Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.220
Buy
RSI(14)
65.580
Neutral
STOCH(KDJ)(9,3,3)
70.538
Neutral
ATR(14)
0.490
High Vlolatility
CCI(14)
141.224
Buy
Williams %R
22.488
Buy
TRIX(12,20)
0.247
Sell
StochRSI(14)
100.000
Overbought
Franklin Resources Inc
BEN24.000USD
+0.100+0.42%
Close 12/19, 16:00（ET）Quotes delayed by 15 min
12.50BMarket Cap
26.29P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Franklin Resources Inc
Currency: USD Updated: 2025-12-19Key Insights
Franklin Resources Inc's fundamentals are relatively very healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 50/116 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 24.64.In the medium term, the stock price is expected to remain stable.The company has been performing well in the stock market over the past month, which is supported by its strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Franklin Resources Inc's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
12
analysts
Hold
Current Rating
24.636
Target Price
+6.56%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Franklin Resources Inc Highlights
StrengthsRisks
Franklin Resources, Inc. is a global investment management company with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Through its specialist investment managers, the Company offers specialization on a global scale, bringing capabilities in equity, fixed income, alternatives and multi-asset solutions. It provides its investment management and related services to retail, institutional and high-net-worth investors in jurisdictions worldwide. Its investment products include its sponsored funds, as well as institutional and high-net-worth separate accounts, retail separately managed account programs, sub-advised products, and other investment vehicles. Its funds include registered funds (including exchange-traded funds) and unregistered funds. It offers its services and products under its various distinct brand names, including, but not limited to, Alcentra, Benefit Street Partners, Brandywine Global Investment Management, Canvas, and others.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 145.94%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 145.94%.
Fairly Valued
The company’s latest PB is 1.04, at a medium 3-year percentile range.
Institutional Buying
The latest institutional holdings are 244.71M shares, increasing 0.02% quarter-over-quarter.
Held by CI Select Canadian Equity Fund
Star Investor CI Select Canadian Equity Fund holds 4.07K shares of this stock.
Financial Health
Currency: USD Updated: 2025-12-19The current financial score of Franklin Resources Inc is 6.54, ranking 72/116 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 2.47B, representing a year-over-year increase of 7.54%, while its net profit experienced a year-over-year increase of 214.76%.
Score
Financials
10.00
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
4.61
Operational Efficiency
3.90
Growth Potential
7.89
Shareholder Returns
6.32
Franklin Resources Inc's Company Valuation
Currency: USD Updated: 2025-12-19The current valuation score of Franklin Resources Inc is 6.48, ranking 77/116 in the Investment Banking & Investment Services industry. Its current P/E ratio is 26.29, which is 91.85% below the recent high of 50.44 and 55.02% above the recent low of 11.82.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 50/116
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-19The current earnings forecast score of Franklin Resources Inc is 5.83, ranking 90/116 in the Investment Banking & Investment Services industry. The average price target for Franklin Resources Inc is 24.00, with a high of 31.00 and a low of 20.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
12
analysts
Hold
Current Rating
24.636
Target Price
+6.56%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
69
Total
7
Median
8
Average
Company name
Ratings
Analysts
Franklin Resources Inc
BEN
12
Blackstone Inc
BX
24
KKR & Co Inc
KKR
21
BlackRock Inc
BLK
19
Bank of New York Mellon Corp
BK
18
Ares Management Corp
ARES
18
1
2
3
...
14
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-12-19The current price momentum score of Franklin Resources Inc is 9.24, ranking 26/116 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 25.27 and the support level at 21.93, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
23.732
Buy
MA10
23.550
Buy
MA20
23.055
Buy
MA50
22.745
Buy
MA100
23.650
Buy
MA200
22.477
Buy
Institutional Confidence
Currency: USD Updated: 2025-12-19The current institutional shareholding score of Franklin Resources Inc is 5.00, ranking 57/116 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 53.15%, representing a quarter-over-quarter decrease of 0.41%. The largest institutional shareholder is The Vanguard, holding a total of 37.15M shares, representing 7.13% of shares outstanding, with 0.46% decrease in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
Johnson (Rupert H Jr)
Johnson (Charles B)
Power Corporation of Canada
BlackRock Institutional Trust Company, N.A.
State Street Investment Management (US)
Dimensional Fund Advisors, L.P.
Johnson (Jennifer M)
Geode Capital Management, L.L.C.
1
2
Risk Assessment
Currency: USD Updated: 2025-12-19The current risk assessment score of Franklin Resources Inc is 8.50, ranking 37/116 in the Investment Banking & Investment Services industry. The company's beta value is 1.45. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.
Score
Beta vs S&P 500 index
1.45
VaR
+3.07%
240-Day Maximum Drawdown
+25.09%
240-Day Volatility
+32.60%
Return
Best Daily Return
60 days
+3.88%
120 days
+4.93%
5 years
+12.82%
Worst Daily Return
60 days
-4.39%
120 days
-4.39%
5 years
-12.56%
Sharpe Ratio
60 days
+0.41
120 days
+0.17
5 years
+0.17
Risk Assessment
Maximum Drawdown
240 days
+25.09%
3 years
+48.13%
5 years
+55.79%
Return-to-Drawdown Ratio
240 days
+0.80
3 years
-0.18
5 years
-0.06
Skewness
240 days
+1.08
3 years
+0.05
5 years
+0.33
Volatility
Realised Volatility
240 days
+32.60%
5 years
+32.05%
Standardised True Range
240 days
+2.29%
5 years
+2.95%
Downside Risk-Adjusted Return
120 days
+25.83%
240 days
+25.83%
Maximum Daily Upside Volatility
60 days
+15.90%
Maximum Daily Downside Volatility
60 days
+23.00%
Liquidity
Average Turnover Rate
60 days
+0.74%
120 days
+0.86%
5 years
--
Turnover Deviation
20 days
-19.29%
60 days
-6.63%
120 days
+9.40%
Peer Comparison
Investment Banking & Investment Services
Franklin Resources Inc
BEN
6.97 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
State Street Corp
STT
8.78 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
AMG
8.27 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ameriprise Financial Inc
AMP
8.25 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bgc Group Inc
BGC
8.24 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
DigitalBridge Group Inc
DBRG
8.15 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of Franklin Resources Inc?
The TradingKey Stock Score provides a comprehensive assessment of Franklin Resources Inc based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of Franklin Resources Inc’s performance and outlook.
How do we generate the financial health score of Franklin Resources Inc?
To generate the financial health score of Franklin Resources Inc, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects Franklin Resources Inc's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of Franklin Resources Inc.
How do we generate the company valuation score of Franklin Resources Inc?
To generate the company valuation score of Franklin Resources Inc, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare Franklin Resources Inc’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of Franklin Resources Inc’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of Franklin Resources Inc.
How do we generate the earnings forecast score of Franklin Resources Inc?
To calculate the earnings forecast score of Franklin Resources Inc, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on Franklin Resources Inc’s future.
How do we generate the price momentum score of Franklin Resources Inc?
When generating the price momentum score for Franklin Resources Inc, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of Franklin Resources Inc’s prices. A higher score indicates a more stable short-term price trend for Franklin Resources Inc.
How do we generate the institutional confidence score of Franklin Resources Inc?
To generate the institutional confidence score of Franklin Resources Inc, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about Franklin Resources Inc’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of Franklin Resources Inc.
How do we generate the risk management score of Franklin Resources Inc?
To assess the risk management score of Franklin Resources Inc, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of Franklin Resources Inc’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of Franklin Resources Inc.
