The Analyst Verdict: Franklin Resources In The Eyes Of 5 Experts
During the last three months, 5 analysts shared their evaluations of Franklin Resources (NYSE:BEN), revealing diverse outlooks from bullish to bearish.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 1 | 0 | 1 | 3 | 0 |
| Last 30D | 0 | 0 | 0 | 1 | 0 |
| 1M Ago | 1 | 0 | 0 | 1 | 0 |
| 2M Ago | 0 | 0 | 0 | 1 | 0 |
| 3M Ago | 0 | 0 | 1 | 0 | 0 |
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $26.0, a high estimate of $30.00, and a low estimate of $22.00. Witnessing a positive shift, the current average has risen by 4.0% from the previous average price target of $25.00.
Decoding Analyst Ratings: A Detailed Look
A comprehensive examination of how financial experts perceive Franklin Resources is derived from recent analyst actions. The following is a detailed summary of key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| David Motemaden | Evercore ISI Group | Raises | Underperform | $28.00 | $26.00 |
| Benjamin Budish | Barclays | Raises | Underweight | $25.00 | $22.00 |
| Bill Katz | TD Cowen | Lowers | Buy | $30.00 | $31.00 |
| Benjamin Budish | Barclays | Raises | Underweight | $22.00 | $20.00 |
| Kenneth Worthington | JP Morgan | Lowers | Neutral | $25.00 | $26.00 |
Key Insights:
- Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Franklin Resources. This information provides a snapshot of how analysts perceive the current state of the company.
- Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Franklin Resources compared to the broader market.
- Price Targets: Analysts explore the dynamics of price targets, providing estimates for the future value of Franklin Resources's stock. This examination reveals shifts in analysts' expectations over time.
For valuable insights into Franklin Resources's market performance, consider these analyst evaluations alongside crucial financial indicators. Stay well-informed and make prudent decisions using our Ratings Table.
Stay up to date on Franklin Resources analyst ratings.
Unveiling the Story Behind Franklin Resources
Franklin Resources provides investment services for individual and institutional investors. At the end of July 2025, Franklin had $1.617 trillion in managed assets, composed primarily of equity (41%), fixed-income (27%), multi-asset/balanced (11%) funds, alternatives (16%) and money market funds (5%). Distribution tends to be weighted between retail investors (56% of AUM) and institutional accounts (41%), 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 31% of its assets under management invested in global/international strategies and just as much sourced from clients domiciled outside the United States.
Franklin Resources: A Financial Overview
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: Over the 3M period, Franklin Resources showcased positive performance, achieving a revenue growth rate of 3.35% as of 31 December, 2025. This reflects a substantial 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 10.28%, 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 1.98%, the company may face hurdles in generating optimal returns for shareholders.
Return on Assets (ROA): Franklin Resources's ROA lags behind industry averages, suggesting challenges in maximizing returns from its assets. With an ROA of 0.74%, the company may face hurdles in achieving optimal financial performance.
Debt Management: Franklin Resources's debt-to-equity ratio is below the industry average at 1.17, reflecting a lower dependency on debt financing and a more conservative financial approach.
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.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
This article was generated by Benzinga's automated content engine and reviewed by an editor.