A Look At Franklin Resources (BEN) Valuation After New AUM Growth And Alternative Credit Fund Progress
Franklin Resources (BEN) is back in focus after reporting preliminary assets under management of US$1.68b for December 2025, supported by US$28b in long term net inflows and gains across equity, fixed income, and alternatives.
See our latest analysis for Franklin Resources.
At a share price of US$25.45, Franklin Resources has seen buying interest build recently, with a 7 day share price return of 6.53% and a 1 year total shareholder return of 36.19%, suggesting momentum has been improving as investors weigh fresh AUM inflows alongside ongoing growth in private credit and infrastructure vehicles.
If the renewed attention on asset managers has you thinking bigger, this could be a good moment to broaden your search with fast growing stocks with high insider ownership.
With BEN returning 36.19% over the past year and trading slightly above the latest analyst price target, the key question now is whether the recent AUM momentum is underappreciated or if the market is already pricing in future growth.
Most Popular Narrative: 2.9% Overvalued
With Franklin Resources last closing at US$25.45 against a narrative fair value of about US$24.73, the current setup hinges on how future earnings and margins play out against relatively modest top line assumptions.
The analysts have a consensus price target of $25.0 for Franklin Resources based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $31.0, and the most bearish reporting a price target of just $19.0.
Curious what earnings path and margin profile support that fair value so close to today’s price? The narrative leans on specific growth, profitability and valuation multiples that you might view very differently once you see the detail.
Result: Fair Value of $24.73 (OVERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, this depends on fee pressure and ongoing outflows at key affiliates not eroding revenue and margins faster than analysts currently factor into their fair value work.
Find out about the key risks to this Franklin Resources narrative.
Build Your Own Franklin Resources Narrative
If you look at the numbers and reach a different conclusion, or just prefer to test your own assumptions, you can quickly build a custom view in a few minutes with Do it your way.
A great starting point for your Franklin Resources research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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