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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
09/28/2026: BEN (5-star) is currently NOT-A-BUY. Pass it for now.
Franklin Resources Inc. is a globally recognized asset manager that provides a diverse suite of investment solutions to retail and institutional clients. The firm has successfully leveraged its strong brand to transition from a traditional mutual fund provider into a multi-faceted manager, significantly expanding its footprint in higher-fee alternative asset classes. While this shift offers growth potential, the firm faces structural headwinds from the industry-wide move toward low-cost passive products. Investors should monitor the firm’s success in integrating recent acquisitions and its ability to maintain margins. It remains a potential candidate for income-oriented value investors, though it carries risks associated with market volatility and ongoing industry fee compression.
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 | Mixed fit | The company relies on successful integration of acquisitions for growth rather than rapid, pure-play organic expansion. |
| Momentum investor | Weak fit | The stock often tracks broader financial sector trends rather than demonstrating independent, aggressive upward momentum. |
| Value investor | Strong fit | Franklin Resources often trades at modest P/E multiples relative to the broader market, offering a potential value entry point. |
| Dividend investor | Strong fit | The company maintains a reliable dividend yield and has a history of prioritizing shareholder returns through payouts. |
| Low-risk investor | Mixed fit | While the dividend is stable, exposure to volatile equity markets makes it unsuitable for those seeking low-volatility returns. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | As an asset manager, the stock price is highly sensitive to the broader equity and bond market fluctuations. |
| Valuation risk | Low | The stock frequently trades at conservative valuations, limiting significant downside from multiple compression. |
| Competition risk (passive investing) | High | The shift of client assets from active funds to low-cost passive index products continues to pressure fee revenue. |
| Business quality | Medium | The firm has a long-standing franchise, but its reliance on legacy mutual funds creates ongoing headwinds. |
| Dividend income | Medium | Dividends are reliable but unlikely to see aggressive growth given the competitive nature of the asset management industry. |
| Execution risk | Medium / high | Future growth depends heavily on the firm's ability to successfully integrate various boutique acquisitions. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 38.28% | 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 09/28/2026 |
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 16.78B USD | Price to earnings Ratio 22.46 | 1Y Target Price 35.5 |
Price to earnings Ratio 22.46 | 1Y Target Price 35.5 | ||
Volume (30-day avg) 3.5M shares | Beta 1.57 | 52 Weeks Range 20.32 - 36.28 | Updated Date 09/27/2026 |
52 Weeks Range 20.32 - 36.28 | Updated Date 09/27/2026 | ||
Dividends yield (FY) 4.02% | Basic EPS (TTM) 1.47 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Investment Management Fees | Fees charged on AUM for active and passive products, including mutual funds, ETFs, and institutional mandates. | The company makes money by taking a small percentage of the assets they manage for you every year. |
| Performance Fees | Incentive fees earned from alternative investment strategies when they hit specific performance targets. | When their specialized alternative funds perform exceptionally well, the company earns a share of those gains. |
| Geographic Operations | Operations spanning the Americas, EMEA, and Asia-Pacific, with revenue derived from global clients. | The company is a global business, meaning its earnings are affected by economic conditions in multiple international markets. |
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 22.46 | Forward PE 10.26 | Enterprise Value 29.57B | Price to Sales(TTM) 1.8 |
Enterprise Value 29.57B | Price to Sales(TTM) 1.8 | ||
Enterprise Value to Revenue 3.17 | Enterprise Value to EBITDA 15.1 | Shares Outstanding 508.08M | Shares Floating 289.92M |
Shares Outstanding 508.08M | Shares Floating 289.92M | ||
Percent Insiders 48.5 | Percent Institutions 50.14 |
Upturn AI Summary
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.
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.
About Franklin Resources Inc
Exchange NYSE | Headquarters San Mateo, CA, United States | ||
IPO Launch date 1984-09-07 | CEO & Non-Independent Director Ms. Jennifer M. Johnson | ||
Sector Financial Services | Industry Asset Management | Full time employees 10100 | |
Full time employees 10100 | |||
Franklin Templeton Inc. is a publicly owned asset investment manager. 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, Alberta; Dubai, United Arab Emirates; Edinburgh, Midlothian; Fort Lauderdale, Florida; Hyderabad, India; London, Greater London; Rancho Cordova, California; Shanghai, Shanghai Province; Singapore; Stamford, Connecticut; and Vienna.
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