Compare · BEN vs MORN
BEN vs MORN
Side-by-side comparison of Franklin Resources Inc. (BEN) and Morningstar Inc. (MORN): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both BEN and MORN operate in Investment Managers (Finance), so they compete in similar markets.
- BEN is the larger of the two at $17.79B, about 2.2x MORN ($7.97B).
- Over the past year, BEN is up 38.5% and MORN is down 18.4% - BEN leads by 56.8 points.
- BEN has been more active in the news (16 items in the past 4 weeks vs 13 for MORN).
- BEN has more recent analyst coverage (24 ratings vs 6 for MORN).
Franklin Resources Inc.
Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Hyderabad, India.
Morningstar Inc.
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.
Latest BEN
- Franklin Templeton, Inc. Announces Quarterly Dividend
- Franklin Templeton Canada Announces ETF Cash Distributions
- Franklin Templeton Announces Closing of Inaugural US$1.5 Billion Collateralized Fund Obligation
- SEC Form N-PX filed by Franklin Resources Inc.
- Franklin BSP Capital Corporation Announces Third Quarter 2026 Dividend
- SEC Form 13F-HR filed by Franklin Resources Inc.
- Franklin Resources Inc. filed SEC Form 8-K: Creation of a Direct Financial Obligation, Other Events
- SEC Form 424B5 filed by Franklin Resources Inc.
- Franklin Templeton Canada Announces Fee Waivers Will Continue for Low Volatility High Dividend Index ETFs
- Franklin Templeton Canada Enhances Quotential Portfolios With New Private Market Investment Capabilities
Latest MORN
- Large owner Mansueto Daniel disposed of 376,969 shares (SEC Form 4)
- Morningstar Inc. filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
- Morningstar and PitchBook Help Ground AI with Trusted Investment Intelligence in Gemini Enterprise for Financial Services, Expanding Access Across AI Ecosystems
- Executive Chairman Mansueto Joseph D sold $1,238,394 worth of shares (5,659 units at $218.84) as part of a pre-agreed trading plan, decreasing direct ownership by 0.07% to 7,938,192 units (SEC Form 4)
- Executive Chairman Mansueto Joseph D sold $2,440,238 worth of shares (11,345 units at $215.09) as part of a pre-agreed trading plan, decreasing direct ownership by 0.14% to 7,943,851 units (SEC Form 4)
- Executive Chairman Mansueto Joseph D sold $4,572,830 worth of shares (21,750 units at $210.25) as part of a pre-agreed trading plan, decreasing direct ownership by 0.27% to 7,955,196 units (SEC Form 4)
- Executive Chairman Mansueto Joseph D sold $2,934,808 worth of shares (14,500 units at $202.40) as part of a pre-agreed trading plan, decreasing direct ownership by 0.18% to 7,976,946 units (SEC Form 4)
- SEC Form SCHEDULE 13G filed by Morningstar Inc.
- Executive Chairman Mansueto Joseph D sold $3,074,151 worth of shares (15,474 units at $198.67) as part of a pre-agreed trading plan, decreasing direct ownership by 0.19% to 7,991,446 units (SEC Form 4)
- Executive Chairman Mansueto Joseph D sold $1,898,023 worth of shares (9,522 units at $199.33) as part of a pre-agreed trading plan, decreasing direct ownership by 0.12% to 8,006,920 units (SEC Form 4)