Lisa Gallegos - Franklin Resources Senior Communications

BEN Stock  USD 21.72  0.08  0.37%   

Executive

Lisa Gallegos is Senior Communications of Franklin Resources
Address One Franklin Parkway, San Mateo, CA, United States, 94403
Phone650-312-2000
Webhttps://www.franklinresources.com

Franklin Resources Management Efficiency

The company has Return on Asset of 0.0246 % which means that on every $100 spent on assets, it made $0.0246 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0432 %, implying that it generated $0.0432 on every 100 dollars invested. Franklin Resources' management efficiency ratios could be used to measure how well Franklin Resources manages its routine affairs as well as how well it operates its assets and liabilities. As of the 22nd of November 2024, Return On Tangible Assets is likely to drop to 0.02. In addition to that, Return On Capital Employed is likely to drop to 0.01. At this time, Franklin Resources' Total Assets are very stable compared to the past year. As of the 22nd of November 2024, Other Assets is likely to grow to about 15.6 B, while Non Current Assets Total are likely to drop about 6.5 B.
Franklin Resources has 965.1 M in debt with debt to equity (D/E) ratio of 0.28, which may show that the company is not taking advantage of profits from borrowing. Franklin Resources has a current ratio of 4.28, demonstrating that it is liquid and is capable to disburse its financial commitments when the payables are due. Note however, debt could still be an excellent tool for Franklin to invest in growth at high rates of return.

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Franklin Resources, Inc. is a publicly owned asset management holding company. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Hyderabad, India. Franklin Resources operates under Asset Management classification in the United States and is traded on New York Stock Exchange. It employs 9800 people. Franklin Resources (BEN) is traded on New York Stock Exchange in USA. It is located in One Franklin Parkway, San Mateo, CA, United States, 94403 and employs 10,200 people. Franklin Resources is listed under Asset Management & Custody Banks category by Fama And French industry classification.

Management Performance

Franklin Resources Leadership Team

Elected by the shareholders, the Franklin Resources' board of directors comprises two types of representatives: Franklin Resources inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Franklin. The board's role is to monitor Franklin Resources' management team and ensure that shareholders' interests are well served. Franklin Resources' inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Franklin Resources' outside directors are responsible for providing unbiased perspectives on the board's policies.
Seth Waugh, Independent Director
Jennifer Johnson, President, Principal Executive Officer, Chief Operating Officer
Matthew Nicholls, Chief Financial Officer, Chief Operating Officer, Executive Vice President
Marc Weidner, Managing Director
Terrence Murphy, Executive Markets
Adele Taylor, Senior Development
Peter Barker, Lead Independent Director
Selene Oh, Head Relations
Sandeep Singh, Middle Europe
Yu Meng, Executive Vice President Chairman of Asia Pacific
Alexander Friedman, Independent Director
Craig Tyle, Executive Vice President, General Counsel
Charles Johnson, Director
Gregory Johnson, Chairman of the Board, Chief Executive Officer
Lindsey Oshita, Senior Officer
Avinash CFA, President India
Laura Stein, Independent Director
Mariann Byerwalter, Lead Independent Director
Thomas Merchant, General VP
CPA CPA, Ex Chairman
Rupert Johnson, Vice Chairman of the Board
Adam Spector, Executive Vice President - Global Advisory Services
Anthony Noto, Independent Director
Lisa Gallegos, Senior Communications
Geoffrey Yang, Independent Director
Mark Pigott, Independent Director
Gregory CPA, Executive Board
Alok Sethi, Executive Vice President - Technology and Operations
Gwen Shaneyfelt, Chief Accounting Officer
John Kim, Independent Director
Jed Plafker, Executive Vice President - Global Advisory Services
Karen King, Independent Director
John Thiel, Independent Director

Franklin Stock Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Franklin Resources a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

Pair Trading with Franklin Resources

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Franklin Resources position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Franklin Resources will appreciate offsetting losses from the drop in the long position's value.

Moving together with Franklin Stock

  0.74V Visa Class APairCorr
  0.7DHIL Diamond Hill InvestmentPairCorr
  0.79DIST Distoken AcquisitionPairCorr
  0.77AB AllianceBernsteinPairCorr
  0.69AC Associated CapitalPairCorr

Moving against Franklin Stock

  0.43PT Pintec TechnologyPairCorr
The ability to find closely correlated positions to Franklin Resources could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Franklin Resources when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Franklin Resources - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Franklin Resources to buy it.
The correlation of Franklin Resources is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Franklin Resources moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Franklin Resources moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Franklin Resources can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Franklin Resources offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Franklin Resources' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Franklin Resources Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Franklin Resources Stock:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Franklin Resources. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income.
To learn how to invest in Franklin Stock, please use our How to Invest in Franklin Resources guide.
You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Franklin Resources. If investors know Franklin will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Franklin Resources listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.27)
Dividend Share
1.24
Earnings Share
0.85
Revenue Per Share
16.64
Quarterly Revenue Growth
0.113
The market value of Franklin Resources is measured differently than its book value, which is the value of Franklin that is recorded on the company's balance sheet. Investors also form their own opinion of Franklin Resources' value that differs from its market value or its book value, called intrinsic value, which is Franklin Resources' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Franklin Resources' market value can be influenced by many factors that don't directly affect Franklin Resources' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Franklin Resources' value and its price as these two are different measures arrived at by different means. Investors typically determine if Franklin Resources is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Franklin Resources' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.