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Franklin Resources Inc (BEN) AI Forecast

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Franklin Resources Inc (BEN) Stock Forecast 2025


Franklin Resources Inc (BEN) AI Stock Price Forecast & Investment Analysis

Franklin Resources Inc Stock Price Chart and Technical Analysis

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Franklin Resources Inc (BEN) - Comprehensive Stock Analysis & Investment Research

Deep dive into Franklin Resources Inc's business profile, financial performance, AI predictions, and competitive positioning to make informed investment decisions.

Analysis updated on March 3, 2026, 6:23 p.m. (UTC)

Franklin Resources Inc Investment Summary

When evaluating whether Franklin Resources Inc (BEN) represents a compelling investment opportunity, investors must consider multiple factors including the company's financial health, market position, growth prospects, and what our AI-powered predictive models suggest about its near-term price trajectory.

Company Profile

Franklin Resources Inc (BEN) operates within the Finance sector, specifically in the Investment Advice industry. The company employs approximately 11,800 people. With a market capitalization of $14 billion, the company is a large-cap stock offering relative stability combined with growth potential.

Financial Performance Analysis

Our comprehensive financial analysis covers Franklin Resources Inc's revenue, profitability metrics, balance sheet strength, and cash flow generation...

AI Price Predictions

Get AI-powered 7-day, 30-day and 90-day price forecasts for Franklin Resources Inc along with confidence scores and detailed analysis...

Investment Considerations

Expert analysis of whether Franklin Resources Inc is suitable for your investment objectives, risk tolerance, and time horizon...

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Corporate Identity

Franklin Resources Inc (Stock Symbol: BEN) is a prominent company operating within the Finance sector, with a specific focus on the Investment Advice industry. The company's shares are publicly traded on the NYSE exchange.

Leadership & Workforce

Detailed information about Franklin Resources Inc's leadership team, workforce size, and organizational structure...

Market Classification

Market capitalization analysis and stock classification (mega-cap, large-cap, mid-cap, small-cap) for Franklin Resources Inc...

Sector & Industry Analysis

In-depth sector dynamics and industry context for Franklin Resources Inc...

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Revenue & Growth Analysis

Franklin Resources Inc generates annual revenues of $9 billion , indicating a well-established business with proven market demand.

Profitability Metrics

Net profit margin, gross margin, and operating margin analysis for Franklin Resources Inc...

Market Valuation

P/E ratio, price-to-book, and valuation multiples for Franklin Resources Inc...

Return Metrics

Return on equity (ROE), return on assets (ROA), and capital efficiency for Franklin Resources Inc...

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Strategic Market Position

Franklin Resources Inc strategically competes in the highly dynamic Investment Advice marketplace. As a large-cap market participant, the company has established significant competitive advantages and market presence. Large-cap companies typically benefit from brand recognition, operational scale, diverse revenue streams, and the financial resources to invest in research and development, marketing, and strategic acquisitions. This size category attracts substantial institutional ownership and analyst coverage.

Industry Competitive Landscape

Franklin Resources Inc competes within the Finance sector, navigating the competitive dynamics and market forces specific to this industry. The company's competitive position depends on its ability to differentiate through product quality, cost efficiency, customer relationships, or other strategic advantages relevant to its specific market segment.

Operational Efficiency

The company shows positive operational efficiency through free cash flow generation of $869 million annually , with year-over-year cash flow growth of 406.7%. Positive free cash flow indicates the business generates more cash than required for operations and capital investments, providing resources for growth initiatives or shareholder returns.

Margin & Pricing Power Analysis

The company maintains a 82.3% gross margin which reflects exceptional pricing power and/or an asset-light business model. Gross margins at this level are typically seen in software, pharmaceuticals, or luxury goods companies where the cost of incremental production is minimal relative to selling prices. Such margins indicate significant competitive advantages protecting the company from price-based competition.

Operating margin of 34.3% demonstrates how efficiently the company converts revenues into operating profits after accounting for all operating expenses including research and development, sales and marketing, and general administrative costs. This strong operating margin indicates excellent cost control and efficient organizational structure relative to the revenue base.

Asset Utilization Efficiency

Asset turnover ratio of 0.36x indicates lower asset turnover that may reflect the industry's capital-intensive nature or potentially underutilized assets. Companies with low turnover typically depend on strong margins to generate adequate returns on capital.

Financial Strength & Leverage

Current ratio of 1.24 indicates adequate liquidity to meet short-term obligations with reasonable cushion. This level balances working capital efficiency with financial safety.

Franklin Resources Inc (BEN) Fundamental Analysis & Insider Trading Data (Quarterly Financial Reports)

Comprehensive quarterly financial data, earnings trends, insider transactions, and institutional holdings for Franklin Resources Inc stock analysis.

Deep dive into Franklin Resources Inc's financial health, valuation metrics, and operational efficiency to make informed investment decisions.

Understanding Valuation Metrics

What these metrics mean: Valuation metrics help determine if Franklin Resources Inc stock is fairly priced compared to its earnings, assets, and market position.

How to read them: Lower P/E ratios may indicate undervalued stocks, while higher ratios suggest growth expectations. P/B ratio compares market value to book value.

For Franklin Resources Inc: With a P/E ratio of 22.76, the market moderately values the company's earnings.

P/E Ratio 22.76x
P/B Ratio 1.16x
Market Cap $14.04B
Dividend Yield 4.89%
EPS $0.51
Book Value/Share $23.34
Revenue/Share $17.01
FCF/Share $1.14
Understanding Profitability Metrics

What these metrics mean: These ratios measure how efficiently Franklin Resources Inc converts revenue into profit and generates returns for shareholders.

How to read them: Higher ROE/ROA indicate better management efficiency. Margin percentages show profit at different operational levels.

For Franklin Resources Inc: An ROE of 16.5% demonstrates excellent shareholder value creation.

ROE 16.5%
ROA 7.7%
ROIC 9.4%
Gross Margin 82.3%
Operating Margin 34.3%
Net Margin 39.1%
EBT Margin 28.4%
Tax Rate 13.7%
Understanding Financial Health Metrics

What these metrics mean: These ratios assess Franklin Resources Inc's ability to meet short-term obligations and manage debt levels effectively.

How to read them: Current ratio >2 is generally good, Quick ratio >1 shows strong liquidity. Lower D/E ratios indicate conservative debt management.

For Franklin Resources Inc: A current ratio of 1.24 shows adequate liquidity.

Current Ratio 1.24x
Quick Ratio 1.24x
D/E Ratio 0.48x
Financial Leverage 2.24x
Interest Coverage 31.0x
Working Capital $3.52B
Understanding Cash Flow Metrics

What these metrics mean: Cash flow metrics reveal Franklin Resources Inc's ability to generate cash from operations and fund growth initiatives.

How to read them: Positive operating cash flow is crucial. Free cash flow shows money available for dividends, buybacks, or investments.

For Franklin Resources Inc: Free cash flow of $869M provides flexibility for shareholder returns and growth investments.

Operating Cash Flow $970M
Free Cash Flow $869M
Capital Spending -$101M
OCF Growth YoY 406.7%
FCF Growth YoY 100.2%
FCF/Sales 10.0%
CapEx/Sales 1.2%
Understanding Operational Efficiency Metrics

What these metrics mean: These ratios measure how effectively Franklin Resources Inc uses its assets and manages working capital.

How to read them: Higher turnover ratios indicate efficient asset utilization. Shorter collection periods show effective credit management.

For Franklin Resources Inc: An asset turnover of 0.36x suggests room for improvement in asset utilization.

Asset Turnover 0.36x
Receivables Turnover 6.5x
Fixed Assets Turnover 7.2x
Days Sales Outstanding 56 days
Payables Period 68 days
Understanding Financial Statement Data

What these metrics mean: Key figures from Franklin Resources Inc's income statement and balance sheet showing absolute financial performance.

How to read them: Revenue shows business scale, while margins indicate profitability. Balance sheet items reveal financial structure.

For Franklin Resources Inc: With annual revenue of $8846M, Franklin Resources Inc operates at significant scale.

Income Statement
Total Revenue $8.85B
R&D Expense $3M
SG&A Expense $15M
Balance Sheet Highlights (% Of Assets)
Total Current Assets 25%
Cash & Short-term Investments 19%
Total Liabilities 52%
Short-term Debt 14%
Accounts Receivable 5%
Dividend & Shareholder Information
Dividends Per Share $1.25
Payout Ratio 0.7%
Shares Outstanding 520M
Growth Metrics (YoY)
EPS Growth 3.8%

Latest Franklin Resources Inc Stock News & Market Analysis

Breaking news, analyst reports, and market updates affecting Franklin Resources Inc (BEN) stock price and investment outlook.

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Franklin Resources Inc Competitors & Peer Analysis - Finance Sector

Comparative analysis of Franklin Resources Inc against industry peers and competitors in the Finance sector, featuring AI-powered forecasts and key financial metrics.

Company Ticker Symbol 90-Day AI Forecast Market Cap (USD M) P/E Ratio P/B Ratio
Acadian Asset Management Inc. AAMI ██% $1.99B 24.9x x
Alliancebernstein Holding L.P. AB ██% $3.61B 12.0x x
Abacus Global Management, Inc. ABL ██% $842M 76.3x 1.9x
Abacus Global Management, Inc. ABLLL ██% $2.49B 225.3x 5.7x
Alti Global, Inc. ALTI ██% $680M -2.2x 1.1x
Affiliated Managers Group, Inc. AMG ██% $8.91B 12.4x 2.8x
Ameriprise Financial Inc AMP ██% $45.96B 12.9x 7.0x
Artisan Partners Asset Management Inc. APAM ██% $2.85B 9.8x 6.5x
Apollo Global Management, Inc. APO ██% $61.63B 17.7x 2.6x
Apollo Global Management, Inc. APO-PA ██% $40.95B 9.5x 1.8x
Apollo Global Management, Inc. APOS ██% $15.43B 3.6x 0.7x
Ares Management Corp ARES ██% $35.50B 67.3x 10.0x
Ares Management Corp ARES-PB ██% $15.34B 37.2x 4.3x
Brookfield Asset Management Ltd. BAM ██% $76.08B 31.7x 36.7x
Franklin Resources Inc BEN ██% $14.04B 22.8x 1.2x
Blackstone Inc. BX ██% $141.81B 47.0x 16.4x
Carlyle Group Inc. CG ██% $18.73B 23.2x 3.3x
Cohen & Steers, Inc. CNS ██% $3.41B 22.3x 6.1x
Digitalbridge Group, Inc. DBRG ██% $3.01B 21.2x 1.4x
Digitalbridge Group, Inc. DBRG-PH ██% $3.38B 47.1x 1.7x
Digitalbridge Group, Inc. DBRG-PI ██% $3.40B 47.4x 1.7x
Digitalbridge Group, Inc. DBRG-PJ ██% $3.40B 47.3x 1.7x
Diamond Hill Investment Group Inc DHIL ██% $465M 9.5x 2.6x
Endi Corp. ENDI ██% $88M 47.6x 4.0x
Evercore Inc. EVR ██% $12.17B 20.6x 6.0x
Federated Hermes, Inc. FHI ██% $4.28B 10.6x 3.6x
Gcm Grosvenor Inc. GCMG ██% $2.19B 48.2x 81.0x
U S Global Investors Inc GROW ██% $43M 49.6x 0.9x
Horizon Kinetics Holding Corp HKHC ██% $633M 6.6x 1.8x
Houlihan Lokey, Inc. HLI ██% $10.90B 24.3x 16.7x
Hennessy Advisors Inc HNNA ██% $78M 9.5x 0.8x
Hennessy Advisors Inc HNNAZ ██% $197M 31.7x 2.0x
Triller Group Inc. ILLR ██% $37M -4.4x 13.7x
Invesco Ltd. IVZ ██% $11.60B 11.4x 1.0x
Wright Investors Service Holdings, Inc. IWSH ██% $4M x 2.2x
Janus Henderson Group Plc JHG ██% $8.03B 9.8x 1.6x
Kkr & Co. Inc. KKR ██% $78.16B 33.0x 2.5x
Kkr & Co. Inc. KKR-PD ██% $45.15B 19.2x 1.5x
Kkr & Co. Inc. KKRS ██% $15.68B 6.7x 0.5x
Kkr & Co. Inc. KKRT ██% $22.73B 9.7x 0.8x
Lazard, Inc. LAZ ██% $4.95B 20.9x 5.7x
Maase Inc. MAAS ██% $2.08B x 9.1x
Affiliated Managers Group, Inc. MGR ██% $715M 1.4x 0.2x
Affiliated Managers Group, Inc. MGRB ██% $579M 1.1x 0.2x
Affiliated Managers Group, Inc. MGRD ██% $518M 1.0x 0.2x
Affiliated Managers Group, Inc. MGRE ██% $808M 1.5x 0.2x
Mount Logan Capital Inc. MLCI ██% $67M x 0.5x
Morningstar, Inc. MORN ██% $7.25B 19.4x 8.4x
Noah Holdings Ltd NOAH ██% $817M x 3.6x
Brookfield Oaktree Holdings, Llc OAK-PA ██% $2.48B 11.4x 1.0x
Brookfield Oaktree Holdings, Llc OAK-PB ██% $2.45B 11.2x 1.0x
Blue Owl Capital Inc. OWL ██% $16.67B 211.4x 7.6x
Ridgepost Capital, Inc. PX ██% $940M 61.3x 2.7x
Brc Group Holdings, Inc. RILY ██% $201M -0.6x 0.9x
Brc Group Holdings, Inc. RILYG ██% $695M -1.6x 3.0x
Brc Group Holdings, Inc. RILYK ██% $749M -2.4x 3.3x
Brc Group Holdings, Inc. RILYL ██% $359M -0.9x 1.6x
Brc Group Holdings, Inc. RILYN ██% $713M -1.6x 3.1x
Brc Group Holdings, Inc. RILYP ██% $334M -0.9x 1.5x
Brc Group Holdings, Inc. RILYT ██% $525M -1.3x 2.3x
Brc Group Holdings, Inc. RILYZ ██% $485M -1.2x 2.1x
Silvercrest Asset Management Group Inc. SAMG ██% $137M 27.4x 2.3x
Stepstone Group Inc. STEP ██% $5.43B 109.3x 35.3x
Tpg Inc. TPG ██% $16.73B 90.6x 14.1x
Tpg Inc. TPGXL ██% $9.44B 78.4x 8.3x
Price T Rowe Group Inc TROW ██% $23.44B 11.3x 2.2x
Value Line Inc VALU ██% $349M 28.8x 4.3x
Victory Capital Holdings, Inc. VCTR ██% $4.44B 13.5x 1.8x
Virtus Investment Partners, Inc. VRTS ██% $926M 6.7x 1.0x
Westwood Holdings Group Inc WHG ██% $153M 27.8x 1.2x
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Frequently Asked Questions - Franklin Resources Inc Stock Forecast

How accurate are Franklin Resources Inc stock predictions?

Our AI model shows a 9% Spearman correlation coefficient for BEN predictions, based on advanced machine learning algorithms trained on over 10 years of market data. This measures the strength of the monotonic relationship between predicted and actual price movements.

What factors influence Franklin Resources Inc stock price forecasts?

Our analysis considers Franklin Resources Inc's financial metrics, Finance sector trends, market sentiment, technical indicators, earnings data, and macroeconomic factors affecting stock performance.

Is Franklin Resources Inc a good investment in 2025?

Based on our AI analysis, Franklin Resources Inc shows potential for various market scenarios. Consider your risk tolerance, investment timeline, and portfolio diversification before making investment decisions.

How often are Franklin Resources Inc forecasts updated?

Franklin Resources Inc stock forecasts are updated daily using real-time market data, ensuring you receive the most current AI-powered predictions and investment insights.

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