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Franklin Resources Inc

Franklin Resources Inc

BEN
$34.62USD↑+0.90%+0.31 today

MARKET CAP

17.6B

P/E (TTM)

12.1x

FWD P/E

10.8x

DAY RANGE

$34 – $35

52W RANGE

$21
$36

AI Summary

Stalk
StalkMedium

BEN remains in a Stage 2 advancing uptrend, supported by bullish EMA stacking and intact higher highs/lows. The stock is consolidating below near-term resistance around the 52-week range, with pullbacks repeatedly finding support at the 20- and 50-day averages. Medium-term bias is clearly bullish, but short-term execution conditions are neutral given the overbought context and proximity to resistance. Focus on stalking entries on shallow pullbacks into the 20/50 EMA support zone or upon a decisive breakout above the recent consolidation high.

  • ↑AUM reached $1.8T in Q3, +22% YoY reflecting platform strength
  • ↑$18.4B Q3 long-term net inflows, +40% QoQ shows client confidence
  • ↓Adjusted net income declined 6.3% YoY in Q3, signaling profit pressure
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The case for & against

Bull & Bear analysis

Bullish

Franklin Resources, Inc. (NYSE: BEN), known as Franklin Templeton, is a global investment management firm offering a diverse range of financial services across public and private markets. The company has a significant presence in the asset management industry, bolstered by a robust portfolio of investment solutions, including mutual funds, exchange-traded funds (ETFs), and specialized private equity solutions. Positioned to capitalize on growing demand in the private markets and alternatives, Franklin Templeton is part of the broader trend of increasing focus on integrated and personalized investment strategies.

Bull says

  • ↑AUM reached $1.8T in Q3, +22% YoY reflecting platform strength
  • ↑$18.4B Q3 long-term net inflows, +40% QoQ shows client confidence
  • ↑Alternatives AUM at $294B; $33B private raises YTD, targeting $40B+
  • ↑AI and blockchain investments drove 10% rise in sales engagements
  • ↑45 years of dividend hikes; current 3.96% yield provides stable income
  • ↑Strong earnings yield and momentum factors support valuation

Bear says

  • ↓Adjusted net income declined 6.3% YoY in Q3, signaling profit pressure
  • ↓Profitability score remains weak, efficiency in revenue-to-profit conversion low
  • ↓Regulatory scrutiny on Western Asset unit risks reputational damage
  • ↓Equity products net outflows of $4.7B in Q3 reflect investor caution
  • ↓Integration of acquisitions like Apira poses execution and cost risks
  • ↓Elevated leverage and weak balance-sheet stability raise financial risk

Investment themes with BEN

High Dividend Yield↑ +0.32%

Companies paying above-average dividends

AVGO · JPM · XOM
Capital Markets↓ -0.02%

Debt and equity trading fueling economic growth

SNEX · AAMI · PWP

Earnings Call · Q3 2025 · Mgmt. Guidance

Updated 08-14-2026bullish

Transcript signals

Bull points

  • Our third fiscal quarter saw progress across asset classes, investment vehicles, and geographies, highlighting the strength of our diversified global platform.
  • Our assets under management ended the quarter at $1.61 trillion. AUM increased from the prior quarter due to the impact of positive markets and strengthening flows, partially offset by long-term outflows at Western Asset Management.
  • Our institutional pipeline of one but unfunded mandates rose by nearly net $4 billion to a record $24.4 billion. It included $14.8 billion in new wins, reflecting strong client demand across all asset classes and was diversified across specialist investment managers in multiple regions.

Bear points

  • Excluding Western asset management, long-term net inflows were 7.8 billion this quarter and 7.4 billion in the prior quarter.
Read full transcript analysis ›