Franklin Resources (BEN) Q4 Earnings and Revenues Beat Estimates

Core Insights - Franklin Resources (BEN) reported quarterly earnings of $0.67 per share, exceeding the Zacks Consensus Estimate of $0.57 per share, and up from $0.59 per share a year ago, representing an earnings surprise of +17.54% [1] - The company achieved revenues of $2.34 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 10.40% and increasing from $2.21 billion year-over-year [2] - Franklin Resources has outperformed the S&P 500 with a year-to-date gain of approximately 14.6% compared to the S&P 500's gain of 14.3% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.58 on revenues of $2.12 billion, while for the current fiscal year, the estimate is $2.53 on revenues of $8.49 billion [7] - The estimate revisions trend for Franklin Resources was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Financial - Investment Management industry, to which Franklin Resources belongs, is currently ranked in the top 20% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]