Franklin Resources Stock Buy Hold or Sell Recommendation
| BEN Stock | USD 19.52 0.60 3.17% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Franklin Resources is 'Strong Hold'. The recommendation algorithm takes into account all of Franklin Resources' available fundamental, technical, and predictive indicators you will find on this site.
Check out Franklin Resources Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. To learn how to invest in Franklin Stock, please use our How to Invest in Franklin Resources guide. In addition, we conduct extensive research on individual companies such as Franklin and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Franklin Resources. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income.
Franklin |
Execute Franklin Resources Buy or Sell Advice
The Franklin recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Franklin Resources. Macroaxis does not own or have any residual interests in Franklin Resources or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Franklin Resources' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Franklin Resources Trading Alerts and Improvement Suggestions
| Franklin Resources generated a negative expected return over the last 90 days | |
| Franklin Resources has a poor financial position based on the latest SEC disclosures | |
| About 47.0% of the company shares are held by company insiders | |
| Latest headline from thelincolnianonline.com: Natural Investments LLC Invests 362,000 in ATT Inc. |
Franklin Resources Returns Distribution Density
The distribution of Franklin Resources' historical returns is an attempt to chart the uncertainty of Franklin Resources' future price movements. The chart of the probability distribution of Franklin Resources daily returns describes the distribution of returns around its average expected value. We use Franklin Resources price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Franklin Resources returns is essential to provide solid investment advice for Franklin Resources.
| Mean Return | -0.21 | Value At Risk | -2.55 | Potential Upside | 2.21 | Standard Deviation | 2.14 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Franklin Resources historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Franklin Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument, such as Franklin Resources, soars without any apparent reason. This usually happens because many institutional investors are aggressively trading Franklin Resources back and forth among themselves. Companies that invest excess capital in these types of assets may also be included in this term and can influence corporate governance by exercising voting rights in their investments.
| Shares | Amundi | 2024-12-31 | 3.8 M | Two Sigma Advisers, Llc | 2024-12-31 | 3.5 M | Voloridge Investment Management, Llc | 2024-12-31 | 3.1 M | Charles Schwab Investment Management Inc | 2024-12-31 | 3.1 M | Northern Trust Corp | 2024-12-31 | 3.1 M | Aqr Capital Management Llc | 2024-12-31 | 3 M | Two Sigma Investments Llc | 2024-12-31 | 2.9 M | Vest Financial | 2024-12-31 | 2.9 M | Norges Bank | 2024-12-31 | 2.6 M | Vanguard Group Inc | 2024-12-31 | 37.7 M | Power Corporation Of Canada | 2024-12-31 | 31.6 M |
Franklin Resources Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change In Cash | 657.4M | 135.3M | (380.1M) | 6.5M | 5.9M | 5.6M | |
| Free Cash Flow | 1.2B | 1.9B | 989.9M | 794.2M | 913.3M | 1.0B | |
| Depreciation | 310.6M | 377.8M | 445.4M | 400.2M | 460.2M | 483.2M | |
| Other Non Cash Items | (1.2B) | (131.7M) | (189.5M) | (158.3M) | (142.5M) | (135.3M) | |
| Dividends Paid | 559.7M | 583.1M | 607.3M | 656.4M | 754.9M | 792.6M | |
| Capital Expenditures | 79.3M | 90.3M | 148.8M | 177.1M | 203.7M | 213.8M | |
| Net Income | 2.1B | 1.3B | 882.8M | 607.9M | 699.1M | 1.1B | |
| End Period Cash Flow | 4.6B | 4.8B | 4.4B | 4.4B | 5.1B | 3.6B | |
| Change To Inventory | 4.2M | 182.5M | 86.7M | 1.7M | 2.0M | 2.1M | |
| Change To Netincome | 797.3M | 50.1M | 151M | (304.2M) | (349.8M) | (332.3M) | |
| Investments | (176.4M) | (1.9B) | (2.7B) | (2.4B) | (2.2B) | (2.1B) | |
| Net Borrowings | (200K) | 432.1M | 2.1B | 2.3B | 2.7B | 2.8B |
Franklin Resources Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Franklin Resources or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Franklin Resources' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Franklin stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.1 | |
β | Beta against Dow Jones | 0.85 | |
σ | Overall volatility | 2.26 | |
Ir | Information ratio | -0.04 |
Franklin Resources Volatility Alert
Franklin Resources exhibits very low volatility with skewness of 1.26 and kurtosis of 9.55. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Franklin Resources' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Franklin Resources' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Franklin Resources Fundamentals Vs Peers
Comparing Franklin Resources' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Franklin Resources' direct or indirect competition across all of the common fundamentals between Franklin Resources and the related equities. This way, we can detect undervalued stocks with similar characteristics as Franklin Resources or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Franklin Resources' fundamental indicators could also be used in its relative valuation, which is a method of valuing Franklin Resources by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Franklin Resources to competition |
| Fundamentals | Franklin Resources | Peer Average |
| Return On Equity | 0.0402 | -0.31 |
| Return On Asset | 0.0247 | -0.14 |
| Profit Margin | 0.04 % | (1.27) % |
| Operating Margin | 0.15 % | (5.51) % |
| Current Valuation | 19.23 B | 16.62 B |
| Shares Outstanding | 525.4 M | 571.82 M |
| Shares Owned By Insiders | 47.46 % | 10.09 % |
| Shares Owned By Institutions | 47.33 % | 39.21 % |
| Number Of Shares Shorted | 31.4 M | 4.71 M |
| Price To Earning | 17.04 X | 28.72 X |
| Price To Book | 0.81 X | 9.51 X |
| Price To Sales | 1.14 X | 11.42 X |
| Revenue | 8.48 B | 9.43 B |
| Gross Profit | 3.33 B | 27.38 B |
| EBITDA | 796.8 M | 3.9 B |
| Net Income | 607.9 M | 570.98 M |
| Cash And Equivalents | 4.78 B | 2.7 B |
| Cash Per Share | 7.64 X | 5.01 X |
| Total Debt | 965.1 M | 5.32 B |
| Debt To Equity | 0.28 % | 48.70 % |
| Current Ratio | 4.37 X | 2.16 X |
| Book Value Per Share | 23.78 X | 1.93 K |
| Cash Flow From Operations | 971.3 M | 971.22 M |
| Short Ratio | 6.85 X | 4.00 X |
| Earnings Per Share | 0.64 X | 3.12 X |
| Price To Earnings To Growth | 1.47 X | 4.89 X |
| Target Price | 21.23 | |
| Number Of Employees | 10.1 K | 18.84 K |
| Beta | 1.45 | -0.15 |
| Market Capitalization | 9.94 B | 19.03 B |
| Total Asset | 32.46 B | 29.47 B |
| Retained Earnings | 11.93 B | 9.33 B |
| Working Capital | 4.07 B | 1.48 B |
Note: Acquisition by Adam Spector of 22083 shares of Franklin Resources subject to Rule 16b-3 [view details]
Franklin Resources Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Franklin . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 97938.08 | |||
| Daily Balance Of Power | 1.071429 | |||
| Rate Of Daily Change | 1.03 | |||
| Day Median Price | 19.3 | |||
| Day Typical Price | 19.37 | |||
| Price Action Indicator | 0.52 | |||
| Period Momentum Indicator | 0.6 |
About Franklin Resources Buy or Sell Advice
When is the right time to buy or sell Franklin Resources? Buying financial instruments such as Franklin Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Franklin Resources in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Real Estate Thematic Idea Now
Real Estate
Publicly traded companies that are involved in real estate development, property maintenance and management of real estate investment trusts (REIT) funds. The Real Estate theme has 37 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Real Estate Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Franklin Resources Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. To learn how to invest in Franklin Stock, please use our How to Invest in Franklin Resources guide.You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Franklin Resources. If investors know Franklin will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Franklin Resources listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.42) | Dividend Share 1.25 | Earnings Share 0.64 | Revenue Per Share | Quarterly Revenue Growth 0.131 |
The market value of Franklin Resources is measured differently than its book value, which is the value of Franklin that is recorded on the company's balance sheet. Investors also form their own opinion of Franklin Resources' value that differs from its market value or its book value, called intrinsic value, which is Franklin Resources' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Franklin Resources' market value can be influenced by many factors that don't directly affect Franklin Resources' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Franklin Resources' value and its price as these two are different measures arrived at by different means. Investors typically determine if Franklin Resources is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Franklin Resources' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.