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Zacks News
Franklin Q3 Earnings Beat, AUM Rises Sequentially, Stock Down
by Zacks Equity Research
BEN's Q3 earnings edge past estimates, but shares slip 2.5% in early trading as revenue declines and costs climb despite AUM gains.
Franklin Resources (BEN) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
by Zacks Equity Research
The headline numbers for Franklin Resources (BEN) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Franklin Resources (BEN) Q3 Earnings and Revenues Top Estimates
by Zacks Equity Research
Franklin Resources (BEN) delivered earnings and revenue surprises of +2.08% and +3.40%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?
Affiliated Managers Group (AMG) Q2 Earnings Top Estimates
by Zacks Equity Research
Affiliated Managers (AMG) delivered earnings and revenue surprises of +2.47% and -3.32%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?
Franklin Gears Up to Report Q3 Earnings: What's in Store?
by Zacks Equity Research
BEN's Q3 earnings are expected to drop 20% as lower fees and AUM outflows offset fixed-income market gains.
Hamilton Lane (HLNE) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
by Zacks Equity Research
Hamilton Lane (HLNE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Coastal Financial Corporation (CCB) Q2 Earnings and Revenues Miss Estimates
by Zacks Equity Research
Coastal Financial (CCB) delivered earnings and revenue surprises of -18.39% and -18.81%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?
Should SPDR Portfolio S&P 500 High Dividend ETF (SPYD) Be on Your Investing Radar?
by Zacks Equity Research
Style Box ETF report for SPYD
Analysts Estimate Franklin Resources (BEN) to Report a Decline in Earnings: What to Look Out for
by Zacks Equity Research
Franklin Resources (BEN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Virtus Investment Partners (VRTS) Surpasses Q2 Earnings Estimates
by Zacks Equity Research
Virtus (VRTS) delivered earnings and revenue surprises of +0.64% and -0.38%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?
Best Income Stocks to Buy for July 23rd
by Zacks Equity Research
KRP, NXRT and BEN made it to the Zacks Rank #1 (Strong Buy) income stocks list on July 23, 2025.
IVZ vs. BEN: Which Stock Should Value Investors Buy Now?
by Zacks Equity Research
IVZ vs. BEN: Which Stock Is the Better Value Option?
Victory Capital's June AUM Rises 3.2% Sequentially to $298.6B
by Zacks Equity Research
VCTR's AUM rose 3.2% in June, driven by strong gains across equity, solutions, and fixed-income categories.
Franklin's June AUM Balance Rises Sequentially on Positive Markets
by Zacks Equity Research
BEN's AUM rose to $1.61T in June, up 2.1% from May, as positive markets offset $1B in net long-term outflows.
Invesco's May AUM Climbs 5.6% on Strong Markets, Shares Up 1.8%
by Zacks Equity Research
IVZ's AUM increases 5.6% in May to $1.94 trillion on strong market returns and inflows, lifting shares by 1.8%.
Lazard Reports 1.7% Sequential AUM Growth in May on Market Gains
by Zacks Equity Research
LAZ posts 1.7% AUM growth in May to $235.3 billion, lifted by upbeat markets despite $3.7 billion in net outflows and a $4.3 billion client withdrawal.
Franklin Resources to Expand Alternatives Platform With Apera Acquisition
by Zacks Equity Research
BEN is set to expand its alternatives platform with a majority stake in Apera, boosting global credit AUM to $87 billion.
Franklin's May AUM Balance Rises on Positive Markets and Net Inflows
by Zacks Equity Research
BEN's AUM rose to $1.57 trillion in May, driven by positive markets and net inflows despite outflows at Western Asset.
5 Top S&P 500 Financial Stocks That Bucked the "Sell in May" Trend
by Swayta Shah
COIN, NTRS, BK, BEN and BAC defied May's selloff mantra, riding strong fundamentals and sector tailwinds to gains.
Zacks Industry Outlook Highlights Franklin, Affiliated Managers Group and Federated Hermes
by Zacks Equity Research
Franklin, AMG and Federated Hermes show resilience as passive investing pressures margins but AUM growth and alternatives fuel long-term potential.
3 Investment Management Stocks to Watch Amid Industry Challenges
by Swayta Shah
While rising expenses and pressure on margins are near-term concerns for the Investment Management industry, rising AUM balance and demand for higher-yielding investment vehicles will support Franklin (BEN), Affiliated Managers (AMG) and Federated (FHI).
Here's What Makes Federated Stock Worth Holding in Your Portfolio Now
by Zacks Equity Research
FHI's rising AUM, strong earnings outlook, and solid capital return plan make it a compelling long-term hold despite rising expenses.
Franklin Shares Up 6.2% in the Past 3 Months: How to Play the Stock?
by Zacks Equity Research
BEN gains 6.2% in three months on AUM growth and acquisitions, but rising costs and fee volatility keep the stock in hold territory.
Invesco's April AUM Dips Marginally on Weak Markets, Outflows
by Zacks Equity Research
Unfavorable market returns and outflows hurt IVZ's April AUM balance.
Virtus Investment's April AUM Balance Declines on Net Outflows
by Zacks Equity Research
VRTS reports a sequential decline of 2.2% in April AUM balance, reflecting market performance and net outflows.