Franklin Resources, Inc.

Valuation Analysis

About the Company

Franklin Resources, 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.

Franklin Resources, Inc. Stock at a Glance

Franklin Resources, Inc. (BEN) is currently trading at $32.13 with a market capitalization of $16.7B. The trailing P/E ratio stands at 24.53x, with a forward P/E of 10.78x. The 52-week range spans from $21.11 to $32.47; the current price is 1% below the yearly high. Year-over-year revenue growth stands at +8.7%. The net profit margin stands at 8.12%.

💰 Dividend

Franklin Resources, Inc. pays an annual dividend of $1.32 per share, representing a yield of 4.11%. The payout ratio stands at 99.24%. The elevated payout ratio reflects a mature dividend policy.

📊 Analyst Rating

11 analysts rate Franklin Resources, Inc. (BEN) on consensus: Hold. The average price target is $31.23, implying -2.81% from the current price. Analyst price targets range from $24.00 to $37.00.

Franklin Resources, Inc.: The Investment Case in Detail

Franklin Resources, Inc. (BEN) operates in the Financial Services — specifically Asset Management — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.

The Bull Case

Earnings growth of 87.2% is outpacing revenue, a sign of operational leverage — fixed costs are being absorbed across a larger base.

Valuation in Context

With a PEG ratio of 0.4, the price-to-earnings multiple is actually below the company's growth rate — classic value-meets-growth territory that Peter Lynch would have called a 'GARP' opportunity.

What to Watch Next

• The forward P/E of 10.78x is meaningfully below the trailing 24.53x — analysts expect earnings to step up; the next earnings release is the test.
• The share is trading at 97% of its 52-week range — a break above the recent high opens technical upside, a failure here often invites profit-taking.

Investment Thesis: Strengths & Weaknesses

Technical Snapshot

Price trades above both the 50- and 200-day moving averages, with 50d above 200d — a classic bullish setup (golden-cross alignment).

Risk Profile

The data points to above-average price swings.

Trading Data

💵 Dividend Info

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