Skip to main content

Franklin Resources, Inc. (BEN) Stock Analysis

HoldVALUE-TRAP 1/5Moderate Confidence

Financial Services · Asset Management

Hold if already holding. Not a fresh buy at $32.14, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.9% away).

Franklin Resources (Franklin Templeton) is a global investment management organization with $1.66 trillion in AUM as of September 30, 2025, operating through specialist managers including Putnam, Western Asset, Brandywine Global, ClearBridge, Lexington Partners, and others... Read more

$32.14-1.2% A.UpsideScore 5.7/10#33 of 109 Asset Management
QualityF-score9 / 9FCF yield-1.46%
IncomeYield4.15%(5y avg 4.78%)Payout99.24%at-risk
Stop $30.48Target $31.79(resistance)A.R:R -1.2:1
Analyst target$30.55-5.0%11 analysts
$31.79our TP
$32.14price
$30.55mean
$24
$37

Hold if already holding. Not a fresh buy at $32.14, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.9% away). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Mixed signals. Hold existing position. Score 5.7/10, moderate confidence.

Passes 6/7 gates (positive momentum, clean insider activity, no SEC red flags, earnings proximity 73d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

Recent Developments — Franklin Resources, Inc.

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
Sector modifier (Financial Services): +1.0
Strong earnings beat streak (3/4)
Attractive valuation
Risks
Analyst target reached - limited upside remaining
Near 52-week high (0.9% away)
V7 low-quality RISK_OFF penalty: -0.5 (Q=4.6)

Key Metrics

P/E (TTM)24.3
P/E (Fwd)10.8
Mkt Cap$16.5B
EV/EBITDA11.1
Profit Mgn8.1%
ROE6.7%
Rev Growth8.7%
Beta1.59
Dividend4.15%
Rating analysts19

Quality Signals

Piotroski F9/9MoatNarrow

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
2.5
Value Rank
5.8
Growth Rank
5.9
GatesA.R:R -1.2=NEGATIVEMomentum 6.3>=5.5Insider activity: OKNo SEC red flagsEARNINGS PROXIMITY 73d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
74 · Overbought
20D MA 50D MA 200D MAGOLDEN CROSSSupport $26.45Resistance $32.44

Price Targets

$30
$32
A.Upside-1.1%
A.R:R-1.2:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Target reached (-17.4% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-31 (73d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is BEN stock a buy right now?

Hold if already holding. Not a fresh buy at $32.14, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.9% away). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Mixed signals. Hold existing position. Target $31.79 (-1.1%), stop $30.48 (−5.4%), A.R:R -1.2:1. Score 5.7/10, moderate confidence.

What is the BEN stock price target?

Take-profit target: $31.79 (-1.2% upside). Target $31.79 (-1.1%), stop $30.48 (−5.4%), A.R:R -1.2:1. Stop-loss: $30.48.

What are the risks of investing in BEN?

Analyst target reached - limited upside remaining; Near 52-week high (0.9% away); V7 low-quality RISK_OFF penalty: -0.5 (Q=4.6).

Is BEN overvalued or undervalued?

Franklin Resources, Inc. trades at a P/E of 24.3 (forward 10.8). TrendMatrix value score: 7.0/10. Verdict: Hold.

What do analysts say about BEN?

19 analysts cover BEN with a consensus score of 2.7/5. Average price target: $31.

What does Franklin Resources, Inc. do?Franklin Resources (Franklin Templeton) is a global investment management organization with $1.66 trillion in AUM as of...

Franklin Resources (Franklin Templeton) is a global investment management organization with $1.66 trillion in AUM as of September 30, 2025, operating through specialist managers including Putnam, Western Asset, Brandywine Global, ClearBridge, Lexington Partners, and others across equity, fixed income, alternatives, multi-asset, and cash management. Revenue is primarily management fees based on AUM levels and mix; investment management fees represent a majority of revenues. The company is a controlled company under NYSE rules with the Brown family owning more than 50% of voting stock.

Related stocks: OTF (Blue Owl Technology Finance Cor) · ETG (Eaton Vance Tax-Advantaged Glob) · VCTR (Victory Capital Holdings, Inc. ) · GDV (Gabelli Dividend & Income Trust) · CLM (Cornerstone Strategic Value Fd)