(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
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
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 |
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%.
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%.
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
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% |