Franklin Templeton Inc. (BEN)

BEN · Financials · United States United States

Franklin Templeton Inc. (BEN) is a US company in the Financials sector. The stock has its largest weight in ZPD3 (S&P Global Dividend Aristocrats), at 1.75%. Anyone who holds an ETF containing Franklin Templeton also has an indirect stake in the company.

Data and Charts: Franklin Templeton

Key Data for Franklin Templeton

Held in14 ETFs
Highest weight1.75%
Indices7
SectorFinancials
CountryUnited States
ISINUS3546131018

Data note 1

Franklin Templeton Stock Price Chart

The Franklin Templeton chart shows daily closing prices and is set to the current year by default. The stock is up 32.4% year to date and up 39.0% over twelve months. The last recorded close on October 30, 2026, was $31.64, at 72% of the 52-week range.

Price series from our database since Aug 12, 2024, 558 daily values.

Data note 2

Franklin Templeton Stock Performance

Franklin Templeton stock performance
Year to date+32.4%1 year+39.0%
1 month-1.5%3 months-6.6%
Calendar year 2025+17.7%
52W

Data note 3

Measured in euros, Franklin Templeton is up 39.3% year to date and up 43.7% over twelve months. The difference from the dollar figures above comes from the exchange rate alone. Each daily price is converted at the ECB euro reference rate for that day.

Data note 4

Alysly Data Analysis: Franklin Templeton

What ETF Is Franklin Templeton In?

Franklin Templeton has above-average ETF coverage and is held by 14 of the 104 ETFs we track, which together follow 7 indices. That puts the stock in more ETFs than 71.8% of the 4,341 stocks we track.

Data note 5

What ETF is Franklin Templeton in
ETFIndexWeightper €1,000 in the ETF
ZPD3S&P Global Dividend Aristocrats1.75%€17.51
ZPRGS&P Global Dividend Aristocrats1.35%€13.47
SPYDS&P High Yield Dividend Aristocrats0.39%€3.88
XDEWS&P 500 Equal Weight0.18%€1.85
XSWC / XSWDMSCI World Small Cap0.09%€0.88
ZPRS / WDSDMSCI World Small Cap0.07%€0.73
SPYI / SPSAMSCI ACWI IMI0.05%€0.53
SPYL / SPY5S&P 5000.01%€0.15
WIMIMSCI World IMI0.01%€0.13
SXR8S&P 5000.01%€0.10

Data note 6

The last column shows how much of €1,000 in one of these funds goes to Franklin Templeton, based on each fund's latest holdings list.

US-listed ETFs holding Franklin Templeton (weight per latest SEC filing): VYM 0.04%, IVV 0.02%, SPY 0.02%, VOO 0.02%, VTI 0.01%. These funds are registered in the US; retail investors in the EU usually cannot buy them.

Franklin Templeton Weight in iShares Core S&P 500 (SXR8) Since 2019

Sep 30, 2019Oct 30, 2026

In iShares Core S&P 500 (SXR8), Franklin Templeton had a weight of 0.03% on Sep 30, 2019 and 0.01% on Oct 30, 2026. The fund tracks the S&P 500. Its share peaked at 0.03% on Sep 30, 2019. The weight rises and falls with the stock's price performance relative to the other index members. It can also change when the index provider adjusts the index composition.

Data note 7

What's Inside Your ETF Portfolio and the ETF overlap check show how much Franklin Templeton overlaps with the rest of a portfolio.

Which Tracked Investors Hold Franklin Templeton?

Franklin Templeton is not among the largest purchases in the quarter ending Jun 30, 2026. The list is led by GOOGL, DAL and NEBIUS GROUP N.V. The only manager we track that holds Franklin Templeton reduced its position.

Tracked investors holding this stock
InvestorSharesValueQuarter
Bridgewater Associates11,841$393,950reduced by 28,865

As of Jun 30, 2026. Based on quarterly filings with the US securities regulator, submitted up to 45 days after the reference date. The change counts shares, not price gains.

Data note 8

Stocks With ETF Exposure Similar to Franklin Templeton

Stocks with ETF exposure similar to Franklin Templeton
StockShared ETFsr1 yearAnnualized volatilityNet marginRevenue growth
Franklin Templeton––+39.0%30.4%6.0%+3.5%
Federal Realty Investment Trust Re13–+16.1%20.0%32.1%+6.4%
Assurant12–+37.8%24.6%6.8%+7.9%
Erie Indemnity Company12–-15.6%34.8%13.8%+7.2%
FactSet Research Systems12–+22.5%37.0%21.5%+6.7%
Globe Life12–+20.1%23.9%19.4%+3.7%
Jack Henry and Associates12–+7.6%25.2%19.8%+7.1%
Albemarle Corporation12–-7.0%58.3%-9.9%-4.4%
A. O. Smith Corporation12–-5.4%25.9%14.3%+0.3%

These stocks reach a portfolio through largely the same funds as Franklin Templeton. “Shared ETFs” counts the funds that hold both.

Return and volatility are calculated from our daily closing prices in US dollars. Margin and growth come from each company's latest SEC annual filing. Because fiscal years do not end on the same date for every company, the underlying periods are not fully identical.

Data note 9

Fundamental Analysis: Franklin Templeton

Franklin Templeton Key Financials

Revenue$8.8B
Net income$524.9M
Diluted EPS$0.91
Net margin6.0%
Return on equity4.3%
Equity ratio37.3%
Revenue growth+3.5%

Figures come from the SEC annual filing for the latest reported fiscal year (period end Sep 30, 2025).

Revenue and profit by fiscal year
Fiscal yearRevenueNet incomeMargin
FY ended Sep 20237.80.911.2%
FY ended Sep 20248.50.55.5%
FY ended Sep 20258.80.56.0%

Data note 10

Technical Analysis: Franklin Templeton

Franklin Templeton Risk Metrics

Max drawdown-26.8%
Annualized volatility30.4%

Data note 11

Below peak-11.5%
Beta to S&P 5001.20
Correlation to S&P 5000.56

The close on Oct 30, 2026, was 11.5% below the highest close since Aug 12, 2024. That high was reached on Aug 4, 2026. When the S&P 500 rose or fell 1%, Franklin Templeton moved 1.20% on average in the same direction (past 252 trading days). The correlation of 0.56 shows a clear but not close link to the broad market. Accordingly, moves in the S&P 500 explain part of the daily price moves of Franklin Templeton, but far from all.

Data note 12

What Franklin Templeton Correlates With

What Franklin Templeton Correlates With
Instrumentr−1 … +1
Invesco Ltd.+0.71
Russell 2000+0.65
Dow Jones+0.60
Carlyle Group Inc+0.60
United Airlines Holdings Inc.+0.60
SoFi Technologies Inc+0.59
Heating oil-0.55
Equinor ASA-0.50
Brent crude oil-0.48

The strongest co-movers are listed at the top, the strongest inverse movers at the bottom. Low or negative correlations can help spread risk more broadly across a portfolio.

Data note 13

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