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Upturn AI Summary - About
Franklin Resources Inc(BEN)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BEN
10/27/2026: BEN (4-star) is currently NOT-A-BUY. Pass it for now.
Franklin Resources Inc is a well-established global investment manager that provides a wide range of equity, fixed income, and alternative investment solutions. The company's primary strength lies in its diversified multi-specialist platform and extensive global distribution network, which support stable, dividend-paying operations. Its main growth opportunity involves scaling its alternative investment business, such as private credit, to counteract industry-wide pressures on traditional active management. However, the company faces significant competitive risk from low-cost passive index providers and structural fee compression. The stock may best suit value and dividend-focused investors; key developments to monitor include AUM growth, success in alternative asset integration, and the impact of evolving market trends on legacy fund performance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The company is a mature asset manager focused on stability and income rather than rapid top-line growth. |
| Momentum investor | Mixed fit | Momentum can be volatile based on market conditions affecting AUM levels, requiring a positive trend in market sentiment. |
| Value investor | Strong fit | The stock often trades at valuations that may appeal to value investors looking for a stable, dividend-paying financial institution. |
| Dividend investor | Strong fit | Franklin Resources has a long-standing commitment to returning capital through consistent dividend payments. |
| Low-risk investor | Mixed fit | The stock carries market risk tied to global equity and bond performance, which may result in price volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | AUM levels and share prices are highly sensitive to overall market conditions. |
| Valuation risk | Medium | The stock's valuation is largely tied to sentiment regarding the future of active management. |
| Competition risk (Passive index competition) | High | The rise of low-cost passive index products continues to pressure active management fees. |
| Business quality | Medium | The franchise has deep experience, but faces headwinds from shifting industry dynamics. |
| Dividend income | Strong | The company has a proven history of maintaining and growing dividend payouts. |
| Execution risk | Medium / high | Successfully integrating varied investment boutiques is critical for long-term performance. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 37.95% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/27/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 15.75B USD | Price to earnings Ratio 21.08 | 1Y Target Price 35.46 |
Price to earnings Ratio 21.08 | 1Y Target Price 35.46 | ||
Volume (30-day avg) 4.1M shares | Beta 1.58 | 52 Weeks Range 20.12 - 35.91 | Updated Date 10/27/2026 |
52 Weeks Range 20.12 - 35.91 | Updated Date 10/27/2026 | ||
Dividends yield (FY) 4.22% | Basic EPS (TTM) 1.47 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Investment Management Fees | Fees earned based on AUM for managing equity, fixed income, and alternative assets. | The company makes money when the assets it manages increase in value or new client money is invested. |
| Geography (Global) | Operations spanning North America, EMEA, and Asia-Pacific markets. | The company's earnings are diversified across global markets, though still susceptible to worldwide economic trends. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 21.08 | Forward PE 9.74 | Enterprise Value 28.73B | Price to Sales(TTM) 1.69 |
Enterprise Value 28.73B | Price to Sales(TTM) 1.69 | ||
Enterprise Value to Revenue 3.08 | Enterprise Value to EBITDA 14.67 | Shares Outstanding 508.08M | Shares Floating 290.14M |
Shares Outstanding 508.08M | Shares Floating 290.14M | ||
Percent Insiders 48.65 | Percent Institutions 50.06 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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