Franklin Resources, Inc.

BEN Financial Services Asset Management NYSE

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$26.22

$-0.70 (-2.60%)

Open: $26.26 | High: $26.49 | Low: $25.84 | Prev Close: $26.92

Market Cap: $13.65B

Volume: 2.9M | Avg: 5.1M

Last updated: March 06, 2026 at 08:00 PM
Investment Rating
B

Neutral

Overall Score: 60/100

Rating Breakdown:
DCF Score 4/5
80%
Buy
ROE Score 2/5
40%
Sell
ROA Score 4/5
80%
Buy
D/E Score 2/5
40%
Sell
P/E Score 1/5
20%
Strong Sell
P/B Score 3/5
60%
Neutral
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Stock Score Analysis
D

Stock Score: 535

Comprehensive Quality Assessment

Component Breakdown:
Efficiency 15
Financial Health 60
Growth 20
Market Sentiment 10
Risk 35
Lower is better
Valuation 50
Momentum 45
View Full Stock Score Dashboard
Valuation Metrics
Valuation Ratios
P/E Ratio 24.28
P/B Ratio 1.12
P/S Ratio 1.54
EPS $1.08
Beta 1.46
Shares Outstanding 520.76M
Price Range & Moving Averages
52-Week High $28.32
52-Week Low $16.25
SMA 50 $26.09
SMA 200 $24.16
Dividend Information
Dividend Yield 4.92%
Annual Dividend $1.29
Earnings
Next Earnings May 01, 2026 04:00 AM ET
Financial Ratios
Margins
Gross Margin 80.5%
Operating Margin 7.5%
Net Margin 7.0%
Returns
ROE 5.1%
ROA 1.9%
Liquidity & Leverage
Debt/Equity 1.17
Current Ratio 3.42
Quick Ratio 3.42
Balance Sheet
Total Assets $32.37B
Total Liabilities $18.18B
Total Equity $12.08B
Cash $3.57B
Total Debt $13.30B
Net Debt $9.73B
Income Statement
Revenue $8.77B
Gross Profit $7.05B
Operating Income $604.10M
Net Income $524.90M
EBITDA $1.41B
Revenue/Share $17.09
Cash Flow
Operating CF $1.07B
CapEx $154.50M
Free Cash Flow $911.60M
Book Value/Share $27.81
Tangible Book/Share $7.63
Equity/Share $23.45
Technical Indicators
RSI (14) 42.12 Neutral
MACD
0.08 Signal: 0.29
Volatility 29.35%
Trading Signal Bearish
Performance & Returns
Total Returns
1 Year +18.05%
Risk-Adjusted Returns
Sharpe Ratio 0.79 Fair
Volatility (Ann.) 24.97% Moderate
vs S&P 500 (SPY)
BEN (1Y) +18.05%
S&P 500 (1Y) +13.03%
Alpha (Excess Return) +5.02%
Risk-free rate: 4.5% (3-month US Treasury) • Based on 199 trading days
Sector Comparison (Financial Services)
Compared to 157 peers in Financial Services
Metric BEN Sector Avg Percentile
P/E Ratio 24.28 47.82 65%
P/B Ratio 1.12 4.22 14%
ROE (%) 5.06% 19.94% 5%
Net Margin (%) 6.97% 18.92% 8%
Stock Score 535 429.0 74%
1Y Return (%) +18.05 % +7.91 % 86%
Percentile: 0% = worst in sector, 100% = best in sector
📊 Historical Price Analysis (Last 200 Days)

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Technical Analysis
Ticker Close SMA 5 SMA 8 SMA 13 SMA 50 SMA 200 RSI (14) MACD Volatility (%) Volume Signal SMA Decision
BEN $26.22 $26.56 $26.70 $26.95 $26.08 $24.17 42.12 0.08 29.35% 2903873 Strong Short Bearish Stack
Candlestick Patterns

There wasn't any recognizable pattern for the BEN stock

News Sentiment
📊 Ticker 📰 Headline 💭 Sentiment 📡 Source 🔗 URL
BEN Franklin Templeton Expands Award-Winning Retirement Advantage Target Date Series Neutral businesswire.com Read More
BEN Fieldview Capital Management LLC Takes Position in Franklin Resources, Inc. $BEN Neutral defenseworld.net Read More
BEN Victory Capital Management Inc. Buys 389,200 Shares of Franklin Resources, Inc. $BEN Neutral defenseworld.net Read More
BEN Elo Mutual Pension Insurance Co Buys Shares of 27,464 Franklin Resources, Inc. $BEN Neutral defenseworld.net Read More
BEN Capital Southwest (NASDAQ:CSWC) & Franklin Resources (NYSE:BEN) Critical Analysis Neutral defenseworld.net Read More
Recent Insider Trading

No recent insider trading data available for BEN

Company Information

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.

CEO Jennifer Johnson
Employees 10000
Country US
IPO Date 1983-09-23
Exchange NYSE
Website https://www.franklinresources.com
Sector Financial Services
Industry Asset Management
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Rating Metrics Explained
DCF Score (Discounted Cash Flow)

Measures the intrinsic value of the stock based on projected future cash flows. A higher score indicates the stock is undervalued relative to its DCF valuation.

ROE Score (Return on Equity)

Evaluates how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better profitability and management effectiveness.

ROA Score (Return on Assets)

Measures how efficiently a company uses its assets to generate profit. A higher ROA means better asset utilization and operational efficiency.

D/E Score (Debt-to-Equity)

Assesses the company's financial leverage and risk. Lower debt-to-equity ratios indicate less financial risk and better balance sheet health.

P/E Score (Price-to-Earnings)

Compares stock price to earnings per share. A lower P/E ratio may indicate the stock is undervalued, while a higher ratio could suggest overvaluation or growth expectations.

P/B Score (Price-to-Book)

Compares market price to book value per share. Lower P/B ratios may indicate undervaluation relative to the company's net asset value.

Rating Recommendations:

Each metric is scored on a scale of 1-5, where the scores are determined by comparing the company's performance against industry benchmarks and historical data:

  • Strong Buy (5/5): Excellent score - strong positive indicator
    • The metric significantly outperforms industry averages (top 20% of companies)
    • Indicates exceptional financial health or attractive valuation in that category
  • Buy (4/5): Good score - positive indicator
    • Above-average performance (top 40% of companies)
    • Shows strong fundamentals with room for improvement
  • Neutral (3/5): Average score - neutral indicator
    • Performance in line with industry median (middle 20%)
    • Neither significantly positive nor negative signal
  • Sell (2/5): Below average - negative indicator
    • Below-average performance (bottom 40% of companies)
    • Suggests weakness in this particular metric
  • Strong Sell (1/5): Poor score - strong negative indicator
    • Significantly underperforms industry (bottom 20%)
    • Indicates potential risk or overvaluation in that category
Note: The overall rating combines all six component scores to provide a comprehensive investment assessment. No single metric should be used in isolation for investment decisions.