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 $16.17B, about 2.3x MORN ($7.05B).
- Over the past year, BEN is up 42.0% and MORN is down 41.4% - BEN leads by 83.4 points.
- MORN has been more active in the news (19 items in the past 4 weeks vs 10 for BEN).
- 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
- Amendment: SEC Form 40-6B/A filed by Franklin Resources Inc.
- Franklin Templeton and MoonPay Partner to Expand Institutional Access to Tokenized Money Market Funds
- Franklin Templeton Canada Announces ETF Cash Distributions
- Franklin Resources, Inc. Announces Quarterly Dividend
- Franklin Templeton Canada Announces Final Valuations for Terminated ETF Series
- Clarion Partners Executes $1 Billion in Strategic Healthcare Real Estate Transactions Across Multiple High-Growth Markets
- SEC Form 13F-HR filed by Franklin Resources Inc.
- Franklin BSP Capital Corporation Announces Second Quarter 2026 Dividend
- Payward and Franklin Templeton Announce Strategic Collaboration to Advance Tokenized Assets and Institutional Digital Finance
- Franklin Templeton Launches Private Model Portfolios with Corastone to Help Advisors Access Private Markets
Latest MORN
- Director Lyons William M sold $125,300 worth of shares (700 units at $179.00), decreasing direct ownership by 5% to 13,904 units (SEC Form 4)
- Morningstar Shares Perspective from Global Asset Owners
- Executive Chairman Mansueto Joseph D sold $1,651,985 worth of shares (9,520 units at $173.53) as part of a pre-agreed trading plan, decreasing direct ownership by 0.12% to 8,043,492 units (SEC Form 4)
- Morningstar Inc. filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
- Executive Chairman Mansueto Joseph D sold $3,718,526 worth of shares (21,228 units at $175.17) as part of a pre-agreed trading plan, decreasing direct ownership by 0.26% to 8,053,012 units (SEC Form 4)
- Morningstar Credit Analytics Cuts Through Private Market Opacity with Standardized Corporate Credit Analytics
- Director Bramman Anne L was granted 1,505 shares (SEC Form 4)
- Director Tsay Caroline J was granted 1,144 shares, increasing direct ownership by 31% to 4,889 units (SEC Form 4)
- Director Kaplan Steven N was granted 1,144 shares, increasing direct ownership by 3% to 43,080 units (SEC Form 4)
- Director Sutton Doniel was granted 1,144 shares, increasing direct ownership by 30% to 4,970 units (SEC Form 4)