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BEN

Franklin Resources, Inc.

BEN

NYSE·Financial Services·Asset Management·Mkt cap $18.0B

$34.73

+3.52%

P/E

30.73

Mkt Cap

$18.0B

52-Wk Range

$21.11–$36.28

52-Week Range

$21.11 - $36.28

P/E

30.73

Fwd P/E

12.01

Beta

1.57

Div Yield

3.77%

Avg Vol

4.4M

Shares Out

519.6M

Mkt Cap

$18.0B

Price action

Price chart

Up 39.6% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Extensive Global Investment Network
  • Diverse Investment Product Portfolio
  • Strong Brand Reputation
  • Experienced Investment Management Team

Bear Case

2 risks

  • Above-average volatility (beta 1.6).
  • Premium valuation to Asset Management peers

Growth

Revenue decline expected

Expanding International Markets

Value

Premium valuation to Asset Management peers

Momentum

Strong

+10.6% over 3m

Quality

Excellent

Strong fundamentals

Dividend

Solid

3.77% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 6, 2026

Q3 26 RECAP

JUL 31, 2026

Reported EPS of $0.72 vs $0.66 consensus (+9.4% surprise). Revenue of $1.8B vs $1.8B expected (+3.3%). Beat on both top and bottom lines.

EPS beat +9.4%
Rev beat +3.3%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+9.4%

Revenue trend · last 8Q

+13%

-2%

-3%

+6%

+3%

+14%

Q3 24

Q4 24

Q1 24

Q2 25

Q3 25

Q4 25

Q1 25

Q3 26

$2.1B

$2.2B

$2.3B

$2.1B

$2.1B

$2.3B

$2.3B

$2.4B

Margins · last 8Q

Gross

54.2%

Operating

9.2%

Profit

7.3%

Wall Street consensus

7 analysts · 29% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

29%

Hold

3

43%

Sell

2

29%

Median Price Target

Latest: Deutsche Bank · Aug 3, 2026

vs Industry

How BEN stacks vs Asset Management

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.