BEN
stock Financial Services Asset ManagementOverall Healthy · 63%
- Fundamentals Fair
- Trajectory Climbing
- Leadership Normal
A read across fundamentals, recent price & growth trajectory, and leadership stability. For fun and reading at a glance, not investment advice.
What the indicators say
Mixed 4 of 5 trend signals bullishRSI 50 — momentum is balanced between buyers and sellers.
A mechanical reading of the chart’s indicators — not investment advice.
Key statsas of Jun 3
- Open
- $30.37
- -2.41%
- Close
- $30.37
- -2.41%
- Current
- $30.37
- Prev close
- $31.12
- Today
- 4.06M
- 3-mo avg
- 5.01M
Earningscalendar synced from Yahoo 57d ago
- Most recent
- Apr 2884 days ago
- Next expected
- Jul 25in 4 days · estimated from cadence
Recent earnings dates
- Apr 28 84 days ago
- Jan 30 172 days ago
- Nov 7, 2025 256 days ago
- Aug 1, 2025 354 days ago
Past earnings dates come from BEN’s 8-K item 2.02 filings; the next date is Yahoo’s when available, otherwise estimated from the recent reporting cadence.
Fundamentalssynced from SEC 51d ago
Across the nine graded ratios (FY2025 balance-sheet figures, P/E on TTM through Mar 2026 earnings, against the latest price), BEN’s fundamentals read as fair overall.
At 23.2x, the price is a reasonable multiple of the company's annual profit.
Share price divided by earnings per share: what you pay for each $1 of yearly profit. Roughly 15 to 25 is typical, above 40 is richly priced, and negative means the company is losing money.
A 4.2% yield is a healthy, generally sustainable level of cash income.
The yearly dividend as a percent of the share price: the cash income each share pays out. Around 2 to 6% is healthy; above roughly 8% often signals the payout may be cut.
A 6.0% margin is solid, in the ordinary range for a profitable company.
The share of revenue left as profit once every cost is paid. Above 15% is strong; below 5% leaves little cushion against a bad year.
A 4.3% return on equity is weak; owners' capital is barely being put to work.
Profit earned on each dollar of shareholder equity: how well the company compounds its owners' capital. Above 15% is strong.
A 1.6% return on assets is low; the asset base is generating little profit.
Profit earned on each dollar of assets: how efficiently the whole asset base is used. Above 8% is strong.
At 1.51, the company carries a moderate, manageable amount of debt.
Total liabilities divided by shareholder equity: how heavily the company leans on borrowing. Below 1 is conservative; above 2 is highly leveraged.
This company does not report a current-assets breakdown, so the ratio cannot be computed.
Current assets divided by current liabilities: whether short-term resources cover short-term bills. Above 1.5 is comfortable; below 1 is tight.
Revenue grew 3.5% from the prior year: steady, modest expansion.
Change in annual revenue from the prior fiscal year: whether the top line is expanding. Above 10% is strong growth; below 0 means revenue is shrinking.
Net income grew 12.9% from the prior year: strong profit expansion.
Change in annual net income from the prior fiscal year: whether profit is expanding. Above 10% is strong; below 0 means profit is falling.
Financialssynced from SEC 51d ago
| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Revenue | $8.4B | $8.3B | $7.8B | $8.5B | $8.8B |
| Net income | $1.8B | $1.3B | $882.8M | $464.8M | $524.9M |
| Diluted EPS | $3.57 | $2.53 | $1.72 | $0.85 | $0.91 |
| Dividend / share | $1.12 | $1.16 | $1.20 | $1.24 | $1.28 |
| Total assets | $24.2B | $28.1B | $30.1B | $32.5B | $32.4B |
| Total liabilities | $11.4B | $14.2B | $16.5B | $17.9B | $18.2B |
| Shareholder equity | $11.8B | $12.3B | $12.5B | $12.5B | $12.1B |
| Q3-2024 | Q4-2024 | Q1-2025 | Q2-2025 | Q3-2025 | Q4-2025 | Q1-2026 | Q2-2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.1B | $2.2B | $2.3B | $2.1B | $2.1B | $2.3B | $2.3B | $2.3B |
| Net income | $174.0M | -$84.7M | $163.6M | $151.4M | $92.3M | $117.6M | $255.5M | $268.2M |
| Diluted EPS | $0.32 | $-0.20 | $0.29 | $0.26 | $0.15 | $0.21 | $0.46 | $0.49 |
| Dividend / share | $0.31 | $0.31 | $0.32 | $0.32 | $0.32 | $0.32 | $0.33 | $0.33 |
Leadershipsynced from SEC 58d ago
- Johnson Jennifer M Chief Executive Officer · Director
- Nicholls Matthew Co-President, CFO & COO
- Johnson Gregory E Executive Chairman · Director
- Merchant Thomas C EVP, General Counsel
- Byerwalter Mariann H Director
- Friedman Alexander S Director
- Kim John Y Director
- King Karen Matsushima Director
- Noto Anthony Director
- Thiel John W Director
- Waugh Seth H. Director
- Yang Geoffrey Y Director
Officers and board are drawn from BEN’s recent SEC ownership filings (Forms 3, 4 and 5).
Notable recent eventspast year
- Apr 28 +6.9% one-day move
- Feb 5 Officer or director change reported in an 8-K
- Nov 20, 2025 New 6-month low (-19% off peak)
- Sep 8, 2025 Officer or director change reported in an 8-K
Large daily moves, new 6-month lows, year-over-year fundamentals swings, and reported leadership changes — pulled from the data this app already holds, never investment advice.
Dividendssynced from Yahoo 52d ago
- 2025 total
- $1.29
- 2026 so far
- $0.331 payment
- 2026 projected
- $1.32+2.3% vs 2025
Projection scales BEN’s declared payments so far this year up to the inferred cadence, then compares to last year’s total. Between payouts it is an estimate, not a guarantee.
Payment history
- Mar 31 $0.33
- Dec 30, 2025 $0.33
- Sep 30, 2025 $0.32
- Jun 27, 2025 $0.32
- Mar 31, 2025 $0.32
- Dec 30, 2024 $0.32
- Sep 30, 2024 $0.31
- Jun 28, 2024 $0.31
- Mar 27, 2024 $0.31
- Jan 2, 2024 $0.31
- Sep 28, 2023 $0.30
- Jun 29, 2023 $0.30
- Mar 30, 2023 $0.30
- Dec 29, 2022 $0.30
- Sep 29, 2022 $0.29
- Jun 29, 2022 $0.29
- Mar 30, 2022 $0.29
- Dec 30, 2021 $0.29
- Sep 29, 2021 $0.28
- Jun 29, 2021 $0.28
Recent SEC filingssynced from SEC 51d ago
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- DEF 14A Proxy statement
- 8-K Current report
- 8-K Current report
- 10-K Annual report
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report