Franklin Templeton Inc. BEN
Composite 44/100; the shares have moved about 30% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Quality ranks 29/100 — a moderate mark against it.
Income ranks 89/100 — a strong point in its favour. Momentum ranks 69/100 — a moderate point in its favour. Valuation ranks 52/100 — a slight point in its favour.
Quality ranks 29/100 — a moderate mark against it. Balance-sheet strength ranks 32/100 — a moderate mark against it. Growth ranks 34/100 — a moderate mark against it.
What the company does Franklin Resources, Inc. (BEN) is a global asset manager offering equity, fixed income, balanced, and multi-asset mutual funds to individuals, institutions, and partnerships. Operating under the Franklin Templeton brand post-rebranding, it manages assets across public equity, fixed income, and alternative markets.
Key financials Revenue grew 14.3% while EPS surged 106.7%. Margins include gross 37.7%, operating 13.0%, and net 8.7%. ROE is 7.9%, ROA 2.6%, and ROCE 4.6%. Debt/Equity is 0.25 with strong interest coverage of 15.74 and current ratio of 5.49.
Stock health Momentum is strong: 3m 10.21%, 6m 25.20%, 12m 41.83%. RSI(14) is 54.10, indicating neutral momentum. Sideravia scores show poor quality (26.5) but strong momentum (71.9) and income (74.6). Dividend yield is 3.9% with a payout ratio of 89.1%.
Price vs fair value BEN trades at a discount of 3.20% versus the analyst mean target of 35.09. - Strong Q3 results and rebrand to Franklin Templeton boosted sentiment (Simply Wall St., 2026-08-05). - Upgrades to Strong Buy cited margin expansion and growth outlook (Zacks, 2026-08-05). - New credit facility and bylaws change supported positive momentum (Simply Wall St., 2026-08-05). - Q3 earnings call highlighted margin expansion ahead of plan (Zacks, 2026-08-03).
Looking forward Forward P/E of 11.70 and PEG of 0.11 suggest undemanding valuation despite weak quality scores. Analysts cite momentum and rebranding as key drivers, though high payout ratio and low ROE remain concerns.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-05, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.