This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Each of the company logos represented herein are trademarks of Microsoft Corporation; Dow Jones & Company; Nasdaq, Inc.; Forbes Media, LLC; Investor's Business Daily, Inc.; and Morningstar, Inc.
Copyright 2025 Zacks Investment Research | 101 N Wacker Drive, Floor 15, Chicago, IL 60606
At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has more than doubled the S&P 500 with an average gain of +23.75% per year. These returns cover a period from January 1, 1988 through July 7, 2025. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zacks Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. Zacks may license the Zacks Mutual Fund rating provided herein to third parties, including but not limited to the issuer.
Visit Performance Disclosure for information about the performance numbers displayed above.
Visit www.zacksdata.com to get our data and content for your mobile app or website.
Real time prices by BATS. Delayed quotes by Sungard.
NYSE and AMEX data is at least 20 minutes delayed. NASDAQ data is at least 15 minutes delayed.
This site is protected by reCAPTCHA and the Google Privacy Policy, DMCA Policy and Terms of Service apply.
Zacks News
T. Rowe Price's April AUM Balance Declines Sequentially
by Zacks Equity Research
TROW's April AUM balance decreases marginally to $1.56 trillion, adversely impacted by a $3.5 billion net outflows.
Lazard Reports 1.8% Sequential Increase in April AUM Balance
by Zacks Equity Research
LAZ's April AUM balance increases sequentially, driven by the positive impact from foreign exchange.
AMG Q1 Earnings Beat Estimates as AUM Increases, Stock Up
by Zacks Equity Research
Higher AUM balance supports Affiliated Managers' Q1 earnings, while a slight decline in revenues and an increase in expenses act as spoilsports.
Franklin's April AUM Balance Declines Sequentially on Net Outflows
by Zacks Equity Research
BEN's total AUM declined to $1.53 trillion, impacted by net outflows, though alternative assets reflected modest growth.
Affiliated Managers Set to Report Q1 Earnings: What's in the Cards?
by Zacks Equity Research
AMG is slated to report Q1 earnings on Thursday. Let's find out how the company is expected to perform this time.
Franklin Q2 Earnings Meet Estimates, Costs & Revenues Fall, Stock Up
by Zacks Equity Research
BEN's fiscal second-quarter earnings meet estimates on lower expenses, offset by lower revenues and AUM balances.
Franklin Resources (BEN) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
by Zacks Equity Research
While the top- and bottom-line numbers for Franklin Resources (BEN) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Franklin Resources (BEN) Q2 Earnings Meet Estimates
by Zacks Equity Research
Franklin Resources (BEN) delivered earnings and revenue surprises of 0% and 6.66%, respectively, for the quarter ended March 2025. Do the numbers hold clues to what lies ahead for the stock?
Franklin Gears Up to Report Q2 Earnings: What's in the Cards?
by Zacks Equity Research
BEN's second-quarter fiscal 2025 results will likely reflect a decline in the AUM balance.
Analysts Estimate Affiliated Managers Group (AMG) to Report a Decline in Earnings: What to Look Out for
by Zacks Equity Research
Affiliated Managers (AMG) 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.
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.
Blue Owl Capital (OWL) Surges 14.3%: Is This an Indication of Further Gains?
by Zacks Equity Research
Blue Owl Capital (OWL) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Franklin's March AUM Balance Declines Sequentially on Net Outflows
by Zacks Equity Research
BEN's March AUM balance falls 2.4% sequentially on net outflows and negative markets.
Victory Capital's February AUM Decreases 0.6% Sequentially to $175.5B
by Zacks Equity Research
VCTR's February AUM fell 0.6% sequentially. Its money market/short-term assets rose 1.9% from January 2025 to $3.4 billion.
Invesco's February AUM Falls Marginally on Weak Markets, Outflows
by Zacks Equity Research
Unfavorable market performance and outflows lead to a modest decline in IVZ's February 2025 AUM balance.
AllianceBernstein's February AUM Declines Due to Unfavorable Market
by Zacks Equity Research
AB's February AUM reflects a marginal dip from the prior month due to market depreciation. Net flows remain flat during the period.
Franklin's February AUM Balance Declines Sequentially on Net Outflows
by Zacks Equity Research
BEN's February AUM falls sequentially on long-term net outflows, partially offset by the impact of positive markets.
Franklin Q1 Earnings & Revenues Surpass Estimates, AUM Declines Q/Q
by Zacks Equity Research
BEN's Q1 earnings benefit from a rise in its revenues. However, a decline in AUM balance and higher expenses are headwinds.
Franklin Resources (BEN) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
by Zacks Equity Research
Although the revenue and EPS for Franklin Resources (BEN) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Franklin Resources (BEN) Surpasses Q1 Earnings and Revenue Estimates
by Zacks Equity Research
Franklin Resources (BEN) delivered earnings and revenue surprises of 11.32% and 7.43%, respectively, for the quarter ended December 2024. Do the numbers hold clues to what lies ahead for the stock?
Franklin Gears Up to Report Q1 Earnings: What's in the Cards?
by Zacks Equity Research
Rising expenses are likely to hurt BEN's fiscal Q1 earnings while increasing AUM balance is expected to offer some support.
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.
Why This 1 Value Stock Could Be a Great Addition to Your Portfolio
by Zacks Equity Research
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Strategic Acquisitions & Solid AUM Aid Franklin Amid High Costs
by Zacks Equity Research
BEN's acquisitions and solid AUM growth will likely support its long-term financials. Rising costs and concentrated revenues are worrisome.
Lazard's November AUM Balance Declines Sequentially on Net Outflows
by Zacks Equity Research
LAZ reports November AUM of $234.4 billion, reflecting a decline from the previous month.