Franklin Resources
About: Franklin Resources provides investment services for individual and institutional investors. At the end of February 2025, Franklin had $1.577 trillion in managed assets, composed primarily of equity (39%), fixed-income (30%), multi-asset/balanced (11%) funds, alternatives (16%) and money market funds (4%). Distribution tends to be weighted not quite equally between retail investors (54% of AUM) and institutional accounts (43%), 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: 10,100
Fund manager confidence
Based on 2024 Q4 regulatory filings 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
23% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 71
1.52% more ownership
Funds ownership: 50.67% [Q3] → 52.19% (+1.52%) [Q4]
4% more capital invested
Capital invested by funds: $5.35B [Q3] → $5.56B (+$208M) [Q4]
1% more funds holding
Funds holding: 548 [Q3] → 551 (+3) [Q4]
1% more repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 194
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Barclays Benjamin Budish 69% 1-year accuracy 86 / 124 met price target | 14%upside $22 | Underweight Maintained | 3 Feb 2025 |
UBS Brennan Hawken 53% 1-year accuracy 18 / 34 met price target | 19%upside $23 | Neutral Maintained | 3 Feb 2025 |
Wells Fargo Michael Brown 46% 1-year accuracy 30 / 65 met price target | 24%upside $24 | Equal-Weight Maintained | 3 Feb 2025 |
BMO Capital Etienne Ricard 50% 1-year accuracy 6 / 12 met price target | 19%upside $23 | Market Perform Maintained | 3 Feb 2025 |
Keefe, Bruyette & Woods Aidan Hall 53% 1-year accuracy 9 / 17 met price target | 9%upside $21 | Underperform Maintained | 3 Feb 2025 |
Financial journalist opinion
Based on 9 articles about BEN published over the past 30 days









