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Franklin Resources Inc (BEN)

Upturn stock ratingUpturn stock rating
$25.54
Last Close (24-hour delay)
Profit since last BUY23.68%
upturn advisory
Consider higher Upturn Star rating
BUY since 77 days
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Upturn Advisory Summary

08/28/2025: BEN (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Number of Analysts

rating

11 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $25

1 Year Target Price $25

Analysts Price Target For last 52 week
$25 Target price
52w Low $16.03
Current$25.54
52w High $26.08

Analysis of Past Performance

Type Stock
Historic Profit 11.05%
Avg. Invested days 37
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/28/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 13.26B USD
Price to earnings Ratio 50.08
1Y Target Price 25
Price to earnings Ratio 50.08
1Y Target Price 25
Volume (30-day avg) 11
Beta 1.49
52 Weeks Range 16.03 - 26.08
Updated Date 08/29/2025
52 Weeks Range 16.03 - 26.08
Updated Date 08/29/2025
Dividends yield (FY) 4.95%
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 50.08
Forward PE 10.43
Enterprise Value 22549352431
Price to Sales(TTM) 1.54
Enterprise Value 22549352431
Price to Sales(TTM) 1.54
Enterprise Value to Revenue 2.61
Enterprise Value to EBITDA 20.02
Shares Outstanding 519195008
Shares Floating 302478092
Shares Outstanding 519195008
Shares Floating 302478092
Percent Insiders 48.35
Percent Institutions 47.68

ai summary icon Upturn AI SWOT

Franklin Resources Inc

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.