Franklin Resources, Inc. (BEN) Stock Analysis
Financial Services · Asset Management
Hold if already holding. Not a fresh buy at $30.05, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.7% away).
Franklin Resources (Franklin Templeton) is a global investment management holding company with over $1.6 trillion in AUM across equity, fixed income, alternative, and multi-asset strategies. Management fees based on a percentage of AUM are the primary revenue driver; the company... Read more
Hold if already holding. Not a fresh buy at $30.05, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.7% away). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Mixed signals. Hold existing position. Score 5.7/10, moderate confidence.
Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news boost analyst 0.70, news boost analyst cluster(4), earnings proximity 90d clear, semi cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
Thesis
Key Metrics
Quality Signals
Options Flow
Material Events(8-K, last 90d)
- 2026-02-05Item 5.02LOWStockholders approved amendments to the 1998 Employee Stock Investment Plan (adding 5M shares) and 2002 Universal Stock Incentive Plan (adding 25M shares) at the February 3, 2026 annual meeting. Routine compensatory arrangement.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
2 floor-breakers
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $30.05, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.7% away). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Mixed signals. Hold existing position. Target $29.75 (-1.0%), stop $28.32 (−6.1%), A.R:R -1.0:1. Score 5.7/10, moderate confidence.
Take-profit target: $29.75 (-1.0% upside). Target $29.75 (-1.0%), stop $28.32 (−6.1%), A.R:R -1.0:1. Stop-loss: $28.32.
Analyst target reached - limited upside remaining; Near 52-week high (0.7% away); Overbought (RSI 82).
Franklin Resources, Inc. trades at a P/E of 22.9 (forward 10.2). TrendMatrix value score: 7.2/10. Verdict: Hold.
19 analysts cover BEN with a consensus score of 2.6/5. Average price target: $29.
What does Franklin Resources, Inc. do?Franklin Resources (Franklin Templeton) is a global investment management holding company with over $1.6 trillion in...
Franklin Resources (Franklin Templeton) is a global investment management holding company with over $1.6 trillion in AUM across equity, fixed income, alternative, and multi-asset strategies. Management fees based on a percentage of AUM are the primary revenue driver; the company operates under 20+ specialist investment manager brands worldwide.