DailyIQ
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Sector:Financial ServicesAll sectors
Last updated 5 minutes ago

BEN·Franklin Resources, Inc.

$.
-. (-.%)
After Hours
High
$34.40
Open
$33.79
Market Cap
17.59B
52W High
$34.92
Low
$33.46
P. Close
$33.50
P/E
23.98
52W Low
$21.11
Fwd P/E
10.83
DailyIQ Est.
$33.12
Technical Score (1D)
82
BUY
News Sentiment
61
BULLISH
The most recent 6‑hour‑old report shows a sharp risk‑off sell‑off driven by Fed rate‑hike fears and geopolitical tensions, yet Franklin Resources’ earnings surprises and the appointment of new leadership at Fiduciary Trust International hint at underlying operational momentum. This sell‑off has tightened fee‑income pools, compressing margins for the next week as the firm’s diversified active and alternative platforms face fee‑pressure. At the same time, the Louisiana State Employees Retirement System’s purchase of 15,700 shares signals institutional confidence that could support liquidity and dampen volatility in the short term. The tokenized BENJI share class’s adoption by Scrypt Swiss AG adds a new distribution channel, potentially boosting fee income and providing a hedge against traditional market swings. Analysts note that BEN’s dividend yield remains above the financial‑services sector average, and its stable payout policy may keep income‑focused investors engaged even amid fee‑pressure. However, a recent HOLD rating highlights mixed growth prospects and persistent cost pressures, raising uncertainty about whether fee‑growth will offset margin compression. The combination of a risk‑off environment, institutional buying, and blockchain adoption creates a short‑term volatility window that could test the resilience of BEN’s fee‑income mix. Traders should watch the next earnings guidance for fee‑growth projections, the pace of cost‑control initiatives, and any updates on the tokenized fund’s regulatory status. Additionally, monitoring the Fed’s policy path and geopolitical developments will clarify whether the risk‑off sentiment persists or eases, influencing BEN’s valuation multiples. Finally, keep an eye on AUM growth trends, as any slowdown could limit the firm’s ability to sustain its current earnings multiples over the next ten trading days.
Earnings Summary
Company Context: Franklin Resources, Inc. (BEN) is a global asset‑management firm that offers investment services across equities, fixed income, and alternative asset classes, operating through a broad suite of mutual funds and other vehicles. The company’s operations place it firmly within the financial services sector, specifically the asset‑management industry. Recent Quarterly Performance: In the latest reporting cycle, BEN posted revenue of $2.2516 billion in Q4 2024, slightly higher than the $2.1114 billion recorded in Q1 2025, but the following quarter’s revenue fell to $2.064 billion in Q2 2025, before rebounding to $2.3437 billion in Q3 2025. EPS mirrored this volatility, with a $0.59 beat in Q4 2024, a $0.47 miss in Q1 2025, a $0.49 miss in Q2 2025, a $0.67 beat in Q3 2025, and a $0.71 beat in Q2 2026, indicating a mixed earnings trajectory. Historically, BEN has delivered earnings beats in three of the last five quarters, but has also experienced two consecutive misses in the first half of 2025, underscoring a lack of consistent upward momentum. Historical Streak Analysis: Over the past year, revenue has fluctuated between $2.064 billion and $2.3437 billion, with a modest year‑over‑year increase from $2.2516 billion in Q4 2024 to $2.3437 billion in Q3 2025, yet the subsequent decline in Q2 2026 to $2.2949 billion suggests a potential slowdown. The pattern of earnings beats has been punctuated by recent misses, reflecting sensitivity to fee‑income pressures amid a risk‑off environment. Recent News Context: The firm’s recent AUM growth to $1.79 trillion and the adoption of its tokenized BENJI share class by Scrypt Swiss AG have generated short‑term momentum, while a risk‑off sell‑off driven by Fed rate‑hike fears and geopolitical tensions has tightened fee‑income pools, creating a volatile backdrop. Forward‑Looking Watch Points: Investors should watch for guidance on fee‑growth and cost‑control initiatives in the next earnings release, monitor the impact of the tokenized fund’s regulatory status, and keep an eye on AUM trends and Fed policy developments, as these factors will shape BEN’s short‑term valuation dynamics.

EPS

EstBeatMiss
$0.43$0.51$0.59$0.67$0.75Q4'24Q1'25Q2'25Q3'25Q2'26Q3'26
QtrEstActual+/−
Q3'26$0.67 - -
Q2'26$0.55$0.71+28.6%
Q3'25$0.59$0.67+14.0%
Q2'25$0.50$0.49-2.3%
Q1'25$0.47$0.47-0.6%
Q4'24$0.53$0.59+11.4%

Revenue

EstBeatMiss
$1.7B$1.9B$2.0B$2.2B$2.4BQ4'24Q1'25Q2'25Q3'25Q2'26Q3'26
QtrEstActual+/−
Q3'26$1.8B - -
Q2'26$2.1B$2.3B+11.8%
Q3'25 - $2.3B -
Q2'25 - $2.1B -
Q1'25 - $2.1B -
Q4'24 - $2.3B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

BEN Stock Snapshot

BEN is currently trading at $33.50, giving Franklin Resources, Inc. a market cap of 17.59B and a P/E ratio of 24.0. Today's range spans $33.46–$34.40, with shares opening at $33.79 and moving up $0.00 (0.0%) from the prior close. DailyIQ's technical score sits at 82/100 (BUY) with a news sentiment reading of 61/100.

Over the past year BEN has traded between $21.11 and $34.92 - the current price is +58.7% off the 52-week low and -4.1% from the high. 17 analysts cover the stock with a Hold consensus and a mean 12-month target of $33.27 (range $26.00–$40.00), implying downside of -0.7%.

The bullish case for BEN is built on complementary signals: 82/100 technical score, BUY designation, and bullish sentiment at 61/100. At $33.50 (near 52-week highs within $21.11–$34.92), the stock is at a capitalization - 17.59B - where active managers can build meaningful positions without moving the market. (P/E: 24.0) That combination of signal quality and position-buildability makes this one of the more actionable large-cap setups in Financial Services.

The combination of a BUY signal (82/100) and bullish news sentiment (61/100) puts BEN on the screens of active managers who run quality-momentum overlays — a cohort that can build meaningful positions at 17.59B in Financial Services market cap without immediately moving the stock. At $33.50 (near 52-week highs in the $21.11–$34.92 range), the entry discipline is clean and the potential re-rating if sentiment continues to improve is meaningful.