Franklin Resources, Inc. (BEN) Stock Analysis
Latest ClaritX AI analysis ·
Franklin Resources, Inc. is a publicly owned asset investment manager. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Calgary, Alberta; Dubai, United Arab Emirates; Edinburgh, Midlothian; Fort Lauderdale, Florida; Hyderabad, India; London, Greater London; Rancho Cordova, California; Shanghai, Shanghai Province; Singapore; Stamfo
| Metric | Value |
|---|---|
| Price | $32.81 |
| Market cap | $17.0B |
| Sector | Financial Services |
| Industry | Asset Management |
| ClaritX AI score | 67/100 |
| Price/Book | 1.44 |
| Dividend yield | 4.02% |
| Beta | 1.57 |
AI verdict
Franklin Resources, Inc. (BEN) presents a strategically modernized and fundamentally robust long-term investment profile. The firm's aggressive corporate pivot into high-margin alternative investments effectively neutralizes the systemic fee compression relentlessly plaguing legacy active asset managers. Supported by an attractive 4.02% dividend yield, overwhelming multi-year insider net accumulation exceeding hundreds of thousands of shares per quarter, and consecutive fundamental Wall Street EPS beats, the foundational qualitative thesis remains highly compelling. This operational turnaround is actively funded by an immense $7.30 per share cash balance, fully insulating the firm from short-term solvency threats despite a severely compressed free cash flow generation of just $0.43 per share. From a tactical risk-management perspective, strict positional awareness is absolutely mandatory due to the asset's structural momentum and volatility parameters. At $32.81, the equity is currently trading exactly 9.56% below its absolute 52-week high of $36.28. While this discount provides a measurable margin of safety compared to buying at euphoric all-time highs, it is critically offset by the stock's extreme beta of 1.574. This highly elevated beta mathematically mandates hyper-sensitivity to broader macroeconomic oscillations, meaning the asset will experience amplified drawdowns during localized market corrections. Consequently, while fundamental value exists, position sizing must
What this score has been worth
ClaritX scores BEN 67 out of 100 (snapshot 2026-10-05).
Every ClaritX analysis is scored first and judged only on what the stock did afterwards. Across the 208 analyses that scored in the 50-69 band, the average forward return was -5.5% with a 40% win rate, -10.3pp against the S&P 500. That is a measured tendency across many names, not a forecast for BEN — roughly 60% of stocks in this band still lost money.
The full band-by-band table, including the bands that lost, is on the AI Rank Report; the live strategy arms behind it are on the AI Track Record, losses published.