Franklin Resources
About: Franklin Resources provides investment services for individual and institutional investors. At the end of October 2024, Franklin had $1.631 trillion in managed assets, composed primarily of equity (38%), fixed-income (32%), multi-asset/balanced (11%) funds, alternatives (15%) and money market funds (4%). Distribution tends to be weighted equally between retail investors (53% of AUM) and institutional accounts (45%), with high-net-worth clients accounting for the remainder. Franklin is one of the more global of the us-based asset managers we cover, with 30% of its assets under management invested in global/international strategies and just as much sourced from clients domiciled outside the United States.
Employees: 10,200
0
Funds holding %
of 6,823 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
40% more repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 164
19% more call options, than puts
Call options by funds: $63.3M | Put options by funds: $53M
1.14% more ownership
Funds ownership: 49.57% [Q2] → 50.72% (+1.14%) [Q3]
4% less funds holding
Funds holding: 570 [Q2] → 546 (-24) [Q3]
8% less capital invested
Capital invested by funds: $5.84B [Q2] → $5.35B (-$485M) [Q3]
18% less first-time investments, than exits
New positions opened: 78 | Existing positions closed: 95
50% less funds holding in top 10
Funds holding in top 10: 2 [Q2] → 1 (-1) [Q3]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$18.50
5%
downside
Avg. target
$19.38
1%
downside
High target
$21
7%
upside
8 analyst ratings
0 positive
0%
5 neutral
63%
3 negative
38%
Barclays Benjamin Budish 77% 1-year accuracy 88 / 115 met price target | 3%downside $19 | Underweight Maintained | 17 Jan 2025 |
JP Morgan Kenneth Worthington 67% 1-year accuracy 24 / 36 met price target | 3%downside $19 | Neutral Maintained | 16 Jan 2025 |
Wells Fargo Michael Brown 74% 1-year accuracy 32 / 43 met price target | 5%upside $21 | Equal-Weight Maintained | 14 Jan 2025 |
Morgan Stanley Michael Cyprys 83% 1-year accuracy 24 / 29 met price target | 3%downside $19 | Underweight Maintained | 20 Dec 2024 |
TD Cowen Bill Katz 88% 1-year accuracy 30 / 34 met price target | 5%downside $18.50 | Hold Maintained | 5 Nov 2024 |
Financial journalist opinion
Based on 18 articles about BEN published over the past 30 days
Neutral
Accesswire
2 days ago
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Franklin Resources, INC. - BEN
NEW YORK, NY / ACCESS Newswire / January 18, 2025 / Pomerantz LLP is investigating claims on behalf of investors of Franklin Resources, INC. ("Franklin" or the "Company") (NYSE:BEN).
Neutral
Accesswire
3 days ago
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Franklin Resources, INC. - BEN
NEW YORK, NY / ACCESS Newswire / January 16, 2025 / Pomerantz LLP is investigating claims on behalf of investors of Franklin Resources, INC. ("Franklin" or the "Company") (NYSE:BEN).
Positive
24/7 Wall Street
5 days ago
5 of the Highest-Yielding Dividend Aristocrats for 2025 Are Perfect January Ideas
S&P 500 companies that have paid and raised their dividends for 25 years or longer are the kind that growth and income investors want to buy and hold in stock portfolios forever.
Neutral
Business Wire
1 week ago
Franklin Templeton and Lexington Partners Launch First Registered Tender Offer Private Equity Secondaries Fund for U.S. Wealth Channel
SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton and Lexington Partners launch Franklin Lexington Private Markets Fund (FLEX) focused on secondary private equity.
Positive
Seeking Alpha
1 week ago
3 Ideal Buys From 51 'Safer' Dividends In 100 January Barron's Sustainable Dogs
Calvert Research and Management's annual review identified the top 100 sustainable companies based on over 230 ESG performance indicators, including workplace diversity and greenhouse-gas emissions. Eight dividend-paying sustainable companies offer annual dividends from a $1K investment exceeding their single share prices, signaling potential buy opportunities. Analysts forecast net gains of 27.62% to 59.85% for top ESG companies by January 2026, with Regions Financial leading at an estimated 59.84%.
Neutral
Business Wire
1 week ago
Franklin Resources, Inc. Announces Month-End Assets Under Management
SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Resources, Inc. (Franklin Templeton) (NYSE: BEN) today reported preliminary month-end assets under management (AUM) of $1.58 trillion at December 31, 2024, compared to $1.65 trillion at November 30, 2024. This month's decrease in AUM reflected the impact of negative markets and long-term net outflows of $18.9 billion, inclusive of $38.0 billion of long-term net outflows at Western Asset Management1 and reinvested distributions of $17.8 billion. Exclu.
Neutral
Accesswire
1 week ago
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Franklin Resources, INC. - BEN
NEW YORK, NY / ACCESSWIRE / January 10, 2025 / Pomerantz LLP is investigating claims on behalf of investors of Franklin Resources, INC. ("Franklin" or the "Company") (NYSE:BEN).
Neutral
Business Wire
1 week ago
Franklin Resources, Inc. to Announce First Quarter Results on January 31, 2025
SAN MATEO, Calif.--(BUSINESS WIRE)--On Friday, January 31, 2025 at approximately 8:30 a.m. Eastern Time, Franklin Resources, Inc. (the “Company”) [NYSE:BEN] will release its first quarter operating results. A written commentary on the results will also be available via investors.franklinresources.com at approximately 8:30 a.m. Eastern Time. In addition, Jenny Johnson, President and CEO; Matthew Nicholls, Executive Vice President, CFO and COO; and Adam Spector, Executive Vice President - Global.
Positive
Seeking Alpha
1 week ago
Buy 1 January S&P 500 Dividend Aristocrat Out Of 38 'Safer'
**Investment Thesis:** January's top-yielding Aristocrats include Franklin Resources, Realty Income, Amcor, Kenvue, and Hormel, offering dividends from $1K investments exceeding single share prices. **Rating Justification:** Six more Aristocrats could meet the ideal dividend-to-price ratio with a 45.4% market downturn, making them fair-priced investment opportunities. **Analyst Projections:** Top-ten Aristocrats are expected to deliver 22% to 33.36% net gains by January 2025, with an average net gain of 24.96%.
Positive
24/7 Wall Street
2 weeks ago
5 Ultra High-Yield Dividend Stocks Paying Over 5%
The Federal Reserve's 25 basis points rate cut at the end of October 2024 took interest rates below 5% for the first time since March 2023, and another rate a few weeks ago puts it as 4.5% as of writing.
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