18 Sep 2026$33.01$33.67$29.05
9 Oct 2026$32.00$33.61$29.74
30 Oct 2026$31.64$32.77$30.24
4 Nov 2026$33.87$32.66$30.35
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 10-year window.

Price stage: Sideways from Oct 2025 to Nov 2025; Rising from Nov 2025 to Mar 2026; Sideways from Mar 2026 to Apr 2026; Rising from Apr 2026 to Nov 2026.

Price stage: Sideways in Nov 2023; Falling from Nov 2023 to Dec 2023; Sideways from Dec 2023 to Apr 2024; Falling from Apr 2024 to May 2025; Sideways from May 2025 to Sep 2025; Rising from Sep 2025 to Mar 2026; Sideways from Mar 2026 to Apr 2026; Rising from Apr 2026 to Nov 2026.

Price stage: Rising from Oct 2021 to Jan 2022; Sideways from Jan 2022 to May 2022; Falling from Jun 2022 to Oct 2022; Sideways from Nov 2022 to May 2023; Sideways from May 2023 to Dec 2023; Sideways from Dec 2023 to Mar 2024; Falling from Apr 2024 to Apr 2025; Sideways from May 2025 to Sep 2025; Rising from Sep 2025 to Nov 2026.

Price stage: Rising from Dec 2017 to Jan 2018; Sideways from Feb 2018 to Apr 2018; Falling from Apr 2018 to Mar 2019; Sideways from Mar 2019 to Jul 2019; Sideways from Aug 2019 to Nov 2019; Falling from Dec 2019 to Nov 2020; Sideways from Nov 2020 to Feb 2021; Rising from Mar 2021 to Dec 2021; Sideways from Jan 2022 to May 2022; Falling from Jun 2022 to Oct 2022; Sideways from Nov 2022 to Jun 2023; Rising from Jun 2023 to Aug 2023; Sideways from Sep 2023 to Nov 2023; Sideways from Dec 2023 to Mar 2024; Falling from Apr 2024 to May 2025; Sideways from May 2025 to Sep 2025; Rising from Sep 2025 to Nov 2026.

Week by week since 2016: did it beat the S&P 500 over the past 13 weeks?

Ahead in 216 of 527 weeks

Week by week since 2016: did it beat the S&P 500 over the past 13 weeks?
Week13-week return vs S&P 500
8 Jul 2016no S&P 500 reading
15 Jul 2016no S&P 500 reading
22 Jul 2016no S&P 500 reading
29 Jul 2016no S&P 500 reading
5 Aug 2016no S&P 500 reading
12 Aug 2016no S&P 500 reading
19 Aug 2016no S&P 500 reading
26 Aug 2016no S&P 500 reading
2 Sep 2016no S&P 500 reading
9 Sep 2016no S&P 500 reading
16 Sep 2016no S&P 500 reading
23 Sep 2016no S&P 500 reading
30 Sep 2016no S&P 500 reading
7 Oct 2016+4.6%
14 Oct 2016−0.5%
21 Oct 2016−0.5%
28 Oct 2016−3.4%
4 Nov 2016−2.8%
11 Nov 2016+5.7%
18 Nov 2016+5.6%
25 Nov 2016+6.8%
2 Dec 2016+7.9%
9 Dec 2016+9.1%
16 Dec 2016+6.4%
23 Dec 2016+10.5%
30 Dec 2016+7.9%
6 Jan 2017+7.8%
13 Jan 2017+12.3%
20 Jan 2017+11.8%
27 Jan 2017+10.2%
3 Feb 2017+9.3%
10 Feb 2017+2.9%
17 Feb 2017+1.8%
24 Feb 2017+1.8%
3 Mar 2017+0.3%
10 Mar 2017−1.1%
17 Mar 2017+2.2%
24 Mar 2017−1.7%
31 Mar 2017+1.0%
7 Apr 2017−1.0%
13 Apr 2017−2.2%
21 Apr 2017−2.5%
28 Apr 2017+2.9%
5 May 2017+1.6%
12 May 2017+2.4%
19 May 2017−2.5%
26 May 2017−4.5%
2 Jun 2017−2.2%
9 Jun 2017+0.2%
16 Jun 2017+2.2%
23 Jun 2017+2.6%
30 Jun 2017+3.7%
7 Jul 2017+5.8%
14 Jul 2017+8.4%
21 Jul 2017+8.6%
28 Jul 2017+0.0%
4 Aug 2017−0.8%
11 Aug 2017−3.1%
18 Aug 2017−2.3%
25 Aug 2017+1.1%
1 Sep 2017+0.0%
8 Sep 2017−7.3%
15 Sep 2017−6.4%
22 Sep 2017−5.1%
29 Sep 2017−4.5%
6 Oct 2017−6.7%
13 Oct 2017−7.3%
20 Oct 2017−7.6%
27 Oct 2017−8.4%
3 Nov 2017−6.8%
10 Nov 2017−9.5%
17 Nov 2017−9.5%
24 Nov 2017−9.9%
1 Dec 2017−6.5%
8 Dec 2017+1.2%
15 Dec 2017−4.6%
22 Dec 2017−4.9%
29 Dec 2017−8.9%
5 Jan 2018−10.0%
12 Jan 2018−9.3%
19 Jan 2018−9.5%
26 Jan 2018−4.3%
2 Feb 2018−11.0%
9 Feb 2018−8.4%
16 Feb 2018−9.3%
23 Feb 2018−10.1%
2 Mar 2018−12.5%
9 Mar 2018−14.5%
16 Mar 2018−13.2%
23 Mar 2018−13.0%
29 Mar 2018−18.6%
6 Apr 2018−18.7%
13 Apr 2018−21.0%
20 Apr 2018−19.2%
27 Apr 2018−18.3%
4 May 2018−16.2%
11 May 2018−17.3%
18 May 2018−12.1%
25 May 2018−12.5%
1 Jun 2018−13.7%
8 Jun 2018−14.7%
15 Jun 2018−14.0%
22 Jun 2018−16.7%
29 Jun 2018−10.7%
6 Jul 2018−10.4%
13 Jul 2018−7.9%
20 Jul 2018−11.0%
27 Jul 2018−10.9%
3 Aug 2018−8.3%
10 Aug 2018−7.3%
17 Aug 2018−9.1%
24 Aug 2018−9.6%
31 Aug 2018−13.1%
7 Sep 2018−15.8%
14 Sep 2018−11.0%
21 Sep 2018−6.5%
28 Sep 2018−12.3%
5 Oct 2018−8.4%
12 Oct 2018−10.4%
19 Oct 2018−5.7%
26 Oct 2018−4.0%
2 Nov 2018−0.8%
9 Nov 2018−1.9%
16 Nov 2018+1.6%
23 Nov 2018+8.1%
30 Nov 2018+11.8%
7 Dec 2018+15.3%
14 Dec 2018+8.7%
21 Dec 2018+4.1%
28 Dec 2018+10.7%
4 Jan 2019+11.4%
11 Jan 2019+12.4%
18 Jan 2019+9.5%
25 Jan 2019+7.6%
1 Feb 2019−2.8%
8 Feb 2019−0.1%
15 Feb 2019+0.3%
22 Feb 2019−5.6%
1 Mar 2019−5.3%
8 Mar 2019−7.0%
15 Mar 2019−1.8%
22 Mar 2019−3.0%
29 Mar 2019−0.4%
5 Apr 2019+0.9%
12 Apr 2019+4.9%
18 Apr 2019+3.1%
26 Apr 2019+0.7%
3 May 2019+8.1%
10 May 2019+7.2%
17 May 2019−0.7%
24 May 2019+0.4%
31 May 2019−0.8%
7 Jun 2019+2.6%
14 Jun 2019−2.7%
21 Jun 2019+1.4%
28 Jun 2019+1.3%
5 Jul 2019−2.3%
12 Jul 2019−4.4%
19 Jul 2019−1.9%
26 Jul 2019−3.4%
2 Aug 2019−8.8%
9 Aug 2019−15.3%
16 Aug 2019−18.7%
23 Aug 2019−22.2%
30 Aug 2019−23.7%
6 Sep 2019−23.6%
13 Sep 2019−14.4%
20 Sep 2019−15.8%
27 Sep 2019−18.5%
4 Oct 2019−21.0%
11 Oct 2019−20.9%
18 Oct 2019−23.6%
25 Oct 2019−20.3%
1 Nov 2019−15.4%
8 Nov 2019−9.5%
15 Nov 2019−6.6%
22 Nov 2019−4.6%
29 Nov 2019−2.9%
6 Dec 2019−5.3%
13 Dec 2019−18.5%
20 Dec 2019−19.6%
27 Dec 2019−17.6%
3 Jan 2020−17.9%
10 Jan 2020−18.4%
17 Jan 2020−16.8%
24 Jan 2020−18.2%
31 Jan 2020−14.9%
7 Feb 2020−17.0%
14 Feb 2020−20.4%
21 Feb 2020−15.0%
28 Feb 2020−15.1%
6 Mar 2020−14.3%
13 Mar 2020−15.2%
20 Mar 2020−5.8%
27 Mar 2020−12.4%
3 Apr 2020−14.8%
9 Apr 2020−18.2%
17 Apr 2020−22.9%
24 Apr 2020−23.0%
1 May 2020−16.6%
8 May 2020−13.0%
15 May 2020−11.9%
22 May 2020−17.6%
29 May 2020−16.0%
5 Jun 2020−2.5%
12 Jun 2020+7.4%
19 Jun 2020−5.0%
26 Jun 2020−2.9%
2 Jul 2020+4.8%
10 Jul 2020+11.4%
17 Jul 2020+16.6%
24 Jul 2020+16.0%
31 Jul 2020+1.3%
7 Aug 2020+1.8%
14 Aug 2020+5.9%
21 Aug 2020+2.4%
28 Aug 2020−2.2%
4 Sep 2020−13.4%
11 Sep 2020−17.0%
18 Sep 2020−10.5%
25 Sep 2020−11.6%
2 Oct 2020−6.2%
9 Oct 2020−2.2%
16 Oct 2020+3.6%
23 Oct 2020+5.0%
30 Oct 2020−10.9%
6 Nov 2020−17.7%
13 Nov 2020−12.9%
20 Nov 2020−6.6%
27 Nov 2020+0.7%
4 Dec 2020+3.4%
11 Dec 2020+10.6%
18 Dec 2020+6.2%
24 Dec 2020+14.0%
31 Dec 2020+9.8%
8 Jan 2021+2.0%
15 Jan 2021+4.9%
22 Jan 2021+3.3%
29 Jan 2021+26.9%
5 Feb 2021+22.5%
12 Feb 2021+25.0%
19 Feb 2021+23.8%
26 Feb 2021+12.9%
5 Mar 2021+7.9%
12 Mar 2021+10.9%
19 Mar 2021+13.9%
26 Mar 2021+11.2%
1 Apr 2021+13.5%
9 Apr 2021+13.4%
16 Apr 2021+2.1%
23 Apr 2021+2.3%
30 Apr 2021+1.3%
7 May 2021+23.0%
14 May 2021+19.0%
21 May 2021+15.5%
28 May 2021+20.3%
4 Jun 2021+24.9%
11 Jun 2021+13.0%
18 Jun 2021−1.3%
25 Jun 2021+5.1%
2 Jul 2021−2.3%
9 Jul 2021−1.0%
16 Jul 2021−5.5%
23 Jul 2021−6.0%
30 Jul 2021−6.6%
6 Aug 2021−12.0%
13 Aug 2021−12.2%
20 Aug 2021−14.0%
27 Aug 2021−10.9%
3 Sep 2021−17.7%
10 Sep 2021−15.0%
17 Sep 2021−6.7%
24 Sep 2021−8.6%
1 Oct 2021−5.9%
8 Oct 2021−7.1%
15 Oct 2021−1.2%
22 Oct 2021+1.9%
29 Oct 2021+1.8%
5 Nov 2021+7.4%
12 Nov 2021+4.8%
19 Nov 2021+5.6%
26 Nov 2021−1.3%
3 Dec 2021−0.4%
10 Dec 2021+3.0%
17 Dec 2021+1.8%
23 Dec 2021−0.5%
31 Dec 2021+1.9%
7 Jan 2022+10.6%
14 Jan 2022+13.1%
21 Jan 2022+6.9%
28 Jan 2022+2.9%
4 Feb 2022−9.0%
11 Feb 2022−9.0%
18 Feb 2022−5.0%
25 Feb 2022−4.2%
4 Mar 2022−6.9%
11 Mar 2022−9.2%
18 Mar 2022−12.6%
25 Mar 2022−12.9%
1 Apr 2022−12.0%
8 Apr 2022−21.3%
14 Apr 2022−21.7%
22 Apr 2022−14.3%
29 Apr 2022−14.5%
6 May 2022−11.3%
13 May 2022−9.3%
20 May 2022−4.8%
27 May 2022−3.7%
3 Jun 2022−1.2%
10 Jun 2022−2.7%
17 Jun 2022+1.2%
24 Jun 2022+4.9%
1 Jul 2022+0.3%
8 Jul 2022+4.0%
15 Jul 2022+8.3%
22 Jul 2022+3.1%
29 Jul 2022+11.6%
5 Aug 2022+10.0%
12 Aug 2022+9.3%
19 Aug 2022−0.9%
26 Aug 2022−1.5%
2 Sep 2022+2.3%
9 Sep 2022+3.1%
16 Sep 2022−1.8%
23 Sep 2022−1.9%
30 Sep 2022−2.4%
7 Oct 2022−1.8%
14 Oct 2022−4.7%
21 Oct 2022−5.7%
28 Oct 2022−8.0%
4 Nov 2022−6.6%
11 Nov 2022+0.9%
18 Nov 2022+0.6%
25 Nov 2022+1.8%
2 Dec 2022+1.5%
9 Dec 2022+4.1%
16 Dec 2022+7.2%
23 Dec 2022+10.6%
30 Dec 2022+15.5%
6 Jan 2023+22.9%
13 Jan 2023+27.1%
20 Jan 2023+27.6%
27 Jan 2023+25.2%
3 Feb 2023+33.0%
10 Feb 2023+10.7%
17 Feb 2023+17.0%
24 Feb 2023+10.9%
3 Mar 2023+9.3%
10 Mar 2023+5.6%
17 Mar 2023+0.3%
24 Mar 2023−5.4%
31 Mar 2023−4.9%
6 Apr 2023−11.7%
14 Apr 2023−14.5%
21 Apr 2023−15.3%
28 Apr 2023−15.0%
5 May 2023−23.3%
12 May 2023−21.7%
19 May 2023−24.6%
26 May 2023−21.9%
2 Jun 2023−21.3%
9 Jun 2023−15.8%
16 Jun 2023−10.0%
23 Jun 2023−12.4%
30 Jun 2023−9.1%
7 Jul 2023−8.9%
14 Jul 2023−2.6%
21 Jul 2023+0.2%
28 Jul 2023−0.1%
4 Aug 2023+2.7%
11 Aug 2023+5.7%
18 Aug 2023+3.0%
25 Aug 2023+0.0%
1 Sep 2023+2.0%
8 Sep 2023−5.3%
15 Sep 2023−3.6%
22 Sep 2023−1.4%
29 Sep 2023−4.4%
6 Oct 2023−6.2%
13 Oct 2023−16.4%
20 Oct 2023−16.2%
27 Oct 2023−13.8%
3 Nov 2023−11.7%
10 Nov 2023−16.7%
17 Nov 2023−10.9%
24 Nov 2023−11.1%
1 Dec 2023−6.4%
8 Dec 2023−4.7%
15 Dec 2023+6.1%
22 Dec 2023+8.7%
29 Dec 2023+10.0%
5 Jan 2024+11.4%
12 Jan 2024+14.9%
19 Jan 2024+9.3%
26 Jan 2024+4.2%
2 Feb 2024−2.8%
9 Feb 2024+4.5%
16 Feb 2024+1.6%
23 Feb 2024+1.9%
1 Mar 2024−4.7%
8 Mar 2024−1.5%
15 Mar 2024−17.1%
22 Mar 2024−17.9%
28 Mar 2024−15.7%
5 Apr 2024−17.1%
12 Apr 2024−17.7%
19 Apr 2024−12.6%
26 Apr 2024−13.7%
3 May 2024−16.5%
10 May 2024−16.3%
17 May 2024−17.0%
24 May 2024−17.9%
31 May 2024−16.8%
7 Jun 2024−22.8%
14 Jun 2024−25.3%
21 Jun 2024−21.1%
28 Jun 2024−24.5%
5 Jul 2024−25.3%
12 Jul 2024−18.3%
19 Jul 2024−17.5%
26 Jul 2024−14.8%
2 Aug 2024−10.6%
9 Aug 2024−9.0%
16 Aug 2024−11.0%
23 Aug 2024−16.4%
30 Aug 2024−21.1%
6 Sep 2024−17.6%
13 Sep 2024−12.4%
20 Sep 2024−13.2%
27 Sep 2024−12.0%
4 Oct 2024−13.2%
11 Oct 2024−16.8%
18 Oct 2024−17.2%
25 Oct 2024−18.1%
1 Nov 2024−11.9%
8 Nov 2024−17.3%
15 Nov 2024−10.5%
22 Nov 2024−1.1%
29 Nov 2024+5.6%
6 Dec 2024+2.1%
13 Dec 2024+2.9%
20 Dec 2024−5.6%
27 Dec 2024−4.7%
3 Jan 2025−0.7%
10 Jan 2025−5.1%
17 Jan 2025−9.0%
24 Jan 2025−6.4%
31 Jan 2025+1.3%
7 Feb 2025−3.3%
14 Feb 2025−9.3%
21 Feb 2025−7.3%
28 Feb 2025−9.6%
7 Mar 2025−2.1%
14 Mar 2025−4.3%
21 Mar 2025+1.6%
28 Mar 2025−0.1%
4 Apr 2025+0.4%
11 Apr 2025+1.6%
17 Apr 2025+1.9%
25 Apr 2025+2.6%
2 May 2025−4.0%
9 May 2025+8.6%
16 May 2025+11.6%
23 May 2025+8.2%
30 May 2025+7.7%
6 Jun 2025+3.6%
13 Jun 2025+7.5%
20 Jun 2025+9.3%
27 Jun 2025+12.9%
3 Jul 2025+18.3%
11 Jul 2025+22.1%
18 Jul 2025+20.5%
25 Jul 2025+16.9%
1 Aug 2025+9.7%
8 Aug 2025+6.4%
15 Aug 2025+4.9%
22 Aug 2025+6.6%
29 Aug 2025+9.1%
5 Sep 2025+6.1%
12 Sep 2025+1.0%
19 Sep 2025−4.5%
26 Sep 2025−9.9%
3 Oct 2025−11.4%
10 Oct 2025−13.6%
17 Oct 2025−15.3%
24 Oct 2025−14.3%
31 Oct 2025−15.3%
7 Nov 2025−16.3%
14 Nov 2025−16.9%
21 Nov 2025−16.7%
28 Nov 2025−17.9%
5 Dec 2025−12.2%
12 Dec 2025−8.4%
19 Dec 2025−4.3%
26 Dec 2025−0.4%
2 Jan 2026−2.1%
9 Jan 2026+6.9%
16 Jan 2026+12.6%
23 Jan 2026+9.0%
30 Jan 2026+16.3%
6 Feb 2026+19.4%
13 Feb 2026+20.5%
20 Feb 2026+23.0%
27 Feb 2026+17.1%
6 Mar 2026+14.1%
13 Mar 2026+5.6%
20 Mar 2026+2.5%
27 Mar 2026+2.2%
2 Apr 2026+2.3%
10 Apr 2026−0.8%
17 Apr 2026+2.2%
24 Apr 2026+3.6%
1 May 2026+8.0%
8 May 2026+7.3%
15 May 2026+9.3%
22 May 2026+4.0%
29 May 2026+6.6%
5 Jun 2026+9.7%
12 Jun 2026+21.2%
18 Jun 2026+25.7%
26 Jun 2026+31.0%
2 Jul 2026+32.2%
10 Jul 2026+23.4%
17 Jul 2026+15.0%
24 Jul 2026+16.3%
31 Jul 2026+9.8%
7 Aug 2026+3.9%
14 Aug 2026+1.3%
21 Aug 2026+7.9%
28 Aug 2026+10.0%
4 Sep 2026+6.4%
11 Sep 2026+1.7%
18 Sep 2026−2.1%
25 Sep 2026−6.4%
2 Oct 2026−7.1%
9 Oct 2026−7.6%
16 Oct 2026−7.7%
23 Oct 2026−7.2%
30 Oct 2026−7.7%
4 Nov 2026+1.1%
Each bar is one week, from 2016 to now (527 weeks with a reading). Green means the stock's return over the previous 13 weeks beat the S&P 500; red means it trailed. The colour is strongest at a gap of 25 percentage points or more. A gap means there is no reading for that week.

Over the last 10 years the share price moved +0% while the S&P 500 moved +261%, so it is behind the index over that whole period. The chart above shows the 13-week comparison for every week.

This page treats a rise as over when the price closes below its 200-day average on two Fridays in a row.

What dividend does Franklin Resources pay?

Franklin Resources, Inc. paid $1.31 per share over the last four reported quarters. The most recent declaration was $0.33 for Jun 2026. At today's price of $33.87 that is a yield of 3.87%, based on dividends already paid, not a forecast.

A dividend is cash paid out for each share. The 12-month total is the four most recent quarters added together.

Dividend per share each quarter: latest $0.33 (Jun 2026)

  • Dividend per share $0.33
Dividend per share each quarter: latest $0.33 (Jun 2026)
QuarterDividend per share
Sep 2023$0.30
Dec 2023$0.31
Mar 2024$0.31
Jun 2024$0.31
Sep 2024$0.31
Dec 2024$0.32
Mar 2025$0.32
Jun 2025$0.32
Sep 2025$0.32
Dec 2025$0.33
Mar 2026$0.33
Jun 2026$0.33
Declared dividend per share, $ a share, each reported quarter. 12 quarters on file.

Which stock lists is Franklin Resources on?

Franklin Resources is on one of our US lists: S&P 500 companies.

Is Franklin Resources profitable?

Franklin Resources, Inc. earned $160 M of net profit in the Jun 2026 quarter, +103.0% on the same quarter a year earlier. That is the 3rd quarter in a row of profit growth. Full-year FY25 profit was $472 M. Over 4 years profit has grown −28.0% a year on average. That is 6.8% of the quarter's revenue.

Net profit is what is left after every cost, interest and tax. Earnings per share, dividends and book value all grow from it.

The same quarter a year earlier earned $79.0 M. 1 of the last 12 reported quarters were loss-making.

For the full year, FY25 profit was $472 M (+9.1% on the year before).

FY25 profit $472 M (+9.1% on the year before), −28.0% a year over 4 years

  • Net profit $472 M
FY25 profit $472 M (+9.1% on the year before), −28.0% a year over 4 years
QuarterNet profit
FY21$1.8 B
FY22$1.2 B
FY23$845 M
FY24$432 M
FY25$472 M

Growth on a year earlier

  • Growth on a year earlier 9.1%
Growth on a year earlier
QuarterGrowth on a year earlier
FY21–
FY22−29.4%
FY23−31.7%
FY24−48.9%
FY259.1%
Top: net profit each year, $ B. Below: growth on the year before, %. 5-year window. A grey bar is lower than the year before.

Jun 2026: $160 M (+103.0% on a year earlier), the 3rd quarter in a row of growth

  • Net profit (quarterly) $160 M
Jun 2026: $160 M (+103.0% on a year earlier), the 3rd quarter in a row of growth
QuarterNet profit (quarterly)
Sep 2023$285 M
Dec 2023$242 M
Mar 2024$117 M
Jun 2024$167 M
Sep 2024−$93.5 M
Dec 2024$148 M
Mar 2025$137 M
Jun 2025$79.0 M
Sep 2025$107 M
Dec 2025$239 M
Mar 2026$252 M
Jun 2026$160 M

Growth on a year earlier

  • Growth on a year earlier 103%
Growth on a year earlier
QuarterGrowth on a year earlier
Sep 202326.9%
Dec 202353%
Mar 2024−36.8%
Jun 2024−23.4%
Sep 2024−132.9%
Dec 2024−38.7%
Mar 202517.2%
Jun 2025−52.6%
Sep 2025–
Dec 202561.5%
Mar 202683.7%
Jun 2026103%
Top: net profit each quarter, $ M. Below: growth on the same quarter a year earlier, %. Last 12 quarters. A grey bar is lower than the quarter before.

Why profit moved: revenue changed +14.3% on a year earlier and the margin moved +3.0 percentage points. Most of the change came from keeping more of each sale.

On average over the last four quarters, profit changed +82.7% and revenue +8.1%. Profit is growing faster than sales: fixed costs are spread over more sales, so each extra dollar of revenue adds more to profit.

How much revenue does Franklin Resources make, and is it growing?

Franklin Resources, Inc. reported $2.4 B of income in the Jun 2026 quarter, +14.3% on the same quarter a year earlier. That is the 4th quarter in a row with growth on the year before. Over 4 years it has grown 1.0% a year on average. The last full year, FY25, came in at $8.8 B.

For a bank, revenue is everything it earns: interest on its loans plus fees from its businesses.

The last four reported quarters add to $9.3 B.

FY25 revenue was $8.8 B, +3.5% on the year before.

FY25 revenue $8.8 B (+3.5% on the year before), 1.0% a year over 4 years

  • Revenue $8.8 B
FY25 revenue $8.8 B (+3.5% on the year before), 1.0% a year over 4 years
QuarterRevenue
FY21$8.4 B
FY22$8.3 B
FY23$7.8 B
FY24$8.5 B
FY25$8.8 B

Growth on a year earlier

  • Growth on a year earlier 3.5%
Growth on a year earlier
QuarterGrowth on a year earlier
FY21–
FY22−1.8%
FY23−5.1%
FY248%
FY253.5%
Top: revenue each year, $ B. Below: growth on the year before, %. 5-year window. A grey bar is lower than the year before.

Jun 2026: $2.4 B (+14.3% on a year earlier), the 4th quarter in a row of growth

  • Revenue (quarterly) $2.4 B
Jun 2026: $2.4 B (+14.3% on a year earlier), the 4th quarter in a row of growth
QuarterRevenue (quarterly)
Sep 2023$2.0 B
Dec 2023$2.0 B
Mar 2024$2.2 B
Jun 2024$2.1 B
Sep 2024$2.2 B
Dec 2024$2.3 B
Mar 2025$2.1 B
Jun 2025$2.1 B
Sep 2025$2.3 B
Dec 2025$2.3 B
Mar 2026$2.3 B
Jun 2026$2.4 B

Growth on a year earlier

  • Growth on a year earlier 14.3%
Growth on a year earlier
QuarterGrowth on a year earlier
Sep 20232.4%
Dec 20231.2%
Mar 202411.7%
Jun 20247.8%
Sep 202411.3%
Dec 202413.1%
Mar 2025−1.9%
Jun 2025−2.8%
Sep 20256%
Dec 20253.4%
Mar 20268.7%
Jun 202614.3%
Top: revenue each quarter, $ B. Below: growth on the same quarter a year earlier, %. Last 12 quarters. A grey bar is lower than the quarter before.

Recent pace: the last four quarters grew +8.1% on average, against 1.0% a year over the longer run, so this year is growing faster than its own long-run rate.

Is growth speeding up? Revenue over the last 12 months grew +7.9%, against +6.3% a year over the last 8 quarters (stabilising); profit over the last 12 months grew +180.2%, against −3.2% a year (accelerating).

How much does Franklin Resources keep from what it earns?

Franklin Resources, Inc.'s net margin was 6.8% in the Jun 2026 quarter, 3.0 percentage points higher than the same quarter a year ago. Across 5 years it has been between 5.1% and 20.8%. The latest quarter is within that range.

Net margin is what the bank keeps from every $100 of revenue after every cost, provision for bad loans and tax. With big fee businesses in the mix, it is the clearest margin we can read for this bank.

Why: the net margin move is clear, but the cost details behind it are not in our data, so we show the move without guessing the reason.

FY25: 5.4%, within a range of 5.1% to 20.8% over 5 years

  • Net margin 5.4%
FY25: 5.4%, within a range of 5.1% to 20.8% over 5 years
QuarterNet margin
FY2120.8%
FY2215%
FY2310.8%
FY245.1%
FY255.4%

Change on the year before (points)

  • Change on the year before (points) +0.3 pts
Change on the year before (points)
QuarterChange on the year before (points)
FY21–
FY22−5.8 pts
FY23−4.2 pts
FY24−5.7 pts
FY25+0.3 pts
Net margin each year, % (top). Below: change on the year before, in percentage points. 5-year window.

Jun 2026: net margin 6.8% (+3.0 points on a year earlier)

  • Net margin 6.8%
Jun 2026: net margin 6.8% (+3.0 points on a year earlier)
QuarterNet margin
Sep 202314.3%
Dec 202312.1%
Mar 20245.4%
Jun 20247.8%
Sep 2024−4.2%
Dec 20246.6%
Mar 20256.5%
Jun 20253.8%
Sep 20254.6%
Dec 202510.3%
Mar 202611%
Jun 20266.8%

Change on a year earlier (points)

  • Change on a year earlier (points) +3.0 pts
Change on a year earlier (points)
QuarterChange on a year earlier (points)
Sep 2023+2.7 pts
Dec 2023+4.1 pts
Mar 2024−4.2 pts
Jun 2024−3.2 pts
Sep 2024−18.5 pts
Dec 2024−5.5 pts
Mar 2025+1.1 pts
Jun 2025−4.0 pts
Sep 2025+8.8 pts
Dec 2025+3.7 pts
Mar 2026+4.5 pts
Jun 2026+3.0 pts
Top: quarterly net margin, %. Below: change on the same quarter a year earlier, in percentage points. Last 12 quarters. Net profit as a share of total revenue, each quarter.

How many of Franklin Resources' loans have gone bad?

Franklin Resources, Inc. does not report loan-quality figures this page can read, so this section says so rather than guess. No bad-loan figures are filed in a form this page can read, and none are guessed from the profit line. The income, margin and return sections carry what this business does report.

Gross NPA is the share of the loan book where repayments have stopped. Net NPA is what is left after the money the lender has already set aside for those loans. Falling is good; rising is a warning.

Why: loan quality drives a lender, but its details (new bad loans, recoveries, money set aside) are not in our data for this company. The sections around this one carry what we can back up.

How fast is Franklin Resources' loan book growing?

Franklin Resources, Inc.'s revenue was $8.8 B in FY25, +3.5% on the year before, so the loan book is growing. The latest quarter was +14.3% on a year earlier. The net margin on that income is 6.8%, +3.0 percentage points on a year ago.

We read the loan book through revenue: when the book and the businesses grow, revenue grows with them. It is only a rough guide, because interest-rate changes and fee swings can move it a few points in any year.

Interest income stands in for the size of the loan book; changes in interest rates can move it a few points in any year.

FY25: revenue $8.8 B (+3.5% on the year before), net margin 5.4%

  • Revenue $8.8 B
FY25: revenue $8.8 B (+3.5% on the year before), net margin 5.4%
QuarterRevenue
FY21$8.4 B
FY22$8.3 B
FY23$7.8 B
FY24$8.5 B
FY25$8.8 B

Net margin

  • Net margin 5.4%
Net margin
QuarterNet margin
FY2120.8%
FY2215%
FY2310.8%
FY245.1%
FY255.4%
Top: revenue each year, $ B. Below: net margin, %. 5-year window. A grey bar is lower than the year before.

In short: a lender grows well when its loan book grows, its margin stays steady and its loans stay clean. Quarterly loan-quality figures are missing here, so revenue growth and margin are the two we watch.

What is Franklin Resources' P/BV ratio, and how does it compare with its own history?

Franklin Resources, Inc.'s P/BV is 1.4×, near the high end of its own history: higher than 86% of past readings. Its usual P/BV (the middle reading) is 1.1×, over 5.3 years of weekly prices. This compares the share price with the company’s own past. It does not say what the business is worth.

For a bank or lender we compare the price with book value, the net worth on its balance sheet. P/BV is how many dollars the market pays for each $1 of that net worth. Below 1× means the market values it at less than its net worth.

Why the multiple is low: this lender earns about 8% a year on its equity. A lender that earns less on its net worth is valued lower for each dollar of it, and that gap usually closes only if returns improve.

P/BV 1.4× against a usual 1.1×: near the high end of its own history: higher than 86% of past readings

  • P/BV 1.46×
  • Median 1.11×
P/BV 1.4× against a usual 1.1×: near the high end of its own history: higher than 86% of past readings
WeekP/BVMedian
2 Jul 20211.44×1.11×
16 Jul 20211.32×1.11×
30 Jul 20211.33×1.11×
13 Aug 20211.48×1.11×
27 Aug 20211.48×1.11×
10 Sep 20211.41×1.11×
24 Sep 20211.43×1.11×
8 Oct 20211.34×1.11×
22 Oct 20211.37×1.11×
5 Nov 20211.50×1.11×
19 Nov 20211.50×1.11×
3 Dec 20211.43×1.11×
17 Dec 20211.49×1.11×
31 Dec 20211.46×1.11×
14 Jan 20221.50×1.11×
28 Jan 20221.36×1.11×
11 Feb 20221.33×1.11×
25 Feb 20221.31×1.11×
11 Mar 20221.19×1.11×
25 Mar 20221.21×1.11×
8 Apr 20221.14×1.11×
22 Apr 20221.14×1.11×
6 May 20221.08×1.11×
20 May 20221.12×1.11×
3 Jun 20221.15×1.11×
17 Jun 20221.01×1.11×
1 Jul 20221.02×1.11×
15 Jul 20221.06×1.11×
29 Jul 20221.19×1.11×
12 Aug 20221.25×1.11×
26 Aug 20221.14×1.11×
9 Sep 20221.14×1.11×
23 Sep 20221.01×1.11×
7 Oct 20220.95×1.11×
21 Oct 20220.98×1.11×
4 Nov 20221.02×1.11×
18 Nov 20221.14×1.11×
2 Dec 20221.19×1.11×
16 Dec 20221.12×1.11×
30 Dec 20221.15×1.11×
13 Jan 20231.29×1.11×
27 Jan 20231.32×1.11×
10 Feb 20231.33×1.11×
24 Feb 20231.26×1.11×
10 Mar 20231.18×1.11×
24 Mar 20231.13×1.11×
6 Apr 20231.13×1.11×
21 Apr 20231.13×1.11×
5 May 20231.08×1.11×
19 May 20231.04×1.11×
2 Jun 20231.06×1.11×
16 Jun 20231.14×1.11×
30 Jun 20231.12×1.11×
14 Jul 20231.19×1.11×
28 Jul 20231.23×1.11×
11 Aug 20231.17×1.11×
25 Aug 20231.08×1.11×
8 Sep 20231.08×1.11×
22 Sep 20231.04×1.11×
6 Oct 20231.00×1.11×
20 Oct 20230.94×1.11×
3 Nov 20231.01×1.11×
17 Nov 20231.01×1.11×
1 Dec 20231.07×1.11×
15 Dec 20231.22×1.11×
29 Dec 20231.24×1.11×
12 Jan 20241.17×1.11×
26 Jan 20241.14×1.11×
9 Feb 20241.12×1.11×
23 Feb 20241.11×1.11×
8 Mar 20241.16×1.11×
22 Mar 20241.13×1.11×
5 Apr 20241.11×1.11×
19 Apr 20241.03×1.11×
3 May 20240.96×1.11×
17 May 20240.99×1.11×
31 May 20240.97×1.11×
14 Jun 20240.89×1.11×
28 Jun 20240.91×1.11×
12 Jul 20240.94×1.11×
26 Jul 20240.94×1.11×
9 Aug 20240.90×1.11×
23 Aug 20240.85×1.11×
6 Sep 20240.78×1.11×
20 Sep 20240.84×1.11×
4 Oct 20240.83×1.11×
18 Oct 20240.88×1.11×
1 Nov 20240.87×1.11×
15 Nov 20240.91×1.11×
29 Nov 20240.95×1.11×
13 Dec 20240.92×1.11×
27 Dec 20240.86×1.11×
10 Jan 20250.80×1.11×
24 Jan 20250.84×1.11×
7 Feb 20250.86×1.11×
21 Feb 20250.86×1.11×
7 Mar 20250.85×1.11×
21 Mar 20250.84×1.11×
4 Apr 20250.75×1.11×
17 Apr 20250.75×1.11×
2 May 20250.85×1.11×
16 May 20250.95×1.11×
30 May 20250.92×1.11×
13 Jun 20250.94×1.11×
27 Jun 20251.01×1.11×
11 Jul 20251.06×1.11×
25 Jul 20251.05×1.11×
8 Aug 20251.06×1.11×
22 Aug 20251.08×1.11×
5 Sep 20251.06×1.11×
19 Sep 20251.04×1.11×
3 Oct 20251.03×1.11×
17 Oct 20250.96×1.11×
31 Oct 20250.98×1.11×
14 Nov 20250.96×1.11×
28 Nov 20250.97×1.11×
12 Dec 20251.01×1.11×
26 Dec 20251.04×1.11×
9 Jan 20261.10×1.11×
23 Jan 20261.08×1.11×
6 Feb 20261.17×1.11×
20 Feb 20261.19×1.11×
6 Mar 20261.12×1.11×
20 Mar 20261.01×1.11×
2 Apr 20261.00×1.11×
17 Apr 20261.17×1.11×
1 May 20261.28×1.11×
15 May 20261.36×1.11×
29 May 20261.33×1.11×
12 Jun 20261.38×1.11×
26 Jun 20261.42×1.11×
10 Jul 20261.45×1.11×
24 Jul 20261.40×1.11×
7 Aug 20261.46×1.11×
21 Aug 20261.48×1.11×
4 Sep 20261.50×1.11×
18 Sep 20261.43×1.11×
2 Oct 20261.42×1.11×
16 Oct 20261.34×1.11×
30 Oct 20261.37×1.11×
4 Nov 20261.46×1.11×

Book value per share

  • Book value per share $23.13
Book value per share
WeekBook value per share
2 Jul 2021–
16 Jul 2021–
30 Jul 2021–
13 Aug 2021–
27 Aug 2021–
10 Sep 2021–
24 Sep 2021$22.20
8 Oct 2021$22.20
22 Oct 2021$22.20
5 Nov 2021$22.20
19 Nov 2021$22.20
3 Dec 2021$22.20
17 Dec 2021$22.20
31 Dec 2021$22.99
14 Jan 2022$22.99
28 Jan 2022$22.99
11 Feb 2022$22.99
25 Feb 2022$22.99
11 Mar 2022$22.99
25 Mar 2022$22.99
8 Apr 2022$22.99
22 Apr 2022$22.99
6 May 2022$22.99
20 May 2022$22.99
3 Jun 2022$22.99
17 Jun 2022$23.06
1 Jul 2022$23.06
15 Jul 2022$23.06
29 Jul 2022$23.06
12 Aug 2022$23.06
26 Aug 2022$23.06
9 Sep 2022$23.06
23 Sep 2022$22.97
7 Oct 2022$22.97
21 Oct 2022$22.97
4 Nov 2022$22.97
18 Nov 2022$22.97
2 Dec 2022$22.97
16 Dec 2022$22.97
30 Dec 2022$22.97
13 Jan 2023$22.97
27 Jan 2023$22.97
10 Feb 2023$22.97
24 Feb 2023$22.97
10 Mar 2023$22.97
24 Mar 2023$22.97
6 Apr 2023$23.62
21 Apr 2023$23.62
5 May 2023$23.62
19 May 2023$23.62
2 Jun 2023$23.62
16 Jun 2023$23.62
30 Jun 2023$23.94
14 Jul 2023$23.94
28 Jul 2023$23.94
11 Aug 2023$23.94
25 Aug 2023$23.94
8 Sep 2023$23.94
22 Sep 2023$23.94
6 Oct 2023$23.94
20 Oct 2023$23.94
3 Nov 2023$23.94
17 Nov 2023$23.94
1 Dec 2023$23.94
15 Dec 2023$23.94
29 Dec 2023$24.03
12 Jan 2024$24.03
26 Jan 2024$24.03
9 Feb 2024$24.03
23 Feb 2024$24.03
8 Mar 2024$24.03
22 Mar 2024$24.26
5 Apr 2024$24.26
19 Apr 2024$24.26
3 May 2024$24.26
17 May 2024$24.26
31 May 2024$24.26
14 Jun 2024$24.26
28 Jun 2024$24.44
12 Jul 2024$24.44
26 Jul 2024$24.44
9 Aug 2024$24.44
23 Aug 2024$24.44
6 Sep 2024$24.44
20 Sep 2024$24.65
4 Oct 2024$24.65
18 Oct 2024$24.65
1 Nov 2024$24.65
15 Nov 2024$24.65
29 Nov 2024$24.65
13 Dec 2024$24.65
27 Dec 2024$23.89
10 Jan 2025$23.89
24 Jan 2025$23.89
7 Feb 2025$23.89
21 Feb 2025$23.89
7 Mar 2025$23.89
21 Mar 2025$23.89
4 Apr 2025$23.78
17 Apr 2025$23.78
2 May 2025$23.78
16 May 2025$23.78
30 May 2025$23.78
13 Jun 2025$23.78
27 Jun 2025$23.50
11 Jul 2025$23.50
25 Jul 2025$23.50
8 Aug 2025$23.50
22 Aug 2025$23.50
5 Sep 2025$23.50
19 Sep 2025$23.54
3 Oct 2025$23.54
17 Oct 2025$23.54
31 Oct 2025$23.54
14 Nov 2025$23.54
28 Nov 2025$23.54
12 Dec 2025$23.54
26 Dec 2025$23.18
9 Jan 2026$23.18
23 Jan 2026$23.18
6 Feb 2026$23.18
20 Feb 2026$23.18
6 Mar 2026$23.18
20 Mar 2026$23.18
2 Apr 2026$23.34
17 Apr 2026$23.34
1 May 2026$23.34
15 May 2026$23.34
29 May 2026$23.34
12 Jun 2026$23.34
26 Jun 2026$23.33
10 Jul 2026$23.33
24 Jul 2026$23.33
7 Aug 2026$23.33
21 Aug 2026$23.33
4 Sep 2026$23.33
18 Sep 2026$23.13
2 Oct 2026$23.13
16 Oct 2026$23.13
30 Oct 2026$23.13
4 Nov 2026$23.13
Top: P/BV each week. Below: book value per share, quarterly steps drawn, a step line that moves once a quarter; 5.3 years of history; short peaks above 1.5× are drawn at the top edge.

PEG 0.84 at the Jun 2026 quarter end: below 1.0, so the P/E is smaller than the earnings growth rate

  • PEG 0.84×
  • PEG = 1.0 1.00×
PEG 0.84 at the Jun 2026 quarter end: below 1.0, so the P/E is smaller than the earnings growth rate
QuarterPEGPEG = 1.0
Sep 20210.80×1.00×
Dec 20211.35×1.00×
Mar 20221.96×1.00×
Jun 20226.00×1.00×
Sep 20226.00×1.00×
Dec 20226.00×1.00×
Mar 20236.00×1.00×
Jun 20236.00×1.00×
Sep 20236.00×1.00×
Dec 20236.00×1.00×
Mar 20244.15×1.00×
Jun 20241.86×1.00×
Sep 20242.48×1.00×
Dec 20244.12×1.00×
Mar 20252.19×1.00×
Jun 20256.00×1.00×
Sep 20252.36×1.00×
Dec 20251.26×1.00×
Mar 20260.73×1.00×
Jun 20260.84×1.00×
PEG each quarter: the P/E divided by the yearly growth rate of earnings. The flat line marks 1.0. Below it the P/E is smaller than the growth rate; above it the P/E is bigger. Last 20 quarters; values above 6 are drawn at the top edge.
1.4×P/BV · higher than 86% of its last 5.3 years
0.60PEG · today, as reported

Why the multiple is where it is: over the past year book value grew while the price moved +52.4%. The price ran ahead of book value, which pushed the multiple up within its own range.

Where the price move came from: over 5 years the price moved −1.1% a year; about +0.7% a year came from book-value growth and about −1.8 percentage points from the multiple (the market paying less). The split is approximate (price return minus book-value growth). It shows how much of the move came from the market paying a different multiple.

In short: the multiple is high against its own past, so the book value trend underneath matters more than the multiple.

Is the Franklin Resources business getting better or worse?

Franklin Resources, Inc.'s business is getting better. Profit growth hit its low 5 quarters ago at −63.6% and has recovered to +180.2%, with ROE steady at 5.3%. This is based on 12 quarters of 4 measures.

Every business is somewhere on a path of getting better or worse, and this section names where. The last 12 quarters of growth in revenue, profit and earnings per share, plus the return the business earns on its capital, are read as lines. Getting worse: the lines are falling. Turning around: a low point has just formed and the last few quarters are rising from it. Getting better: the rise from the low has lasted. Growing steadily: steady growth with healthy returns. Slowing from a peak: still high, but slowing. When the lines disagree the result is mixed; too little history means no reading. CAGR (compound annual growth rate) is the steady yearly rate that would turn the starting value into the latest one. It is the fairest way to compare growth over different periods. If the 1-year figure is much bigger than the 10-year one, recent growth is running faster than the long-run trend. A dash means there is no figure for that period, or the starting year was a loss, where a growth rate means nothing.

Growth year by year: revenue +3.5% in FY25, profit +9.1%

  • Revenue growth 3.5%
Growth year by year: revenue +3.5% in FY25, profit +9.1%
QuarterRevenue growth
FY21–
FY22−1.8%
FY23−5.1%
FY248%
FY253.5%

Profit growth, EPS growth

  • Profit growth 9.1%
  • EPS growth 7.3%
Profit growth, EPS growth
QuarterProfit growthEPS growth
FY21––
FY22−29.4%−29.1%
FY23−31.7%−32%
FY24−48.9%−50.7%
FY259.1%7.3%
Growth on the year before, each year, %. Top: revenue. Below: net profit and earnings per share, on their own scale because profit growth swings much more. Zero line drawn.

Three growth lines over twelve quarters: revenue stabilising, profit accelerating

  • Revenue 7.9%
Three growth lines over twelve quarters: revenue stabilising, profit accelerating
QuarterRevenue
Sep 2023−5.1%
Dec 2023−1.8%
Mar 20243%
Jun 20245.8%
Sep 20248%
Dec 202411%
Mar 20257.4%
Jun 20254.7%
Sep 20253.5%
Dec 20251.2%
Mar 20263.8%
Jun 20267.9%

Profit, EPS

  • Profit 180.2%
  • EPS 184.4%
Profit, EPS
QuarterProfitEPS
Sep 2023−31.7%−31.8%
Dec 2023−3.5%−3.3%
Mar 20245.9%5.1%
Jun 20243.2%1.6%
Sep 2024−48.9%−49.9%
Dec 2024−63.6%−65.6%
Mar 2025−58.4%−60.7%
Jun 2025−66.6%−68.2%
Sep 20259.3%5.1%
Dec 202566.4%65.7%
Mar 202689.1%90.5%
Jun 2026180.2%184.4%
Growth on a year earlier, % at each quarter end. Top: revenue. Below: profit and earnings per share, on their own scale because they swing much more. Each is measured over the last 12 months. A gap means there is no reading for that quarter.

ROE: the return line, worked out each quarter

  • ROE 5.3%
ROE: the return line, worked out each quarter
QuarterROE
Sep 20236.2%
Dec 20236.8%
Mar 20245.8%
Jun 20245.4%
Sep 20243%
Dec 20242.2%
Mar 20252.4%
Jun 20251.9%
Sep 20253.3%
Dec 20253.9%
Mar 20264.6%
Jun 20265.3%
Net profit over the last 12 months as a share of equity at the quarter end, %.
Steady highRevenue growth · latest +7.9%, range −5.1% to +11.0%
RisingProfit growth · latest +180.2%, range −66.6% to +180.2%
RisingEPS growth · latest +184.4%, range −68.2% to +184.4%
Stuck lowROE · latest 5.3%, range 1.9% to 6.8%

Why it matters: a lasting rise from a low is what this page is built to show.

Compound annual growth rate (%)

Compound annual growth rate over each period, %. Revenue, profit and EPS come from yearly figures; the stock price row is price growth over the same periods. A dash means no figure for that period, or the starting year was a loss.

Compound annual growth rate (%)
Measure1yr3yr5yr10yr
Revenue+3.5%+2.0%——
Profit+9.1%−27.5%——
EPS+7.3%−28.9%——
Stock price+52.4%+11.8%−1.1%+0.0%
+14.3%Revenue growth (Jun 2026) · latest quarter against a year ago
+103.0%Profit growth (Jun 2026) · latest quarter against a year ago
1.0%Revenue, 4 years · yearly growth over the long run

How much does Franklin Resources earn on its equity and assets?

Franklin Resources, Inc. earned a return on equity of 3% in FY25. Its lowest yearly reading on file was 3% in FY24. On its assets, every $100 earned about $2.64, before the effect of borrowing. For a lender the balance sheet is the business, so the return on equity and on assets have to be read together.

Two numbers rate a bank: ROE, what it earns on shareholders’ money, and ROA, what it earns on all its assets. An ROE above about 13 to 15% is healthy; below that, net worth grows slowly.

That return is below the level a bank needs to grow its net worth quickly, which helps explain why its multiple is where it is.

FY25: ROE 3%, ROA 2.30%, the full history

  • ROE 3.3%
FY25: ROE 3%, ROA 2.30%, the full history
QuarterROE
FY2113.8%
FY229%
FY236.2%
FY243%
FY253.3%

ROA

  • ROA 2.3%
ROA
QuarterROA
FY215.7%
FY224.7%
FY233.2%
FY242.5%
FY252.3%
Return on equity each year, % (top); return on assets, % (below). 5-year window. A lender is judged on ROE and ROA; return on capital used (ROIC) does not apply to a bank.

Jun 2026: ROE 9.6% (last 12 months), ROA 3.00%

  • ROE (12 months) 9.6%
Jun 2026: ROE 9.6% (last 12 months), ROA 3.00%
QuarterROE (12 months)
Sep 20237.3%
Dec 202310%
Mar 20247.5%
Jun 20244.9%
Sep 20246.2%
Dec 2024−1.5%
Mar 20256.2%
Jun 20250.3%
Sep 20253.2%
Dec 20255.3%
Mar 20269.7%
Jun 20269.6%

ROA (12 months)

  • ROA (12 months) 3%
ROA (12 months)
QuarterROA (12 months)
Sep 20233%
Dec 20233.4%
Mar 20243%
Jun 20242.3%
Sep 20242.1%
Dec 20242.3%
Mar 20252.5%
Jun 20251.8%
Sep 20251.8%
Dec 20253.2%
Mar 20263%
Jun 20263%
Return on equity over the last 12 months (top) and on assets (below), each quarter, %. Last 12 quarters, lined up with the yearly figure.

Why: the ROE chart shows the move, but the deposit-cost and bad-loan details behind it are not in our data.

Does Franklin Resources have too much debt?

For a bank, borrowing is the raw material of the business, not a warning sign: it borrows money in order to lend it out. Its safety is read through its returns and its loans. Its safety is read from the bad-loan figures and the return on equity instead.

For a manufacturer, debt is a claim on its profits. For a lender it is the stock it trades in, so the usual debt-to-equity test would mislead and is not used here.

What is the Franklin Resources shareholding pattern?

6.2% of Franklin Resources, Inc.'s tradable shares are in short positions, which are bets that the price will fall, so some traders are betting against it. At normal trading volumes, closing those positions would take about 4.1 days. US companies do not publish a quarter-by-quarter list of owners, so this page uses short interest instead.

There is no quarter-by-quarter list of owners here, so we look at short interest: the share of tradable shares held in short positions, which gain if the price falls.

It is a single reading at one point in time; we do not have its history.

6.2%Short interest · of the tradable float
4.1Days to cover · at typical volumes

Why it is at this level: the figure does not say who has the short positions or why, so we show the level without guessing the story.

How far is Franklin Resources from balance-sheet trouble?

For Franklin Resources, Inc., the Z-score is not used, because it was built for manufacturers, not lenders. For a lender, safety is read from its capital and bad-loan figures instead.

The Z-score estimates how far a company is from balance-sheet trouble. Above about 3 is safe; below about 1.8 is the danger zone. It was built for manufacturers, so it is not used for banks and lenders.

How does Franklin Resources rank in its industry?

64.5 out of 100, rank 4 of 30 in Asset Management, with 76% of the evidence available.

Franklin Resources, Inc. scores 64.5 out of 100 against the 30 companies it is compared with in Asset Management, ranking 4. The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.

The four parts add up to the total exactly: 24.6 + 13.3 + 13.4 + 13.2 = 64.5. This is the same number shown on the industry page; it is worked out once for the whole group and read here.

What would change it: The score would fall if ROA turns down or gross NPA rises while the share price lags its sector.

Which companies is Franklin Resources compared with?

Franklin Resources ranks 4 of 30 Asset Management companies on the 4-Factor Sector Score, with 64.5 out of 100.

  1. 1Victory Capital Holdings, Inc.VCTR · leader · Most evidence points up · 76% evidence69.7out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 22.2/35 · Income 51.4% · Profit 33.2% · 71% evidenceCapital efficiency 18.8/25 · ROA 10.6% · ROE 18.8% · GNPA — · 68% evidenceValuation 13.3/20 · P/BV 2.21× · P/BV÷ROE 0.12 · 70% evidenceRelative strength 15.4/20 · Lead over its industry 29.6% · Lead over S&P 500 33.6% · 1 year 96.4% · 100% evidence · 12 of 12 weeks aheadExact sum: 22.2 + 18.8 + 13.3 + 15.4 = 69.7 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  2. 2Northern Trust CorporationNTRS · quiet · Most evidence points up · 80% evidence67.7out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 26.6/35 · Income 17.6% · Profit 41.8% · 81% evidenceCapital efficiency 16.2/25 · ROA 1.8% · ROE 24% · GNPA — · 68% evidenceValuation 14.6/20 · P/BV 2.32× · P/BV÷ROE 0.1 · 70% evidenceRelative strength 10.3/20 · Lead over its industry 1.7% · Lead over S&P 500 4.7% · 1 year 37% · 100% evidence · 4 of 12 weeks aheadExact sum: 26.6 + 16.2 + 14.6 + 10.3 = 67.7 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  3. 3Equitable Holdings, Inc.EQH · leader · Most evidence points up · 67% evidence65.4out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 17.9/35 · Income -22.5% · Profit -344.3% · 45% evidenceCapital efficiency 13.0/25 · ROA 0.8% · ROE 144.8% · GNPA — · 68% evidenceValuation 14.8/20 · P/BV 10.1× · P/BV÷ROE 0.07 · 70% evidenceRelative strength 19.7/20 · Lead over its industry 11.2% · Lead over S&P 500 14.1% · 1 year 24% · 100% evidence · 12 of 12 weeks aheadExact sum: 17.9 + 13 + 14.8 + 19.7 = 65.4 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  4. 4Franklin Resources, Inc. this pageBEN · turning · Evidence leans up · 76% evidence64.5out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 24.6/35 · Income 7.9% · Profit 100% · 71% evidenceCapital efficiency 13.3/25 · ROA 3% · ROE 9.6% · GNPA — · 68% evidenceValuation 13.4/20 · P/BV 1.2× · P/BV÷ROE 0.13 · 70% evidenceRelative strength 13.2/20 · Lead over its industry 6.7% · Lead over S&P 500 10% · 1 year 52.4% · 100% evidence · 3 of 12 weeks aheadExact sum: 24.6 + 13.3 + 13.4 + 13.2 = 64.5 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  5. 5Blackstone Inc.BX · basing · Evidence leans up · 80% evidence62.8out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 26.3/35 · Income 20.9% · Profit 31.3% · 81% evidenceCapital efficiency 19.7/25 · ROA 14.3% · ROE 32.4% · GNPA — · 68% evidenceValuation 11.6/20 · P/BV 4.27× · P/BV÷ROE 0.13 · 70% evidenceRelative strength 5.2/20 · Lead over its industry -10.8% · Lead over S&P 500 -8.9% · 1 year -13.9% · 100% evidence · 3 of 12 weeks aheadExact sum: 26.3 + 19.7 + 11.6 + 5.2 = 62.8 · What this means: Earnings are strong; relative strength in its sector is -10.8% and the one-year return is -13.9%.
  6. 6BlackRock, Inc.BLK · breaking out · Evidence leans up · 80% evidence62.8out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 21.1/35 · Income 24.7% · Profit 13.4% · 81% evidenceCapital efficiency 15.6/25 · ROA 3.6% · ROE 12.8% · GNPA — · 68% evidenceValuation 8.3/20 · P/BV 2.54× · P/BV÷ROE 0.2 · 70% evidenceRelative strength 17.8/20 · Lead over its industry 4.8% · Lead over S&P 500 7.6% · 1 year 13.1% · 100% evidence · 5 of 12 weeks aheadExact sum: 21.1 + 15.6 + 8.3 + 17.8 = 62.8 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  7. 7State Street CorporationSTT · quiet · Evidence leans up · 80% evidence62.3out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 23.3/35 · Income 13.7% · Profit 25.1% · 81% evidenceCapital efficiency 13.2/25 · ROA 1.1% · ROE 15.5% · GNPA — · 68% evidenceValuation 14.5/20 · P/BV 1.67× · P/BV÷ROE 0.11 · 70% evidenceRelative strength 11.3/20 · Lead over its industry 4% · Lead over S&P 500 7.1% · 1 year 46.5% · 100% evidence · 5 of 12 weeks aheadExact sum: 23.3 + 13.2 + 14.5 + 11.3 = 62.3 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  8. 8SEI Investments CompanySEIC · losing its lead · Evidence leans up · 80% evidence60.8out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 15.4/35 · Income 12.8% · Profit 1.7% · 81% evidenceCapital efficiency 20.0/25 · ROA 14.9% · ROE 28.5% · GNPA — · 68% evidenceValuation 10.3/20 · P/BV 4.28× · P/BV÷ROE 0.15 · 70% evidenceRelative strength 15.1/20 · Lead over its industry 9% · Lead over S&P 500 12.1% · 1 year 31% · 100% evidence · 8 of 12 weeks aheadExact sum: 15.4 + 20 + 10.3 + 15.1 = 60.8 · What this means: Relative strength against the index is 12.1%, and revenue and profit growth are weak.
  9. 9T. Rowe Price Group, Inc.TROW · quiet · Evidence leans up · 76% evidence58.7out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 16.8/35 · Income 7% · Profit 9.1% · 71% evidenceCapital efficiency 18.3/25 · ROA 12% · ROE 16.2% · GNPA — · 68% evidenceValuation 13.1/20 · P/BV 2× · P/BV÷ROE 0.12 · 70% evidenceRelative strength 10.5/20 · Lead over its industry -0.9% · Lead over S&P 500 1.8% · 1 year 9.7% · 100% evidence · 1 of 12 weeks aheadExact sum: 16.8 + 18.3 + 13.1 + 10.5 = 58.7 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  10. 10Ameriprise Financial, Inc.AMP · quiet · Evidence leans up · 76% evidence58.4out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 20.4/35 · Income 9.1% · Profit 22.4% · 71% evidenceCapital efficiency 17.1/25 · ROA 2.4% · ROE 57.4% · GNPA — · 68% evidenceValuation 13.1/20 · P/BV 6.48× · P/BV÷ROE 0.11 · 70% evidenceRelative strength 7.8/20 · Lead over its industry -1.7% · Lead over S&P 500 0.9% · 1 year 14.3% · 100% evidence · 5 of 12 weeks aheadExact sum: 20.4 + 17.1 + 13.1 + 7.8 = 58.4 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  11. 11Brookfield Asset Management Ltd.BAM · turning · Evidence leans up · 76% evidence58.4out of 100GrowthCapitalValuationRelative
  12. 12Ares Management CorporationARES · turning · Evidence leans up · 76% evidence56.7out of 100GrowthCapitalValuationRelative
  13. 13Affiliated Managers Group, Inc.AMG · quiet · Evidence leans up · 76% evidence56.7out of 100GrowthCapitalValuationRelative
  14. 14Corebridge Financial, Inc.CRBG · leader · Too little evidence to rank firmly · 55% evidence55.9out of 100GrowthCapitalValuationRelative
  15. 15Principal Financial Group, Inc.PFG · turning · Evidence leans up · 76% evidence55.4out of 100GrowthCapitalValuationRelative
  16. 16Raymond James Financial, Inc.RJF · basing · Evidence leans down · 76% evidence49.2out of 100GrowthCapitalValuationRelative
  17. 17Invesco Ltd.IVZ · quiet · Evidence leans down · 67% evidence47.0out of 100GrowthCapitalValuationRelative
  18. 18Brookfield CorporationBN · basing · Evidence leans down · 76% evidence45.6out of 100GrowthCapitalValuationRelative
  19. 19TPG Inc.TPG · turning · Evidence leans down · 64% evidence44.0out of 100GrowthCapitalValuationRelative
  20. 20Blue Owl Capital Inc.OWL · quiet · Evidence leans down · 76% evidence43.4out of 100GrowthCapitalValuationRelative
  21. 21Main Street Capital CorporationMAIN · basing · Evidence leans down · 76% evidence37.6out of 100GrowthCapitalValuationRelative
  22. 22KKR & Co. Inc.KKR · basing · Evidence leans down · 76% evidence37.0out of 100GrowthCapitalValuationRelative
  23. 23Ares Capital CorporationARCC · basing · Evidence leans down · 76% evidence35.3out of 100GrowthCapitalValuationRelative
  24. 24StepStone Group Inc.STEP · turning · Most evidence points down · 67% evidence33.5out of 100GrowthCapitalValuationRelative
  25. 25Blue Owl Capital CorporationOBDC · basing · Most evidence points down · 64% evidence31.3out of 100GrowthCapitalValuationRelative
  26. 26Apollo Global Management, Inc.APO · basing · Most evidence points down · 64% evidence31.1out of 100GrowthCapitalValuationRelative
  27. 27Blackstone Secured Lending FundBXSL · quiet · Most evidence points down · 76% evidence30.6out of 100GrowthCapitalValuationRelative
  28. 28The Carlyle Group Inc.CG · basing · Most evidence points down · 64% evidence22.9out of 100GrowthCapitalValuationRelative
  29. 29Janus Henderson Group plcJHG · Too little evidence to rank firmly · 43% evidence73.9out of 100GrowthCapitalValuationRelative
  30. 30Pershing Square Inc.PS · breaking out · Too little evidence to rank firmly · 35% evidence51.1out of 100GrowthCapitalValuationRelative

Missing figures are not scored as bad. They lower the confidence and pull the final score toward the middle. Relative strength counts only when the company has a reading for this week; with no reading, that factor is left out and its 20 points are shared across the other three in proportion. Financial companies use P/BV÷ROE and asset quality; PEG, industrial OPM and ROCE are excluded. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step path the industry is placed on (basing, turning, breaking out, leader, fading, asleep), read from how many weeks running it has led S&P 500 and whether that lead is growing or shrinking. It describes where the share price stands, not the direction of earnings, and it is not a recommendation; it is left blank for a company whose weekly history is too short or too stale to read.

The figures in this ranking come from the industry comparison: results through the Sep 2026 quarter, and the P/E at that quarter's end. The sections above use the latest weekly price, so a P/E or return there can differ a little from the one here. The stage words in this ranking (such as losing its lead or breaking out) describe the lead over the index, not the price phase in the price section.

Related companies: Asset Management, all 30 compared on one page.

Which companies are close to Franklin Resources in size?

Franklin Resources is the 16th largest of 90 Asset Management companies on Sector Alpha by market value (scores of 4 November 2026). Just above it: T. Rowe Price Group, Inc., Pershing Square Inc. and TPG Inc. Just below it: Blue Owl Capital Inc., Corebridge Financial, Inc. and The Carlyle Group Inc.

Asset Management companies close in size

  1. T. Rowe Price Group, Inc. $24 billion
  2. Pershing Square Inc. $21.1 billion
  3. TPG Inc. $19.3 billion
  4. Franklin Resources, Inc. $17.2 billion
  5. Blue Owl Capital Inc. $16.7 billion
  6. Corebridge Financial, Inc. $16.2 billion
  7. The Carlyle Group Inc. $15.2 billion

All 90 Asset Management companies, largest first

Companies close in size in other industries

  1. Kimco Realty Corporation $17.2 billion · REIT - Retail
  2. Nutanix, Inc. $17.2 billion · Software - Infrastructure
  3. Franklin Resources, Inc. $17.2 billion
  4. IDEX Corporation $17.2 billion · Specialty Industrial Machinery
  5. Warner Music Group Corp. $17 billion · Entertainment

What else do people ask about Franklin Resources?

What were Franklin Resources's latest quarterly results?

Franklin Resources, Inc. reported total income of $2.4 B and net profit of $160 M for the Jun 2026 quarter. Income rose 14.3% and profit rose 103.0% compared with a year earlier. Earnings per share were $0.31.

The net margin was 6.8%, 3.0 percentage points higher than a year earlier (as of 4 November 2026).

What is Franklin Resources's market cap?

Franklin Resources, Inc.'s market capitalisation is $17.2 B at a stock price of $33.87. Market cap is the share price times the number of shares, so it changes whenever the price moves (as of 4 November 2026).

How is Franklin Resources performing?

Franklin Resources, Inc.'s share price has been rising for 31 weeks. In its latest quarter, income rose 14.3% and profit rose 103.0% compared with a year earlier. Over the past 13 weeks it has done better than the S&P 500, for 1 week running (as of 4 November 2026).

Will Franklin Resources's stock price go up?

This page does not forecast Franklin Resources, Inc.'s stock price. What it shows instead: the stock price is $33.87, and it has been rising for 31 weeks. Its P/BV of 1.4× is higher than 86% of its own last 5 years (as of 4 November 2026).

Where is Franklin Resources in its business cycle?

Franklin Resources, Inc.'s FY25 net margin was 5.4%, against a 5-year range of 5.1% to 20.8%: the low end of its own range, which is often where recoveries start. The latest quarter was 6.8%.

Comparing margins with a company's own long history is a good way to see where it is in its cycle (as of 4 November 2026).

What could break the Franklin Resources story?

The main question: the share price moved +52.4% in a year while yearly earnings per share moved +7.3%. The difference came from the market paying a higher multiple.

On price, this page treats a rise as over when the share price closes below its 200-day average on two Fridays in a row (as of 4 November 2026).

Is Franklin Resources a stock worth studying right now?

What the numbers show: Franklin Resources, Inc.'s share price has risen faster than its earnings: +52.4% in a year, against +7.3% for earnings per share. The main open question: whether earnings grow into a price that has already moved.

Every number on this page is worked out by code from the published figures, with no forecasts and no price opinions (as of 4 November 2026).

Where do these numbers come from?

Sector Alpha, written by code from the published numbers. Data as of 4 November 2026.

Every chart on this page is drawn by code from the published figures, with no forecasts and no price opinions.

See the plain-text version of this page.

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