BEN
Franklin Resources
Financials · Asset Management & Custody Banks · US
✗ ETHICAL FAIL
NARROW MOAT
HIGH
Data Confidence: 100.0%
Key Metrics
How this company measures up on the fundamentals that matter
Market Cap
$16.1B
Total market value of the company
10.50
Based on estimated future earnings — lower means cheaper
Rev Growth
+8.7%
Year-over-year revenue change
Profit Margin
0.0%
How much profit the company keeps from each dollar of revenue
6.7%
Return on equity — how efficiently it uses shareholder money
Analyst Target
$30.55
-3% from current price — median analyst estimate
Recommendation
HOLD
Consensus view from 11 analysts covering this stock
About Franklin Resources
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.
https://www.franklinresources.com
Country: United States Employees: 10,000 Industry: Asset Management
Ethical Screening
Five compliance checks based on AAOIFI standards — all must pass for ethical clearance
Business Activity
FAIL
Core business does not involve prohibited activities
Debt Ratio
0.0%
Debt must be below 33% of total assets
Cash Ratio
0.0%
Interest-bearing cash below 33% of assets
Receivables
0.0%
Receivables below 49% of assets
Revenue Purity
0.0%
Non-compliant revenue below 5% — any excess requires purification
Valuation
$59.00
What our model estimates this business is worth per share
46.9%
Trading below fair value — margin of safety exists
Rating
AVOID
Overall assessment combining ethics, valuation, and quality
62.2th
Ranks in the top 38% of our 13,571 screened universe
Trading at $31 against a fair value of $59, a 47% discount. Fails ethical screen (Business activity screen). Ranks better than 74% of screened stocks.
Quantitative Intelligence
Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data
MARKUP
Price trending up with increasing momentum
0.862
Good returns relative to risk taken
0.0675
Suggested allocation is meaningful — the edge justifies a position
0.901
Acceptable balance between returns and drawdown risk
Annual Return
24.4%
Historical annualised return based on price data
-27.1%
Largest peak-to-trough decline — the worst it has been
BEAR
Statistical model detects bearish conditions
Days in State
262
How long the current regime has persisted — longer means more stable
Market Data
Trading characteristics and market positioning
1.59
Significantly more volatile than the market
52W High
$32.44
3% below the year high
52W Low
$21.06
49% above the year low
Avg Volume
5,261,411
Average daily shares traded — higher means easier to buy and sell
4.1
Days it would take all short sellers to cover — higher means more crowded
Short % Float
5.6%
Moderate short interest
425.0%
Annual dividend as a percentage of the share price
$1.31
Earnings per share over the last 12 months
Financial Health
Balance sheet strength and cash generation — the foundation of long-term value
0.23
Conservative use of debt — low financial risk
6.34
Strong balance sheet — comfortably covers short-term obligations
Quick Ratio
1.35
Like current ratio but excludes inventory — stricter test
Gross Margin
37.4%
Revenue left after cost of goods — higher means pricing power
Operating Margin
17.2%
Profit from core operations before interest and tax
$-242,137,504
Negative — the business is spending more than it generates
Revenue (TTM)
$9.0B
Total revenue over the last 12 months
Net Income
$678M
Profitable — the bottom line is positive
Recent Insider Activity
SEC Form 4 filings — what company insiders are buying and selling
55
NEUTRAL
Mixed insider activity. 0 purchases and 0 sales in the last 90 days — no clear directional signal. Politicians have been buying this name.
| Date |
Insider |
Title |
Type |
Shares |
Value |
| 2026-02-04 |
NOTO ANTHONY J. |
Director |
|
7,593 |
$205,011 |
| 2026-02-03 |
NOTO ANTHONY J. |
Director |
|
7,593 |
$205,011 |
| 2026-02-03 |
THIEL JOHN W |
Director |
|
7,593 |
$205,011 |
| 2026-02-03 |
BYERWALTER MARIANN H |
Director |
|
7,593 |
$205,011 |
| 2026-02-03 |
YANG GEOFFREY Y |
Director |
|
7,593 |
$205,011 |
| 2026-01-05 |
JOHNSON JENNIFER M |
Chief Executive Officer |
|
6,272 |
— |
| 2025-12-26 |
JOHNSON CHARLES B |
Beneficial Owner of more than 10% of a Class of Security |
|
25,440 |
— |
| 2025-12-17 |
JOHNSON CHARLES B |
Beneficial Owner of more than 10% of a Class of Security |
|
3,816 |
— |
| 2025-11-20 |
JOHNSON CHARLES B |
Beneficial Owner of more than 10% of a Class of Security |
|
50,000 |
$1,060,000 |
| 2025-11-18 |
JOHNSON CHARLES B |
Beneficial Owner of more than 10% of a Class of Security |
|
50,000 |
$1,074,475 |
Source: SEC Form 4 filings via public data. View all insider activity at
Insider Intelligence
Political Trading Activity
Congressional trading disclosures involving this instrument
| Date |
Politician |
Party |
Type |
Amount |
| 2026-04-13 |
Ro Khanna |
Democrat |
Purchase |
1K–15K |
Source: Congressional disclosure filings. View all political trades at
Insider Intelligence
Data sourced from public filings and market feeds. Not financial advice. Updated: