BEN · NASDAQ · STOCK
Franklin Resources
$33.74
52W $21.11 – $36.28
61/100
$17.55B
22.5
1.57
⚠
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.
Is BEN Bullish or Bearish?
Bullish.
Innellis AI committee rates Franklin Resources (BEN) Buy with a composite score of 61/100
, based on 6 analysts with 67% agreement.
Last updated August 09, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +14.20 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 — -5.80 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 primary driver is price-to-book of 1.0x is a discount to asset value. The main limiting factor is current ratio of 1.00 is tight -- limited short-term liquidity cushion. The committee is constructive but not yet at full conviction.
Bull & Bear Case
Bull Case
- Price-to-book of 1.0x is a discount to asset value — Value
- Dividend yield of 3.9% pays you to wait — Value
- EPS growing 152.8% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Current ratio of 1.00 is tight -- limited short-term liquidity cushion — Risk
- Negative filing: Termination of a material agreement (10d ago) — News
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 August 09, 2026
Overall Committee Score
61/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 61%
of 142 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
bullish
69
/ 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
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
70
/ 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst
neutral
53
/ 100 · Moderate confidence
News flow is mixed or quiet -- no strong signal either way right now
+ News sentiment is positive (+0.40 across 39 articles, 14d)
− Negative filing: Termination of a material agreement (10d ago)
Portfolio Manager
neutral
55
/ 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
Investment Thesis Evolution
Committee score weakened from 67.9 to 60.8.
- Conviction changed from high to moderate.
- Committee agreement fell modestly from 75% to 67%.
- New bearish signals: 2 appeared.
- Bullish support removed: 1 signal(s) disappeared.
- New bullish signals: 5 appeared.
- Bearish pressure eased: 1 signal(s) disappeared.
- New analyst(s) joined: Risk Analyst, Value Analyst.
Analyst-level changes:
- Growth Analyst: score 80->68 (-12); +1 bullish signal(s).
- Macro Analyst: +1 bullish signal(s).
- News Analyst: +1 bearish signal(s); +1 bullish signal(s).
- Risk Analyst joined: bearish at 35.
- Value Analyst joined: bullish at 70.
Comparing 2026-08-08 to 2026-08-09 (1 day apart).
Technical Analysis
RSI (14)
48.9
Neutral
MACD Histogram
0.092
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$31.34
Resistance
$34.37
Bollinger %B
0.59
Inside Bands
Price vs Moving Averages
EMA 9
$34.04
Below
EMA 21
$33.62
Above
EMA 50
$32.68
Above
EMA 200
$28.57
Above
Fundamental Analysis
Valuation
90
Growth
85
Profitability
46
Financial Health
49
Cash Flow
70
Valuation
P/E Ratio
22.5×
P/B Ratio
1.48×
PEG Ratio
0.12
Dividend Yield
3.88%
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 22.5 (inexpensive relative to a 15-40x range); Price-to-book of 1.5x; 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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