BEN Franklin Templeton (BEN) Insider Trading, Ownership & Congress Trades
Financial Services · Investment advice · CIK 0000038777
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
0
13F, latest reported quarter
What the filings say about BEN
Congress, 1 year
No trades
Last one: sale, 2025-09-03
Franklin Templeton insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
No insider purchases or sales are on record for FRANKLIN TEMPLETON INC in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 8 earlier Form 4 trades (code P or S) here by this insider (7 buys, 1 sale), the last on Nov 18, 2025.
- +15.3% median (+14.4% mean) 90-day return after 7 previous buys.
- The trade is 0.1% of the 90,137,677 shares held after it.
- No other insider bought within 30 days.
Insider activity: Insider JOHNSON CHARLES B bought about $1.1M of BEN on Nov 20, 2025.Context
- 7 earlier Form 4 trades (code P or S) here by this insider (6 buys, 1 sale), the last on Apr 4, 2025.
- +13.0% median (+11.8% mean) 90-day return after 6 previous buys.
- The trade is 0.1% of the 90,087,677 shares held after it.
- No other insider bought within 30 days.
Insider activity: Insider JOHNSON CHARLES B bought about $1.1M of BEN on Nov 18, 2025.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 buys), the last on Mar 4, 2025.
- +10.7% median (+5.3% mean) 90-day return after 5 previous buys.
- The trade is 0.0% of the 89,375,487 shares held after it.
- No other insider bought within 30 days.
Insider activity: Insider JOHNSON CHARLES B bought about $7.4K of BEN on Apr 4, 2025.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 buys), the last on Mar 4, 2025.
- +10.7% median (+5.3% mean) 90-day return after 5 previous buys.
- The trade is 0.0% of the 89,375,067 shares held after it.
- No other insider sold within 30 days.
Insider activity: Insider JOHNSON CHARLES B sold about $7.4K of BEN on Apr 4, 2025, the largest insider sale at the company since 2023.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 buys), the last on Sep 11, 2024.
- +4.0% median (+3.9% mean) 90-day return after 4 previous buys.
- The trade is 0.1% of the 89,375,067 shares held after it.
- No other insider bought within 30 days.
Insider activity: Insider JOHNSON CHARLES B bought about $2.0M of BEN on Mar 4, 2025.22 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
under five funds report holding it
Revenue
+3.5% year over year
below 65% of Financial Services
Margin
6.0% net margin
more than 50% of Financial Services
Buybacks
$444.8M repurchased, FY to 2026-06-30
more than 84% of Financial Services
Short interest
6.3% of the float short (float per yahoo 2026-10-26) · 4.1 days to cover · settled 2026-09-30
more than 63% of Financial Services
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch BEN
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+43.1%12M
Insider buy
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns BEN: institutional holders (13F)
13F holdings, latest reported quarter
SEC 13F
No reported 13F holders
No fund above the reporting threshold listed this stock last quarter. That is a fact, not missing data.
Congress trades in BEN
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-09-03 · disclosed 41 days later
$15,001 - $50,000
Sold 2025-04-28 · disclosed 17 days later
$1,001 - $15,000
Sold 2024-12-16 · disclosed 37 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
BEN planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
Corporate PAC
The company's PAC: committee totals only, never individual donors (FEC).
Franklin Resources Inc Political Action Committee (Franklin Templeton Pac)
Cycle 2026 · $271K spent
$424.0K
Federal Election Commission, matched by the PAC's connected organisation
Executive pay vs shareholder return · Ms. Johnson
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2023
$15.7M
$18.8M
$9.0M
+37%
+51%
2022
$15.7M
$10.1M
$6.4M
+15%
+22%
2021
$9.9M
$13.2M
$5.6M
+52%
+69%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
Each figure here is a federal filing, dated the day it went public, so you can test what was knowable then.
BEN financials
Revenue growth
+3.5%
XBRL, annual
Net margin
6.0%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$9.3B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM BEN
| FY Sep 2025 | $8.8B |
| FY Sep 2024 | $8.5B |
| FY Sep 2023 | $7.8B |
| FY Sep 2022 | $8.3B |
| FY Sep 2021 | $8.4B |
| Jun 2026 | $2.4B |
| Mar 2026 | $2.3B |
| Dec 2025 | $2.3B |
| Sep 2025 | $2.3B |
| Jun 2025 | $2.1B |
| Mar 2025 | $2.1B |
| Dec 2024 | $2.3B |
| Sep 2024 | $2.2B |
At each fiscal year end
Single quarter
Net margin, TTM
+8.7%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM BEN
| FY Sep 2025 | +6.0% |
| FY Sep 2024 | +5.5% |
| FY Sep 2023 | +11.2% |
| FY Sep 2022 | +15.6% |
| FY Sep 2021 | +21.7% |
| Jun 2026 | +7.3% |
| Mar 2026 | +11.7% |
| Dec 2025 | +11.0% |
| Sep 2025 | +5.0% |
| Jun 2025 | +4.5% |
| Mar 2025 | +7.2% |
| Dec 2024 | +7.3% |
| Sep 2024 | -3.8% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$123.3M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM BEN
| FY Sep 2025 | $911.6M |
| FY Sep 2024 | $794.2M |
| FY Sep 2023 | $940.4M |
| FY Sep 2022 | $1.9B |
| FY Sep 2021 | $1.2B |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | -$51.9M |
| Jun 2025 | $1.3B |
| Mar 2025 | -$87.6M |
| Dec 2024 | -$217.0M |
| Sep 2024 | $488.4M |
At each fiscal year end
Single quarter
Debt to equity
0.20x
long-term debt only, 2026-06-30; equity 2026-06-30
Debt to equity BEN
| FY Sep 2025 | 0.20x |
| FY Sep 2024 | 0.22x |
| FY Sep 2023 | 0.26x |
| FY Sep 2022 | 0.29x |
| FY Sep 2021 | 0.30x |
| Jun 2026 | 0.20x |
| Mar 2026 | 0.19x |
| Dec 2025 | 0.19x |
| Sep 2025 | 0.20x |
| Jun 2025 | 0.22x |
| Mar 2025 | 0.22x |
| Dec 2024 | 0.22x |
| Sep 2024 | 0.22x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.12x
TTM operating cash flow over long-term debt only, 2026-06-30
Cash flow to debt BEN
| FY Sep 2025 | 0.45x |
| FY Sep 2024 | 0.35x |
| FY Sep 2023 | 0.36x |
| FY Sep 2022 | 0.58x |
| FY Sep 2021 | 0.37x |
| Jun 2026 | 0.12x |
| Mar 2026 | 0.43x |
| Dec 2025 | 0.41x |
| Sep 2025 | 0.45x |
| Jun 2025 | 0.62x |
| Mar 2025 | 0.33x |
| Dec 2024 | 0.39x |
| Sep 2024 | 0.35x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+6.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity BEN
| FY Sep 2025 | +4.3% |
| FY Sep 2024 | +3.8% |
| FY Sep 2023 | +7.5% |
| FY Sep 2022 | +11.4% |
| FY Sep 2021 | +17.2% |
| Jun 2026 | +6.8% |
| Mar 2026 | +6.0% |
| Dec 2025 | +5.0% |
| Sep 2025 | +4.3% |
| Jun 2025 | +2.6% |
| Mar 2025 | +3.2% |
| Dec 2024 | +3.1% |
| Sep 2024 | +3.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+2.4%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets BEN
| FY Sep 2025 | +1.6% |
| FY Sep 2024 | +1.5% |
| FY Sep 2023 | +3.0% |
| FY Sep 2022 | +4.9% |
| FY Sep 2021 | +8.0% |
| Jun 2026 | +2.4% |
| Mar 2026 | +2.2% |
| Dec 2025 | +1.9% |
| Sep 2025 | +1.6% |
| Jun 2025 | +1.0% |
| Mar 2025 | +1.2% |
| Dec 2024 | +1.2% |
| Sep 2024 | +1.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+6.9%
operating income after a 25.3% effective tax rate, over long-term debt only, 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital BEN
| FY Sep 2025 | +4.2% |
| FY Sep 2024 | +2.9% |
| FY Sep 2023 | +8.2% |
| FY Sep 2022 | +13.4% |
| FY Sep 2021 | +16.5% |
| Jun 2026 | +6.9% |
| Mar 2026 | +6.4% |
| Dec 2025 | +4.7% |
| Sep 2025 | +4.2% |
| Jun 2025 | +2.2% |
| Mar 2025 | +2.8% |
| Dec 2024 | +2.9% |
| Sep 2024 | +2.9% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
assets or current liabilities not filed
Return on capital employed BEN
| FY Sep 2025 | n/a |
| FY Sep 2024 | n/a |
| FY Sep 2023 | n/a |
| FY Sep 2022 | n/a |
| FY Sep 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
21.24x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing BEN
| FY Sep 2025 | 25.42x |
| FY Sep 2024 | 23.16x |
| FY Sep 2023 | 14.29x |
| FY Sep 2022 | 8.54x |
| FY Sep 2021 | 8.32x |
| Jun 2026 | 22.63x |
| Mar 2026 | 18.03x |
| Dec 2025 | 22.12x |
| Sep 2025 | 25.42x |
| Jun 2025 | 45.87x |
| Mar 2025 | 27.90x |
| Dec 2024 | 30.74x |
| Sep 2024 | 23.16x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$13.7B
market value at close 2026-10-27 on 2026-07-22 shares, plus long-term debt only, 2026-06-30, minus cash 2021-12-31
Enterprise value BEN
| FY Sep 2025 | $9.8B |
| FY Sep 2024 | $8.8B |
| FY Sep 2023 | $10.8B |
| FY Sep 2022 | $9.6B |
| FY Sep 2021 | $13.7B |
| Jun 2026 | $15.1B |
| Mar 2026 | $10.0B |
| Dec 2025 | $10.3B |
| Sep 2025 | $9.8B |
| Jun 2025 | $10.7B |
| Mar 2025 | $8.2B |
| Dec 2024 | $8.9B |
| Sep 2024 | $8.8B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+0.8%
TTM free cash flow over market value at close 2026-10-27
FCF yield BEN
| FY Sep 2025 | +7.6% |
| FY Sep 2024 | +7.5% |
| FY Sep 2023 | +7.7% |
| FY Sep 2022 | +17.4% |
| FY Sep 2021 | +7.8% |
| Jun 2026 | +0.7% |
| Mar 2026 | +6.7% |
| Dec 2025 | +6.4% |
| Sep 2025 | +7.6% |
| Jun 2025 | +11.6% |
| Mar 2025 | +6.6% |
| Dec 2024 | +8.0% |
| Sep 2024 | +7.5% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.12x
P/E over trailing EPS growth of 183%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing BEN
| FY Sep 2025 | 5.53x |
| FY Sep 2024 | n/a |
| FY Sep 2023 | n/a |
| FY Sep 2022 | n/a |
| FY Sep 2021 | 0.07x |
| Jun 2026 | 0.12x |
| Mar 2026 | 0.20x |
| Dec 2025 | 0.35x |
| Sep 2025 | 5.53x |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-09 | 2024-09 | 2023-09 | 2022-09 | |
|---|---|---|---|---|
| Revenue | $8.8B | $8.5B | $7.8B | $8.3B |
| Operating income | $604.1M | $407.6M | $1.1B | $1.8B |
| Net income | $524.9M | $464.8M | $882.8M | $1.3B |
| EPS (diluted) | 0.91 | 0.85 | 1.72 | 2.53 |
| Operating cash flow | $1.1B | $971.3M | $1.1B | $2.0B |
| Long-term debt | $2.4B | $2.8B | $3.1B | $3.4B |
| Buybacks | $240.3M | $274.4M | $256.3M | $180.8M |
| Dividends paid | $683.7M | $656.4M | $607.3M | $583.1M |
SEC XBRL, fiscal years, as known on 2026-10-28
BEN Stock Sonar score 4/7 axes
Find similar shapesCompareBEN ranks highest on financial health (59th percentile) and risk and compliance (55th), and lowest on growth (35th), among Financial Services peers.
4 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
BEN filings, in plain words
Have members of Congress traded BEN?
Yes, but not in the year to 2026-10-28; the latest on record is a sale by Thomas H. Kean dated 2025-09-03.
Read the full summary
Members of Congress have disclosed trades in BEN, none in the last year; the latest on record is a sale by Thomas H. Kean dated 2025-09-03. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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