The Analyst Verdict: Franklin Resources In The Eyes Of 7 Experts

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Providing a diverse range of perspectives from bullish to bearish, 7 analysts have published ratings on Franklin Resources BEN in the last three months.

The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.

Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish
Total Ratings 0 0 5 1 1
Last 30D 0 0 0 0 1
1M Ago 0 0 0 0 0
2M Ago 0 0 2 1 0
3M Ago 0 0 3 0 0

Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $28.68, along with a high estimate of $32.00 and a low estimate of $24.00. Marking an increase of 10.82%, the current average surpasses the previous average price target of $25.88.

Exploring Analyst Ratings: An In-Depth Overview

The analysis of recent analyst actions sheds light on the perception of Franklin Resources by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.

Analyst Analyst Firm Action Taken Rating Current Price Target Prior Price Target
Alexander Blostein Goldman Sachs Raises Sell $26.75 $26.25
Brian Bedell Deutsche Bank Lowers Hold $28.00 $30.00
Etienne Ricard BMO Capital Raises Market Perform $30.00 $27.00
Michael Cyprys Morgan Stanley Raises Underweight $24.00 $22.00
Brennan Hawken UBS Raises Neutral $30.00 $26.00
Finian O'Shea Wells Fargo Raises Equal-Weight $30.00 $24.00
Bill Kirk TD Cowen Announces Market Perform $32.00 -

Key Insights:

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  • Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Franklin Resources. This information provides a snapshot of how analysts perceive the current state of the company.
  • Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Franklin Resources compared to the broader market.
  • Price Targets: Analysts set price targets as an estimate of a stock's future value. Comparing the current and prior price targets provides insight into how analysts' expectations have changed over time. This information can be valuable for investors seeking to understand consensus views on the stock's potential future performance.

Capture valuable insights into Franklin Resources's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.

Stay up to date on Franklin Resources analyst ratings.

Get to Know Franklin Resources Better

Franklin Resources provides investment services for individual and institutional investors. At the end of October 2023, Franklin had $1.335 trillion in managed assets, composed primarily of equity (31%), fixed-income (35%), multi-asset/balanced (11%) funds, alternatives (19%) and money market funds (4%). Distribution tends to be weighted equally between retail investors (50% of AUM) and institutional accounts (48%), with high-net-worth clients accounting for the remainder. Franklin is one of the more global of the U.S.-based asset managers we cover, with more than a third of its assets under management invested in global/international strategies and 29% of managed assets sourced from clients domiciled outside the United States.

Franklin Resources's Financial Performance

Market Capitalization: With restricted market capitalization, the company is positioned below industry averages. This reflects a smaller scale relative to peers.

Revenue Growth: Franklin Resources displayed positive results in 3 months. As of 31 December, 2023, the company achieved a solid revenue growth rate of approximately 1.22%. This indicates a notable increase in the company's top-line earnings. When compared to others in the Financials sector, the company faces challenges, achieving a growth rate lower than the average among peers.

Net Margin: Franklin Resources's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of 12.13%, the company may face hurdles in effective cost management.

Return on Equity (ROE): The company's ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of 2.02%, the company may need to address challenges in generating satisfactory returns for shareholders.

Return on Assets (ROA): Franklin Resources's ROA falls below industry averages, indicating challenges in efficiently utilizing assets. With an ROA of 0.81%, the company may face hurdles in generating optimal returns from its assets.

Debt Management: Franklin Resources's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.98.

How Are Analyst Ratings Determined?

Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.

In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.

This article was generated by Benzinga's automated content engine and reviewed by an editor.

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