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Upturn AI SWOT - About
BEN 
Franklin Resources Inc (BEN)
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Upturn Advisory Summary
08/07/2025: BEN (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
11 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $24.7
1 Year Target Price $24.7
| 0 | Strong Buy |
| 0 | Buy |
| 7 | Hold |
| 2 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 8.09% | Avg. Invested days 34 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/07/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 13.11B USD | Price to earnings Ratio 49.39 | 1Y Target Price 24.7 |
Price to earnings Ratio 49.39 | 1Y Target Price 24.7 | ||
Volume (30-day avg) 11 | Beta 1.49 | 52 Weeks Range 16.03 - 25.42 | Updated Date 08/7/2025 |
52 Weeks Range 16.03 - 25.42 | Updated Date 08/7/2025 | ||
Dividends yield (FY) 5.03% | Basic EPS (TTM) 0.51 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-01 | When Before Market | Estimate 0.5 | Actual 0.49 |
Profitability
Profit Margin 3.74% | Operating Margin (TTM) 10.32% |
Management Effectiveness
Return on Assets (TTM) 2.06% | Return on Equity (TTM) 2.08% |
Valuation
Trailing PE 49.39 | Forward PE 11.1 | Enterprise Value 22367634015 | Price to Sales(TTM) 1.52 |
Enterprise Value 22367634015 | Price to Sales(TTM) 1.52 | ||
Enterprise Value to Revenue 2.59 | Enterprise Value to EBITDA 19.86 | Shares Outstanding 519195008 | Shares Floating 302478092 |
Shares Outstanding 519195008 | Shares Floating 302478092 | ||
Percent Insiders 48.35 | Percent Institutions 48.78 |
Upturn AI SWOT
Franklin Resources Inc
Company Overview
History and Background
Franklin Resources, Inc., founded in 1947 in New York by Rupert H. Johnson Sr., initially focused on small investors. It has grown through acquisitions and organic expansion to become a global investment management firm. Key milestones include international expansion and diversifying product offerings.
Core Business Areas
- Investment Management: Provides investment management services to retail, institutional and high-net-worth clients across various asset classes, including equities, fixed income, multi-asset, and alternative investments.
- Wealth Management: Offers wealth management and advisory services to individuals and families, focusing on financial planning and investment solutions.
Leadership and Structure
The leadership team includes Jenny Johnson (CEO), Adam Spector (Head of Global Distribution), and Matthew Nicholls (CFO). The organizational structure includes various business units focused on specific asset classes and client segments.
Top Products and Market Share
Key Offerings
- Franklin Income Fund: A well-known income-oriented mutual fund. Competitors include PIMCO Income Fund and DoubleLine Total Return Bond Fund. Market Share data is not publicly available.
- Franklin Templeton Mutual Funds: A wide range of mutual funds covering various asset classes and investment strategies. Competitors include Vanguard, BlackRock, and Fidelity. Market share varies by fund category.
- Exchange-Traded Funds (ETFs): Franklin LibertyShares ETFs offer various investment strategies in an ETF wrapper. Competitors include iShares, Vanguard, and State Street SPDR ETFs. Market Share data is not publicly available.
- Alternatives Investments (Private Equity, Hedge Funds, Real Estate: Provide alternative investments such as Real Estate, Private Equit and Hedge Funds. Competitors include Blackstone, Apollo, Ares. Market Share data is not publicly available.
Market Dynamics
Industry Overview
The asset management industry is characterized by increasing competition, regulatory changes, and the growing popularity of passive investing. Consolidation is also a significant trend.
Positioning
Franklin Resources Inc. is a major player in the asset management industry, known for its diversified product offerings and global presence. It faces challenges from larger, more diversified firms and the rise of low-cost passive strategies.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. Franklin Resources Inc. is positioned to capture a portion of this TAM through its diversified product offerings and global reach.
Upturn SWOT Analysis
Strengths
- Global brand recognition
- Diversified product offerings
- Extensive distribution network
- Strong investment expertise
Weaknesses
- Exposure to market volatility
- Underperformance in certain asset classes
- Fee pressures from passive investing
- Dependence on key personnel
Opportunities
- Growth in emerging markets
- Increasing demand for alternative investments
- Expansion of ETF offerings
- Acquisitions of smaller asset managers
Threats
- Increased competition from larger firms
- Regulatory changes and compliance costs
- Economic downturns and market volatility
- Rise of passive investing
Competitors and Market Share
Key Competitors
- BLK
- Vanguard
- GS
- MS
- JPM
Competitive Landscape
Franklin Resources Inc. faces intense competition from larger and more diversified asset managers. Its competitive advantages include its global brand, diversified product offerings, and strong investment expertise. However, it faces challenges from fee pressures and underperformance in certain asset classes.
Major Acquisitions
Alcentra (from BNY Mellon)
- Year: 2022
- Acquisition Price (USD millions): 350
- Strategic Rationale: Expanded Franklin Resources' capabilities in alternative credit and enhanced its offering for institutional clients.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by acquisitions and organic expansion, but recent performance has been impacted by market volatility and competition.
Future Projections: Analyst estimates vary, but generally project moderate growth driven by expansion in emerging markets and increased demand for alternative investments.
Recent Initiatives: Recent initiatives include the acquisition of Alcentra from BNY Mellon, which expands its presence in the alternative credit space, and the expansion of its ETF offerings.
Summary
Franklin Resources is a well-established global asset management firm with a diversified product portfolio. Its strong global brand and distribution network are key strengths. However, the company faces challenges from increased competition, fee pressures, and market volatility. Recent acquisitions and strategic initiatives aim to address these challenges and position the company for future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Publications
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share data is approximate and based on available information. Financial data is not current due to lack of access to real time data. Data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Franklin Resources Inc
Exchange NYSE | Headquaters San Mateo, CA, United States | ||
IPO Launch date 1984-09-07 | President, CEO & Director Ms. Jennifer M. Johnson | ||
Sector Financial Services | Industry Asset Management | Full time employees 10100 | |
Full time employees 10100 | |||
Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in 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.
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