Franklin Resources
About: Franklin Resources provides investment services for individual and institutional investors. At the end of April 2024, Franklin had $1.602 trillion in managed assets, composed primarily of equity (35%), fixed-income (35%), multi-asset/balanced (10%) funds, alternatives (16%) and money market funds (4%). Distribution tends to be weighted equally between retail investors (52% of AUM) and institutional accounts (46%), 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 more than a third of its assets under management invested in global/international strategies and 30% of managed assets sourced from clients domiciled outside the United States.
Employees: 10,100
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
400% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 5 (+4) [Q4]
29% more call options, than puts
Call options by funds: $50.4M | Put options by funds: $39.1M
26% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 70
1.96% more ownership
Funds ownership: 50.27% [Q3] → 52.22% (+1.96%) [Q4]
5% more capital invested
Capital invested by funds: $5.3B [Q3] → $5.56B (+$258M) [Q4]
1% more repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 194
1% more funds holding
Funds holding: 548 [Q3] → 553 (+5) [Q4]
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
10 analyst ratings
Barclays Benjamin Budish 61% 1-year accuracy 81 / 132 met price target | 2%downside $17 | Underweight Maintained | 16 Apr 2025 |
Goldman Sachs Alexander Blostein 54% 1-year accuracy 25 / 46 met price target | 10%upside $19 | Neutral Maintained | 14 Apr 2025 |
Evercore ISI Group David Motemaden 85% 1-year accuracy 11 / 13 met price target | 2%downside $17 | Underperform Maintained | 11 Apr 2025 |
TD Cowen Bill Katz 59% 1-year accuracy 20 / 34 met price target | 1%upside $17.50 | Hold Maintained | 9 Apr 2025 |
Wells Fargo Michael Brown 37% 1-year accuracy 28 / 75 met price target | 15%upside $20 | Equal-Weight Maintained | 8 Apr 2025 |
Financial journalist opinion
Based on 8 articles about BEN published over the past 30 days









