(BEN) Franklin Resources - Ratings and Ratios
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US3546131018
BEN: Mutual Funds, Investment Management, Wealth Management, Financial Services
Franklin Resources Inc., known in the investment world as Franklin Templeton, stands as a titan in global asset management. With roots tracing back to 1947, this firm has carved a niche by blending active management with a sharp eye for opportunities across various asset classes—equities, fixed income, alternatives, and multi-asset strategies. Their approach is rooted in rigorous research and a commitment to delivering value, which resonates deeply with institutional and individual investors alike.
What sets Franklin apart is their global footprint, stretching across 12 key locations worldwide, including major financial hubs in Europe, Asia, the Middle East, and the Americas. This reach not only diversifies their investment perspectives but also positions them to capitalize on emerging market trends, making them a formidable player in ESG investing—a critical factor for todays socially conscious investors.
As one of the top-tier asset managers, Franklins track record is a testament to their endurance and adaptability. Theyve successfully navigated the shift towards passive investing and the rise of ETFs, while maintaining a strong commitment to active strategies. Their ability to evolve with market dynamics underscores their relevance in a fast-changing financial landscape.
Looking at the numbers, Franklins market cap of
Additional Sources for BEN Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
BEN Stock Overview
Market Cap in USD | 10,786m |
Sector | Financial Services |
Industry | Asset Management |
GiC Sub-Industry | Asset Management & Custody Banks |
IPO / Inception | 1984-09-07 |
BEN Stock Ratings
Growth 5y | -7.34% |
Fundamental | -4.12% |
Dividend | 73.4% |
Rel. Strength Industry | -38.3 |
Analysts | 2.5/5 |
Fair Price Momentum | 19.23 USD |
Fair Price DCF | 36.28 USD |
BEN Dividends
Dividend Yield 12m | 5.90% |
Yield on Cost 5y | 6.55% |
Annual Growth 5y | 7.43% |
Payout Consistency | 81.5% |
BEN Growth Ratios
Growth Correlation 3m | -47.8% |
Growth Correlation 12m | -74% |
Growth Correlation 5y | 15.7% |
CAGR 5y | 1.46% |
CAGR/Max DD 5y | 0.03 |
Sharpe Ratio 12m | -0.72 |
Alpha | -34.48 |
Beta | 0.66 |
Volatility | 30.51% |
Current Volume | 3687.9k |
Average Volume 20d | 4786.6k |
As of February 22, 2025, the stock is trading at USD 20.53 with a total of 3,687,947 shares traded.
Over the past week, the price has changed by +0.00%, over one month by +3.58%, over three months by -3.99% and over the past year by -19.76%.
Neither. Based on ValueRay Fundamental Analyses, Franklin Resources is currently (February 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of -4.12 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 February 2025 is 19.23. This means that BEN is currently overvalued and has a potential downside of -6.33%.
Franklin Resources has received a consensus analysts rating of 2.50. Therefor, it is recommend to sell BEN.
- Strong Buy: 0
- Buy: 0
- Hold: 9
- Sell: 3
- Strong Sell: 2
According to ValueRays Forecast Model, BEN Franklin Resources will be worth about 21.1 in February 2026. The stock is currently trading at 20.53. This means that the stock has a potential upside of +2.97%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 21.6 | 5% |
Analysts Target Price | 20.7 | 0.7% |
ValueRay Target Price | 21.1 | 3% |