Franklin Resources Stock Performance
| BEN Stock | USD 28.15 0.47 1.70% |
On a scale of 0 to 100, Franklin Resources holds a performance score of 18. The firm shows a Beta (market volatility) of 1.2, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Franklin Resources will likely underperform. Please check Franklin Resources' value at risk, daily balance of power, and the relationship between the total risk alpha and expected short fall , to make a quick decision on whether Franklin Resources' price patterns will revert.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Franklin Resources are ranked lower than 18 (%) of all global equities and portfolios over the last 90 days. In spite of very uncertain technical and fundamental indicators, Franklin Resources displayed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 1.76 | Five Day Return 2.4 | Year To Date Return 16.3 | Ten Year Return (13.74) | All Time Return 43.7 K |
Forward Dividend Yield 0.0485 | Payout Ratio | Last Split Factor 3:1 | Forward Dividend Rate 1.32 | Dividend Date 2026-04-10 |
| Franklin Resources dividend paid on 9th of January 2026 | 01/09/2026 |
1 | Franklin Resources Earnings Call Transcript | 01/30/2026 |
2 | Kimberly-Clark Corporation KMB Shares Sold by United Community Bank | 02/02/2026 |
3 | Franklin Resources Reports First-Quarter 2026 Earnings Surpassing Wall Street Expectations | 02/03/2026 |
4 | Need To Know Analysts Are Much More Bullish On Franklin Resources, Inc. Revenues | 02/04/2026 |
5 | ABN AMRO Bank N.V. Boosts Position in Eli Lilly and Company LLY | 02/05/2026 |
6 | Celia Karam Sells 2,108 Shares of Capital One Financial Stock | 02/06/2026 |
7 | Insider Selling Merck Co., Inc. CMO Sells 10,000 Shares of Stock | 02/09/2026 |
| Begin Period Cash Flow | 4.4 B | |
| Total Cashflows From Investing Activities | -2.3 B |
Franklin Resources Relative Risk vs. Return Landscape
If you would invest 2,274 in Franklin Resources on November 12, 2025 and sell it today you would earn a total of 542.00 from holding Franklin Resources or generate 23.83% return on investment over 90 days. Franklin Resources is generating 0.3629% of daily returns assuming volatility of 1.548% on return distribution over 90 days investment horizon. In other words, 13% of stocks are less volatile than Franklin, and above 93% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Franklin Resources Target Price Odds to finish over Current Price
The tendency of Franklin Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 28.15 | 90 days | 28.15 | about 1.0 |
Based on a normal probability distribution, the odds of Franklin Resources to move above the current price in 90 days from now is about 1.0 (This Franklin Resources probability density function shows the probability of Franklin Stock to fall within a particular range of prices over 90 days) .
Franklin Resources Price Density |
| Price |
Predictive Modules for Franklin Resources
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Franklin Resources. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Franklin Resources' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Franklin Resources Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Franklin Resources is not an exception. The market had few large corrections towards the Franklin Resources' value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Franklin Resources, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Franklin Resources within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.23 | |
β | Beta against Dow Jones | 1.20 | |
σ | Overall volatility | 1.81 | |
Ir | Information ratio | 0.15 |
Franklin Resources Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Franklin Resources for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Franklin Resources can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Franklin Resources has a frail financial position based on the latest SEC disclosures | |
| About 48.0% of the company shares are held by company insiders | |
| On 9th of January 2026 Franklin Resources paid $ 0.33 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Insider Selling Merck Co., Inc. CMO Sells 10,000 Shares of Stock |
Franklin Resources Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Franklin Stock often depends not only on the future outlook of the current and potential Franklin Resources' investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Franklin Resources' indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 515.4 M | |
| Cash And Short Term Investments | 3.6 B |
Franklin Resources Fundamentals Growth
Franklin Stock prices reflect investors' perceptions of the future prospects and financial health of Franklin Resources, and Franklin Resources fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Franklin Stock performance.
| Return On Equity | 0.0446 | ||||
| Return On Asset | 0.0237 | ||||
| Profit Margin | 0.07 % | ||||
| Operating Margin | 0.17 % | ||||
| Current Valuation | 24.89 B | ||||
| Shares Outstanding | 520.76 M | ||||
| Price To Earning | 17.04 X | ||||
| Price To Book | 1.17 X | ||||
| Price To Sales | 1.60 X | ||||
| Revenue | 8.77 B | ||||
| Gross Profit | 3.28 B | ||||
| EBITDA | 1.41 B | ||||
| Net Income | 548.9 M | ||||
| Cash And Equivalents | 3.57 B | ||||
| Cash Per Share | 7.64 X | ||||
| Total Debt | 13.3 B | ||||
| Debt To Equity | 0.28 % | ||||
| Current Ratio | 4.37 X | ||||
| Book Value Per Share | 23.34 X | ||||
| Cash Flow From Operations | 1.07 B | ||||
| Earnings Per Share | 1.08 X | ||||
| Market Capitalization | 14.18 B | ||||
| Total Asset | 32.37 B | ||||
| Retained Earnings | 11.52 B | ||||
| Working Capital | 3.23 B | ||||
| Current Asset | 7.62 B | ||||
| Current Liabilities | 1.31 B | ||||
About Franklin Resources Performance
By examining Franklin Resources' fundamental ratios, stakeholders can obtain critical insights into Franklin Resources' financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Franklin Resources is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.03 | 0.03 | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.05 | 0.05 |
Things to note about Franklin Resources performance evaluation
Checking the ongoing alerts about Franklin Resources for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Franklin Resources help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Franklin Resources has a frail financial position based on the latest SEC disclosures | |
| About 48.0% of the company shares are held by company insiders | |
| On 9th of January 2026 Franklin Resources paid $ 0.33 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Insider Selling Merck Co., Inc. CMO Sells 10,000 Shares of Stock |
- Analyzing Franklin Resources' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Franklin Resources' stock is overvalued or undervalued compared to its peers.
- Examining Franklin Resources' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Franklin Resources' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Franklin Resources' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Franklin Resources' stock. These opinions can provide insight into Franklin Resources' potential for growth and whether the stock is currently undervalued or overvalued.
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 discontinued. To learn how to invest in Franklin Stock, please use our How to Invest in Franklin Resources guide.You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Will Asset Management & Custody Banks sector continue expanding? Could Franklin diversify its offerings? Factors like these will boost the valuation of Franklin Resources. Projected growth potential of Franklin fundamentally drives upward valuation adjustments. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Franklin Resources data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth 0.606 | Dividend Share 1.29 | Earnings Share 1.08 | Revenue Per Share | Quarterly Revenue Growth 0.034 |
Investors evaluate Franklin Resources using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Franklin Resources' intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. External factors like market trends, sector rotation, and investor psychology can cause Franklin Resources' market price to deviate significantly from intrinsic value.
It's important to distinguish between Franklin Resources' intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Franklin Resources should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, Franklin Resources' market price signifies the transaction level at which participants voluntarily complete trades.