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Franklin Resources, Inc. (BEN), headquartered in San Mateo, California, is a global investment management firm serving clients in over 150 countries. Valued at $10.5 billion by market cap, the company offers a wide range of services across equity, fixed income, alternative investments, and multi-asset strategies, and manages over $1.6 trillion in assets.
Shares of this leading investment manager have underperformed the broader market over the past year. BEN has declined 14.3% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 8.2%. However, in 2025, BEN stock is down 1.1%, surpassing the SPX’s 4.7% decline on a YTD basis.