BEN · NYSE · STOCK
Franklin Resources (BEN) Stock Analysis
$31.99
52W $21.11 – $36.28
59/100
$16.63B
21.3
1.58
Is BEN Bullish or Bearish?
Bullish.
Innellis AI committee rates Franklin Resources (BEN) Buy with a composite score of 59/100
, based on 6 analysts with 67% agreement.
Last updated October 10, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +16.19 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Watch
- Requires the score to fall below 55.0 — -3.81 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The committee is genuinely divided. Value Analyst sees a compelling case — price-to-book of 1.0x is a discount to asset value. Portfolio Manager remains cautious — sector concentration is already high (hhi 2796.97). This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
- Price-to-book of 1.0x is a discount to asset value — Value
- Dividend yield of 5.0% pays you to wait — Value
- EPS growing 152.8% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
- News sentiment is positive (+0.27 across 28 articles, 14d) — News
Bear Case
- MACD histogram negative -- bearish momentum — Technical
- Current ratio of 1.00 is tight -- limited short-term liquidity cushion — Risk
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of October 10, 2026
Overall Committee Score
59/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 53%
of 211 Financial Services peers
Value Analyst
bullish
70
/ 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ Price-to-book of 1.0x is a discount to asset value
Growth Analyst
bullish
68
/ 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 152.8% YoY
Technical Analyst
neutral
48
/ 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst
bearish
35
/ 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Current ratio of 1.00 is tight -- limited short-term liquidity cushion
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
bullish
66
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.27 across 28 articles, 14d)
Portfolio Manager
bearish
30
/ 100 · Moderate confidence
The existing book itself argues for caution here, independent of how good this specific stock looks
− Sector concentration is already high (HHI 2796.97)
Investment Thesis Evolution
Committee score moved marginally from 58.8 to 58.8.
- Bullish support removed: 1 signal(s) disappeared.
- New bullish signals: 1 appeared.
Analyst-level changes:
- News Analyst: +1 bullish signal(s).
Comparing 2026-10-09 to 2026-10-10 (1 day apart).
Technical Analysis
RSI (14)
32.2
Neutral
MACD Histogram
-0.038
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$31.74
Resistance
$33.56
Bollinger %B
0.03
Inside Bands
Price vs Moving Averages
EMA 9
$32.48
Below
EMA 21
$32.83
Below
EMA 50
$33.08
Below
EMA 200
$30.29
Above
Fundamental Analysis
Valuation
92
Growth
85
Profitability
46
Financial Health
49
Cash Flow
70
Valuation
P/E Ratio
21.3×
P/B Ratio
1.40×
PEG Ratio
0.11
Dividend Yield
4.12%
52W High
$36.28
52W Low
$21.11
Quality & Growth
ROE
434.6%
ROA
162.2%
Gross Margin
6763.4%
Operating Margin
971.1%
Revenue Growth YoY
—
Debt / Equity
1.42
AI Fundamental Assessment
P/E ratio of 21.3 (inexpensive relative to a 15-40x range); Price-to-book of 1.4x; PEG ratio of 0.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 4.3%; Return on assets of 1.6%; Net margin of 9.6%; Gross margin of 67.6%; Current ratio of 1.34 (tight short-term liquidity); Debt-to-equity of 1.42; Free cash flow per share is positive (0.43); Most recent quarter beat estimates by 6.2%; 4 consecutive earnings beats; EPS growth roughly steady (+1.4% -> +1.4% QoQ); Average YoY EPS growth of 46.9%; Analyst estimates rising over recent quarters
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