BEN · Franklin Resources Inc
Price
Snapshot
50 fields · last close| Market Cap | $15.94B |
| P/E | 18.93 |
| Float | 266.5M |
| Beta | 1.62 |
| Volatility | 40.5% |
| Exchange | NYSE |
| Sector | Financial Services |
| Cap tier | Large cap |
| Macro sensitivity | High |
| Clavix score | 78.5 |
| Price | 31.00 |
| Change | +0.06% |
| Prev Close | 30.98 |
| Open | 30.58 |
| Day Low | 30.09 |
| Day High | 31.38 |
| Avg Vol | 5 |
| Avg $ Vol | $141.2M |
| 52W High | 36.28 |
| 52W Low | 21.11 |
| 52W Pos | 65.2% |
| From High | −14.55% |
| From Low | +46.85% |
| Max DD 1Y | −19.21% |
| Spread | 0.10% |
| Liquidity | Normal |
| SMA 20 | −4.31% |
| SMA 50 | −6.94% |
| SMA 200 | +3.74% |
| RSI (14) | 38.8 |
| Vol 30D | 22.6% |
| Vol 90D | 24.2% |
| 1Y Range | 21–36 |
| Daily bars | 899 |
| Perf Week | −3.15% |
| Perf Month | −4.10% |
| Perf Quarter | −3.83% |
| Perf Half Y | +18.19% |
| Perf Year | +36.91% |
| Perf YTD | +30.25% |
| Prev Day | +0.06% |
| Clavix | B+ |
| Debt / Eq | 0.20 |
| Curr Ratio | 5.81 |
| Int Cover | 1.4× |
| FCF Margin | 10.4% |
| Rev Growth | +3.5% |
| Profit | Profitable |
| Leverage | Moderate |
| Sector rank | 24 / 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 dayBEN grades B+, 78.5 of 100. Steadiest on Price Stability (67), most exposed on Sector Resilience (56, mixed). 2 of the 4 weighted dimensions sit above the Financial Services median. Ranks 24 of 69 in Financial Services by Clavix score.
How rough the ride is
| BEN | Financial Services median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 1.62 | 1.21 |
| Volatilityannualized | 40.5% | 30.2% |
| Max drawdown, past yearworst peak-to-trough fall | −19.2% | — |
| Typical daily movemedian absolute daily change | 1.12% | — |
| Days beyond ±3%of the last 252 sessions | 20 (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
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
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| BEN | Financial Services median | |
|---|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 1.62 | 1.21 |
| Macro sensitivityrate, dollar and credit exposure bucket | High | Moderate 41% of 70 |
Where it sits on the macro scale
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
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| BEN | |
|---|---|
| 1 week | −3.1% |
| 1 month | −4.1% |
| Year to date | +30.3% |
| 1 year | +36.9% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| BEN | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30 since 3 Sep |
| Average score0 most bearish, 100 most bullish | 64 |
| Bullish · bearisharticles above 60 · below 40 | 22 · 2 |
| Directionarticles whose tone is improving vs worsening | 22 ↑ 2 ↓ |
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
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 openFranklin Templeton met with SEC Crypto Task Force staff on October 9 to discuss whether regulatory exemptions could allow tokenized money market funds and ETFs (funds that trade on an exchange like stocks) to be bought and sold through blockchain venues. The meeting covered legal questions around pricing, fees, and pooled assets.
Franklin Templeton CEO Jenny Johnson said major technology companies have strong cash flows and balance sheets, but cautioned against long-term financing commitments tied to today's AI technology, favoring short-term investments instead.
Animoca Brands announced a partnership with Franklin Templeton to expand NUVA's tokenized asset lineup, with the goal of integrating traditional finance with decentralized finance (DeFi).
Franklin Templeton CEO Jenny Johnson criticized rival tokenized funds at the TOKEN2049 conference, highlighting the onchain records (blockchain-based transaction history), yield, and lower costs of the firm's BENJI tokenized fund.
The CEO of Franklin Templeton, the main investment arm of Franklin Resources (BEN), publicly criticized rival tokenized funds, arguing they miss the point of blockchain technology. He suggested truly blockchain-based funds could cut costs and deliver real-time data.
Nearest peers by size
Financial Services| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| CRBG | Corebridge Financial Inc | B+ | $15.35B | 16.92 | 1.02 | Compare |
| TPG | TPG Inc | B- | $16.68B | 70.60 | 1.49 | Compare |
| EQH | Equitable Holdings Inc | B+ | $14.60B | — | 1.08 | Compare |
| OWL | Blue Owl Capital Inc | C+ | $13.99B | 172.84 | 1.32 | Compare |
| FIS | Fidelity National Information Services Inc | B+ | $18.63B | 5.59 | 0.89 | Compare |
| ARCC | Ares Capital Corp | A- | $13.58B | 13.90 | 0.66 | Compare |
| TOST | Toast Inc | B- | $18.72B | 38.52 | 1.75 | Compare |
| CG | Carlyle Group Inc | B | $13.12B | 36.14 | 1.85 | Compare |
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