The stock of Franklin Resources, Inc (BEN) has gone up by 8.40% for the week, with a 22.40% rise in the past month and a 7.01% rise in the past quarter. The volatility ratio for the week is 2.33%, and the volatility levels for the past 30 days are 2.80% for BEN. The simple moving average for the past 20 days is 13.71% for BEN’s stock, with a 6.24% simple moving average for the past 200 days.
Is It Worth Investing in Franklin Resources, Inc (NYSE: BEN) Right Now?
Franklin Resources, Inc (NYSE: BEN) has a price-to-earnings ratio of 31.41x that is above its average ratio. Additionally, the 36-month beta value for BEN is 1.44. There are mixed opinions on the stock, with 0 analysts rating it as a “buy,” 0 rating it as “overweight,” 7 rating it as “hold,” and 2 rating it as “sell.”
The public float for BEN is 282.96M and currently, short sellers hold a 9.45% ratio of that float. The average trading volume of BEN on May 13, 2025 was 4.56M shares.
BEN) stock’s latest price update
Franklin Resources, Inc (NYSE: BEN)’s stock price has soared by 3.58 in relation to previous closing price of 20.94. Nevertheless, the company has seen a gain of 8.40% in its stock price over the last five trading days. seekingalpha.com reported 2025-05-12 that Franklin Resources offers a significant risk premium over Treasuries, with a potential 39%-82% higher cash return if dividends grow modestly. Despite a “meh” financial performance, Franklin Resources’ balance sheet is strong, securing the dividend for the intermediate term. Compared to a 4.4% 10-Year Treasury Note, Franklin Resources shares are attractively priced, making it a rare find in the current market.
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 13.13% 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 -12.75% of loss for the given period.
Volatility was left at 2.80%, however, over the last 30 days, the volatility rate increased by 2.33%, as shares surge +21.17% for the moving average over the last 20 days. Over the last 50 days, in opposition, the stock is trading +7.11% upper at present.
During the last 5 trading sessions, BEN rose by +8.40%, which changed the moving average for the period of 200-days by -5.20% in comparison to the 20-day moving average, which settled at $19.08. In addition, Franklin Resources, Inc saw 6.90% in overturn over a single year, with a tendency to cut further gains.
Insider Trading
Reports are indicating that there were more than several insider trading activities at BEN starting from FRANKLIN RESOURCES INC, who sale 863,558 shares at the price of $11.58 back on Apr 17 ’25. After this action, FRANKLIN RESOURCES INC now owns 14,930,077 shares of Franklin Resources, Inc, valued at $10,000,000 using the latest closing price.
JOHNSON CHARLES B, the 10% Owner of Franklin Resources, Inc, purchase 420 shares at $17.72 during a trade that took place back on Apr 04 ’25, which means that JOHNSON CHARLES B is holding 89,375,487 shares at $7,442 based on the most recent closing price.
Stock Fundamentals for BEN
Current profitability levels for the company are sitting at:
- 0.1 for the present operating margin
- 0.61 for the gross margin
The net margin for Franklin Resources, Inc stands at 0.05. The total capital return value is set at 0.03. Equity return is now at value 2.84, with 1.10 for asset returns.
Based on Franklin Resources, Inc (BEN), the company’s capital structure generated 0.52 points at debt to capital in total, while cash flow to debt ratio is standing at 0.07. The debt to equity ratio resting at 1.07. The interest coverage ratio of the stock is 16.0.
Currently, EBITDA for the company is 1.38 billion with net debt to EBITDA at 7.67. When we switch over and look at the enterprise to sales, we see a ratio of 2.43. The receivables turnover for the company is 5.97for trailing twelve months and the total asset turnover is 0.27.
Conclusion
In conclusion, Franklin Resources, Inc (BEN) has seen better performance in recent times. Analysts have a mixed opinion on the stock, with some rating it as a “buy” and others rating it as a “hold”. It is worth mentioning that the stock is currently trading in close proximity to its 50-day moving average and its 52-week high.
