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BEN · NASDAQ · STOCK

Franklin Resources

Financial Services Updated August 09, 2026
$33.74
52W $21.11 – $36.28
61/100
$17.55B
22.5
1.57
AI Committee Verdict
Buy
61/100
Conviction: Moderate · 67% agreement · 6 analysts
+1.9%
-7.1%
0.26:1
Moderate
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
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Investment Thesis Evolution

Committee score weakened from 67.9 to 60.8.

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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