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Upturn AI SWOT - About
BEN 
Franklin Resources Inc (BEN)
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Upturn Advisory Summary
10/17/2025: BEN (2-star) is currently NOT-A-BUY. Pass it for now.
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 $25.18
1 Year Target Price $25.18
| 0 | Strong Buy |
| 0 | Buy |
| 7 | Hold |
| 2 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 4.94% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.57B USD | Price to earnings Ratio 43.69 | 1Y Target Price 25.18 |
Price to earnings Ratio 43.69 | 1Y Target Price 25.18 | ||
Volume (30-day avg) 11 | Beta 1.53 | 52 Weeks Range 15.81 - 25.72 | Updated Date 10/19/2025 |
52 Weeks Range 15.81 - 25.72 | Updated Date 10/19/2025 | ||
Dividends yield (FY) 5.75% | 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 - | When - | Estimate - | Actual - |
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 43.69 | Forward PE 9.35 | Enterprise Value 21183868332 | Price to Sales(TTM) 1.34 |
Enterprise Value 21183868332 | Price to Sales(TTM) 1.34 | ||
Enterprise Value to Revenue 2.45 | Enterprise Value to EBITDA 18.81 | Shares Outstanding 519195475 | Shares Floating 302161383 |
Shares Outstanding 519195475 | Shares Floating 302161383 | ||
Percent Insiders 48.39 | Percent Institutions 47.88 |
Upturn AI SWOT
Franklin Resources Inc
Company Overview
History and Background
Franklin Resources Inc., founded in 1947, began as a retail brokerage firm. In 1969, it shifted focus to investment management, acquiring Winfield & Co. and adopting the Franklin name. Significant growth followed through acquisitions and expansion into international markets. It has evolved into a global investment management organization.
Core Business Areas
- Investment Management: Provides investment solutions across various asset classes, including equities, fixed income, multi-asset, and alternative investments, to individual and institutional clients.
- Distribution and Sales: Distributes investment products and services through various channels, including direct sales, financial advisors, and institutional intermediaries.
- Related Services: Offers transfer agency, fund accounting, and other related services to support investment management operations.
Leadership and Structure
Jennifer Johnson is the President and CEO. The organizational structure consists of various investment teams and distribution units, reporting to executive management and overseen by a Board of Directors.
Top Products and Market Share
Key Offerings
- Franklin Templeton Funds: A broad range of mutual funds covering various asset classes and investment strategies. Market share varies by fund type and region; specific market share data is difficult to pinpoint as it is a wide umbrella. Competitors: Vanguard, Fidelity, BlackRock.
- Alternatives (e.g., Private Equity, Real Estate): Alternative investment solutions for institutional and high-net-worth clients. Exact market share data is not publicly available. Competitors: Blackstone, Apollo Global Management, Carlyle Group.
- Fixed Income Strategies: Active and passive fixed income investment strategies for institutional and retail investors. Competitors: PIMCO, BlackRock, DoubleLine Capital.
Market Dynamics
Industry Overview
The asset management industry is highly competitive, with increasing pressure on fees and a growing focus on passive investment strategies. Consolidation is a key trend, with firms seeking to expand their capabilities and geographic reach.
Positioning
Franklin Resources Inc. holds a strong position with a well-established brand and a diversified product portfolio. However, it faces challenges from lower-cost competitors and the shift towards passive investing.
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 share of this TAM through its diverse offerings and global presence.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Diversified product portfolio
- Global distribution network
- Experienced investment professionals
- History of acquisitions and integration
Weaknesses
- High expense ratios compared to passive funds
- Dependence on active management performance
- Exposure to market volatility
- Potential integration challenges with acquisitions
- Asset outflows in certain periods
Opportunities
- Expanding into emerging markets
- Developing innovative investment solutions (e.g., ETFs, ESG)
- Acquiring complementary businesses
- Leveraging technology to improve efficiency
- Increasing focus on alternative investments
Threats
- Increased competition from low-cost providers
- Regulatory changes
- Market downturns
- Shifting investor preferences towards passive investments
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- BLK
- V
- TROW
- JPM
Competitive Landscape
Franklin Resources Inc. competes on investment performance, brand reputation, and product breadth. They need to work on competing with fee compression from passive fund managers.
Major Acquisitions
Legg Mason
- Year: 2020
- Acquisition Price (USD millions): 4500
- Strategic Rationale: Expanded Franklin Resources Inc.'s capabilities in fixed income and alternative investments.
Growth Trajectory and Initiatives
Historical Growth: Franklin Resources Inc. has grown both organically and through acquisitions.
Future Projections: Analysts expect moderate growth in the coming years, driven by asset growth and expense management. Placeholder Data: Next year growth projection is [5.0]. Update these placeholder numbers.
Recent Initiatives: Focus on expanding alternative investment capabilities and enhancing digital distribution channels.
Summary
Franklin Resources is a large and diversified asset manager with a long history and a strong brand. Its strengths lie in its diversified product portfolio and global distribution network. It faces challenges related to increased competition from low-cost providers and shifting investor preferences toward passive investments. The company should continue to focus on expanding its alternative investment capabilities and enhancing digital distribution channels to achieve future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share estimates may vary.
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 | 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.
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