BEN 📈 Franklin Resources - Overview

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US3546131018

BEN: Mutual Funds, Investment Management, Wealth Management, Financial Services

Franklin Resources, Inc. is a leading global investment management company that provides a wide range of financial services to individual and institutional clients. Through its subsidiaries, the company offers a diverse suite of investment products and solutions tailored to meet the unique needs of its clients.

The company's investment offerings include a broad range of equity, fixed income, balanced, and multi-asset mutual funds, which are designed to help clients achieve their long-term financial goals. Franklin Resources, Inc. invests in various asset classes, including public equity, fixed income, and alternative markets, providing clients with a diversified investment portfolio.

With a rich history dating back to 1947, Franklin Resources, Inc. has established a strong presence in key markets around the world. The company's global footprint includes offices in San Mateo, California, as well as in Calgary, Canada; Dubai, United Arab Emirates; Edinburgh, United Kingdom; Fort Lauderdale, United States; Hyderabad, India; London, United Kingdom; Rancho Cordova, United States; Shanghai, China; Singapore; Stamford, United States; and Vienna, Austria. This extensive network enables the company to provide localized investment expertise and services to clients across different regions.

Franklin Resources, Inc. is committed to delivering exceptional investment performance and client service, leveraging its expertise, resources, and global reach to help clients achieve their financial objectives. For more information, please visit the company's website at https://www.franklinresources.com.

Additional Sources for BEN Stock

BEN Stock Overview

Market Cap in USD 11,248m
Sector Financial Services
Industry Asset Management
GiC Industry Capital Markets
TER 0.00%
IPO / Inception 1984-09-07

BEN Stock Ratings

Growth 5y -1.49%
Fundamental 11.8%
Dividend 61.4%
Rel. Performance Sector -4.21
Analysts 2.43/5
Fair Price Momentum 21.79 USD
Fair Price DCF 37.02 USD

BEN Dividends

Dividend Yield 12m 5.49%
Yield on Cost 5y 5.91%
Annual Growth 5y -3.04%
Payout Consistency 81.51%

BEN Growth Ratios

Growth Correlation 3m 88.1%
Growth Correlation 12m -87.1%
Growth Correlation 5y 28.8%
CAGR 5y 1.48%
CAGR/Mean DD 5y 0.07
Sharpe Ratio 12m -0.26
Alpha -42.70
Beta 1.05
Volatility 28.53%
Current Volume 4832.5k
Average Volume 20d 4011.7k
What is the price of BEN stocks?
As of December 03, 2024, the stock is trading at USD 22.59 with a total of 4,832,468 shares traded.
Over the past week, the price has changed by -0.57%, over one month by +12.05%, over three months by +13.64% and over the past year by -7.41%.
Is Franklin Resources a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Franklin Resources is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 11.76 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BEN as of December 2024 is 21.79. This means that BEN is currently overvalued and has a potential downside of -3.54%.
Is BEN a buy, sell or hold?
Franklin Resources has received a consensus analysts rating of 2.43. Therefor, it is recommend to sell BEN.
  • Strong Buy: 0
  • Buy: 0
  • Hold: 8
  • Sell: 4
  • Strong Sell: 2
What are the forecast for BEN stock price target?
According to ValueRays Forecast Model, BEN Franklin Resources will be worth about 23.5 in December 2025. The stock is currently trading at 22.59. This means that the stock has a potential upside of +4.21%.
Issuer Forecast Upside
Wallstreet Target Price 19.8 -12.4%
Analysts Target Price 24.5 8.4%
ValueRay Target Price 23.5 4.2%