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Franklin Templeton Inc. (BEN) Next Earnings Date & Expected ±5.2% Move

$31.97 +1.04% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $31.97

Franklin Templeton Inc. (BEN) carries a Roarable Rating of C (Hold) with 65/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

ROARABLE C • HOLD / WATCH Cap $16.08B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on BEN Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is BEN stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Franklin Templeton Inc. (NYSE: BEN) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 65/100 at a spot price of $31.97 (+1.04% 1D, market cap $16.08B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 11/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 11/20, and Executive Insider Alignment 15/20. Across 1097 tracked Financials issuers, BEN ranks #230 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does BEN compare to OWL and TPG in the Financials sector?
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Within the Financials sector (Investment Managers), BEN carries a Roarable C (65/100 RQD), trailing P/E of 31.3x, gross margin of —, and ROIC of 3.0%. By comparison, OWL (Blue Owl Capital Inc.) holds a C grade (65/100 RQD, P/E 53.1x, ROIC 6.3%, cap $16.11B) and TPG (TPG Inc.) posts a C- grade (60/100 RQD, P/E 98.2x, ROIC 2.5%, cap $17.64B). Among the 5-stock peer group, CG leads on earnings multiple (17.9x) while OWL leads on capital efficiency (6.3% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for BEN?
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Per BEN's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-09-30, CIK 0000038777), Franklin Templeton Inc. generated $8.77B in revenue (+3.5% YoY), $524.9M in net income, and $911.6M in free cash flow against $32.55B in total assets and $8.17B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $31.97 (+0.00%)🧬 Cannibal Buyback (-2.08% YoY Shares)⚙️ Cash Engine: 13/20 (C) • 10.4% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 65/100 (C) historically posted market-perform odds over rolling 90-day windows (+1.3% avg 90D alpha vs SPY • 55.6% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →
RQD QUANT TACHOMETERHOLD / WATCH • C
025507510065
JEV AI Jury Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw C · Rk C
Cash (13)Whales (11)SEC (15)Macro (11)CEO (15)
Each axis scored 0–20
12M PRICE TARGET CONE+3.2% Base Target
$39 Bull$33 Base$26 Bear
📬 FREE BEN RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for BEN)Realized 20D OHLCV Swing Band: ±5.2%
Deterministic 5-Pillar Attribution (65/100 Composite)
🔍 WHY BEN SCORES 65/100 (C) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+15/20 pts (23% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 8/9

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+15/20 pts (23% of score)

SEC Form 4 / 13F Thermometer: 75% Net Buy • Cannibal Buyback (-2.08% YoY Shares)

▼ #1 Drag / Risk Factor: Macro Regime Fit11/20 pts (-9 pt drag)

Macro rate sensitivity & RSI-14 (47.2) create a -9 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
57
Grade C$30.53+3.8% Next Q
Q2 (-2Q)
60
Grade C$31.68+0.2% Next Q
Q3 (-1Q)
62
Grade C+$31.73+0.8% Next Q
Current
65
Grade C$31.97+1.3% Hist 90D α
Trajectory: C (57) → C (65)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the BEN Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 65/100 (C) score, BEN faces multiple-compression risk if 31.3x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.08% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($32.62) or 200D SMA ($30.34) invalidates the momentum regime and cuts Target Base ($32.98) toward Bear Floor ($25.72).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $BEN• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “BEN Beats Next Quarter EPS Consensus (Dec 29, 2026) & Holds Above 200D SMA”
YES 65%NO 35%Trade / Inspect Odds →
NEXT EST. WINDOW: Dec 29, 2026 (~55 DAYS)

Historical OHLCV Volatility ±5.2% Swing Band

±$1.66 Expected Swing
$30.31 (-5.2%)Spot $31.97$33.63 (+5.2%)
MODEL EARNINGS SETUP GAUGE

BEN Quantitative Pre-Earnings Setup: 65/100

Trailing EPS: $1.03 • YoY Revenue Growth: 3.5%

Model Bullish Setup (65/100)Model Risk Weight (35/100)
Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).
LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

Recent SEC Reported Revenue, Net Profit & Diluted EPS Cadence

PeriodFiledRevenueNet ProfitFree Cash FlowGross Margin
FY 20252025-09-30$8.77B$524.9M$911.6M52%
FY 20242024-09-30$8.48B$464.8M$794.2M52%
FY 20232023-09-30$7.85B$882.8M$736.0M52%
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Options & Swing Structure Desk

Whale Flow & Momentum Playbook: Evaluating BEN & AI Leaders Without Chasing Tops

  • ✓Institutional whale strikes & implied earnings move audit on BEN
  • ✓How disciplined traders manage risk using pre-published trigger & invalidation levels
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on tracked leaders
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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BEN // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +7.64%📐 HORIZONTAL RANGE
2026-11-03O $32.34H $32.34L $31.64C $31.97VOL 3.99M
RES: $36.00SUP: $29.71SMA50: $32.62SMA200: $30.34
$37.09$33.73$30.37$27.02$23.66RES $36.00SUP $29.71$31.972026-05-042026-06-182026-08-052026-09-212026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

BEN Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 BEN Butterfly Map → + Track BEN →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
24.2%/yr Implied 5Y Growth

vs. +3.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on BEN today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for BEN. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for BEN today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (BEN)

Financials Rank #230 of 1097 ⚔️ OWL vs BEN Full Matrix →

1. Head-to-Head Financials Peer Comparison (BEN vs. OWL, TPG, CG, PS)

Industry: Investment Managers (79 Tracked Issuers)

Across 1097 tracked Financials securities in the Roarable RQD universe, Franklin Templeton Inc. (BEN) ranks #230 by composite RQD confidence (65/100, grade C) and #132 by equity capitalization ($16.08B). Within this direct 5-issuer industry benchmark cohort, CG leads on earnings valuation at 17.9x trailing P/E, while OWL leads on capital efficiency and profitability with 6.3% ROIC and — gross margin. BEN currently leads its immediate peer cohort in composite quantitative strength at 65/100 (C).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
BEN ACTIVE
Franklin Templeton Inc.
C 65/100 31.3x — 3.0% +1.04% $16.08B Benchmark Subject
OWL
Blue Owl Capital Inc.
C 65/100 53.1x — 6.3% +2.81% $16.11B /owl-vs-ben →
TPG
TPG Inc.
C- 60/100 98.2x — 2.5% +3.21% $17.64B /tpg-vs-ben →
CG
The Carlyle Group Inc.
E 33/100 17.9x — 5.4% +2.19% $14.32B /cg-vs-ben →
PS
Pershing Square Inc.
D+ 54/100 — — — +2.10% $18.26B /ps-vs-ben →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-09-30 • CIK 0000038777 ↗

In its most recent audited fiscal period (FY2025, filed 2025-09-30), Franklin Templeton Inc. (BEN) reported GAAP revenue of $8.77B (+3.5% vs. FY2024 revenue of $8.48B , and +11.7% cumulative change since FY2023) , GAAP net income of $524.9M, operating cash flow of $1.07B, and free cash flow of $911.6M (+14.8% YoY). On the balance sheet, BEN closed FY2025 with $32.55B in total assets against $8.17B in total debt (Altman Z-Score: N/A, Piotroski F-Score: 8/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-09-30 $8.77B $524.9M $1.07B $911.6M $32.55B $8.17B
FY2024 (FY) 2024-09-30 $8.48B $464.8M $971.3M $794.2M $32.39B $7.67B
FY2023 (FY) 2023-09-30 $7.85B $882.8M $1.09B $736.0M $9.42B $2.20B

3. BEN Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is BEN stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Franklin Templeton Inc. (NYSE: BEN) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 65/100 at a spot price of $31.97 (+1.04% 1D, market cap $16.08B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 11/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 11/20, and Executive Insider Alignment 15/20. Across 1097 tracked Financials issuers, BEN ranks #230 in composite RQD confidence.

How does BEN compare to OWL and TPG in the Financials sector?

Within the Financials sector (Investment Managers), BEN carries a Roarable C (65/100 RQD), trailing P/E of 31.3x, gross margin of —, and ROIC of 3.0%. By comparison, OWL (Blue Owl Capital Inc.) holds a C grade (65/100 RQD, P/E 53.1x, ROIC 6.3%, cap $16.11B) and TPG (TPG Inc.) posts a C- grade (60/100 RQD, P/E 98.2x, ROIC 2.5%, cap $17.64B). Among the 5-stock peer group, CG leads on earnings multiple (17.9x) while OWL leads on capital efficiency (6.3% ROIC).

What are the biggest fundamental strengths and SEC risk factors for BEN?

Per BEN's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-09-30, CIK 0000038777), Franklin Templeton Inc. generated $8.77B in revenue (+3.5% YoY), $524.9M in net income, and $911.6M in free cash flow against $32.55B in total assets and $8.17B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.

Where is BEN trading relative to its 50-day, 200-day, and 52-week technical levels?

BEN last traded at $31.97 (+1.04% on volume of 3,908,393 shares), positioning the stock -1.99% below its 50-day simple moving average ($32.62) and +5.37% above its 200-day simple moving average ($30.34). Across its 52-week range of $21.11 to $36.28, BEN sits at the 71.6% percentile with a 14-day RSI of 47.2 (NEUTRAL RANGE) and an implied next-earnings move of ±5.2% ($30.31 to $33.63).

Direct Sub-Reports: BEN RQD Cockpit BEN 12M Forecast BEN Earnings & Move BEN Dividends & DRIP BEN Insiders & 13F BEN Whale Options BEN Profit Sankey BEN News & Why
ROARABLE RATING BRIEF • RQD 65/100 (C) ✓ SEC XBRL & RQD VERIFIED

BEN — Franklin Templeton Inc.: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-09-30

1. Roarable Rating Brief: What This Means to a Prospective Investor

Franklin Templeton Inc. (BEN) earns a live Roarable RQD composite score of 65/100, corresponding to a C letter grade (Roarable Hold) at a spot price of $31.97 (+1.04% 1D, market capitalization $16.08B).

  • Fundamental Cash Engine (13/20): Anchored by return on invested capital (ROIC) of 3.0%, gross margin of —, operating margin of 6.9%, and free cash flow yield of 5.55%.
  • Whale 13F & Options Flow (11/20) + Insider Conviction (15/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (11/20) + Forensic Balance Sheet (15/20): Incorporates a 0.95x equity beta, Altman Z-Score of N/A, Piotroski F-Score of 8/9, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

Franklin Templeton Inc. Is a NYSE-listed issuer in the Financials sector, Investment Managers industry, per the SEC profile..4B.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-09-30), Franklin Templeton Inc. (BEN) reported $8.77B in annual revenue (up from $8.48B in FY2024, +3.5% YoY) and $524.9M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($7.85B revenue, $882.8M net income) through FY2025, BEN scaled operating cash flow to $1.07B and free cash flow to $911.6M, backed by $32.55B in total assets against $8.17B in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (C • RQD 65/100): Company leadership has skin in the game with net positive insider conviction. Clean SEC annual filing review with no major hidden accounting time-bombs. With Fundamental Cash Engine at 13/20 and Institutional Whale Flow at 11/20, sustained execution supports upside toward the upper end of the $21.11 – $36.28 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Broader market pullbacks can still drag down strong stocks in the short run. Investors must weigh 31.3x trailing P/E and 27.4x EV/EBITDA against 6.9% operating margins and a 0.95x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Operating in Investment Managers (Financials), BEN carries a macro regime beta of 0.95 and gross margin of —.

  • Key Question #1: Can BEN sustain or expand its 6.9% operating margin and 3.0% ROIC against Investment Managers peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $8.77B and free cash flow of $911.6M, how will capital allocation balance growth reinvestment against $8.17B in total debt?
  • Key Question #3: How sensitive is BEN's 29.1x forward P/E multiple to Financials capital spending cycles and macro interest-rate shifts (Beta 0.95x)?

BEN Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Franklin Templeton Inc. (BEN) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to BEN Debate Forum (3) ↓
🟡 MARKET WIRE Yahoo Finance • 1d ago
META_TITLE_QUOTE

Yahoo Finance report covering Franklin Templeton Inc. (BEN) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

BEN Bull vs. Bear Conversation Board — What's Your Call at $31.97?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON BEN 🐻 33% BEARISH CONVICTION
1. Pick Your Side on BEN:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
MA MacroHawk_NYC RQD DEBATE OPENER • Cross-Asset Macro Desk 🐂 BULLISH 🎯 Target: $40.18 (+27.0%)
📌 Pinned Debate

Strong balance-sheet forensics (Piotroski F 8/9, Altman Z 2.5) and a 4.16% dividend yield support the stock despite a 3% ROIC.

Strong balance-sheet forensics (Piotroski F 8/9, Altman Z 2.5) and a 4.16% dividend yield support the stock despite a 3% ROIC.. When you look under the hood at BEN, Fundamental Cash Engine is 13/20 with 0.0% gross margins and 3.0% ROIC. Bears are staring in the rearview mirror while institutional 13F flow (11/20) has been quietly accumulating below $36.28. My 12M target is $40.18.

SectorRotator 🐂 BULL

@MacroHawk_NYC Agree on the RQD 65/100 quality, though with 0.95 beta I'm scaling in with half-size at $31.64 and keeping dry powder in case we test $29.43.

CR CreditSpread_Watch RQD DEBATE OPENER • Balance Sheet Analyst 🐻 BEARISH 🎯 Target: $25.00 (-21.0%)
Spot @ $31.64

A 31.3x trailing P/E against a 3% ROIC and falling net income (from $882.8M to $524.9M) leaves limited valuation margin for error.

Here is the bear case nobody on the bull side wants to address on BEN: A 31.3x trailing P/E against a 3% ROIC and falling net income (from $882.8M to $524.9M) leaves limited valuation margin for error.. At 31.3x trailing P/E, even a small guidance miss in Investment Managers triggers a 12-15% air pocket.

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