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., a global investment management organization, operates as a holding company with a diverse range of subsidiaries that cater to various client segments, including individual investors, institutions, pension plans, trusts, and partnerships. The company's subsidiaries are responsible for launching and managing a broad spectrum of mutual funds, encompassing equity, fixed income, balanced, and multi-asset strategies, thereby providing investors with a wide range of investment options to suit their risk profiles and financial goals.

Through its investment management arm, Franklin Resources, Inc. allocates capital across different asset classes, including public equity, fixed income, and alternative markets, with the primary objective of generating attractive risk-adjusted returns for its clients. The company's investment approach is centered around a disciplined, research-driven process, which involves in-depth analysis of market trends, economic conditions, and company-specific fundamentals to identify investment opportunities that have the potential to outperform the broader market.

With a rich history dating back to 1947, Franklin Resources, Inc. has established itself as a reputable player in the global asset management industry, with a significant presence in key financial hubs around the world. The company's global footprint spans across multiple offices, including locations in San Mateo, California; 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, facilitating the delivery of its investment management services to a diverse client base. For more information, investors can visit the company's website at https://www.franklinresources.com, and the company's common stock is listed on the New York Stock Exchange under the ticker symbol BEN, with the ISIN code US3546131018, and is classified under the GICS Sub Industry: Asset Management & Custody Banks.

Additional Sources for BEN Stock

BEN Stock Overview

Market Cap in USD 11,505m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception 1984-09-07

BEN Stock Ratings

Growth 5y -5.80%
Fundamental 6.33%
Dividend 66.2%
Rel. Strength Industry -180
Analysts 2.43/5
Fair Price Momentum 19.26 USD
Fair Price DCF 36.90 USD

BEN Dividends

Dividend Yield 12m 7.61%
Yield on Cost 5y 7.51%
Annual Growth 5y -3.04%
Payout Consistency 81.9%

BEN Growth Ratios

Growth Correlation 3m 71.7%
Growth Correlation 12m -83.9%
Growth Correlation 5y 26.2%
CAGR 5y -0.28%
CAGR/Mean DD 5y -0.01
Sharpe Ratio 12m -1.10
Alpha -54.48
Beta 1.05
Volatility 40.58%
Current Volume 9415.8k
Average Volume 20d 4308.4k
What is the price of BEN stocks?
As of December 21, 2024, the stock is trading at USD 20.49 with a total of 9,415,796 shares traded.
Over the past week, the price has changed by -6.74%, over one month by -5.31%, over three months by -0.05% and over the past year by -26.22%.
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 6.33 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 19.26. This means that BEN is currently overvalued and has a potential downside of -6%.
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 20.8 in December 2025. The stock is currently trading at 20.49. This means that the stock has a potential upside of +1.51%.
Issuer Forecast Upside
Wallstreet Target Price 20.2 -1.4%
Analysts Target Price 24.5 19.5%
ValueRay Target Price 20.8 1.5%