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 | $31.52 |
| Market cap | $16.0B |
| Sector | Financial Services |
| Industry | Asset Management |
| ClaritX AI score | 64/100 |
| Price/Book | 1.38 |
| Dividend yield | 4.19% |
| Beta | 1.58 |
AI verdict
Franklin Resources, Inc. (BEN) presents a strategically compelling but inherently volatile long-term investment profile, heavily fortified by unprecedented insider accumulation but structurally challenged by poor organic free cash flow conversion. The firm's aggressive corporate pivot away from legacy mutual funds and into high-margin alternative investments and tokenized digital assets is actively accelerating, directly combating industry-wide fee compression. This transformation is heavily validated by the C-suite; insiders have acquired over 913,000 shares in early Q4 2026 alone, explicitly signaling deep internal conviction. Supported by a robust 4.18% dividend yield and an immense $7.30 per share cash balance, the firm possesses the absolute operational runway necessary to execute its multi-year strategy, entirely absorbing the immediate risk of its highly compressed free cash flow per share of just $0.43. From a strict tactical risk-management perspective, positional awareness is absolutely mandatory due to the asset's technical posture and extreme volatility parameters. At $31.52, the equity is currently trading exactly 13.12% below its absolute 52-week high of $36.28. While this distance offers a measurable margin of safety relative to euphoric market highs, it is critically amplified by the stock's extreme beta of 1.576. This massively elevated beta mathematically guarantees that the stock will experience violent, outsized downside drawdowns during localized market
What this score has been worth
ClaritX scores BEN 64 out of 100 (snapshot 2026-10-23).
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 -5.9% with a 40% win rate, -8.4pp 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.