Stock Scorecard
Stock Summary for Franklin Resources Inc (BEN) - $21.73 as of 11/18/2025 7:49:21 PM EST
Total Score
12 out of 30
Safety Score
61 out of 100
Currently on the following lists
None
Tim's Recommendation
Avoid
Growth List Algorithm Criteria for BEN
| Positive Quarterly and Annual earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the Annual earnings growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for BEN
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for BEN
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for BEN
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for BEN (61 out of 100)
| Stock Price Rating (Max of 10) | 7 |
| Historical Stock Price Rating (Max of 10) | 7 |
| Stock Price Trend (Max of 10) | 2 |
| Book Value (Max of 10) | 7 |
| Book Value to Price (Max of 10) | 6 |
| Analyst Buy Ratings (Max of 5) | 3 |
| Analyst Strong Buy Ratings (Max of 5) | 0 |
| Dividend Yield Percentage (Max of 10) | 8 |
| Operating Margin (Max of 10) | 4 |
| Trading Volume (Max of 10) | 10 |
| Price to Earnings (Max of 10) | 7 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | 0 |
Latest News for for BEN
Financial Details for BEN
Company Overview |
|
|---|---|
| Ticker | BEN |
| Company Name | Franklin Resources Inc |
| Country | USA |
| Description | Franklin Resources Inc., known as Franklin Templeton, is a prominent global investment management firm based in San Mateo, California, with a legacy dating back to 1947. The company offers a comprehensive suite of investment solutions, including mutual funds, alternative investments, and wealth management services, catering to both institutional and retail clients across more than 30 countries. With a diverse portfolio that spans multiple asset classes and a focus on strategic growth, Franklin Templeton is strategically positioned to leverage global investment opportunities while maintaining a steadfast commitment to delivering exemplary performance and client-focused service. |
| Sector Name | FINANCIAL SERVICES |
| Industry Name | ASSET MANAGEMENT |
| Most Recent Quarter | 9/30/2025 |
| Next Earnings Date | 2/6/2026 |
Stock Price History |
|
| Last Day Price | 21.73 |
| Price 4 Years Ago | 27.66 |
| Last Day Price Updated | 11/18/2025 7:49:21 PM EST |
| Last Day Volume | 7,516,013 |
| Average Daily Volume | 4,655,616 |
| 52-Week High | 25.72 |
| 52-Week Low | 15.81 |
| Last Price to 52 Week Low | 37.44% |
Valuation Measures |
|
| Trailing PE | 23.69 |
| Industry PE | 23.65 |
| Sector PE | 23.10 |
| 5-Year Average PE | 7.68 |
| Free Cash Flow Ratio | 3.17 |
| Industry Free Cash Flow Ratio | 101.58 |
| Sector Free Cash Flow Ratio | 42.95 |
| Current Ratio Most Recent Quarter | 2.71 |
| Total Cash Per Share | 6.86 |
| Book Value Per Share Most Recent Quarter | 23.18 |
| Price to Book Ratio | 0.96 |
| Industry Price to Book Ratio | 1.80 |
| Sector Price to Book Ratio | 1.95 |
| Price to Sales Ratio Twelve Trailing Months | 1.28 |
| Industry Price to Sales Ratio Twelve Trailing Months | 7.20 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.71 |
| Analyst Buy Ratings | 3 |
| Analyst Strong Buy Ratings | 0 |
Share Statistics |
|
| Total Shares Outstanding | 520,971,000 |
| Market Capitalization | 11,320,699,830 |
| Institutional Ownership | 47.01% |
Dividends |
|
| Ex-Dividend Date | 9/30/2025 |
| Previous Dividend Amount | 0.3200 |
| Current Dividend Amount | 0.3200 |
| Total Years Dividend Increasing | 1 |
| Trailing Annual Dividend Rate | 1.28 |
| Trailing Annual Dividend Yield | 5.77% |
| Forward Annual Dividend Rate | 1.28 |
| Forward Annual Dividend Yield | 5.77% |
| 5-Year Dividend Payments Count | 20 |
| 3-Year Average Dividend Yield | 8.03% |
| 5-Year Average Dividend Yield | 5.68% |
| 1-Year Dividend Growth Rate Percentage | -17.95% |
| 3-Year Dividend Growth Rate Percentage | -9.42% |
| 5-Year Dividend Growth Rate Percentage | 4.10% |
| All-Time Dividend Growth Rate Percentage | 19.00% |
| Dividend Payout Ratio | 140.66% |
Income Statement |
|
| Quarterly Earnings Growth YOY | -53.10% |
| Annual Earnings Growth | 12.93% |
| Reported EPS 12 Trailing Months | 0.91 |
| Reported EPS Past Year | 2.22 |
| Reported EPS Prior Year | 2.40 |
| Net Income Twelve Trailing Months | 511,600,000 |
| Net Income Past Year | 524,900,000 |
| Net Income Prior Year | 464,800,000 |
| Quarterly Revenue Growth YOY | 6.00% |
| 5-Year Revenue Growth | 9.52% |
| Operating Margin Twelve Trailing Months | 17.60% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 3,573,900,000 |
| Total Cash Past Year | 3,573,900,000 |
| Total Cash Prior Year | 4,408,900,000 |
| Net Cash Position Most Recent Quarter | -8,725,400,000 |
| Net Cash Position Past Year | -8,725,400,000 |
| Long Term Debt Past Year | 12,299,300,000 |
| Long Term Debt Prior Year | 12,121,800,000 |
| Total Debt Most Recent Quarter | 12,299,300,000 |
| Equity to Debt Ratio Past Year | 0.50 |
| Equity to Debt Ratio Most Recent Quarter | 0.50 |
| Total Stockholder Equity Past Year | 12,077,800,000 |
| Total Stockholder Equity Prior Year | 12,508,100,000 |
| Total Stockholder Equity Most Recent Quarter | 12,077,800,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 911,600,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 1.75 |
| Free Cash Flow Past Year | 911,600,000 |
| Free Cash Flow Prior Year | 794,200,000 |
Options |
|
| Put/Call Ratio | 0.81 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | -0.22 |
| MACD Signal | -0.20 |
| 20-Day Bollinger Lower Band | 21.44 |
| 20-Day Bollinger Middle Band | 23.65 |
| 20-Day Bollinger Upper Band | 25.87 |
| Beta | 1.50 |
| RSI | 40.02 |
| 50-Day SMA | 21.38 |
| 150-Day SMA | 22.30 |
| 200-Day SMA | 22.24 |
System |
|
| Modified | 11/18/2025 6:35:41 PM EST |