Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Calgary, Canada; Dubai, United Arab Emirates; Edinburgh, United Kingdom; Fort Lauderdale, United States; Hyderabad, India; London, United Kingdom; Rancho Cordova, United states; Shanghai, China; Singapore; Stamford, United States; and Vienna, Austria.
Date |
For |
Estimate |
Reported |
Surprise |
surprise % |
2024-04-29 |
2024-03 |
0.58 |
N/A |
N/A |
N/A |
2024-01-29 |
2023-12 |
0.57 |
0.65 |
0.08 |
14.04% |
2023-10-31 |
2023-09 |
0.6 |
0.84 |
0.24 |
40.00% |
2023-07-28 |
2023-06 |
0.6 |
0.63 |
0.03 |
5.00% |
2023-05-01 |
2023-03 |
0.57 |
0.61 |
0.04 |
7.02% |
2023-01-30 |
2022-12 |
0.54 |
0.51 |
-0.03 |
-5.56% |
Date |
Firm |
Action |
From |
To |
2023-10-10 |
Deutsche Bank |
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Hold |
Hold |
2023-10-05 |
Morgan Stanley |
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Underweight |
Underweight |
2023-08-07 |
Morgan Stanley |
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Underweight |
Underweight |
2023-07-31 |
Goldman Sachs |
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Sell |
Sell |
2023-07-30 |
BMO Capital |
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Market Perform |
Market Perform |
2023-07-30 |
Goldman Sachs |
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Sell |
Sell |
Date |
Name |
Relation |
Quantity |
Description |
2024-02-05 |
BYERWALTER MARIANN H |
Director |
0.00 |
Stock Award(Grant) |
2023-12-20 |
JOHNSON CHARLES B |
Beneficial Owner of more than 10% of a Class of Security |
92.49M |
Stock Gift |
2024-01-10 |
JOHNSON GREGORY E |
Officer and Director |
5.44M |
Stock Gift |
2023-11-21 |
JOHNSON JENNIFER M |
Chief Executive Officer |
5.85M |
Stock Gift |
2023-11-01 |
MERCHANT THOMAS C |
General Counsel |
54.38K |
Stock Award(Grant) |
2024-02-05 |
NOTO ANTHONY |
Director |
30.19K |
Stock Award(Grant) |
Institution Ownership
...
Report Date |
Organization |
Position |
Value |
Percentage |
2023-06-29 |
Vanguard Group Inc |
34.78M |
929.07M |
6.97% |
2023-06-29 |
State Street Corporation |
31.76M |
848.26M |
6.36% |
2023-06-29 |
Blackrock Inc. |
29.11M |
777.65M |
5.83% |
2023-06-29 |
Capital Research Global Investors |
22.60M |
603.62M |
4.53% |
2023-06-29 |
Clarkston Capital Partners LLC |
7.08M |
189.17M |
1.42% |
2023-06-29 |
ProShares Advisors, LLC |
6.49M |
173.34M |
1.30% |
Report Date |
Organization |
Position |
Value |
Percentage |
2023-09-29 |
American Mutual Fund Inc |
13.04M |
320.57M |
2.61% |
2023-06-29 |
Vanguard Total Stock Market Index Fund |
9.36M |
249.97M |
1.88% |
2023-06-29 |
Vanguard Mid-Cap Index Fund |
6.97M |
186.05M |
1.40% |
2023-09-29 |
iShares Select Dividend ETF |
6.81M |
167.48M |
1.37% |
2023-06-29 |
Vanguard 500 Index Fund |
6.80M |
181.57M |
1.36% |
2023-09-29 |
Proshares Tr-Proshares S&P 500 Aristocrats ETF |
6.08M |
149.48M |
1.22% |
Dividend |
Date |
0.31 |
2024-03-27 |
0.31 |
2024-01-02 |
0.3 |
2023-09-29 |
0.3 |
2023-09-28 |
0.3 |
2023-06-29 |
0.3 |
2023-03-30 |
Split |
Date |
3 : 1 |
2013-07-26 |
2 : 1 |
1998-01-16 |
3 : 2 |
1997-01-15 |
2 : 1 |
1992-04-15 |
3 : 2 |
1990-01-16 |
5 : 4 |
1987-07-15 |