BEN - Franklin Resources, Inc Stock Analysis
Franklin Resources, Inc (BEN) is a publicly traded company listed on the NYSE. It operates in the Asset Management industry, part of the broader Financial sector. The company has a market capitalization of 14.35B, generates annual revenue of 8.86B, and reports net income of 562.70M. As of the latest data, the stock is trading at 27.55 USD.
From a valuation and risk perspective, the stock presents the following profile: The stock is moderately valued and aligns with market expectations for established companies. The PEG ratio is below 1, which may indicate the stock is undervalued relative to its growth potential. The company uses a significant amount of debt to finance its operations, which can boost returns but adds financial risk. The stock provides a high dividend yield (4.79%), which could indicate strong income potential — or possible risk. The stock exhibits higher volatility than the market, which may indicate greater risk and potential reward.
Analyst recommendation stands at Sell (2.63), indicating current market sentiment. Institutional ownership is reported at 46.96%, reflecting confidence from large investors. Over the last 12 months, the stock has shown a performance of 36.45%, trading within a 52-week range of 16.25 - 28.29.
BEN - Franklin Resources, Inc
27.55
Analyst Consensus
Sell 2.63
BEN – Analyst Rating Summary
- Strong Buy: 0
- Buy: 3
- Hold: 7
- Sell: 8
- Strong Sell: 1
- Total Analysts: 19
| Index: | S&P 500 | P/E: | 25.36 | EPS (ttm): | 1.09 | Insider Own: | 46.98% | Shs Outstand: | 519.97M | Perf Week: | -1.01% |
| Market Cap: | 14.35B | Forward P/E: | 9.56 | EPS next Y: | 2.88 | Insider Trans: | 0.04% | Shs Float: | 276.09M | Perf Month: | 7.45% |
| Income(ttm): | 562.70M | PEG: | 0.75 | EPS next Q: | 0.58 | Inst Own: | 46.96% | Short Float: | 8.68% | Perf Quarter: | 22.34% |
| Revenue(ttm): | 8.86B | P/S: | 1.62 | EPS this Y: | 16.56% | Inst Trans: | -4.82% | Short Ratio: | 4.98 | Perf Half Y: | 7.24% |
| Book/sh: | 23.34 | P/B: | 1.18 | EPS next Y: | 11.32% | ROA: | 1.73% | Short Interest: | 23.97M | Perf Year: | 36.45% |
| Cash/sh: | 6.69 | P/C: | 4.12 | EPS next 5Y: | 12.70% | ROE: | 4.58% | 52W Range: | 16.25 - 28.29 | Perf YTD: | 15.32% |
| Dividend Est.: | 1.32 (4.79%) | P/FCF: | 16.53 | EPS past 3/5Y: | -28.84% -10.54% | ROIC: | 2.14% | 52W High: | 28.29 -2.61% | Beta: | 1.48 |
| Dividend TTM: | 1.29 (4.68%) | Quick Ratio: | 1.84 | Sales past 3/5Y: | 2.12% 9.49% | Gross Margin: | 71.45% | 52W Low: | 16.25 69.54% | Perf 5Y: | 1.21% |
| Dividend Ex-Date: | Mar 31, 2026 | Current Ratio: | 1.84 | EPS Y/Y TTM: | 66.56% | Oper. Margin: | 14.18% | RSI (14): | 62.78 | Volatility: | 2.96% 2.85% |
| Employees: | 9800 | Debt/Eq: | 1.17 | Sales Y/Y TTM: | 2.05% | Profit Margin: | 6.35% | Recom: | 3.21 | Target Price: | 27.09 |
| Option/Short: | Yes / Yes | LT Debt/Eq: | 1.17 | EPS Q/Q: | 61.43% | Payout: | 140.40% | Rel Volume: | 1.08 | Prev Close: | 28.16 |
| Sales Surprise: | 2.14% | EPS Surprise: | 27.25% | Sales Q/Q: | 5.65% | Earnings: | Jan 30 BMO | Avg Volume: | 4.82M | Price: | 27.55 |
| SMA20: | 4.44% | SMA50: | 10.42% | SMA200: | 16.42% | Overbought: 1.67% | Volume: | 5,196,585 | Change: | -2.17% | |
Graham Classic formula value: 33.18
(P/E=8 * 1g) Min value: 20.26
(current P/E * 2g) Max value: 49.68
Average value: 34.37
About Franklin Resources, Inc
Franklin Resources, Inc. is a holding company, which engages in the provision of investment management and related services. The firm offers services and products under various distinct brand names, including, but not limited to, Franklin, Templeton, Legg Mason, Benefit Street Partners, Brandywine Global Investment Management, Clarion Partners, ClearBridge Investments, Fiduciary Trust Company International, Franklin Mutual Series, K2 Advisors, Lexington Partners, Putnam Investments, Alcentra, Royce Investment Partners and Western Asset Management Company. It provides investment management and related services to retail, institutional and high-net-worth investors in jurisdictions worldwide. The company was founded by Rupert H. Johnson, Sr. in 1947 and is headquartered in San Mateo, CA.
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