Franklin Resources Inc
BEN
$23.34 -0.26%
Exchange: NYSE | Sector: Financial Services | Industry: Asset Management
Q2 2025
Published: May 2, 2025

Earnings Highlights

  • Revenue of $2.11B down 1.1% year-over-year
  • EPS of $0.29 increased by 26.1% from previous year
  • Gross margin of 47.8%
  • Net income of 151.40M
  • "We are incredibly fortunate to have the stable of alternatives capabilities that we have that we did it early, and it is going to be extremely difficult for traditional managers to build that kind of platform organically." - Jenny Johnson
BEN
Company BEN

Executive Summary

Franklin Resources, Inc. reported QQ2 2025 results with AUM of $1.54 trillion, reflecting meaningful headwinds from Western Asset outflows and softer market conditions. Net long-term outflows totaled $26.2 billion for the quarter, with ex-Western inflows of $7.4 billion, underscoring underlying demand across multiple growth platforms outside Western. Revenue was $2.11 billion, down 6.2% QoQ and roughly 1.1% YoY, while net income rose 21.9% YoY to $151.4 million but declined 7.5% QoQ, yielding an EPS of $0.29. The firm emphasizes breadth and diversification as a differentiator: ETF net flows reached a record pace (+$4.1B in Q2 with ETF AUM at a record $37B), and alternatives fundraising totaled $6.8B, led by private markets inflows of $6.1B. Management highlighted a strong, multi-asset and regional footprint with non-US AUM (~$470B) and international net flows positive in both EMEA and Americas, reflecting a resilient and expanding global franchise. In line with prior guidance, BEN expects fiscal 2025 expenses to be broadly flat versus 2024 (adjusted for Putnam), supported by ongoing cost containment and targeted investments in growth initiatives (alternatives, ETFs, Canvas, and digital assets). For 2026, management projects $200–$250 million of cost savings, though growth in alternatives could pressure margins if sales accelerate. The earnings call showcased the strategic rationale for continued diversification, the accelerating opportunity in wealth-channel alternatives, and the integration of Western with autonomy preserved for investment teams. Investors should monitor: (1) AUM trajectory and long-duration net flows, (2) performance mix shifts (equities vs. fixed income vs. alternatives), (3) progress and earnings impact of Western integration, (4) growth in private markets via Lexington, BSP, and Clarion platforms, and (5) the pace of asset-sensitive expense savings vs. revenue growth in a volatile rate environment.

Key Performance Indicators

Revenue
Decreasing
2.11B
QoQ: -6.23% | YoY: -1.07%
Gross Profit
Decreasing
1.01B
47.82% margin
QoQ: -5.86% | YoY: -34.17%
Operating Income
Decreasing
145.60M
QoQ: -33.52% | YoY: -36.61%
Net Income
Increasing
151.40M
QoQ: -7.46% | YoY: 21.90%
EPS
Increasing
0.29
QoQ: 0.00% | YoY: 26.09%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2025 2,111.40 0.29 -1.1% View
Q1 2025 2,251.60 0.29 +13.1% View
Q4 2024 2,211.20 -0.16 +11.3% View
Q3 2024 2,098.60 0.32 +6.6% View
Q2 2024 2,134.30 0.23 +10.8% View