During the last three months, 13 analysts shared their evaluations of Franklin Resources BEN, revealing diverse outlooks from bullish to bearish.
Summarizing their recent assessments, the table below illustrates the evolving sentiments in the past 30 days and compares them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 0 | 0 | 7 | 5 | 1 |
| Last 30D | 0 | 0 | 1 | 0 | 0 |
| 1M Ago | 0 | 0 | 0 | 1 | 0 |
| 2M Ago | 0 | 0 | 5 | 3 | 0 |
| 3M Ago | 0 | 0 | 1 | 1 | 1 |
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $19.9, with a high estimate of $22.50 and a low estimate of $18.50. Experiencing a 3.54% decline, the current average is now lower than the previous average price target of $20.63.
Exploring Analyst Ratings: An In-Depth Overview
The analysis of recent analyst actions sheds light on the perception of Franklin Resources by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| Michael Brown | Wells Fargo | Raises | Equal-Weight | $22.50 | $19.50 |
| Benjamin Budish | Barclays | Raises | Underweight | $21.00 | $19.00 |
| Bill Katz | TD Cowen | Lowers | Hold | $18.50 | $20.00 |
| Michael Brown | Wells Fargo | Raises | Equal-Weight | $19.50 | $19.00 |
| Aidan Hall | Keefe, Bruyette & Woods | Lowers | Underperform | $19.00 | $20.00 |
| Kenneth Worthington | JP Morgan | Lowers | Neutral | $21.00 | $22.00 |
| Brian Bedell | Deutsche Bank | Lowers | Hold | $19.00 | $20.00 |
| Brennan Hawken | UBS | Lowers | Neutral | $21.00 | $24.00 |
| Michael Cyprys | Morgan Stanley | Lowers | Underweight | $19.00 | $21.00 |
| Benjamin Budish | Barclays | Lowers | Underweight | $19.00 | $20.00 |
| Michael Brown | Wells Fargo | Lowers | Equal-Weight | $19.00 | $20.00 |
| David Motemaden | Evercore ISI Group | Lowers | Underperform | $19.00 | $20.00 |
| Alexander Blostein | Goldman Sachs | Lowers | Sell | $21.25 | $23.75 |
Key Insights:
- Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Franklin Resources. This offers insight into analysts' perspectives on the current state of the company.
- Rating: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Franklin Resources compared to the broader market.
- Price Targets: Delving into movements, analysts provide estimates for the future value of Franklin Resources's stock. This analysis reveals shifts in analysts' expectations over time.
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Franklin Resources's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
Stay up to date on Franklin Resources analyst ratings.
Delving into Franklin Resources's Background
Franklin Resources provides investment services for individual and institutional investors. At the end of October 2024, Franklin had $1.631 trillion in managed assets, composed primarily of equity (38%), fixed-income (32%), multi-asset/balanced (11%) funds, alternatives (15%) and money market funds (4%). Distribution tends to be weighted equally between retail investors (53% of AUM) and institutional accounts (45%), with high-net-worth clients accounting for the remainder. Franklin is one of the more global of the us-based asset managers we cover, with 30% of its assets under management invested in global/international strategies and just as much sourced from clients domiciled outside the United States.
Breaking Down Franklin Resources's Financial Performance
Market Capitalization Analysis: Falling below industry benchmarks, the company's market capitalization reflects a reduced size compared to peers. This positioning may be influenced by factors such as growth expectations or operational capacity.
Revenue Growth: Franklin Resources displayed positive results in 3 months. As of 30 September, 2024, the company achieved a solid revenue growth rate of approximately 11.33%. This indicates a notable increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Financials sector.
Net Margin: Franklin Resources's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of -4.23%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Franklin Resources's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of -0.74%, the company may face hurdles in generating optimal returns for shareholders.
Return on Assets (ROA): Franklin Resources's ROA is below industry averages, indicating potential challenges in efficiently utilizing assets. With an ROA of -0.28%, the company may face hurdles in achieving optimal financial returns.
Debt Management: Franklin Resources's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 1.05.
Understanding the Relevance of Analyst Ratings
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.
© 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
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