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Upturn AI SWOT - About
BEN 
Franklin Resources Inc (BEN)
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Upturn Advisory Summary
07/10/2025: 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 $20.86
1 Year Target Price $20.86
| 0 | Strong Buy |
| 0 | Buy |
| 7 | Hold |
| 2 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 9.31% | Avg. Invested days 31 | 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 07/10/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 13.09B USD | Price to earnings Ratio 35.57 | 1Y Target Price 20.86 |
Price to earnings Ratio 35.57 | 1Y Target Price 20.86 | ||
Volume (30-day avg) 11 | Beta 1.46 | 52 Weeks Range 16.03 - 25.36 | Updated Date 07/10/2025 |
52 Weeks Range 16.03 - 25.36 | Updated Date 07/10/2025 | ||
Dividends yield (FY) 5.37% | Basic EPS (TTM) 0.7 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 4.65% | Operating Margin (TTM) 9.98% |
Management Effectiveness
Return on Assets (TTM) 2.22% | Return on Equity (TTM) 2.8% |
Valuation
Trailing PE 35.57 | Forward PE 10.33 | Enterprise Value 22739180245 | Price to Sales(TTM) 1.5 |
Enterprise Value 22739180245 | Price to Sales(TTM) 1.5 | ||
Enterprise Value to Revenue 2.61 | Enterprise Value to EBITDA 18.68 | Shares Outstanding 525520992 | Shares Floating 308806823 |
Shares Outstanding 525520992 | Shares Floating 308806823 | ||
Percent Insiders 47.77 | Percent Institutions 48.6 |
Upturn AI SWOT
Franklin Resources Inc
Company Overview
History and Background
Franklin Resources Inc. was founded in 1947 in New York by Rupert H. Johnson, Sr. Initially, it focused on offering income-oriented investment products. The company experienced significant growth through acquisitions and expansion into new markets, evolving into a global investment management organization.
Core Business Areas
- Investment Management: Provides investment management and related services to retail, institutional, and high-net-worth clients globally. Includes equity, fixed income, multi-asset, and alternative investment strategies.
- Distribution and Marketing: Responsible for the distribution and marketing of investment products through various channels, including financial advisors, retirement platforms, and direct-to-consumer platforms.
- Technology and Operations: Provides technology and operational support to the investment management and distribution functions.
Leadership and Structure
The leadership team is headed by Jennifer M. Johnson (President and CEO). The organizational structure is hierarchical, with distinct business units reporting to senior management.
Top Products and Market Share
Key Offerings
- Product Name 1: Franklin Income Fund: A fixed-income fund focused on generating current income. It is one of Franklin Templeton's largest funds.Competitors include PIMCO Income Fund and Dodge & Cox Income Fund. No market share data available for the fund specifically.
- Product Name 2: Templeton Global Bond Fund: Invests primarily in government and corporate debt securities worldwide. Competitors include Fidelity Global Bond Fund and BlackRock Global Allocation Fund. No market share data available for the fund specifically.
Market Dynamics
Industry Overview
The asset management industry is characterized by intense competition, regulatory scrutiny, and fluctuating market conditions. Key trends include the growth of passive investing, increased demand for alternative investments, and technological innovation.
Positioning
Franklin Resources Inc. is a well-established player in the asset management industry with a global presence and a diversified product portfolio. Its competitive advantages include its brand reputation, experienced investment professionals, and distribution network.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. Franklin Resources is well positioned to compete for a portion of this market via their funds and other investment products.
Upturn SWOT Analysis
Strengths
- Global Brand Recognition
- Diversified Product Portfolio
- Experienced Investment Professionals
- Extensive Distribution Network
Weaknesses
- Underperformance in certain investment categories
- Integration challenges with acquired companies
- Exposure to market volatility
- High expense ratios in some funds
Opportunities
- Expanding into emerging markets
- Developing new investment products (e.g., ESG funds)
- Leveraging technology to enhance investment processes
- Acquiring smaller asset management firms
Threats
- Increased competition from low-cost providers
- Regulatory changes
- Economic downturns
- Geopolitical risks
Competitors and Market Share
Key Competitors
- BLK
- SCHW
- TROW
- JPM
- MS
Competitive Landscape
Franklin Resources Inc. faces intense competition from larger, more diversified players like BlackRock and Vanguard. It needs to differentiate itself through specialized investment strategies and strong client relationships.
Major Acquisitions
Legg Mason
- Year: 2020
- Acquisition Price (USD millions): 4500
- Strategic Rationale: Expanded Franklin Templeton's investment capabilities and global reach, adding new asset classes and distribution channels.
Growth Trajectory and Initiatives
Historical Growth: Franklin Resources Inc.'s growth has been driven by organic growth and acquisitions.
Future Projections: Future growth projections depend on market conditions and the company's ability to innovate and attract new clients.
Recent Initiatives: Recent initiatives include investments in technology and expansion into new markets.
Summary
Franklin Resources is a large asset manager that is struggling to maintain Assets Under Management in a market moving towards more passive and cheaper alternatives. The acquisition of Legg Mason has added diversity but it still faces headwinds from the increased competition and clients seeking lower cost options. Strong sales and marketing are imperative to maintain market share. They have an opportunity to continue to grow through acquisitions of smaller asset managers
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Financial News Outlets
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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 10000 | |
Full time employees 10000 | |||
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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