Franklin Resources, Inc.

Fundamentals5.5
Price Action7.5
News Sentiment7.5
AI Rating
6.8

Key Drivers

  • Strong annual cash
  • High dividend burden
  • Leverage watch

AI
AI Summary

6.8

BEN is evolving from a slow-moving AUM/fee story into a more diversified platform with real traction in private markets, ETFs, Canvas and model portfolios, but the turnaround is still not fully self-proving until Western Asset outflows and weak profitability clearly stabilize, so the stock looks like a selective hold rather than a clean rerating buy.

Diversification
Outflows
Hold‍

Price Chart

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Financial Metrics

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Revenue (TTM)
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Net Income (TTM)
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EPS (Q)
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MCAP

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

5.5

Key Financial Insights:

  • Strong annual cash
  • High dividend burden
  • Leverage watch

BEN remains profitable and cash-generative on a full-year basis with solid interest coverage and liquidity, but leverage, heavy intangibles, weak recent cash flow, and an unsustainably high dividend payout temper the investment case.

cashflow
dividend

Price Behavior

7.5
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Breakout hold
  • Near-term stretch
  • Resistance test

BEN remains technically constructive after a 16.7% rally, holding above its last month average and former $29.50-$30.00 resistance, but it is now stretched near $32.35 resistance with $30.50 as key support.

Bullish
Momentum
Support Level: $30.50, then $29.50-$29.70
Resistance Level: $32.35

Sharp breakout above $29.50-$30.00 after a fast rally suggests short-term extension risk

Sentiment & News

7.5

Key News Insights:

  • Earnings beat
  • Inflows growth
  • Product expansion

Franklin Resources beat Q2 estimates, delivered stronger profits and inflows, and reached a 52-week high as AUM growth and product expansion offset pockets of outflows.

Earnings
Growth

The headlines are positive for BEN, indicating improving fundamentals and momentum that may support further upside if inflows and AUM gains continue