Franklin Resources Inc

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  • uploads///price to cashflow STT
    Company & Industry Overviews

    State Street: A Look at Total Assets under Management

    State Street Corporation ended fiscal 2017 with total AUM of ~$2.8 trillion, with an equity component of ~$1.7 trillion.

    By Raymond Anderson
  • uploads///relative valuations STT
    Company & Industry Overviews

    Why State Street Has Lower Valuations

    Wall Street analysts have given a one-year price target on State Street of $117.53.

    By Raymond Anderson
  • uploads///CTSH
    Consumer

    Bridgewater Associates buys HPQ, RL, and GE and sells TSO, BEN, and CTSH—13F Flash F

    Bridgewater Associates is an investment management firm founded by Ray Dalio in 1975 and based in Westport, Connecticut. Why sell Cognizant Tech Solutions (CTSH)?

    By Samantha Nielson
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    Company & Industry Overviews

    What’s Expected from Invesco Moving Forward?

    Analysts gave a high estimate for Invesco’s (IVZ) 1Q18 earnings per share of $0.72 and a low estimate of $0.64.

    By Raymond Anderson
  • uploads///GE
    Consumer

    Bridgewater Associates buys HPQ, RL, and GE and sells TSO, BEN, and CTSH—13F Flash C

    Bridgewater Associates is an investment management firm founded by Ray Dalio in 1975 and based in Westport, Connecticut. Why buy General Electric Co. (GE)?

    By Samantha Nielson
  • uploads///Ralph
    Consumer

    Bridgewater Associates buys HPQ, RL, and GE and sells TSO, BEN, and CTSH—13F Flash B

    Bridgewater Associates is an investment management firm founded by Ray Dalio in 1975 and based in Westport, Connecticut. Why buy Ralph Lauren Corp. (RL)?

    By Samantha Nielson
  • uploads///seic pbv
    Earnings Report

    How Has SEI Investments Performed Compared to Its Peers?

    SEI Investments has outperformed its peers based on forward PE and PBV.

    By Gabriel Kane
  • uploads///analysts
    Company & Industry Overviews

    State Street: What Analysts Have to Say in April 2018

    In April 2018, five analysts suggested a “strong buy” for STT stock, and 11 recommended a “hold” rating.

    By Raymond Anderson
  • uploads///TSO
    Consumer

    Bridgewater Associates buys HPQ, RL, and GE and sells TSO, BEN, and CTSH—13F Flash D

    Bridgewater Associates is an investment management firm founded by Ray Dalio in 1975 and based in Westport, Connecticut. Why sell Tesoro Corp. (TSO)?

    By Samantha Nielson
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    Financials

    Taxable bond fund flow is still strong with tax free interest still low

    Fixed income money flow continues to be dominated by the taxable category with only marginal interest by investors in the tax-free category

    By Jonathan Casteleyn, CFA
  • uploads///MF Magellan Assets Saul
    Financials

    The salient features of mutual funds

    There are investors who are willing to take on higher risk to generate above-average market returns. For these investors, active funds offer the optimal investment avenue.

    By Saul Perez
  • uploads///MF Income Cost Saul
    Financials

    Show it: How mutual funds make money

    In return for investing a client’s money, mutual funds charge a fee, generally an annual fee set as a percentage of the client’s assets. This fee is the only source of income for a mutual fund-focused asset manager.

    By Saul Perez
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    Earnings Report

    State Street’s Second-Quarter Earnings and Acquisition Plan

    On July 20, State Street (STT) reported its second-quarter earnings. The company’s EPS was $2.05, which surpassed analysts’ expectations by $0.04.

    By Raymond Anderson
  • uploads///Rel Val
    Earnings Report

    How T. Rowe Price’s Valuation Compares

    T. Rowe Price’s (TROW) NTM (next-12-month) PE ratio is 15.19x, higher than peers’ average of 10.08x.

    By Raymond Anderson
  • uploads///AUM inv veh
    Earnings Report

    How Macros and Monetary Policies Could Drive TROW’s Performance

    Donald Trump’s imposition of additional tariffs on $200 billion in Chinese imports has increased trade tension, which could impact the global economy and business.

    By Raymond Anderson
  • uploads///TOR
    Company & Industry Overviews

    What Will Invesco’s Revenue Be in Q2 2018?

    Of Invesco’s (IVZ) total first-quarter operating revenue of $1.4 billion, the company’s investment management fees contributed $1.0 billion.

    By Raymond Anderson
  • uploads///money home coin investment
    Company & Industry Overviews

    T. Rowe Price’s Assets under Management Rose in May

    T. Rowe Price released its AUM for May on June 12. The company’s AUM was $1.04 trillion—compared to $1.02 trillion in April.

    By Raymond Anderson
  • uploads///TROW
    Earnings Report

    T. Rowe Price Group’s 1Q18 Results Beat Expectations

    T. Rowe Price Group reported earnings today for the quarter that ended in March.

    By Raymond Anderson
  • uploads///Rel Val
    Company & Industry Overviews

    How Could T. Rowe Price’s Valuation Recover?

    Price-to-earnings ratio T. Rowe Price (TROW) has an NTM ( next-12-month) PE (price-to-earnings) ratio of 15.0x. Competitors are valued lower, with an average ratio of 15.7x. Peers Franklin Resources (BEN), Financial Engines (FNGN), and BlackRock (BLK) have NTM PE ratios of 11.7x, 17.3x, and 18.2x, respectively. T. Rowe Price’s valuation could fall further, as the company’s […]

    By Raymond Anderson
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    Company & Industry Overviews

    T. Rowe Price’s Views on Global Markets in 2018

    Strong outlook T. Rowe Price (TROW) expects global markets to be positive in 2018, in both emerging and developed economies. Economies’ movement towards digitization and innovation is expected to help businesses. In 2018, T. Rowe Price expects global equity markets to be supported by improving business models, technological developments, and shifting consumer preferences. Technology giants’ valuation is increasing […]

    By Raymond Anderson
  • uploads///ROA
    Company & Industry Overviews

    How T. Rowe Price Aims to Tackle Challenges

    Ways to tackle hurdles While T. Rowe Price (TROW) expects to encounter certain long-term challenges, it has identified some measures it may take to tackle them. The company plans to focus on pricing as well as long-term goals. T. Rowe Price has extended its investment strategies, receiving a positive response from clients. To streamline processes, […]

    By Raymond Anderson
  • uploads///EBITDA margin
    Company & Industry Overviews

    What Are T. Rowe Price’s Plans for the Future?

    Outlook Based on its investor presentation on February 21, 2018, T. Rowe Price’s (TROW) current vision is more or less the same as its vision in 2017. The company continues to focus on becoming a leader in active investment management. It also plans to generate and deliver long-term value to customers. T. Rowe Price is […]

    By Raymond Anderson
  • uploads///PS ratio
    Company & Industry Overviews

    These Factors Affected T. Rowe Price’s Assets under Management

    Total assets under management As of December 31, 2017, T. Rowe Price (TROW) had total AUM (assets under management) of $991.1 billion, of which the company’s US mutual funds contributed $606.3 billion and other investment products contributed $384.8 billion. In 2017, the company’s total AUM appreciated by $180.3 billion. In 2017, T. Rowe Price’s US mutual funds appreciated […]

    By Raymond Anderson
  • uploads///market cap
    Company & Industry Overviews

    What’s T. Rowe Price’s Outlook on Emerging Markets?

    Favorable outlook T. Rowe Price (TROW) believes that emerging markets may offer significant investment opportunities after their strong momentum in 2017. Because of improving political and economic situations in some developing countries, many global emerging markets can be looked upon for investments. In 2017, emerging markets saw higher economic growth than developed markets. This trend is expected […]

    By Raymond Anderson
  • uploads///ROIC
    Company & Industry Overviews

    T. Rowe Price’s Operating Expenses Increased: Here’s Why

    Operating expenses Between 2016 and 2017, T. Rowe Price’s (TROW) operating expenses rose 7.8% to $2.7 billion from $2.5 billion in 2016, and its compensation and related costs rose 11.4% to $1.7 billion from $1.5 billion. The increase was mainly due to higher salaries and related benefits and hiring employees. The company incurred compensation and related costs of $446.3 million […]

    By Raymond Anderson
  • uploads///EV to Rev
    Company & Industry Overviews

    Behind T. Rowe Price’s Net Revenue

    Components T. Rowe Price’s (TROW) net revenue comprises three components: investment advisory fees, distribution and servicing fees, and administrative fees. The company’s net revenue rose 13.5% to $4.8 billion in 2017 from $4.2 billion in 2016. Between 2016 and 2017, the company’s investment advisory fees rose 15% from $3.7 billion to $4.3 billion, due to its average […]

    By Raymond Anderson
  • uploads///FCF yield
    Company & Industry Overviews

    T. Rowe Price Announces Leadership Changes

    Assets under management as of January 2018 T. Rowe Price (TROW) had total AUM (assets under management) of $1.1 trillion as of January 31, 2018, compared with $991 billion in December 2017. Of the $1.1 trillion, the company’s sponsored US mutual funds contributed $637 billion, and other investment portfolios contributed $410 billion. Of the sponsored mutual […]

    By Raymond Anderson
  • uploads///ROE
    Company & Industry Overviews

    A Look at T. Rowe Price’s Assets under Management

    Asset classes In its investor presentation on February 21, 2018, T. Rowe Price (TROW) stated that its core business is helped by the allocation of its AUM (assets under management) in different asset classes and its strong client base. However, the company also believes that targeting new opportunities is crucial for its core business. Of its total AUM, […]

    By Raymond Anderson
  • uploads///TROW
    Company & Industry Overviews

    T. Rowe Price Beats Analysts’ Expectations

    In this series, we’ll look at T. Rowe Price’s outlook on emerging and global markets, 4Q17 numbers, and future strategies.

    By Raymond Anderson
  • uploads///AUM of asset managers
    Financials

    Assets under Management of Alternative Asset Managers

    On June 30, 2016, Carlyle Group (CG) reported total assets under management (or AUM) of $175.6 billion.

    By Raymond Anderson
  • uploads///DY BEN
    Financials

    Dividend Yield of Franklin Resources

    Franklin Resources (BEN) has recorded consistent growth in dividends since at least March 1982.

    By Amanda Lawrence
  • uploads///Fundflows XLF
    Macroeconomic Analysis

    What Are XLF’s Year-to-Date Outflows?

    In 2016 so far, ETF investors have withdrawn $2 billion from the Financial Select Sector SPDR ETF (XLF).

    By Rebecca Keats
  • uploads///EMV
    Macroeconomic Analysis

    Emerging Market Equities’ Valuations Offer Buying Opportunities

    Emerging market equities were trading at 10.7x on a one-year forward earnings basis as of January 22, 2016.

    By Robert Karr
  • uploads///EMP
    Macroeconomic Analysis

    Emerging Market Equities Rise on Government Initiatives

    Emerging market equities (EEM) rose by 0.2% for the week ended January 22, 2016. This was mainly due to marginal recovery in Chinese equities.

    By Robert Karr
  • uploads///USP
    Macroeconomic Analysis

    US Equities Rebound for the First Time in 2016

    US equities rose 1.4% for the week ended January 22, 2016, mainly due to macroeconomic factors. Oil rebounded steeply on short coverings by hedge funds.

    By Robert Karr
  • uploads///Mkt cap analysis
    Company & Industry Overviews

    Small Caps Underperformed Large-Cap Stocks in 2015

    Large-cap stocks that are above $10 billion make up 87.3% of the Financial Select Sector SPDR Fund. These stocks fell 2.4% in 2015 and 2.6% in December 2015.

    By Rebecca Keats
  • uploads///Market Cap analysis
    Company & Industry Overviews

    Small Caps Underperformed Large Caps Last Week

    Large-cap stocks above $10 billion make up 87.3% of the Financial Select Sector SPDR Fund (XLF).

    By Rebecca Keats
  • uploads///seic pm
    Earnings Report

    SEI Investments’ Income and Revenue Fell in 3Q15

    SEI Investments provides asset management, investment processing, and investment operations solutions to institutional and individual wealth management.

    By Gabriel Kane
  • uploads///EM performance
    Company & Industry Overviews

    Emerging Market Equities Post Marginal Gains

    The iShares MSCI Emerging Markets ETF (EEM) extended its gains from early April into last week ended on April 17, 2015.

    By Robert Karr
  • uploads///SP valuations
    Macroeconomic Analysis

    US Equities: Valuations at the Mercy of 1Q15 Earnings

    US equities (SPX) are trading at a premium on a one-year forward earnings basis, when compared to European equities (EFA) and emerging markets (EEM).

    By Robert Karr
  • uploads///Sp performance
    Macroeconomic Analysis

    US Equities Consolidate at the Current Levels

    US equities (SPY) continue their upward trend in 2015. The S&P 500 Index was marginally up by 0.52% to 2,067. The gains were smallest in the current year.

    By Robert Karr
  • uploads///stock performance
    Company & Industry Overviews

    T. Rowe Price Group: $750 billion in Assets Under Management

    Global investment manager Founded in 1937, T. Rowe Price Group (TROW) provides global investment management services to retail and institutional clients across the globe. T. Rowe Price Group offerings include sponsored mutual funds distributed in the United States. As well, the company offers investment portfolios such as sub-advised funds, separately managed accounts, target-date retirement trusts, collective […]

    By Robert Karr
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    Fund Managers

    Fairholme Capital Exits Stake in KKR

    For the fourth quarter of 2014, KKR reported a net loss of $0.6 million, compared to net income of $277.9 million in 4Q13.

    By Santiago Solari
  • uploads///operating margins
    Company & Industry Overviews

    T. Rowe Price Group: It Takes Seed Capital to Build New Funds

    The length of time seed capital is held in a portfolio depends on various factors such as how long it takes to generate cash flow from unrelated investors.

    By Robert Karr
  • uploads///Stock performance
    Company & Industry Overviews

    KKR: The $100 billion alternative asset manager

    KKR is currently managing more than $98 billion for its various clients spread around the globe.

    By Robert Karr
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