BEN · Franklin Resources Inc

30.88−0.10  (−0.32%)

Price

Snapshot

50 fields · last close
Market Cap$15.74B
P/E19.37
Float266.5M
Beta1.62
Volatility40.5%
ExchangeNYSE
SectorFinancial Services
Cap tierLarge cap
Macro sensitivityHigh
Clavix score78.4
Price30.88
Change−0.32%
Prev Close30.98
Open31.59
Day Low30.77
Day High31.79
Avg Vol4
Avg $ Vol$132.3M
52W High36.28
52W Low21.11
52W Pos64.4%
From High−14.88%
From Low+46.28%
Max DD 1Y−19.21%
Spread0.10%
LiquidityNormal
SMA 20−4.38%
SMA 50−7.13%
SMA 200+3.21%
RSI (14)35.9
Vol 30D22.1%
Vol 90D24.2%
1Y Range21–36
Daily bars899
Perf Week−3.19%
Perf Month−6.32%
Perf Quarter−3.88%
Perf Half Y+13.60%
Perf Year+35.94%
Perf YTD+29.75%
Prev Day−0.32%
ClavixB+
Debt / Eq0.20
Curr Ratio5.81
Int Cover1.4×
FCF Margin10.4%
Rev Growth+3.5%
ProfitProfitable
LeverageModerate
Sector rank24 / 69

What BEN does

Franklin Resources, Inc. is a publicly owned asset investment manager.

Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships.

It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets.

Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Calgary, Alberta; Dubai, United Arab Emirates; Edinburgh, Midlothian; Fort Lauderdale, Florida; Hyderabad, India; London, Greater London; Rancho Cordova, California; Shanghai, Shanghai Province; Singapore; Stamford, Connecticut; and Vienna.

Clavix risk grade

regraded every trading day
B+78.4/100

BEN grades B+, 78.4 of 100. Steadiest on Price Stability (67), most exposed on Sector Resilience (55, mixed). 3 of the 4 weighted dimensions sit above the Financial Services median. Ranks 24 of 69 in Financial Services by Clavix score.

PriceMacroSectorNewsFinancial

How rough the ride is

BENFinancial Services median
Betavs the overall market · lower is steadier1.621.21
Volatilityannualized40.5%30.2%
Max drawdown, past yearworst peak-to-trough fall−19.2%—
Typical daily movemedian absolute daily change1.13%—
Days beyond ±3%of the last 252 sessions20 (8%)—

How its days are spread

Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.

52-week range

BEN
30.98

The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.

Drawdown from the 1-year peak

BEN

Percent below the running high over the last 12 months. Zero is a fresh high.

Market sensitivity

BENFinancial Services median
Beta to the markethow much it swings with the S&P 500 · lower is safer1.621.21
Macro sensitivityrate, dollar and credit exposure bucketHighModerate 40% of 70

Where it sits on the macro scale

Low 7Moderate 28High 24Very High 11

Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Financial Services names sit in each bucket.

Where it ranks in its sector

Sector
Financial Services69 companies ranked
BEN
#24 of 69

Rank by Clavix score within the sector. Right is the top of the sector.

Price performance

BEN
1 week−3.2%
1 month−6.3%
Year to date+29.7%
1 year+35.9%

Context for the rank, not itself a risk measure.

Recent coverage, scored

BEN
Articles scoredthe most recent scored coverage, up to 3030 since 7 Sep
Average score0 most bearish, 100 most bullish64
Bullish · bearisharticles above 60 · below 4022 · 3
Directionarticles whose tone is improving vs worsening22 ↑ 3 ↓

Where the article scores land

Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.

Balance sheet, against the sector

Debt / equityTotal debt vs shareholder equity · lower is stronger
0.20sector median 0.58 · 70 names
Current ratioShort-term assets vs liabilities · higher is stronger
5.81sector median 1.37 · 54 names
FCF marginFree cash flow as a share of revenue · higher is stronger
10.4%sector median 27.3% · 55 names
Interest coverageOperating income vs interest expense · higher is stronger
1.4×sector median 7.6× · 57 names

The shaded band is the middle half of the 70 Financial Services names Clavix covers; the tick is the sector median.

Growth

BEN
Revenue growthyear over year+3.5%

Financial Health is shown but does not count toward the grade. Why

0–100, higher is safer. The tick on each bar is the Financial Services median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.

Recent news

most recent scored articles · the chip is the article’s score · click to open

Franklin Templeton, the asset management arm of Franklin Resources (ticker: BEN), has parked 59.8% of its onchain (blockchain-based) assets on BNB Chain, signaling a strategic shift toward that network within its digital asset operations.

Source cryptobriefing.com Significance minor Impact product Risk improving

Read the article →

Franklin Templeton and its subsidiary Benefit Street Partners (BSP) completed a $480 million transaction with Encina Lender Finance, expanding BSP's asset-backed finance platform across consumer and commercial lender finance.

Source pulse2.com Significance moderate Impact financial impact Risk improving

Read the article →

Franklin Templeton and its alternative credit arm Benefit Street Partners (BSP) completed a transaction with Encina Lender Finance to expand BSP's asset-backed finance (ABF) platform. As of September 30, 2026, Franklin Templeton managed $1.8 trillion in assets, including over $300 billion in alternatives, with roughly $97 billion managed by BSP.

Source Business Wire Significance minor Impact product Risk improving

Read the article →

Franklin Templeton and its alternative credit arm Benefit Street Partners (BSP) closed a deal with Encina Lender Finance to grow their asset-backed finance business. Franklin Templeton said it managed $1.8 trillion in assets as of September 30, 2026, including about $97 billion at BSP. The article is cut off before the deal terms are fully described, but it mentions a new fund is being created.

Source businesswire.com Significance minor Impact product Risk improving

Read the article →

First Citizens Bank & Trust Co. cut its stake in Franklin Resources (BEN) by 25.5% during the third quarter, leaving it with 442,294 shares, according to an SEC disclosure filing. The article body is cut off and does not provide further detail.

Source marketbeat.com Significance moderate Impact financial impact Risk worsening

Read the article →

Nearest peers by size

Financial Services
TickerCompanyGradeMkt capP/EBeta
CRBGCorebridge Financial IncB+$15.35B16.921.01Compare
TPGTPG IncB-$16.35B69.211.49Compare
EQHEquitable Holdings IncB+$14.53B—1.07Compare
OWLBlue Owl Capital IncC+$13.80B170.531.32Compare
TOSTToast IncB-$18.37B37.801.74Compare
ARCCAres Capital CorpA-$13.44B14.000.66Compare
FISFidelity National Information Services IncB+$18.57B5.510.89Compare
SOFISoFi Technologies IncC-$18.79B29.542.29Compare

You just read one holding. Clavix reads the whole portfolio.

Every position you own, graded on the same five dimensions, with an alert when a grade moves. 1 month free on iPhone.