BENfinancial servicesnyseupdated 10:57:04 PM

BEFranklin Resources

Franklin Resources (BEN) is a financial services company operating in asset management. Rate cycles, credit quality, and capital returns usually drive relative performance. This analysis page tracks valuation context, trend strength, and downside risk over time.

Price

$33.01

-0.18% today

Risk

Medium

21.1% vol · 30d

share this asset
01Market

Where it trades today

Market cap

$16.77B

Price / earnings

22.5x

Beta

1.57

swings more than the market

Dividend yield

3.99%

Volume

7.45M

avg 3.97M

50-day average

$33.69

200-day average

$29.00

30-day trend

neutral

52-week range9.0% below the high
low $21.11$33.01high $36.28

trading 78% of the way up its 52-week range

02Price

How the price has moved

30-day price-2.88%
30 days ago$33.99 → $33.01today
1-year performance+35.2%
$25$29$32SepOctNovDecJanFebMarAprMayJunJulAug
BEN · 52 weeks$24.42 → $33.01
03Decision

What to weigh before acting

decision support3 sources

What Matters Now

  • Credit quality, deposit stability, and how management navigates the rate cycle usually drive the next rerating.
  • BEN trades at 22.5x earnings, well above the financial services average of 12.5x, so the market is already pricing in above-consensus execution.
  • BEN carries a beta of 1.57, which means the stock should be judged on how it affects total portfolio swings, not just on standalone upside.
  • Relative performance versus JPM, BAC, WFC matters here because leadership inside financial services rarely stays static for long.

Portfolio Use Case

  • BEN is more relevant for investors who want some income support alongside price appreciation, not just pure growth exposure.
  • This name works better as a satellite or higher-conviction growth position because it can amplify market swings in both directions.
  • The stock becomes more useful when paired with an explicit catalyst watchlist, because sector sentiment can shift quickly around policy, rates, or pipeline news.

What Would Change the View

  • A reset in earnings expectations or a faster peer catch-up could compress the premium valuation currently embedded in BEN.
  • The view would need revisiting if peers such as JPM, BAC, WFC start winning the marginal flow or posting cleaner operating momentum.

Methodology

  • Price, market cap, beta, yield, and liquidity fields for BEN come from Yahoo Finance quote and summary data.
  • 30-day volatility is calculated from recent daily returns and annualized using a 252-trading-day convention.
  • Sector context uses stored benchmark averages for Financial Services so each page compares the ticker against a stable peer baseline rather than against the whole market.
  • Peer comparisons use the Portfolio Terminal coverage set and highlight nearby listed alternatives such as JPM, BAC, WFC.

Sources

  • Yahoo Finance quote dataopen →

    Live quote, valuation, beta, yield, and volume fields used for BEN. Last refresh: Sep 18, 2026, 10:57 PM.

  • Portfolio Terminal methodologyopen →

    Explains how analytics, refresh cadence, and portfolio interpretation work across the product.

  • Peer set and coverage context

    Comparative context for this page is anchored around nearby tracked names such as JPM, BAC, WFC.

Editorial note · Written by Portfolio Terminal Research. Template updated 3/24/2026, market data refreshed 9/18/2026, 10:57:04 PM. Built for research and portfolio monitoring, not personalized investment advice.
04About

What Franklin Resources does

profile

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;…

Employees

10,100

Industry

Asset Management

Headquarters

San Mateo, United States

05Analyst Consensus

What analysts expect

BEN carries a hold consensus from 12 analysts, with an average price target of $35.42 versus $33.01 today (+7.3%). Targets are estimates and can move quickly after earnings.

Consensus

Hold

Average target

$35.42

$26.00 to $41.00

Upside to target

+7.3%

Analysts covering

12

Consensus aggregated by Yahoo Finance. Targets are estimates, not forecasts.

06Financial Strength

How the business is doing

BEN generated $9.32B in trailing revenue (14.3% year over year), with a 8.7% net margin, and -$2.99B of free cash flow, against $901.80M of net debt.

Revenue (TTM)

$9.32B

Net margin

8.7%

Revenue growth

14.3%

Free cash flow

-$2.99B

Gross margin

37.7%

Operating margin

13.0%

Return on equity

7.9%

Total cash

$2.67B

Total debt

$3.57B

Earnings growth

106.7%

07Annual Financials

The numbers, year by year

annual financials4 years
Fiscal yearRevenueGross profitOperating incomeNet incomeEPSFree cash flow
2025$8.77B$7.05B$1.10B$524.90M$0.91$911.60M
2024$8.48B$6.79B$1.16B$464.80M$0.85$794.20M
2023$7.85B$6.35B$1.44B$882.80M$1.72$940.40M
2022$8.28B$6.85B$1.95B$1.29B$2.53$1.87B
Company filings via Yahoo Finance. Refreshed 9/18/2026.
08Next Earnings

When it reports next

Next report

Nov 6, 2026

EPS estimate

$0.77

Revenue estimate

$2.23B

Estimates aggregated by Yahoo Finance. Dates move and estimates change until the report lands.

09Sector

How it sits in financial services

Sector covering banks, insurance, asset management, and fintech companies.

versus the sectorBEN vs average
metricBENsectorverdict
price / earnings22.5x12.5x↑ 80%
beta1.571.10more volatile
dividend yield3.99%2.50%above average
30-day volatility21.1%24%lower risk
10Peers

The companies it competes with

BEN beside the financial services names it is usually measured against.

competitors4 companies
companypricemarket cap
BEBEN$33.01$16.77B
JPMorgan Chase & Co. logoJPM$349.67$929.49BBank of America logoBAC$57.73$403.69BWFWFC$86.12$260.43B
Any row opens that company's own analysis.
11Technicals

What the chart is saying

technicals30-day window

Franklin Resources trades at $33.01, 9.0% below its 52-week high. With a beta of 1.57, it shows more sensitivity to what the wider market does.

rsi (14)neutral
30-day trendneutral
volume7.5Mabove average
12Questions

Questions people ask about it

questions5 answered

Is BEN a good buy right now?

Franklin Resources trades at 22.5x earnings. This is near market average. Current risk level is Medium based on 21.1% volatility.

Does BEN pay dividends?

Yes, Franklin Resources offers a dividend yield of 3.99%. That is roughly $1.32 per share a year.

How volatile is BEN?

With 30-day annualized volatility of 21.1% and beta of 1.57, BEN is classified as Medium risk. Expect larger swings than the broader market during volatile periods.

What is the analyst price target for BEN?

The average analyst price target for Franklin Resources (BEN) is $35.42 based on 12 analyst estimates, about 7.3% above the current price of $33.01. The published range runs from $26.00 to $41.00.

How much revenue does BEN generate?

Franklin Resources reported $9.32B in trailing twelve-month revenue. Revenue growth is running at 14.3% year over year. Net margin sits at 8.7%. Figures are aggregated from company filings by Yahoo Finance and refresh on an hourly cadence.