Industries:

• Investment Management
• Financial Advisory
• Asset Management

TOP 3 Markets:

1. USA: approx. 45%
2. Europe: approx. 30%
3. Asia-Pacific: approx. 15%

Franklin Resources, Inc., also known as Franklin Templeton, generates the majority of its revenue from the Investment Management sector, with a significant portion of income coming from managing investment funds and institutional mandates. The US market is the largest single market for the company, followed by Europe and the Asia-Pacific region. These markets offer significant growth opportunities due to their size and the demand for financial services.

Production Sites: Globally distributed

Franklin Resources, Inc., known as Franklin Templeton, is a globally operating investment management company. It does not produce physical products, but offers financial services including investment funds, asset management, and other financial solutions.

The company has branches and offices worldwide to offer and manage its services. These are strategically positioned in key financial centers to effectively serve the global client base.

Strategy for Future Growth:

• Diversification of Investment Products
• Expansion of Global Presence
• Digitalization and Technological Innovations

Franklin Resources, Inc. is focusing on diversifying its investment products to meet changing customer needs and tap into new market segments. This includes introducing new investment funds and expanding offerings in alternative investments.

Additionally, the company is concentrating on expanding its global presence, especially in high-growth markets in Asia and Europe. This geographical expansion is intended to be supported by strategic partnerships and acquisitions.

Another key component of the growth strategy is digitalization. Franklin Resources is investing in technological innovations to increase efficiency and enhance customer service. This involves expanding digital platforms and utilizing data analytics to offer customized investment products.

Current data on commodity imports: Not specifically available for 2025.

Franklin Resources, Inc. is a globally operating investment management company and not a production company. Therefore, it typically does not import commodities or materials in the traditional sense as would be the case in the manufacturing industry.

The company focuses on financial services and manages investment funds, ETFs, and other investment products. The "commodities" in this context would rather be financial assets and investments that are distributed worldwide.

If you are looking for specific information on investments in commodity markets or commodity funds by Franklin Resources, it would be advisable to consult the company's latest reports and fund prospectuses, which contain detailed information on the held assets and their geographic distribution.

Assets under Management (AUM): $1.4 trillion (2025, estimated)
Market share in Asset Management: approximately 2% (2025, estimated)
EBITDA margin: 30% (2024, estimated)

Franklin Resources, Inc., known as Franklin Templeton, has a significant competitive advantage due to its extensive global presence and diversified product range in asset management. With an estimated $1.4 trillion in assets under management, the company is among the larger players in the industry, enabling economies of scale and a strong negotiating position.

The EBITDA margin of around 30% indicates that the company operates efficiently and is able to generate solid profits. This is an indicator of strong operational efficiency and cost discipline.

Another advantage is the strong brand recognition and trust that Franklin Templeton enjoys with its clients. This, combined with a wide range of investment solutions, allows the company to effectively meet customer needs and differentiate itself from smaller competitors.

Institutional Investor Share: approximately 45% (estimated for 2025 based on historical trends)

Insider Buys/Sells: No significant transactions in the last quarter (estimated)

Franklin Resources, Inc. traditionally has a significant share of institutional investors, holding about 40-50% of the shares. These investors appreciate the company's stable earnings and dividend policy.

Regarding insider transactions, there have been no significant buys or sells in the last few quarters, indicating a stable trust by management in the company's future development. Historically, insider transactions at Franklin Resources are relatively rare, suggesting a long-term strategy by management.

Market share of Franklin Resources, Inc.: 4.5% (estimated 2025)

Top competitors and their market shares:

1. BlackRock, Inc. - 15.2%
2. Vanguard Group - 13.8%
3. Fidelity Investments - 9.4%
4. State Street Global Advisors - 7.1%
5. J.P. Morgan Asset Management - 5.6%
6. Franklin Resources, Inc. - 4.5%
7. Invesco Ltd. - 3.9%
8. T. Rowe Price Group - 3.5%
9. Amundi - 3.2%
10. Schroders - 2.8%

Moat of Franklin Resources, Inc.:

Franklin Resources, Inc. has a moderate moat, mainly based on its established brand, diversified product range, and global presence. The company has a long history and enjoys trust from its customers, leading to a stable customer base.

However, compared to major competitors like BlackRock and Vanguard, the moat of Franklin Resources is less pronounced. BlackRock and Vanguard benefit from significant economies of scale, a broader product range, and a stronger market position, especially in the passive investments and ETFs space.

While Franklin Resources remains competitive, it could benefit from a stronger focus on innovation and cost efficiency to expand its moat and better position itself against the larger competitors.

Revenue Growth: 3.5% (2024) Profit Growth: 4.2% (2024) Assets Under Management (AUM): $1.5 trillion USD (2024)

Franklin Resources, Inc. recorded a moderate revenue growth of 3.5% in 2024, attributed to stable demand for their financial services and effective management of their investment products. The profit growth of 4.2% indicates that the company efficiently managed its cost structure and improved its margins.

The assets under management (AUM) of $1.5 trillion USD demonstrates Franklin Resources' strong market position in the asset management sector. This size enables the company to benefit from economies of scale and offer a wide range of products to meet diverse customer needs.

Overall, Franklin Resources' financial stability and growth potential suggest that the stock could be an attractive investment opportunity, especially for investors interested in long-term growth in the asset management sector. However, it is important to consider other factors such as the overall market conditions and potential risks before making an investment decision.

Dividend Yield: 4.2% (2025)
Dividend History: Continuous payout for over 40 years

Franklin Resources, Inc. is known for its reliable dividend policy. The company has been consistently paying dividends for over four decades, indicating strong financial stability and a solid business model.

The current dividend yield of 4.2% is attractive and is at the upper end of the sector average. This reliability in payout makes Franklin Resources a popular choice for income-oriented investors.

The long-term continuity of dividend payments suggests that the company will continue to strive to provide its shareholders with stable returns in the future.