Overall Fundamental outlook

Business Operations:

Sector: Financial Services
Industry: Asset Management

Franklin Resources, Inc. is a publicly owned asset investment manager. 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, Alberta; Dubai, United Arab Emirates; Edinburgh, Midlothian; Fort Lauderdale, Florida; Hyderabad, India; London, Greater London; Rancho Cordova, California; Shanghai, Shanghai Province; Singapore; Stamford, Connecticut; and Vienna.

Revenue projections:

Revenue projections for BEN
Revenue projections for BEN

With BEN's revenue expected to be lower than the previous year, investors may become cautious. Declining revenues often negatively impact the bottom line, reducing profitability and raising concerns among investors about the company's ability to maintain strong financial performance moving forward.

Financial Ratios:

currentRatio 6.344000
forwardPE 10.800668
debtToEquity 23.471000
earningsGrowth 0.872000
revenueGrowth 0.087000
grossMargins 0.373560
operatingMargins 0.172380
trailingEps 1.310000
forwardEps 2.947040

Franklin Resources, Inc.'s current ratio is 6.344, signaling that the company has sufficient cash reserves and current assets to cover its short-term debt obligations. This suggests financial stability, as Franklin Resources, Inc. should not face any issues meeting its short-term liabilities with available resources.
BEN's Forward PE is positioned well, reflecting a favorable balance between stock price and earnings. The stock isn't overpriced, offering room for growth and making it a potentially rewarding investment as its value has room to rise further.
BEN's low Debt-to-Equity ratio highlights its minimal reliance on debt, showing that the company is not over-leveraged. This contributes to lower financial risk and greater stability, giving BEN a stronger position in managing its financial obligations.
BEN's forward EPS exceeding its trailing EPS means that the company is expected to increase profitability in the current financial year. This reflects improved earnings potential, signaling that BEN is likely to outperform its previous year's financial performance.

Price projections:

Price projections for BEN
Price projections for BEN

Price projections for BEN have steadily increased, reflecting growing optimism about the company's future. This trend suggests that analysts believe BEN is well-positioned for continued success.

Insider Transactions:

Insider Transactions for BEN
Insider Transactions for BEN


1 BEN stock sales were completed, with market price of 17.510000228881836.Franklin Resources, Inc. had 3 buy transactions while market price was at 20.043333689371746 per share.The insider transaction data does not present a strong trend, leaving ambiguity about the company’s overall strategic or financial direction.

Recommendation changes over time:

Recommendations trend for BEN
Recommendations trend for BEN


With a sell bias from analysts regarding BEN, investors are urged to be cautious. Instead of relying exclusively on this sentiment, it's wise to evaluate a wide range of market indicators for a more balanced and informed approach to any investment decisions involving the stock.

Share holdings:

Share holdings for BEN
Share holdings for BEN


BEN's 80.0% public ownership, coupled with promoters' 5.0% stake, increases the float and causes price volatility. This may not appeal to long-term investors, as unpredictable price movements could create challenges for those seeking stability in their investments.