Franklin ResourcesMEX:BEN 77 Shareholder Yield % is 0.88% as of Mar. 2026, which is 71% below its 10-year median of 3.04. GuruFocus rates MEX:BEN with a GF Score™ of 77/100 and a GF Value™ of MXN293.96. The stock has 9 warning signs investors should review. Among 1,472 Asset Management companies, Franklin Resources ranks worse than 65.49% on this metric.
Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. It is a measure of shareholder return.
As of today, Franklin Resources's Shareholder Yield % was 0.88%.
Franklin Resources (MEX:BEN) Shareholder Yield % Explanation
Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. The term was coined by William W. Priest of Epoch Investment Partners in a paper in 2005 entitled The Case for Shareholder Yield as a Dominant Driver of Future Equity Returns. William Priest indicated that "shareholder yield is a term that we came up with to reflect the various ways dividends can be paid to owners of a business in a publicly-traded company."
Dividend Yield % shows how much a company pays out in dividends each year relative to its stock price, which is most obvious form of shareholder return.
Buyback Yield % is the net repurchase of shares outstanding over the market capital of the company. Shares repurchases also increase shareholder value by returning the money back to shareholders.
Net Debt Paydown Yield % is the change in average of four quarters of company's total debt over a company's market cap. Assuming the total value of a company remains that same, shareholder value is increased as debt is reduced.
Franklin Resources Shareholder Yield % Related Terms
Franklin Resources Shareholder Yield % Historical Data
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The historical data trend for Franklin Resources's Shareholder Yield % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
MEX:BEN vs CG, ARCC, CRBG: Shareholder Yield % Comparison
For the Asset Management subindustry, Franklin Resources's Shareholder Yield %, along with its competitors' market caps and Shareholder Yield % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Franklin Resources Shareholder Yield % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Franklin Resources's Shareholder Yield % distribution charts can be found below:
* The bar in red indicates where Franklin Resources's Shareholder Yield % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
* All the data are calculated by TTM values. Note that if a companies is traded in several exchanges, then we calculate the company level data for Shareholder Yield % using the primary share class stock data. The calculation result in definition page is for demonstration purpose only, and it's showing the share class level data. Therefore, the numbers in the calculation may differ from elsewhere if the stock is not a primary share.
Franklin Resources (MEX:BEN) has a Shareholder Yield % of 0.88% as of Mar. 2026. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Franklin Resources and its competitors. This is 71% below median its historical median of 3.04. According to the industry distribution chart, Franklin Resources ranks #964 out of 1472 companies in the Asset Management industry, placing it in the top 65.5%.
Is Franklin Resources' Shareholder Yield % too high?
Franklin Resources' current Shareholder Yield % of 0.88% is 71% below median its 10-year median of 3.04. The Asset Management industry median Shareholder Yield % is 4.23. Franklin Resources' value of 0.88% is 79.2% below this industry median. Based on the distribution chart, Franklin Resources ranks #964 out of 1472 companies in the Asset Management industry, which is below the industry midpoint. Overall, Franklin Resources has a GF Score™ of 77/100, reflecting its overall financial health beyond just this single metric.
How does Franklin Resources' Shareholder Yield % compare to CG and ARCC?
According to the Asset Management industry distribution chart, Franklin Resources ranks #964 out of 1472 companies for Shareholder Yield %. This places Franklin Resources in the lower half of its industry. The industry median Shareholder Yield % is 4.23. Franklin Resources' value of 0.88% is 79.2% below this benchmark. While the company's 10-year median is 3.04 vs. the industry median of 4.23, Franklin Resources has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Shareholder Yield % for an Asset Management company?
The median Shareholder Yield % among Asset Management companies is 4.23, based on 1,472 companies in the industry. Companies in the top quartile (top 25%) have a Shareholder Yield % significantly above this median, while those in the bottom quartile fall well below. However, Shareholder Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Franklin Resources's current Shareholder Yield % of 0.88% is 79.2% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Shareholder Yield % mean?
A high Shareholder Yield % can signal that a stock is expensive relative to its fundamentals. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Franklin Resources and its competitors. For the Asset Management industry, the median Shareholder Yield % is 4.23 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Franklin Resources's current Shareholder Yield % is 0.88%, which is 71% below median its own 10-year median of 3.04. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Franklin Resources stock overvalued right now?
Franklin Resources (MEX:BEN) has a current Shareholder Yield % of 0.88%. The stock's GF Value™ is MXN293.96, compared to a current price of MXN437.00 — trading 48.7% above its estimated fair value. The current Shareholder Yield % is 0.88%, which is 71% below median its 10-year median of 3.04 and 79.2% below the Asset Management industry median of 4.23. Franklin Resources' overall GF Score™ is 77/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Shareholder Yield % calculated?
Shareholder Yield % is calculated from a company's financial statements. For Franklin Resources (MEX:BEN), the current Shareholder Yield % is 0.88% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Franklin Resources (MEX:BEN) Overvalued in 2026?
Based on GuruFocus' analysis, Franklin Resources stock appears to be overvalued.
The current stock price of MXN437.00 is trading 48.7% above its estimated GF Value™ of MXN293.96.
Key valuation signals for MEX:BEN:
Shareholder Yield %: 0.88% (71% below median its 10-year median of 3.04)
GF Value™: MXN293.96 vs. price of MXN437.00 (48.7% above fair value)
Industry Position: 79.2% below the Asset Management median (#964 of 1472)
No single metric tells the full story. See the MEX:BEN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Franklin Resources provides investment services for individual and institutional investors. At the end of May 2026, Franklin had $1.780 trillion in managed assets, composed primarily of equity (40%), fixed-income (26%), multi-asset/balanced (12%) funds, alternatives (17%), and money market funds (5%). Distribution tends to be weighted between retail investors (57% of assets under management) and institutional accounts (40%), with high-net-worth clients accounting for the remainder. Franklin is one of the more global of the US-based asset managers we cover, with 30% of its AUM invested in global/international strategies and 29% sourced from clients domiciled outside the United States.
77GF Score
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