Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
BEN 
Franklin Resources Inc (BEN)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/27/2025: BEN (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -1.07% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.13B USD | Price to earnings Ratio 30.08 | 1Y Target Price 20.84 |
Price to earnings Ratio 30.08 | 1Y Target Price 20.84 | ||
Volume (30-day avg) 3806641 | Beta 1.45 | 52 Weeks Range 18.07 - 26.41 | Updated Date 04/1/2025 |
52 Weeks Range 18.07 - 26.41 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 6.65% | Basic EPS (TTM) 0.64 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 4.32% | Operating Margin (TTM) 14.85% |
Management Effectiveness
Return on Assets (TTM) 2.47% | Return on Equity (TTM) 4.02% |
Valuation
Trailing PE 30.08 | Forward PE 9.28 | Enterprise Value 19261872996 | Price to Sales(TTM) 1.16 |
Enterprise Value 19261872996 | Price to Sales(TTM) 1.16 | ||
Enterprise Value to Revenue 2.2 | Enterprise Value to EBITDA 13.83 | Shares Outstanding 525398016 | Shares Floating 310236997 |
Shares Outstanding 525398016 | Shares Floating 310236997 | ||
Percent Insiders 47.47 | Percent Institutions 47.37 |
Analyst Ratings
Rating 2.5 | Target Price 20.68 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 9 | Sell 3 | Strong Sell 2 | |
Strong Sell 2 |
Upturn AI SWOT
Franklin Resources Inc
Company Overview
History and Background
Franklin Resources, Inc., founded in 1947 by Rupert H. Johnson Sr., started as a small retail brokerage firm. It has grown through organic growth and strategic acquisitions to become a global investment management organization.
Core Business Areas
- Investment Management: Provides investment management services to retail, institutional, and high-net-worth clients globally, across various asset classes including equity, fixed income, and alternatives.
- Distribution and Marketing: Distributes investment products through various channels, including financial advisors, direct sales, and online platforms.
- Related Services: Offers related services such as fund administration, shareholder servicing, and transfer agent services.
Leadership and Structure
Jennifer M. Johnson serves as President and CEO. The company operates under a board of directors and a management team responsible for different functional areas.
Top Products and Market Share
Key Offerings
- Franklin Templeton Funds: A broad range of mutual funds investing in equity, fixed income, and alternative assets. Market share data is difficult to pinpoint to a specific fund, as it varies by fund category and region. Competitors include Vanguard, Fidelity, BlackRock.
- Alternatives (Real Assets, Private Equity): Investments in non-traditional asset classes such as real estate, infrastructure, and private equity. Market share is competitive. Competitors include Blackstone, Apollo Global Management, KKR.
Market Dynamics
Industry Overview
The asset management industry is characterized by high competition, fee compression, and increasing demand for passive and alternative investments.
Positioning
Franklin Resources, Inc. is a global investment manager with a diverse product portfolio and a focus on active management. Its competitive advantages include a strong brand reputation and a global distribution network.
Total Addressable Market (TAM)
The global assets under management (AUM) are in the trillions of USD. Franklin Resources is positioned to capture a portion of this market through its diversified investment strategies and global reach.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Global distribution network
- Diverse product portfolio
- Experienced investment professionals
Weaknesses
- Underperformance in certain asset classes
- Exposure to market volatility
- High reliance on active management
- Integration challenges from acquisitions
Opportunities
- Growing demand for alternative investments
- Expansion into emerging markets
- Technological innovation and digital distribution
- Strategic acquisitions to expand capabilities
Threats
- Increased competition from passive investment managers
- Fee compression
- Regulatory changes
- Economic downturns
Competitors and Market Share
Key Competitors
- BLK
- V
- SCHW
- TROW
- IVZ
- APO
Competitive Landscape
Franklin faces intense competition, primarily from firms with substantial passive product offerings and lower fee structures. Advantages include niche active management expertise and international presence. Disadvantages are a less established passive market share and potential integration risks from acquisitions.
Major Acquisitions
Legg Mason
- Year: 2020
- Acquisition Price (USD millions): 4500
- Strategic Rationale: Expanded Franklin's asset management capabilities and strengthened its global presence. It also added new investment strategies to Franklin's portfolio.
Growth Trajectory and Initiatives
Historical Growth: Franklin Resources, Inc.'s growth has been driven by organic AUM growth, strategic acquisitions, and market appreciation.
Future Projections: Analyst projections for Franklin Resources, Inc.'s future growth vary depending on market conditions and company performance. Estimates include revenue growth, earnings growth, and AUM growth.
Recent Initiatives: Recent initiatives include acquisitions, strategic partnerships, and investments in technology and digital distribution.
Summary
Franklin Resources is a global investment manager with a diverse product portfolio. Its key strengths are its brand reputation and global distribution network. However, it faces challenges from increased competition and fee compression. Recent acquisitions and strategic initiatives aim to drive future growth. Management needs to focus on integrating acquisitions and gaining market share in passive investments.
Similar Companies
- BLK
- V
- SCHW
- TROW
- IVZ
- APO
Sources and Disclaimers
Data Sources:
- Company Filings
- Market Research Reports
- Analyst Estimates
- Financial News Outlets
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market conditions and company performance can change rapidly, and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Franklin Resources Inc
Exchange NYSE | Headquaters San Mateo, CA, United States | ||
IPO Launch date 1984-09-07 | President, CEO & Director Ms. Jennifer M. Johnson | ||
Sector Financial Services | Industry Asset Management | Full time employees 10100 | |
Full time employees 10100 | |||
Franklin Resources, Inc. is a publicly owned asset management holding company. 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, Canada; Dubai, United Arab Emirates; Edinburgh, United Kingdom; Fort Lauderdale, United States; Hyderabad, India; London, United Kingdom; Rancho Cordova, United states; Shanghai, China; Singapore; Stamford, United States; and Vienna, Austria.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.