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Franklin Resources (BEN)

Financials · asset management and custody banks · NYSE

A global investment management powerhouse providing a diverse array of equity, fixed income, and alternative investment solutions to a broad client base.

What Franklin Resources does

Franklin Resources, Inc., operating as Franklin Templeton, is a global investment management organization that provides investment services and products to institutional, retail, and high-net-worth clients worldwide. The company offers a wide range of investment vehicles, including mutual funds, alternative investment strategies, and specialized investment solutions across various asset classes such as equity, fixed income, and multi-asset strategies.

Themes: asset management, investment services, alternative investments, global financial services

Fundamentals

  • Price$32.40 as of 2026-10-08 close
  • Market cap$16.5B as of 2026-07-22 (share count; price 2026-10-08)
  • 1-year return+37.3% 2025-10-08 close $23.59 → 2026-10-08 close $32.40
  • P/E20.62 as of 2026-10-08
  • Net margin+6.0% FY2025, SEC XBRL
  • ROE+4.3% FY2025, SEC XBRL
  • Debt / equity1.34 as of 2026-09-03
  • Revenue growth (YoY)+7.9% as of 2026-09-03
  • Revenue CAGR (3y)+2.0% SEC XBRL
  • Beta1.11 as of 2026-09-03
  • Last reported earnings2026-07-31 SEC EDGAR Form 8-K (Item 2.02)

Dividend: yield +4.0%; 7-year non-decreasing per-share dividend streak (SEC XBRL).

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How BEN compares in its sector

  • price-to-earnings ratiotop 25% 513 covered Financials peers, as of 2026-10-08
  • net profit marginbottom 25% 344 covered Financials peers, as of 2026-09-03
  • operating marginmiddle range 122 covered Financials peers, as of 2026-09-03
  • return on equitybottom 25% 559 covered Financials peers, as of 2026-09-03
  • 3-year revenue CAGRbottom 25% 347 covered Financials peers
  • indicated dividend yieldtop 25% 468 covered Financials peers, as of 2026-09-03
  • free cash flow (absolute dollars, latest fiscal year)top 25% 430 covered Financials peers, as of FY2025

Position among covered Financials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.

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Top 10 scores & list membership

BEN is not currently in any published Top 10 list. Its scores are below.

Top 10 score

46.6 #923 of 1,379 scored · #191 of 220 in Financials

  • Profitability30.1
  • Growth36.9
  • Financial health37.7
  • Valuation55.0
  • Capital return49.2
  • Trend71.7

Trend 72nd (a "golden cross" — its 50-day average is above its 200-day) and valuation 55th (price to book 1.4, price to earnings 20.6); weakest is profitability (30th, return on equity 4.3%, operating margin 6.9%).

Scores as of 8 Oct 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 4.

Dividend coverage (FY2025)

Exceeded at least one reported measure. In FY2025, BEN's dividend exceeded at least one reported measure of what it earned or generated (earnings payout 130%, free-cash-flow payout 75%). A payout above 100% in one year is not necessarily unsustainable, but it is not fully covered by that measure.

  • Earnings payout130% dividends / net income
  • Free-cash-flow payout75% dividends / (operating cash flow − capex)

Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.

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How Franklin Resources looks technically

Franklin Resources (BEN) is trading 9.5% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 326 trading days ago — a "golden cross", a bullish long-term signal. A trend is forming but not yet strong — ADX, a 0–100 trend-strength gauge, is 24 (a reading of 25+ marks a strong trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 42, neither overbought (above 70) nor oversold (below 30). It made a new 20-day low about 7 trading days ago. Day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 1% of the past ~6 months), which often precedes a bigger move.

Trend

8
Distance from the 200-dayit is trading 9.5% above its 200-day average, the long-term trend line — a longer-term uptrend+9.5%
50-day moving averageits average price over the last 50 trading days — a short-term trend line — is $33.63$33.63
200-day moving averageits average price over the last 200 trading days — the long-term trend line — is $29.59$29.59
Swing structureeach recent peak has been lower than the one before it and each dip deeper — the pattern chart-watchers call a downtrend, which describes where price has already been and not where it goes nextlower highs and lower lows
Last swing turnits last significant turn was a swing low 7 calendar days ago — the swings before that are what the structure reading is measured on7 sessions
Wave structureits recent swings can be read as a completed three-part downward correction — a pullback in the A-B-C shape Elliott-wave chartists use; the labelling fails if price closes below 31.56. It is the only labelling that fits, and it describes the swings already printed, not what comes next.possible three-wave downward correction, complete
Since the 50/200 crossits 50-day average crossed above its 200-day average about 326 trading days ago — a "golden cross", a bullish long-term signal326 sessions
Trend strength (14-day ADX)a trend is forming but not yet strong — ADX, a 0–100 trend-strength gauge, is 24 (a reading of 25+ marks a strong trend)23.9

Momentum

3
14-day RSImomentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 42, neither overbought (above 70) nor oversold (below 30)42.2
Position in its 14-day rangeit is trading in the lower half of its 14-day range ($31.56 to $33.79) — its "stochastic" reading is 38 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been slipping within that range over the last few sessions.37.7
Since the MACD crossed zeroMACD, a trend-momentum gauge, is in negative territory (momentum leaning bearish)28 sessions

Range

12
52-week highits highest closing price over the past year (about 252 trading days) was $36.28$36.28
From the 52-week highit is 10.7% below its 52-week high (its highest price of the past year)-10.7%
Above the 52-week lowit is 53.5% above its 52-week low (its lowest price of the past year)+53.5%
Below the 52-week highit is 10.7% below its highest point of the past year10.7%
Since a 20-day breakoutit made a new 20-day low about 7 trading days ago7 sessions
Since a 55-day breakoutit made a new 55-day low about 7 trading days ago7 sessions
All-time highits highest closing price on record is $59.43 (set on 2014-12-08)$59.43
Given back of the 52-week moveover the past year its closes ranged ($21.18 to $35.77), and it has given back roughly a quarter of its rise from last year’s low — 23% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $26.29 to $26.75. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast.23.1%
From the all-time highit is 45.5% below its all-time high-45.5%
Nearest price levelit is sitting right on a resistance level at $32.52 — a price it turned at three times since 2026-05-14, most recently on 2026-09-02. Since 2024-10-08 it has 9 such levels below the current price and 2 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go.+0.4%
All-time lowits lowest closing price on record is $12.37 (set on 2009-03-09)$12.37
Above the all-time lowit is 161.9% above its all-time low+161.9%

Volatility

5
Band width vs its own 6 monthsday-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 1% of the past ~6 months), which often precedes a bigger move0th percentile
Typical daily rangein a typical session it travels about $0.7646 between its high and its low — about 2.4% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was$0.7646
Bollinger bands (20-day, ±2σ)most of its recent trading has stayed between about $32.04 and $33.68 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles$32.04 – $32.86 – $33.68
Typical daily range (% of price)its price moves about 2.4% in a typical session — calmer than most companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price2.4%
Stretch from the 200-day averageit is trading 3.7 daily ranges above its 200-day average price (9.5% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale3.7 daily ranges above its 200-day average

Volume

1
Volume vs its 30-day averagetrading volume is about normal versus its 30-day average1.46×

Analyst

2
Change in the average price targetanalysts' average price target is unchanged from the prior reading0.0%
Change in the consensus ratingthe analyst consensus rating is unchanged since the prior readingunchanged

Candlestick patterns

4
Since a doji3 sessions ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level3 sessions ago
Since a hammer8 sessions ago, after a stretch of decline, it sold off hard during the session and then closed back near its high — a "hammer", the long lower wick showing the drop was bought back before the close8 sessions ago
Since a bullish engulfing5 sessions ago it opened below the previous session's close and finished above that session's open — a "bullish engulfing" pair, where one up day more than undid the down day before it5 sessions ago
Since a bearish engulfing2 sessions ago it opened above the previous session's close and finished below that session's open — a "bearish engulfing" pair, where one down day more than undid the up day before it2 sessions ago

Price gaps

1
Gap at the openit opened on 2026-10-08 1.0% below the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close-1.0%

Price streaks

1
Closing streakit closed lower in its latest session, after a session that did not close lower — a single down day rather than a run1 session down

Relative strength

4
vs market, 1 monthover the past 1 month this stock lagged the market by 7.5 percentage points (the stock lost 6.5% while the market gained 1.0%)-7.5%
vs market, 3 monthsover the past 3 months this stock lagged the market by 7.1 percentage points (the stock lost 3.3% while the market gained 3.8%)-7.1%
vs market, 6 monthsover the past 6 months this stock beat the market by 21.0 percentage points (the stock gained 38.5% while the market gained 17.5%)+21.0%
vs market, 12 monthsover the past 12 months this stock beat the market by 22.4 percentage points (the stock gained 37.3% while the market gained 15.0%)+22.4%

Signal agreement

2
Bullish technical signals3 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average, outperforming the market over 6 months — these describe past price behaviour, not a forecast3 of 9
Bearish technical signals2 of the 9 technical signals we can compute for it are currently in a bearish state: MACD momentum is negative, trading below the Ichimoku cloud — these describe past price behaviour, not a forecast2 of 9

Trend (Ichimoku cloud)

1
Vs the Ichimoku cloudtrading 4.7% below the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-09-01 and projected forward over today's price, the side traders read as an established downtrend, with the band above acting as the level that would have to be cleared. The band itself is thin, spanning 0.7% of the share price, which is taken to mean a barrier that gives way easily.-4.7%

Volume-weighted price

2
Vs this year’s average price paidthe price is 10% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $29.58 — a volume-weighted average of daily closes over 190 sessions, not a true tick-by-tick VWAP.+9.5%
Vs the average paid since it last reportedthe price is 4% below the average price paid since it last reported on 2026-07-31 (its 10-Q), so the typical buyer over that stretch is under water. That average is $33.60 — a volume-weighted average of daily closes over 49 sessions, not a true tick-by-tick VWAP.-3.6%

Channel down, bearish — forming · entry $31.97 · 46 sessions in

Double bottom, bullish — forming · entry $34.73 · 25 sessions in

Symmetrical triangle, either side — broke down · the lower entry $33.48 · 57 sessions in

Price levels it has turned at before

BEN last closed at $32.40 on 2026-10-08. Since 2024-10-08 it has turned at 9 prices below its last close and 2 above; the 3 nearest below and the 2 nearest above are listed, nearest first.

LevelSideDistanceEvidence
$32.52Resistance0.4% above the last closeturned there three times · 2026-05-14 to 2026-09-02
$31.79Support1.9% below the last closeturned there three times · 2026-07-21 to 2026-10-01
$35.15Resistance8.5% above the last closeturned there twice · 2026-07-07 to 2026-08-27
$26.08Support19.5% below the last closeturned there three times · 2025-08-13 to 2026-01-16
$24.69Support23.8% below the last closeturned there five times · 2025-07-25 to 2026-01-30

A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.

Wave structure

Its recent swings can be read as a three-part downward correction — the A-B-C shape chartists use for a pullback — now complete.

This labelling fails — stops being a possible reading at all — if it closes below $31.56.

It is the only labelling that fits these swings, though its proportions are not the textbook ones.

This reading has stood for 1 trading day, since 2026-10-08.

Read from daily closes as of 2026-10-08.

An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.

Based on daily closing prices as of 2026-10-08. Describes past price behavior only — informational, not financial advice.

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Analyst consensus

  • Consensus ratingHold (2.75 mean, 1=Strong Buy…5=Strong Sell) — 12 analysts
  • Mean price target$35.50 range $26.00 – $41.00; median $36.00

Analyst estimates, as of 2026-10-06. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.

Analyst EPS estimate for BEN

  • Consensus EPS estimate$0.7716 next reporting period, as of 2026-10-06
  • Estimate change, 30 days+$0.00384 (+0.5%) from $0.7677, on 2026-09-01, 35-day window
  • Readings revised upward40% of 5 comparable readings

The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.

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Key risks (from latest filing)

["Market volatility affecting assets under management and fee revenue","Regulatory changes in the global financial services industry","Potential impairment of intangible assets and goodwill from acquisitions"]

See BEN's biggest risks from its latest 10-Q →

What changed in the latest 10-Q

AI-assisted comparison of BEN's 10-Q filed 2026-07-31 against the prior one filed 2026-04-28.

Management's Discussion & Analysis (MD&A)

  • Added:
    • The newer 10-Q filed 2026-07-31 describes market conditions for the third fiscal quarter: U.S. and global equity markets provided positive returns on lower energy prices, resilient corporate earnings, and continued investment in artificial intelligence; the S&P 500 Index and MSCI World Index increased by 15.2% and 13.9% for the quarter and by 13.1% and 13.5% for the fiscal year to date; the Bloomberg Global Aggregate Index increased 0.9% during the quarter and remained flat for the fiscal year to date.
    • The newer 10-Q filed 2026-07-31 states total AUM at June 30, 2026 was $1,791.6 billion, 8% higher than at September 30, 2025 and 11% higher than at June 30, 2025.
    • The newer 10-Q filed 2026-07-31 states monthly average AUM for the three and nine months ended June 30, 2026 increased 12% and 7% from the same periods in the prior fiscal year.
  • Removed:
    • The older 10-Q filed 2026-04-28 described market conditions for the second fiscal quarter: U.S. and global equity markets declined amid heightened volatility, driven by the escalation of geopolitical tensions in the Middle East, rising energy and gas prices, and renewed inflation concerns; the S&P 500 Index and MSCI World Index decreased by 4.3% and 3.5% for the quarter and by 1.8% and 0.4% for the fiscal year to date; the Bloomberg Global Aggregate Index decreased 1.1% during the quarter and 0.8% for the fiscal year to date.
    • The older 10-Q filed 2026-04-28 stated total AUM at March 31, 2026 was $1,682.1 billion, 1% higher than at September 30, 2025 and 9% higher than at March 31, 2025.
    • The older 10-Q filed 2026-04-28 stated monthly average AUM for the three and six months ended March 31, 2026 increased 8% and 5% from the same periods in the prior fiscal year.
    • The older 10-Q filed 2026-04-28 included in the paragraph on legal proceedings the phrase 'including the Western Asset Management ("WAM") investigations described under the heading "Risk Factors" and in "Note 15 - Commitments and Contingencies" to our audited financial statements contained in our Annual Report on Form 10-K for fiscal year 2025, and in "Note 10 - Commitments and Contingencies" to our unaudited interim financial statements contained in this Form 10-Q'.
  • Notes:
    • The newer filing text appears truncated at the end ('Uncertainties regarding the global economy remain for the for'), so changes after that point cannot be assessed.
    • The older filing text appears truncated at the end ('The business and r...'), so changes after that point cannot be assessed.

Risk Factors

  • Notes:
    • The 'Risk Factors' section text (Item 1A) is identical in both filings.
    • Changes elsewhere in the provided excerpts (share repurchase table, exhibit index, signatures, period dates) are outside the 'Risk Factors' section and are not included as risk factor changes.

AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.

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Insider activity (SEC Form 4)

0 open-market purchases and 1 open-market sale by insiders in the last 90 days, of which we have read Form 4 filings through 2026-10-04. The 5 days since 2026-10-04 have not been checked yet.

  • Last 90 days · read to 2026-10-040 buys · 1 sell ($19M) — 1 selling insider
  • Last 180 days · read to 2026-10-040 buys · 2 sells ($38M) — 1 selling insider

Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)

Most recent open-market transaction: 2026-07-20. Based on Form 4 filings read through 2026-10-04; anything filed since is not yet included.

View full insider trading history → View SEC Form 3/4/5 filings

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Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.

U.S. House trading disclosures

U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 3 matched disclosures for BEN from U.S. House Clerk Periodic Transaction Report filings.

U.S. House trading disclosures →

Institutional ownership (13F)

5 institutional 13F filers reported holding BEN as of 2026-06-30 (quarter-end position, filed within 45 days).

  • Distinct 13F filers 5
  • Reported shares held 51,060,169
  • Reported value $1,705,178,480

reported quarterly holdings change (2026-03-31 → 2026-06-30): 0 new, 2 increased, 3 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".

Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.

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Short interest (FINRA)

BEN had 16,576,135 shares of reported short interest as of the 2026-09-15 FINRA settlement date (delayed, bi-monthly; not real-time).

BEN had 3.26% of its shares outstanding sold short as of the 2026-09-15 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 5.2 days to cover at the same settlement.

  • Reported short interest (shares) 16,576,135
  • Short interest (% of shares outstanding) 3.26%
  • Prior settlement (shares) 16,280,466
  • Reported change 1.82%
  • Days to cover (reported) 5.2

Reported to FINRA as of the 2026-09-15 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.

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Competitors & peers

AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.

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Frequently asked questions

What does Franklin Resources (BEN) do?

Franklin Resources, Inc., operating as Franklin Templeton, is a global investment management organization that provides investment services and products to institutional, retail, and high-net-worth clients worldwide. The company offers a wide range of investment vehicles, including mutual funds, alternative investment strategies, and specialized investment solutions across various asset classes such as equity, fixed income, and multi-asset strategies.

What sector is Franklin Resources (BEN) in?

Franklin Resources (BEN) is classified in the Financials sector. Its industry is asset management and custody banks. It trades on NYSE.

Does BEN pay a dividend?

Yes — Franklin Resources (BEN) pays a dividend, with an indicated yield of about 4.00% and 7-year non-decreasing per-share dividend streak (SEC EDGAR XBRL) (market data, as of 2026-09-03). Informational only — not financial advice.

Who are Franklin Resources's (BEN) competitors?

Notable peers of Franklin Resources (BEN) include BlackRock, T. Rowe Price, Invesco, State Street and JPMorgan Asset Management. This peer set is informational only — not financial advice.

Has there been recent U.S. House stock trading in BEN?

Yes — we hold 3 matched STOCK Act disclosures for BEN from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.

Is Franklin Resources (BEN) overbought or oversold right now?

Franklin Resources (BEN) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 42, in the neutral middle (as of 2026-10-08). RSI describes recent price momentum, not a forecast — informational only, not financial advice.

Where does stocks-llm's data on BEN come from?

Fundamentals come from SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest; prices are market data, as of 2026-09-03; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.

Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.

Last updated 2026-10-08.

Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.