(BEN) Franklin Resources - Ratings and Ratios

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

BEN: Mutual Funds, Investment Management, Asset Management

Franklin Resources, Inc. (NYSE:BEN) is a leading global asset management holding company with a legacy spanning over 75 years. Founded in 1947 and headquartered in San Mateo, California, the firm operates through its subsidiaries to deliver investment solutions to a diverse client base, including retail investors, institutions, pension plans, trusts, and partnerships. Its product suite encompasses a wide range of mutual funds, exchange-traded funds (ETFs), and alternative investment strategies, focusing on equity, fixed income, balanced, and multi-asset portfolios. The company is known for its research-driven approach and long-term investment philosophy, catering to both individual and institutional clients worldwide. Franklin Resources maintains a strong global presence with offices in key financial hubs such as Calgary, Dubai, Edinburgh, Fort Lauderdale, Hyderabad, London, Rancho Cordova, Shanghai, Singapore, Stamford, and Vienna. Web URL: https://www.franklinresources.com

As of the latest data, Franklin Resources, Inc. is categorized under the Asset Management & Custody Banks sub-industry, listed on the NYSE under the ticker symbol BEN. The company operates as a common stock with its primary operations based in the United States. Its global network underscores its ability to serve clients across various regions and markets.

Over the next three months, Franklin Resources, Inc. (NYSE:BEN) is expected to experience a period of consolidation based on its current technical and fundamental trends. The stock is trading near its 20-day simple moving average (SMA) of 18.21, with resistance levels at the 50-day SMA of 19.12 and the 200-day SMA of 20.03. The average true range (ATR) of 0.71 indicates moderate volatility, suggesting potential price fluctuations within a narrow range. On the fundamental side, the companys forward P/E of 8.61 signals market expectations for earnings growth, though the current P/E of 27.97 reflects elevated valuations. The price-to-book (P/B) ratio of 0.75 suggests the stock may be undervalued relative to its book value, while the price-to-sales (P/S) ratio of 1.08 indicates reasonable valuation compared to its peers. However, the return on equity (RoE) of 3.03% remains below industry averages, which could weigh on investor sentiment. Overall, the stock is likely to remain range-bound, with upside potential limited by its high current P/E and downside supported by its lower P/B ratio.

Additional Sources for BEN Stock

BEN Stock Overview

Market Cap in USD 9,851m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception 1984-09-07

BEN Stock Ratings

Growth Rating -4.67
Fundamental 6.87
Dividend Rating 79.6
Rel. Strength -28.8
Analysts 2.45/5
Fair Price Momentum 18.32 USD
Fair Price DCF 27.26 USD

BEN Dividends

Dividend Yield 12m 6.48%
Yield on Cost 5y 8.72%
Annual Growth 5y 7.43%
Payout Consistency 81.1%

BEN Growth Ratios

Growth Correlation 3m -85.8%
Growth Correlation 12m -65.7%
Growth Correlation 5y -1.3%
CAGR 5y 5.36%
CAGR/Max DD 5y 0.11
Sharpe Ratio 12m 0.26
Alpha -21.93
Beta 0.658
Volatility 33.98%
Current Volume 5809.4k
Average Volume 20d 3968.7k
What is the price of BEN stocks?
As of May 01, 2025, the stock is trading at USD 18.76 with a total of 5,809,389 shares traded.
Over the past week, the price has changed by +2.01%, over one month by -2.55%, over three months by -14.22% and over the past year by -12.68%.
Is Franklin Resources a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Franklin Resources is currently (May 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 6.87 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 May 2025 is 18.32. This means that BEN is currently overvalued and has a potential downside of -2.35%.
Is BEN a buy, sell or hold?
Franklin Resources has received a consensus analysts rating of 2.45. Therefor, it is recommend to sell BEN.
  • Strong Buy: 0
  • Buy: 0
  • Hold: 7
  • Sell: 2
  • Strong Sell: 2
What are the forecast for BEN stock price target?
According to ValueRays Forecast Model, BEN Franklin Resources will be worth about 19.8 in May 2026. The stock is currently trading at 18.76. This means that the stock has a potential upside of +5.49%.
Issuer Forecast Upside
Wallstreet Target Price 17.6 -6.2%
Analysts Target Price 17.6 -6.2%
ValueRay Target Price 19.8 5.5%