Franklin Resources, Inc (BEN): A Technical Analysis

Franklin Resources, Inc (NYSE: BEN) has a higher price-to-earnings ratio of 27.70x compared to its average ratio. BEN has 36-month beta value of 1.42. Analysts have mixed views on the stock, with 0 analysts rating it as a “buy,” 1 as “overweight,” 7 as “hold,” and 2 as “sell.”

The public float for BEN is 314.45M, and currently, short sellers hold a 9.95% ratio of that float. The average trading volume of BEN on April 15, 2025 was 4.71M shares.

BEN) stock’s latest price update

Franklin Resources, Inc (NYSE: BEN) has experienced a rise in its stock price by 0.89 compared to its previous closing price of 17.90. However, the company has seen a gain of 7.05% in its stock price over the last five trading days. 247wallst.com reported 2025-04-08 that Investors love dividend stocks, especially high-yield varieties, because they offer a significant income stream and have substantial total return potential.

BEN’s Market Performance

Franklin Resources, Inc (BEN) has seen a 7.05% rise in stock performance for the week, with a -7.48% decline in the past month and a -4.90% plunge in the past quarter. The volatility ratio for the week is 7.38%, and the volatility levels for the past 30 days are at 4.02% for BEN. The simple moving average for the last 20 days is -4.48% for BEN’s stock, with a simple moving average of -13.05% for the last 200 days.

Analysts’ Opinion of BEN

Many brokerage firms have already submitted their reports for BEN stocks, with Goldman repeating the rating for BEN by listing it as a “Neutral.” The predicted price for BEN in the upcoming period, according to Goldman is $22 based on the research report published on January 06, 2025 of the current year 2025.

Wells Fargo, on the other hand, stated in their research note that they expect to see BEN reach a price target of $20. The rating they have provided for BEN stocks is “Equal Weight” according to the report published on September 12th, 2024.

Barclays gave a rating of “Underweight” to BEN, setting the target price at $20 in the report published on August 27th of the previous year.

BEN Trading at -8.17% from the 50-Day Moving Average

After a stumble in the market that brought BEN to its low price for the period of the last 52 weeks, the company was unable to rebound, for now settling with -30.96% of loss for the given period.

Volatility was left at 4.02%, however, over the last 30 days, the volatility rate increased by 7.38%, as shares sank -8.79% for the moving average over the last 20 days. Over the last 50 days, in opposition, the stock is trading -18.79% lower at present.

During the last 5 trading sessions, BEN rose by +7.05%, which changed the moving average for the period of 200-days by -20.44% in comparison to the 20-day moving average, which settled at $18.91. In addition, Franklin Resources, Inc saw -10.99% in overturn over a single year, with a tendency to cut further losses.

Insider Trading

Reports are indicating that there were more than several insider trading activities at BEN starting from JOHNSON CHARLES B, who purchase 420 shares at the price of $17.72 back on Apr 04 ’25. After this action, JOHNSON CHARLES B now owns 89,375,487 shares of Franklin Resources, Inc, valued at $7,442 using the latest closing price.

JOHNSON CHARLES B, the 10% Owner of Franklin Resources, Inc, sale 420 shares at $17.57 during a trade that took place back on Apr 04 ’25, which means that JOHNSON CHARLES B is holding 89,375,067 shares at $7,379 based on the most recent closing price.

Stock Fundamentals for BEN

Current profitability levels for the company are sitting at:

  • 0.11 for the present operating margin
  • 0.67 for the gross margin

The net margin for Franklin Resources, Inc stands at 0.04. The total capital return value is set at 0.03. Equity return is now at value 2.76, with 1.09 for asset returns.

Based on Franklin Resources, Inc (BEN), the company’s capital structure generated 0.07 points at debt to capital in total, while cash flow to debt ratio is standing at 1.11. The debt to equity ratio resting at 0.08. The interest coverage ratio of the stock is 9.18.

Currently, EBITDA for the company is 796.8 million with net debt to EBITDA at -1.28. When we switch over and look at the enterprise to sales, we see a ratio of 0.88. The receivables turnover for the company is 6.24for trailing twelve months and the total asset turnover is 0.27.

Conclusion

To put it simply, Franklin Resources, Inc (BEN) has had a bad performance in recent times. Analysts have a mixed opinion on the stock, with some rating it as a “buy” and others as a “hold”. It’s important to note that the stock is currently trading at a significant distance from its 50-day moving average and its 52-week high.

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