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Franklin Resources, Inc. (BEN) Stock Analysis

Range Bound setup

SellVALUE-TRAP 1/5Moderate Confidence

Financial Services · Asset Management

Sell if holding. Analyst target reached at $31.20 — 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 (3.8% 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

$31.20+1.9% A.UpsideScore 5.4/10#61 of 109 Asset Management
QualityF-score9 / 9FCF yield-1.51%
IncomeYield4.29%(5y avg 4.78%)Payout99.24%at-risk
Stop $29.56Target $31.79(resistance)A.R:R -1.0:1
Analyst target$30.55-2.1%11 analysts
$31.79our TP
$31.20price
$30.55mean
$24
$37

Sell if holding. Analyst target reached at $31.20 — 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 (3.8% away). Chart setup: RSI 60 mid-range, Bollinger mid-band. Score 5.4/10, moderate confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 71d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

Recent Developments — Franklin Resources, Inc.

Generated 2026-05-20T21:13:12Z.

Thesis

Rewards
Sector modifier (Financial Services): +1.0
Attractive valuation
Strong growth profile
Risks
Analyst target reached - limited upside remaining
Near 52-week high (3.8% away)
V7 low-quality RISK_OFF penalty: -0.5 (Q=4.6)

Key Metrics

P/E (TTM)23.5
P/E (Fwd)10.4
Mkt Cap$16.0B
EV/EBITDA10.8
Profit Mgn8.1%
ROE6.7%
Rev Growth8.7%
Beta1.59
Dividend4.29%
Rating analysts19

Quality Signals

Piotroski F9/9MoatNarrow

Options Flow

P/C0.10bullish
IV39%normal
Max Pain$5-84.0% vs spot

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

Rating Breakdown

3 floor-breakers

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

Quality Rank
2.4
Value Rank
5.9
Growth Rank
5.9

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Obv
1.0
Volume
1.3
Macd
1.5
Rsi
5.5
Ma Position
9.0
Volume distribution (falling OBV)Above 200-day MA

No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static

Surprise Avg
2.5
Earnings History
3.3
Dividend Safety
3.5
Erm
5.0
Earnings Timing
5.0
Earnings concerns: 2B/2MYield trap warning: high yield but unsafe
GatesMomentum 3.7<4.5A.R:R -1.0=NEGATIVEInsider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 71d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
60 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $26.45Resistance $32.44

Price Targets

$30
$32
A.Upside+1.9%
A.R:R-1.0:1

Position Sizing

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

Risk Alerts

! Target reached (-14.8% upside)
! NEWS_MOD=-1: HOLD_IF_HOLDING → SELL_IF_HOLDING
! Momentum score 3.7/10 — below 4.5 minimum

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-07-31 (71d)

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?

Sell if holding. Analyst target reached at $31.20 — 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 (3.8% away). Chart setup: RSI 60 mid-range, Bollinger mid-band. Prior stop was $29.56. Score 5.4/10, moderate confidence.

What is the BEN stock price target?

Take-profit target: $31.79 (+1.9% upside). Prior stop was $29.56. Stop-loss: $29.56.

What are the risks of investing in BEN?

Analyst target reached - limited upside remaining; Near 52-week high (3.8% 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 23.5 (forward 10.4). TrendMatrix value score: 7.1/10. Verdict: Sell.

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.

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