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
IVZ Stock Up as October AUM Jumps on Favorable Markets & Inflows
by Zacks Equity Research
Robust market performance and inflows drive Invesco's AUM balance up in November.
Why Is Franklin Resources (BEN) Up 6.9% Since Last Earnings Report?
by Zacks Equity Research
Franklin Resources (BEN) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
New Strong Sell Stocks for December 3rd
by Zacks Equity Research
BSET, BEN and HTCMY have been added to the Zacks Rank #5 (Strong Sell) List on December 3, 2024.
Franklin to Integrate Wamco Amid SEC Investigation & Heavy Outflows
by Zacks Equity Research
BEN is set to integrate Wamco into its larger operations as the unit faces massive outflows, the SEC probe and internal challenges.
Lazard's October AUM Declines 4.8% Sequentially on Weaker Markets
by Zacks Equity Research
LAZ's preliminary AUM balance for October 2024 declines 4.8% on a sequential basis due to an unfavorable market.
Virtus Investment's October AUM Balance Dips, Stock Down 1%
by Zacks Equity Research
VRTS reports a 2.4% decrease in the AUM balance for October 2024 due to market depreciation.
Franklin's October AUM Balance Declines Sequentially on Net Outflows
by Zacks Equity Research
BEN's October AUM balance decline 2.9% sequentially, reflecting negative markets and net outflows.
Victory Capital's AUM Decreases 2.1% Sequentially to $172.3B
by Zacks Equity Research
VCTR records an AUM balance of $172.3 billion for October 2024, down 2.1% from the end of the previous month.
IVZ Stock Dips as October AUM Falls on Unfavorable Markets, Outflows
by Zacks Equity Research
Weak market returns and outflows lead to a decline in Invesco's AUM balance in October 2024.
Franklin Q4 Earnings Miss on Higher Costs, AUM Rises Sequentially
by Zacks Equity Research
A rise in operating expenses hurt BEN's fourth-quarter fiscal 2024 results. Yet, a rise in AUM balance and revenues is a tailwind.
Compared to Estimates, Franklin Resources (BEN) Q4 Earnings: A Look at Key Metrics
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 September 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Franklin Resources (BEN) Q4 Earnings Miss Estimates
by Zacks Equity Research
Franklin Resources (BEN) delivered earnings and revenue surprises of -1.67% and 4.35%, respectively, for the quarter ended September 2024. Do the numbers hold clues to what lies ahead for the stock?
Barclays Mulls Over Re-Entering Saudi Arabia After Decade-Long Absence
by Zacks Equity Research
BCS considers re-entering Saudi Arabia after a decade by focusing on investment banking and trading businesses.
Ahead of Franklin Resources (BEN) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
by Zacks Equity Research
Beyond analysts' top -and-bottom-line estimates for Franklin Resources (BEN), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2024.
Hamilton Lane (HLNE) Earnings Expected to Grow: Should You Buy?
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.
What's in the Cards for Franklin as It Gears Up to Report Q4 Earnings?
by Zacks Equity Research
BEN's fiscal fourth-quarter results are likely to reflect the impacts of improved AUM balances. Rising expenses are expected to have created headwinds.
Earnings Preview: Franklin Resources (BEN) Q4 Earnings Expected to Decline
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.
First Interstate BancSystem (FIBK) Misses Q3 Earnings Estimates
by Zacks Equity Research
First Interstate BancSystem (FIBK) delivered earnings and revenue surprises of -10% and 0.80%, respectively, for the quarter ended September 2024. Do the numbers hold clues to what lies ahead for the stock?
Franklin's Arm to Offer Canvas Custom Indexing Platform With New Pact
by Zacks Equity Research
BEN's subsidiary, Franklin Templeton, expands its partnership to offer tax-managed, customized strategies at scale through its Canvas Custom Indexing platform.
Lazard Stock Touches 52-Week High: What Should Investors Do?
by Zacks Equity Research
LAZ's solid revenue growth and strategic expansion efforts are likely to keep supporting its financials. However, ongoing net outflows remain a concern.
T. Rowe Price's August AUM Balance Improves 1.6% Sequentially
by Zacks Equity Research
TROW reports an AUM of $1.61 trillion at the end of August 2024, increasing 1.6% from the previous month's level.
Franklin's August AUM Balance Improves on Favorable Markets
by Zacks Equity Research
Upbeat market performance supports BEN's AUM balance in August 2024.
Invesco's August AUM Balance Rises on Favorable Markets, Inflows
by Zacks Equity Research
A solid market performance and inflows drive IVZ's AUM balance up in August 2024.
Franklin (BEN) Stock Plunges 12.6% Amid SEC Probe Disclosure
by Zacks Equity Research
Franklin's (BEN) stock falls sharply as it replaces its CIO of Western Asset Management unit amid the SEC and the DOJ probe.
Invesco's (IVZ) July AUM Rises on Favorable Markets, Inflows
by Zacks Equity Research
Invesco's (IVZ) AUM balance improves in July, driven by market appreciation and decent inflows.