NYSE: BEN

Franklin Resources (BEN) Stock Analysis & Forecast

Sep 28 close

$32.68−0.34 (−1.0%)

Gekko Brief

AI summary

This week's news around Franklin Templeton centered on ownership and business updates rather than a single catalyst. An amended Schedule 13D disclosed a 60.3% beneficial ownership stake in Franklin BSP Private Credit Fund's Advisor Class Shares, while separate coverage flagged a recently declared $0.33 per share dividend and noted the stock trading modestly below prior levels. Other items touched on retirement-planning commentary from the firm's U.S. head of retirement, remarks from its Head of Crypto on institutional adoption trends, and a withdrawal from managing Romania's Fondul Proprietatea. Coverage also compared BEN's performance to the broader financial sector and peers.

Shares closed at $32.68, down 1% on the day, sitting between the 50-day average of $33.65 and the 200-day average of $29.35. The stock's one-month return stands at -6.1%, though six-month and one-year returns remain strong at 43.6% and 39.7% respectively. The GekkoIndex reads 62.1, placing BEN in the Accumulation zone, up 2.9 over five days. Gekko Fair Value is set at $34.36, putting the current price about 4.9% below that level.

The next earnings date falls on 6 November, 38 days out, beyond a typical 20-trading-day window. Franklin Templeton's last report showed EPS of $0.72 against a $0.66 estimate, producing a 6.2% reaction, with 6 beats in the last 8 quarters. Analyst consensus across 10 firms includes 3 buy, 5 hold and 2 sell ratings, with a consensus target of $35.42. Seasonality over the past 5 years shows an average 20-day return of -1.2%, rising in 2 of those years.

Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.

Franklin Resources price vs fair value

$34.36$32.68Sep ’25Mar ’26Sep ’26
Close $32.68200-day averageGekko Fair Value $34.36

Franklin Resources quick facts

Market cap
$16.98B
P/E ratio
22.6
Forward P/E
10.4
EPS, TTM
$1.45
Revenue, TTM
$9.32B
Profit margin
8.7%
Dividend yield
3.95%
Beta
1.57
Volume
3.69M avg 3.61M
1-year return
+39.7%
Typical daily move
±2.4%
Typical 20-day move
±6.1%
50-day average
$33.65
200-day average
$29.35
Next earnings
Nov 6
Shares outstanding
508.1M
52-week range
$21.11$36.28

Franklin Resources swing-trade checklist

Franklin Resources scores 2 supportive, 2 mixed and 1 headwind across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

2 supportive2 mixed1 headwind

  • Trendmixed

    Averages disagree

    Close $32.68 sits between the 50-day ($33.65) and 200-day ($29.35) averages, or the averages disagree.

    See the chart
  • GekkoIndexsupportive

    62.1, Accumulation

    Reading 62.1 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valuemixed

    4.9% below

    Price is within 5% of Gekko Fair Value (4.9% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings risksupportive

    Reports in 38 days

    Next report Nov 6, 2026, 38 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalityheadwind

    −1.2% on average

    From this point in the calendar, the next 20 trading days averaged −1.2% over 5 years, rising in 2 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Franklin Resources stock chart and price history

Franklin Resources closed at $32.68 on Sep 28, 2026, +39.7% over the past year, inside a 52-week range of $21.11 to $36.28.

Close50-day average200-day averageVolume
Franklin Resources share price, past year, with 50-day and 200-day moving averages and volume$25$30$35NovDecJan 2026FebMarAprMayJunJulAugSep32.68

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−6.1%
3 months
−1.5%
6 months
+43.6%
1 year
+39.7%
The full BEN chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open BEN in Gekko

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About Franklin Resources

Franklin Resources manages investment assets on behalf of clients, working through a network of subsidiaries to build and run portfolios across equity, fixed income, and alternative markets. It is recognized for putting together mutual funds that span equity, fixed income, balanced, and multi-asset strategies.

The firm serves a broad client base that includes individuals, institutions, pension plans, trusts, and partnerships, with its various subsidiary units handling the actual fund launches and day-to-day investment work on their behalf.

Franklin Resources traces back to 1947 and keeps its home base in San Mateo, California, with additional offices spread across locations such as Calgary, Dubai, Edinburgh, Fort Lauderdale, Hyderabad, London, Rancho Cordova, Shanghai, Singapore, Stamford, and Vienna. Its shares trade on the NYSE under the ticker BEN.

Listed
NYSE
Sector
Finance
Industry
Investment managers
Website
franklintempleton.com

Franklin Resources GekkoIndex: the smart money zone

Franklin Resources’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 62.1, in the Accumulation zone, up 2.9 points over five sessions.

010062.1Accumulation

Up 2.9 points over five sessions, from the Neutral zone.

Reading for Sep 28, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying36+2.0%+0.7%+3.9%+6.2%
Accumulation (current zone)233−0.4%0.0%+0.7%+3.8%
Neutral361+0.4%+0.6%+0.7%+1.1%
Distribution41+0.8%+1.1%+2.0%+3.4%
Selling1Too few readings yet

Average BEN share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the BEN price, zone by zone.Track BEN in Gekko

Is Franklin Resources stock overvalued? Gekko Fair Value

Franklin Resources trades 4.9% below Gekko Fair Value of $34.36, so the shares are about fair value on Gekko’s estimate.

Gekko’s own estimate of what Franklin Resources shares are worth, recalculated every trading day.

$34.36

Gekko Fair Value, Sep 25, 2026

4.9% below fair value · About fair value

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open BEN in Gekko

Franklin Resources insider and Congress trading

No open-market insider purchases were filed for Franklin Resources, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for BEN in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every BEN insider filing, plotted on the chart in Gekko.Open BEN in Gekko

Congress trades last 90 days

No trades in BEN were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for BEN, plotted on the chart in Gekko.Open BEN in Gekko

Buybacks

Franklin Resources has been buying back its own shares.

Bought back, quarter ended Jun 30, 2026
$345.8M
As a share of market cap
2.04%
Trailing four quarters
$454.4M

From company filings.

Hedge funds and billionaires quarter ended Jun 30

1of the funds Gekko tracks holds BEN.

0added1opened0trimmed0sold out
Which funds are on each side, name by name.Unlock in Gekko

Franklin Resources earnings: next date and track record

Franklin Resources reports on Nov 6, 2026 (38 days away), and beat the EPS estimate in 6 of its last 8 reports.

6 of 8reports beat the EPS estimate
±4.4%average move across the report
7 of 8reports followed by a gain

Share-price move across each report

+0.5%Nov ’24+2.8%Jan ’25+6.8%May ’25+4.7%Aug ’25−3.1%Nov ’25+4.6%Jan ’26+6.8%Apr ’26+6.2%Jul ’26

Last earnings call, Jul 31, 2026 AI summary

What they said
Franklin Templeton reported record AUM of $1.8 trillion with $18.4 billion in Q3 long-term net inflows, bringing fiscal year-to-date inflows to $63.3 billion. Positive flows were achieved across all asset classes and geographies. Record long-term inflows hit $122 billion. Institutional pipeline reached a record $28.6 billion, up $8 billion quarter-over-quarter. Key growth areas include alternatives, ETFs, retail SMAs, and multi-asset solutions.
Guidance
Management states they are ahead of their 5-year plan with broadening organic growth sources. No specific revenue or EPS targets were provided in this excerpt, but momentum across alternatives, ETFs, and institutional pipelines signals continued AUM and flow growth.
ReportedEPSSurpriseRevenueSurpriseMove
Jul 31, 2026$0.72
est $0.66
+9.1%$1.82B
est $1.76B
+3.3%+6.2%
Apr 28, 2026$0.71
est $0.55
+29.1%$1.75B
est $1.70B
+2.9%+6.8%
Jan 30, 2026$0.70
est $0.55
+27.3%$1.75B
est $1.71B
+2.1%+4.6%
Nov 7, 2025$0.67
est $0.58
+16.1%$2.34B
est $1.72B
+36.6%−3.1%
Aug 1, 2025$0.49
est $0.48
+1.5%$2.06B
est $2.38B
−13.4%+4.7%
May 2, 2025$0.47
est $0.47
−0.8%$2.11B
est $1.67B
+26.5%+6.8%
Jan 31, 2025$0.59
est $0.53
+11.3%$2.25B
est $2.41B
−6.4%+2.8%
Nov 4, 2024$0.59
est $0.59
0.0%$2.21B
est $1.69B
+30.5%+0.5%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Franklin Resources stock forecast and analyst price targets

Analysts’ average 12-month price target for Franklin Resources is $35.42, +8.4% from the last close, from 10 firms rating the stock in the last 90 days.

$35.42consensus 12-month target, +8.4% from the last close
Low $34High $41
Buy3
Hold5
Sell2

Each firm’s latest rating in the last 90 days: 10 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 25Morgan StanleyHold, reiterated$34+4.0%
Sep 25Morgan StanleyHold, maintained$34+4.0%
Sep 9KBWHold, initiated$38+16.3%
Sep 9TD CowenBuy, maintained$40+22.4%
Sep 4TD CowenBuy, maintained$40+22.4%
+0.7%average 20-day move after past Accumulation readings
−1.2%average move over the next 20 trading days in the last 5 years
±2.4%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Franklin Resources seasonality: the next 20 trading days

Over the next 20 trading days from Sep 29, Franklin Resources averaged −1.2% across the last 5 years, rising in 2 of them.

Next 20 trading days, by year

−0.3%2021+5.0%2022−8.7%2023+3.1%20240.0%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days−0.8%1 of 5
Next 10 trading days−3.7%1 of 5
Next 15 trading days−2.5%1 of 5
Next 20 trading days−1.2%2 of 5
Next 30 trading days+4.2%3 of 5

For scale, BEN’s typical 20-trading-day move in either direction is about 6.1%.

Franklin Resources market cap and key statistics

Franklin Resources’s market cap is $16.98B, with a P/E ratio of 22.6 and revenue of $9.32B over the last twelve months.

Valuation

Market cap
$16.98B
P/E ratio
22.6
Forward P/E
10.4
EPS, TTM
$1.45
Gekko Fair Value
$34.36

Trading

Volume
3.69M
Avg volume, 20 days
3.61M
52-week high
$36.28
52-week low
$21.11
Shares outstanding
508.1M

Financials

Revenue, TTM
$9.32B
Profit margin
8.7%
Return on equity
7.9%
Quarterly earnings growth, YoY
+106.7%

Risk and income

Beta
1.57
Typical daily move
±2.4%
Typical 20-day move
±6.1%
Dividend yield
3.95%

Franklin Resources peers

Franklin Resources’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
MSMorgan Stanley−1.1%Accumulation12.7% below
BLKBlackRock−0.5%Accumulation10.3% below
UBSUBS−0.8%Accumulation9.5% below
BXBlackstone−2.1%Buying16.8% below
KKRKKR−2.2%Accumulation18.1% below
BNBrookfield−1.2%Buying21.8% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

Franklin Resources stock FAQ

What is Franklin Resources’s market cap?

Franklin Resources’s market cap is $16.98B at the Sep 28, 2026 close of $32.68, with 508.1M shares outstanding. The shares trade on a P/E ratio of 22.6.

What is the Franklin Resources stock forecast?

The consensus analyst 12-month price target for Franklin Resources is $35.42, +8.4% from the last close. Of the 10 firms that rated the stock in the last 90 days, 3 rate it a buy, 5 a hold and 2 a sell. Gekko doesn’t publish price predictions of its own.

Is Franklin Resources stock overvalued or undervalued?

On Gekko’s estimate Franklin Resources is about fair value: the Sep 28, 2026 close of $32.68 is 4.9% below Gekko Fair Value of $34.36. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Franklin Resources report earnings next?

Franklin Resources is expected to report on Nov 6, 2026 (38 days away). Analysts expect earnings of $0.77 per share on revenue of $1.86B. Franklin Resources beat the earnings estimate in 6 of its last 8 reports, moving 4.4% on average across the report.

What is Franklin Resources’s 52-week high and low?

Franklin Resources’s 52-week high is $36.28 and its 52-week low is $21.11; it closed at $32.68 on Sep 28, 2026, +39.7% over the past year. Over the last five years the shares peaked at $38.27 on Nov 2, 2021.

Is Franklin Resources stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 2 of the 5 items with data read as supportive (gekkoindex and earnings risk), 2 as mixed (trend and fair value) and 1 as a headwind (seasonality). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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