The total return for Franklin Resources, Inc. (BEN) stock is +50.20% over the past 12 months vs. +24.28% for the S&P 500. So far it's up +36.37% this year. Includes price appreciation + reinvested dividends.
Franklin Resources, Inc. (BEN) Compound Annual Growth Rates (CAGR) Summary
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +42.20% | +6.77% | (1.58%) | (0.50%) | (1.55%) | +0.70% |
| Total Return CAGR | +50.20% | +12.66% | +3.38% | +3.57% | +1.52% | +3.26% |
| Revenue CAGR | +3.82% | +4.71% | +5.65% | +2.22% | +2.20% | +3.31% |
| Net Income CAGR | +100.84% | (1.47%) | (5.83%) | (6.96%) | (4.95%) | (1.55%) |
| EPS CAGR | +7.06% | (28.88%) | (10.56%) | (12.06%) | (5.48%) | (2.17%) |
| Free Cash Flow CAGR | +39.57% | (9.78%) | (8.27%) | (4.58%) | (2.45%) | (1.91%) |
| Operating Cash Flow CAGR | +8.87% | (10.56%) | (8.13%) | (4.64%) | (2.61%) | (1.92%) |
| Dividends CAGR | (17.32%) | +3.31% | +3.43% | +7.43% | +10.13% | +13.27% |
CAGR Trends History
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
BEN Total Return CAGR Chart
Franklin Resources, Inc. (BEN)
Annual Total Returns Comparison
| Year | Start Value | End Value | BEN Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 629.49 | 858.43 | +36.37% | +9.08% | +27.29% |
| 2025 | 504.85 | 629.49 | +24.69% | +17.72% | +6.97% |
| 2024 | 693.27 | 504.85 | (27.18%) | +24.89% | (52.07%) |
| 2023 | 592.98 | 693.27 | +16.91% | +26.19% | (9.28%) |
| 2022 | 718.50 | 592.98 | (17.47%) | (18.17%) | +0.70% |
| 2021 | 517.17 | 718.50 | +38.93% | +28.74% | +10.19% |
| 2020 | 510.09 | 517.17 | +1.39% | +18.37% | (16.98%) |
| 2019 | 562.44 | 510.09 | (9.31%) | +31.22% | (40.53%) |
| 2018 | 802.61 | 562.44 | (29.92%) | (4.56%) | (25.36%) |
| 2017 | 719.37 | 802.61 | +11.57% | +21.70% | (10.13%) |
About Franklin Resources, Inc.
Franklin Resources, Inc. is a publicly traded holding company specializing in investment management. Operating through its various subsidiaries, the firm provides a comprehensive range of financial services to a diverse clientele, including individual investors, institutions, pension funds, trusts, and partnerships. It designs and offers a suite of mutual funds, spanning strategies in equity, fixed income, balanced portfolios, and multi-asset classes. The company actively allocates capital across public stock markets, bond markets, and alternative investment opportunities. Founded in 1947, Franklin Resources is headquartered in San Mateo, California, with an additional operational center located in Hyderabad, India.
- Sector
- Financial Services
- Industry
- Asset Management
- CEO
- Jennifer Johnson