Putnam
About Putnam
Putnam is a company based in Kansas City (United States) founded in 1937 was acquired by Franklin Templeton Investments in May 2023. The company has 1,305 employees. Putnam operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Kansas City, United States
- Employees 1,305
- SectorsFinancial Services
- Website category Finance · Investing
- Phone•••• ••••
- Website putnam.com/putnam-investments
- Social LinkedIn X Facebook
- Acquired by Franklin Templeton Investments (May 2023)
- Legal Name Putnam Municipal Opportunities Trust
- Annual Revenue$16.47 M (USD)-9.65as on Apr 30, 2026
- Net Profit$29.49 M (USD)175.91as on Apr 30, 2026
- EBITDA$30.11 M (USD)171as on Apr 30, 2026
- InvestorsFranklin Templeton
& 1 more
- Employee Count1,305
- Acquired by
Investors in Putnam
Putnam has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Franklin Templeton and Marshall+Sterling Insurance.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Diversified investment management services are offered globally by the firm. | 1947 | franklintempleton.com | New York, United States | |
Marshall+Sterling Insurance is focused on providing customized insurance and financial solutions. | 1864 | marshallsterling.com | Poughkeepsie, United States |
Investor details for Putnam
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People of Putnam
55 people are tracked at Putnam (12 in leadership, 11 in board & advisors, 32 in team); the tracked headcount is 1,305.
| Name | Role | Group |
|---|---|---|
Robert L Reynolds | CEO | Leadership |
Shep Perkins | CIO And Head Of Putnam Equity Investments | Leadership |
Christopher McLeod | Senior Vice President Global Accounting And Custody Operations | Leadership |
Stephanie Fall | Senior Art Director | Leadership |
Jeffrey Fitzpatrick | Director Infrastructure Services | Leadership |
Syam Sabbella | Director, Applications | Leadership |
Charles Wall | Director | Leadership |
Andrew Lynch | Divisional Chief Financial Officer | Leadership |
Joe Gaffney | Vice President | Leadership |
Debby Dunn | Director, Portfolio Tax | Leadership |
Lenny Glynn | Managing Director, Policy | Leadership |
Michelyn Healey | Director, Human Resources | Leadership |
Catharine Bond Hill | Trustee | Board & advisors |
Mona K. Sutphen | Trustee | Board & advisors |
Katinka Domotorffy | Trustee | Board & advisors |
George Putnam | Trustee | Board & advisors |
Manoj Singh | Trustee | Board & advisors |
Barbara M. Baumann | Vice Chair | Board & advisors |
Liaquat Ahamed | Trustee | Board & advisors |
Kenneth R. Leibler | Trustee | Board & advisors |
35 more people are available in the full profile.
Complete people profiles for Putnam
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IPO & Listings of Putnam
Putnam is a publicly listed company on the NYSE with ticker symbol PMO in USA, operating in the Miscellaneous sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
- IPO date24 May 1993
- Listed onNYSE: PMO
- Listed entityPutnam Municipal Opportunities Trust
- Exchange sectorMiscellaneous
- ISINUS7469221037
- Share price$9.42 (+0.96% on the day) · 2026-10-09
- Market capitalisation$258.1M
- Price to earnings11.2
- EPS (diluted, trailing year)$0.84
- Dividend yield5.01%
- Volume (last session)108,170
Financials of Putnam
| Year | Revenue | Net income | EBITDA |
|---|---|---|---|
| 2025 | $16.5M | $29.5M | $30.1M |
| 2024 | $18.2M | $10.7M | $11.1M |
| 2023 | $14.8M | $19.0M | $19.6M |
| 2022 | $10.9M | $10.7M | $12.1M |
| 2021 | $19.4M | -$57.6M | -$57.2M |
Detailed financial statements for Putnam
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Timeline of Putnam
4 dated milestones of Putnam across 86 years, from founding to its latest funding, stage changes and deals.
- Founded Putnam is founded.
- IPO Lists on the stock exchange (IPO).
- Exit Acquired by Marshall & Sterling.
- Exit Acquired by Franklin Templeton Investments.
Competitors of Putnam
Putnam operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| newyorklife.com | 1845 | New York, United States | $4.14B | 11,320 | Mutual life insurance and asset management services are provided. | |
| blackrock.com | 1988 | New York, United States | – | 19,800 | Diversified investment management firm and private fund focused on debt, equity, and secondary market investments in multiple sectors | |
| jpmorganchase.com | 2000 | New York, United States | – | 256,105 | Financial services are provided to consumers and corporations worldwide. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of Putnam
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Web traffic of Putnam
The website of Putnam (putnam.com) receives about 69.5K visits a month and ranks #514,319 among all websites worldwide, #5,209 in Investing.
- Monthly visits69.5K
▲ 58.9% vs previous month
- Unique visitors20.4K
per month
- Global rank#514,319
among all websites
- Category rank#5,209
Finance · Investing
- Bounce rate36%
- Pages per visit4.9
- Average visit2 min 07 sec
- DevicesDesktop 53% · Mobile 47%
Websites whose visitors overlap most with Putnam. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| fidelity.com | 100% | 129.5M | #275 | View details | |
| franklintempleton.com | 95% | 466.9K | #119,217 | View details | |
invescoaim.com | invescoaim.com | 91% | – | – | – |
quicktake.morningstar.com | quicktake.morningstar.com | 91% | – | – | – |
| oppenheimerfunds.com | 89% | 1.8K | #9,134,411 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 34 similar websites and full traffic analytics for Putnam
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- 34 similar websites
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Latest news on Putnam
Complete news archive for Putnam
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- Brand-specific news history
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Similar companies to Putnam
10 companies that operate in the same segment as Putnam (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about Putnam
Putnam was founded in 1937.
Putnam is headquartered in Kansas City, United States. It is registered at Kansas City, Missouri, United States.
Robert L Reynolds is the current CEO of Putnam.
Putnam has 1,305 employees.
Annual revenue of Putnam is $16.47M as on Apr 30, 2026.
Putnam was established in 1937 and is headquartered in Kansas City, United States. Operations focus on the financial sector, where a variety of investment management services are provided to clients. Diversified portfolios and strategies are managed across asset classes. The firm is led by CEO Robert L. Reynolds, with activities centered in the U.S. market.
Putnam's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
Yes, Putnam is publicly traded on NYSE under the ticker symbol PMO.
Putnam has 2 investors. Key investors include Franklin Templeton, and Marshall+Sterling Insurance.
Putnam operates through Putnam Investments, Llc.
Yes. Putnam was acquired by Franklin Templeton Investments in May 2023.