BEN's Quality Score fell 1 point on Tue, Nov 10, to 15. Trading went back to normal after a busy day (2 chart checks stopped).
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Up 16% from Oct 27 to Nov 10.
| Long trend | Above its 200-day average for 7 months |
| Latest filing | 10-K, Nov 9 |
After its last 4 reports it closed +4.1% on average, higher 4 of 4 times.
Excellentfor quality, not price, 6 of 14 chart checks firingWhat the Quality Score means
Well above its recent run. BEN scores 15 today, against a median of 7.5 over its last 20 recorded sessions.
BEN is #5 of 35 by Quality Score.
| Rank | Stock | Quality Score |
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| 1 | ||
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| Open for its score | ||
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| 5 |
Net income over four quarters: BEN $1.08B, TROW $2.19B, VCTR $456M, CNS $169M.
Expected to report Fri Jan 29, before the open (in 80 days).
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Revenue of $2.4B, 4% more than a year ago.
“Total AUM was $1,795.1 billion at September 30, 2026, up $3.5 billion during the quarter due to $20.8 billion of long-term net inflows, offset by negative impact of $11.3 billion of net market change, distributions, and other and $6.0 billion of cash management net outflows.”
BEN's results filing gives no sales by line in a table we read.
No outlook figures read from this release.
“AUM increased $133.9 billion during the fiscal year due to $84.1 billion of long-term net inflows, inclusive of $11.7 billion of long-term net outflows at Western Asset Management (“WAM”), the positive impact of $46.4 billion of net market change, distributions, and other, $6.2 billion from acquisitions partially offset by the $2.8 billion of cash management net outflows.”
From its results filing (SEC filing · Nov 6)
Sales grew 2.2% a year over 5 years, fiscal 2021 to 2026.
Pays $1.32 a share a year.
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Nov 6, 2026 | +0.7% | +4.7% | not yet |
| Jul 31, 2026 | +0.9% | +2.1% | +2.5% |
| Apr 28, 2026 | +1.0% | +6.9% | +7.7% |
Sales grew in four of the last seven years, to $9.4B in 2026. It made a profit in each of the eight years.
RSI 69.1, MACD above signal, above both averages. Not scored.
Its dividends come to 83% of its free cash flow.
| Dividend | $1.32 a share a year |
| Paid out | About $681M a year |
| Free cash flow | $816M |
| Record | Raised every year since 2019 |
One trade disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: BEN is under 0.1% of VYM, under 0.1% of IVV, and under 0.1% of SPY, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Jul 31, 2026 (SPY's as filed by IVV).
Franklin Templeton provides investment services for individual and institutional investors. At the end of August 2026, the company had $1.827 trillion in managed assets, composed primarily of equity (42%), fixed-income (24%), multi-asset/balanced (12%) funds, alternatives (17%), and money market funds (5%). Distribution tends to be weighted between retail investors (58% of assets under management) and institutional accounts (39%), with high-net-worth clients accounting for the remainder. Franklin is one of the more global of the US-based asset managers we cover, with 30% of its AUM invested in global/international strategies and 29% sourced from clients domiciled outside the United States.
“The financial services industry is a highly competitive global environment.”
BEN scores 15 today, which Breakaway calls Excellent. It is #5 of 35 in Investment Advice by Quality Score, with 6 of 14 chart checks firing. Up 16% from Oct 27 to Nov 10. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
BEN scores 15 today, which Breakaway calls Excellent (15 to 19). That is #5 of 35 in Investment Advice by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind BEN's 15.
Expected to report Fri Jan 29, before the open, a date Breakaway expects from the company's usual timing; the company has not confirmed it. BEN closed higher after 4 of its last 4 reports. Past behavior, not a forecast.
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Insider and Congress trades, the chart, and the financials, in one score.
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