Franklin Resources, Inc. (BEN) Stock Analysis
Financial Services · Asset Management
Sell if holding. Analyst target reached at $29.99 — A.R:R is negative (-1.0) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (1.0% away).
Franklin Resources (Franklin Templeton) is a global investment management holding company with over $1.6 trillion in AUM across equity, fixed income, alternative, and multi-asset strategies. Management fees based on a percentage of AUM are the primary revenue driver; the company... Read more
Sell if holding. Analyst target reached at $29.99 — A.R:R is negative (-1.0) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (1.0% away). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Score 5.7/10, moderate confidence.
Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news boost analyst 0.70, news boost analyst cluster(4), earnings proximity 91d clear, semi cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
Thesis
Key Metrics
Quality Signals
Options Flow
Material Events(8-K, last 90d)
- 2026-02-05Item 5.02LOWStockholders approved amendments to the 1998 Employee Stock Investment Plan (adding 5M shares) and 2002 Universal Stock Incentive Plan (adding 25M shares) at the February 3, 2026 annual meeting. Routine compensatory arrangement.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
2 floor-breakers
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $29.99 — A.R:R is negative (-1.0) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (1.0% away). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Prior stop was $28.16. Score 5.7/10, moderate confidence.
Take-profit target: $29.67 (-1.1% upside). Prior stop was $28.16. Stop-loss: $28.16.
Analyst target reached - limited upside remaining; Near 52-week high (1.0% away); Consecutive earnings misses (2).
Franklin Resources, Inc. trades at a P/E of 22.5 (forward 10.0). TrendMatrix value score: 7.2/10. Verdict: Sell.
19 analysts cover BEN with a consensus score of 2.6/5. Average price target: $29.
What does Franklin Resources, Inc. do?Franklin Resources (Franklin Templeton) is a global investment management holding company with over $1.6 trillion in...
Franklin Resources (Franklin Templeton) is a global investment management holding company with over $1.6 trillion in AUM across equity, fixed income, alternative, and multi-asset strategies. Management fees based on a percentage of AUM are the primary revenue driver; the company operates under 20+ specialist investment manager brands worldwide.