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Not Investment Advice
Also trades as: 0RT6.L (LSE) · $vol 0M

BEN NYSE

Franklin Resources, Inc.
1W: +0.0% 1M: -3.4% 3M: -3.5% YTD: +31.3% 1Y: +36.8% 3Y: +54.7% 5Y: +27.6%
$31.23
+0.24 (+0.77%)
 
Weekly Expected Move ±2.9%
$29 $30 $31 $32 $33
NYSE · Financial Services · Asset Management · Tech Score Sell · Power 35 · $15.9B mcap · 268M float · 1.56% daily turnover · Short 42% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
#144 of 680
Asset Management
Financial Services · Large Cap · 64 peers
Market Share
0.0%
Top 4 Concentration: nan%

Technical Signal Map

19 Bullish
7 Neutral
39 Bearish
BEN $16B
Franklin Resources, Inc.
BEARISH -66
LGGNF $21B
Legal & General Group Plc
BULLISH +100
ARES $40B
Ares Management Corporation
BULLISH +78
BX $136B
Blackstone Inc.
BULLISH +73
BLK $173B
BlackRock, Inc.
BULLISH +66
PGPHF $19B
Partners Group Holding AG
BULLISH +62
GBLBY $10B
Groupe Bruxelles Lambert S.A.
BULLISH +59
PFG $23B
Principal Financial Group, Inc.
BULLISH +52
ONEXF $5.7B
Onex Corporation
BULLISH +52
IVSXF $129B
Investor AB (publ)
BULLISH +51
CRBG $15B
Corebridge Financial, Inc.
BULLISH +42
MGPUF $10.0B
M&G plc
BULLISH +38
BN $85B
Brookfield Corporation
BULLISH +34
OXLCZ $12B
Oxford Lane Capital Corp. 5.00% Notes due 2027
BULLISH +34
JMCEX $5.8B
JPMorgan Mid Cap Equity R2
BULLISH +32
IGIFF $13B
IGM Financial Inc.
LEAN BULL +26
BAM $75B
Brookfield Asset Management Ltd.
LEAN BULL +25
PSHZF $8.8B
Pershing Square Holdings, Ltd.
LEAN BULL +25
TROW $22B
T. Rowe Price Group, Inc.
LEAN BULL +18
TPG $17B
TPG Inc.
LEAN BULL +17
BAMGF $57B
Brookfield Asset Management Inc.
NEUTRAL +2
BKFAF $25B
Brookfield Corporation Cum Red Pfd Registered A Series 2
NEUTRAL +2
AMDUF $21B
Amundi S.A.
NEUTRAL +2
NTRSO $31B
Northern Trust Corporation
NEUTRAL 0
VCTR $6.6B
Victory Capital Holdings, Inc.
NEUTRAL 0
AZIHF $6.5B
Azimut Holding S.p.A.
NEUTRAL -5
RJF $30B
Raymond James Financial, Inc.
NEUTRAL -9
BKAMF $35B
Brookfield Asset Management Inc
LEAN BEAR -12
OWL $15B
Blue Owl Capital Inc.
LEAN BEAR -15
EQBBF $37B
EQT AB (publ)
LEAN BEAR -16
STT $46B
State Street Corporation
LEAN BEAR -18
AMP $43B
Ameriprise Financial, Inc.
LEAN BEAR -19
SFNXF $9.6B
Sofina S.A.
LEAN BEAR -20
TGOPF $31B
3i Group plc
LEAN BEAR -24
KKR $82B
KKR & Co. Inc.
BEARISH -31
MGRE $10B
Affiliated Managers Group, Inc.
BEARISH -31
OXLCL $11B
Oxford Lane Capital Corp. 6.75% Notes due 2031
BEARISH -33
BNJ $85B
Brookfield Finance Inc. 4.50% P
BEARISH -35
OXLCN $12B
Oxford Lane Capital Corp.
BEARISH -41
JBAXY $17B
Julius Bär Gruppe AG
BEARISH -42
EFGXY $6.0B
EFG International AG
BEARISH -43
CG $14B
The Carlyle Group Inc.
BEARISH -48
SLFPF $5.5B
Aberdeen Group plc
BEARISH -53
SLFPY $5.4B
Abrdn Plc
BEARISH -53
SEIC $12B
SEI Investments Company
BEARISH -65
BNH $85B
Brookfield Finance Inc.
BEARISH -66
CGABL $5.4B
The Carlyle Group Inc. 4.625% Subordinated Notes due 2061
BEARISH -66
TBCIX $105B
T. Rowe Price Blue Chip Growth Fund I Class
BEARISH -75
EQH-PC $15B
Equitable Holdings, Inc.
BEARISH -75
ARCC $13B
Ares Capital Corporation
BEARISH -75
OXLCG $8.2B
Oxford Lane Capital Corp. 7.95% Notes due 2032
BEARISH -75
STEP $5.4B
StepStone Group Inc.
BEARISH -75
JBARF $17B
Julius Baer Gruppe AG
BEARISH -78
IVZ $12B
Invesco Ltd.
BEARISH -78
MAPTX $7.6B
Matthews Pacific Tiger Fund Investor Class
BEARISH -78
STJPF $7.0B
St. James's Place plc
BEARISH -82
LZOEX $20B
Lazard Emerging Markets Equity Portfolio
BEARISH -84
BXSL $5.4B
Blackstone Secured Lending Fund
BEARISH -84
IDDTF $21B
AB Industrivärden (publ)
BEARISH -87
RMGOF $5.6B
Remgro Limited
BEARISH -87
PS $18B
Pershing Square Inc.
BEARISH -91
ICGUF $7.0B
ICG plc
BEARISH -91
SCE-PL $5.9B
SCE Trust VI 5% TR PREF SECS
BEARISH -91
SCE-PG $5.9B
SCE Trust II TR PFD SECS 5.1%
BEARISH -91
APOS $68B
Apollo Global Management, Inc.
BEARISH -100

Peer Comparison

Symbol Mkt Cap P/E ROE % ROIC % Net Mgn % Rev Grw % Piotroski Signal 1Y Ret %
BEN Franklin Resources, Inc. $16B 20.8 7.4 2.5 7.3 7.9 5 BEARISH 36.8
LGGNF Legal & General Group Plc $21B 26.1 26.6 4.7 1.3 3683.9 5 BULLISH 27.5
ARES Ares Management Corporation $40B 53.4 15.0 6.5 10.5 45.4 6 BULLISH -17.6
BX Blackstone Inc. $136B 25.8 41.3 36.0 21.6 32.6 5 BULLISH -23.8
BLK BlackRock, Inc. $173B 25.5 12.2 14.3 21.4 24.7 6 BULLISH 0.4
PGPHF Partners Group Holding AG $19B 13.9 75.3 31.3 39.4 25.9 6 BULLISH -38.5
GBLBY Groupe Bruxelles Lambert S.A. $10B -15.8 -2.4 6.9 1.5 66.5 6 BULLISH 1.8
PFG Principal Financial Group, Inc. $23B 15.9 13.1 14.6 10.3 3.7 5 BULLISH 42.0
ONEXF Onex Corporation $5.7B 11.1 5.3 5.0 207.9 -67.0 4 BULLISH -12.9
IVSXF Investor AB (publ) $129B 6.0 21.4 18.0 59.9 87.2 7 BULLISH 27.7
CRBG Corebridge Financial, Inc. $15B 20.7 7.9 5.3 0.1 229.2 8 BULLISH 10.4
MGPUF M&G plc $10.0B -69.1 -3.8 -2.7 -1.5 106.6 4 BULLISH 26.2
BN Brookfield Corporation $85B 67.7 3.0 5.5 1.8 2.2 6 BULLISH -17.1
OXLCZ Oxford Lane Capital Corp. 5.00% Notes due 2027 $12B -1.1 -39.2 -24.6 -364.5 -8.4 3 BULLISH 4.5
JMCEX JPMorgan Mid Cap Equity R2 $5.8B — — — — — — BULLISH 7.4
IGIFF IGM Financial Inc. $13B 16.4 13.4 6.5 26.6 7.9 7 LEAN BULL 51.6
BAM Brookfield Asset Management Ltd. $75B 27.2 34.9 27.0 52.9 26.5 6 LEAN BULL -13.3
PSHZF Pershing Square Holdings, Ltd. $8.8B -22.8 -2.2 1267.8 107.2 -180.2 2 LEAN BULL -19.6
TROW T. Rowe Price Group, Inc. $22B 10.4 20.6 21.5 33.1 7.0 8 LEAN BULL 5.3
TPG TPG Inc. $17B 36.5 19.6 21.1 5.1 65.6 7 LEAN BULL -20.5
BAMGF Brookfield Asset Management Inc. $57B 33.5 4.2 4.9 1.8 8.9 7 NEUTRAL 19.2
BKFAF Brookfield Corporation Cum Red Pfd Registered A Series 2 $25B 67.7 4.1 3.8 1.8 5.8 6 NEUTRAL 47.5
AMDUF Amundi S.A. $21B 10.8 13.5 9.0 19.9 83.3 6 NEUTRAL 31.0
NTRSO Northern Trust Corporation $31B 13.3 17.1 -9.9 18.8 3.1 8 NEUTRAL -9.8
VCTR Victory Capital Holdings, Inc. $6.6B 20.2 19.0 17.0 32.0 51.5 7 NEUTRAL 75.4
AZIHF Azimut Holding S.p.A. $6.5B 9.4 28.0 33.2 29.4 22.9 7 NEUTRAL 2.4
RJF Raymond James Financial, Inc. $30B 13.5 18.5 -135.6 13.6 9.1 7 NEUTRAL -1.3
BKAMF Brookfield Asset Management Inc $35B 22.2 3.1 4.6 1.8 6.0 6 LEAN BEAR 0.0
OWL Blue Owl Capital Inc. $15B 78.3 3.7 9.5 1.5 14.2 5 LEAN BEAR -43.4
EQBBF EQT AB (publ) $37B 31.5 13.7 16.9 41.2 8.3 9 LEAN BEAR -10.2
STT State Street Corporation $46B 13.7 12.4 6.3 18.0 2.2 6 LEAN BEAR 47.2
AMP Ameriprise Financial, Inc. $43B 11.7 63.4 158.7 22.2 9.0 5 LEAN BEAR 3.2
SFNXF Sofina S.A. $9.6B 6.9 12.7 11.6 1532.9 -75.1 3 LEAN BEAR -8.5
TGOPF 3i Group plc $31B 4.4 19.1 15.3 850.4 -91.7 4 LEAN BEAR -47.6
KKR KKR & Co. Inc. $82B 27.4 10.6 4.1 12.4 30.7 8 BEARISH -24.0
MGRE Affiliated Managers Group, Inc. $10B 12.6 27.3 10.2 28.4 24.5 7 BEARISH -14.7
OXLCL Oxford Lane Capital Corp. 6.75% Notes due 2031 $11B -1.1 -39.2 -24.6 -364.5 -8.4 3 BEARISH 1.2
BNJ Brookfield Finance Inc. 4.50% P $85B 67.7 3.0 5.5 1.8 2.2 6 BEARISH -11.1
OXLCN Oxford Lane Capital Corp. $12B -1.1 -39.2 -24.6 -364.5 -8.4 3 BEARISH 0.5
JBAXY Julius Bär Gruppe AG $17B 12.5 16.3 10.5 21.6 60.4 5 BEARISH 24.8
EFGXY EFG International AG $6.0B 17.5 13.6 -37.5 5.6 75.6 5 BEARISH 44.5
CG The Carlyle Group Inc. $14B 38.1 5.6 3.3 11.9 -9.9 1 BEARISH -33.7
SLFPF Aberdeen Group plc $5.5B 10.1 7.7 12.4 34.2 23.1 5 BEARISH 5.4
SLFPY Abrdn Plc $5.4B 10.1 7.6 9.1 35.6 20.4 4 BEARISH 6.6
SEIC SEI Investments Company $12B 17.5 28.9 27.7 25.4 12.9 5 BEARISH 25.6
BNH Brookfield Finance Inc. $85B 67.7 3.0 5.5 1.8 2.2 6 BEARISH -13.0
CGABL The Carlyle Group Inc. 4.625% Subordinated Notes due 2061 $5.4B 38.1 5.2 1.2 12.2 -41.9 3 BEARISH -16.0
TBCIX T. Rowe Price Blue Chip Growth Fund I Class $105B — — — — — — BEARISH 0.1
EQH-PC Equitable Holdings, Inc. $15B -16.7 -508.8 0.9 -27.3 -22.1 6 BEARISH -10.2
ARCC Ares Capital Corporation $13B 15.2 6.2 5.8 41.8 11.9 6 BEARISH -12.1
OXLCG Oxford Lane Capital Corp. 7.95% Notes due 2032 $8.2B -1.1 -39.2 -24.6 -364.5 75.3 4 BEARISH -3.6
STEP StepStone Group Inc. $5.4B -5.4 318.3 -111.6 -30.6 48.5 4 BEARISH -33.5
JBARF Julius Baer Gruppe AG $17B 12.5 16.2 10.3 21.6 58.8 5 BEARISH 27.0
IVZ Invesco Ltd. $12B -41.2 -0.6 -2.0 17.7 13.7 6 BEARISH 24.7
MAPTX Matthews Pacific Tiger Fund Investor Class $7.6B — — — — — — BEARISH 9.2
STJPF St. James's Place plc $7.0B 10.4 38.4 34.0 1.4 161.9 5 BEARISH -22.2
LZOEX Lazard Emerging Markets Equity Portfolio $20B 10.4 17.9 0.7 498.6 49.5 6 BEARISH 25.9
BXSL Blackstone Secured Lending Fund $5.4B 18.2 4.8 4.6 3.4 4.8 6 BEARISH -13.8
IDDTF AB Industrivärden (publ) $21B 4.2 27.0 23.8 -1261.8 736.3 8 BEARISH 44.7
RMGOF Remgro Limited $5.6B 78.9 1.1 2.3 -15.6 -0.0 7 BEARISH 17.3
PS Pershing Square Inc. $18B 1170.0 -3.1 -3.2 -78.8 — 3 BEARISH —
ICGUF ICG plc $7.0B 10.8 18.4 8.0 45.9 5.4 5 BEARISH -15.9
SCE-PL SCE Trust VI 5% TR PREF SECS $5.9B — — — — — — BEARISH -3.8
SCE-PG SCE Trust II TR PFD SECS 5.1% $5.9B — — — — — — BEARISH -4.7
APOS Apollo Global Management, Inc. $68B 24.7 14.3 92.3 12.1 36.0 5 BEARISH -2.9

Profile Radar

Valuation vs Profitability

Performance Comparison

Industry Market Share

BEN vs Benchmarks

ROIC
BEN
2.5
Industry
5.3
Gross Margin
BEN
54.2
Industry
84.4
Op Margin
BEN
9.2
Industry
34.5
Net Margin
BEN
7.3
Industry
18.2
Sector
17.6
Revenue Growth
BEN
7.9
Sector
5.8
P/E Ratio
BEN
20.8
Sector
14.0
ROE
BEN
7.4
Sector
12.0
Piotroski F
BEN
5.0
Sector
6.0

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms