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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
09/15/2026: BEN (5-star) is a REGULAR-BUY. BUY for 104 days. Simulated Profits (23.30%). Updated daily EoD!
Franklin Resources Inc is a long-standing asset management organization that operates through a diverse, multi-boutique platform. The company has a leading position in the retail and institutional investment markets and has historically maintained strong brand recognition. Its primary growth story involves pivoting toward higher-fee alternative investments and scaling its global reach through strategic acquisitions. However, the firm faces significant risks, including structural fee compression from passive competitors and the ongoing challenge of reversing organic outflows in its active management funds. The stock may best suit value-oriented or income-focused investors who value the company's consistent dividend history while monitoring its ability to adapt to industry-wide shifts.
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 | While the company is seeking growth through alternatives, its core active management business faces structural headwinds. |
| Momentum investor | Weak fit | The stock often tracks broader market cycles rather than exhibiting independent high-growth momentum. |
| Value investor | Strong fit | The company is often priced at moderate multiples relative to its earnings and book value. |
| Dividend investor | Strong fit | Franklin Resources has a long-standing reputation for reliable dividends and consistent payout growth. |
| Low-risk investor | Mixed fit | While the balance sheet is stable, exposure to financial market volatility makes the stock susceptible to cyclical risk. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock price is sensitive to fluctuations in global stock and bond market indices. |
| Valuation risk | Medium | Market sentiment toward active management firms can compress price-to-earnings multiples. |
| Competition risk (Low-cost passive providers) | High | The ongoing shift to ETFs and index funds exerts downward pressure on the company's fee-based revenue. |
| Business quality | Medium | The company has a strong, enduring brand but faces structural challenges in its traditional active asset management model. |
| Dividend income | Low | The dividend record is strong, reducing the immediate risk of payout cuts. |
| Execution risk | Medium | Success depends on the effective integration of future acquisitions and the performance of managed funds. |
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 39.2% | Avg. Invested days 51 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/15/2026 |
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 17.01B USD | Price to earnings Ratio 22.77 | 1Y Target Price 35.42 |
Price to earnings Ratio 22.77 | 1Y Target Price 35.42 | ||
Volume (30-day avg) 3.2M shares | Beta 1.57 | 52 Weeks Range 20.32 - 36.28 | Updated Date 09/15/2026 |
52 Weeks Range 20.32 - 36.28 | Updated Date 09/15/2026 | ||
Dividends yield (FY) 3.89% | Basic EPS (TTM) 1.47 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Investment Management Fees | Fees charged as a percentage of assets under management across mutual funds, ETFs, and institutional accounts. | The company earns money primarily by collecting a small percentage fee on the total value of client investments. |
| Service and Advisory Fees | Revenue from providing specialized financial advice, administrative services, and distribution services. | Additional revenue is generated from providing expert financial planning and management support. |
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 22.77 | Forward PE 10.65 | Enterprise Value 30.05B | Price to Sales(TTM) 1.82 |
Enterprise Value 30.05B | Price to Sales(TTM) 1.82 | ||
Enterprise Value to Revenue 3.22 | Enterprise Value to EBITDA 15.34 | Shares Outstanding 508.08M | Shares Floating 289.92M |
Shares Outstanding 508.08M | Shares Floating 289.92M | ||
Percent Insiders 48.5 | Percent Institutions 50.13 |
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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