Franklin Resources Stock Analysis
BEN Stock | USD 27.63 0.91 3.41% |
Franklin Resources is overvalued with Real Value of 26.12 and Target Price of 24.48. The main objective of Franklin Resources stock analysis is to determine its intrinsic value, which is an estimate of what Franklin Resources is worth, separate from its market price. There are two main types of Franklin Resources' stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect Franklin Resources' performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of Franklin Resources' stock to identify patterns and trends that may indicate its future price movements.
The Franklin Resources stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Franklin Resources is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. Franklin Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Franklin Resources' ongoing operational relationships across important fundamental and technical indicators.
Franklin |
Franklin Stock Analysis Notes
About 40.0% of the company shares are held by company insiders. The company has price-to-book (P/B) ratio of 1.19. Some equities with similar Price to Book (P/B) outperform the market in the long run. Franklin Resources last dividend was issued on the 27th of March 2024. The entity had 3:1 split on the 26th of July 2013. Franklin Resources, Inc. is a publicly owned asset management holding company. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Hyderabad, India. Franklin Resources operates under Asset Management classification in the United States and is traded on New York Stock Exchange. It employs 9800 people. For more info on Franklin Resources please contact Gregory Johnson at 650-312-2000 or go to https://www.franklinresources.com.Franklin Resources Quarterly Total Revenue |
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Franklin Resources Investment Alerts
Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Franklin Resources' investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Franklin Resources or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Franklin Resources generated a negative expected return over the last 90 days | |
Franklin Resources has a poor financial position based on the latest SEC disclosures | |
About 40.0% of the company shares are held by company insiders | |
Latest headline from finance.yahoo.com: Is Invesco SP 500 Equal Weight Financials ETF a Strong ETF Right Now |
Franklin Resources Upcoming and Recent Events
Earnings reports are used by Franklin Resources to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Franklin Resources previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
29th of January 2024 Upcoming Quarterly Report | View | |
6th of May 2024 Next Financial Report | View | |
31st of December 2023 Next Fiscal Quarter End | View | |
29th of October 2024 Next Fiscal Year End | View | |
30th of September 2023 Last Quarter Report | View | |
30th of September 2023 Last Financial Announcement | View |
Franklin Largest EPS Surprises
Earnings surprises can significantly impact Franklin Resources' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
---|---|---|---|---|---|---|---|
2002-01-24 | 2001-12-31 | 0.13 | 0.15 | 0.02 | 15 | ||
2001-10-25 | 2001-09-30 | 0.13 | 0.11 | -0.02 | 15 | ||
2005-01-27 | 2004-12-31 | 0.28 | 0.31 | 0.03 | 10 |
Franklin Resources Thematic Classifications
In addition to having Franklin Resources stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
FinTechA collection of large financial service, investment, and banking companies |
Franklin Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Franklin Resources is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Franklin Resources backward and forwards among themselves. Franklin Resources' institutional investor refers to the entity that pools money to purchase Franklin Resources' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares | Royal Bank Of Canada | 2023-12-31 | 3.2 M | Dimensional Fund Advisors, Inc. | 2023-12-31 | 3.1 M | Northern Trust Corp | 2023-12-31 | 2.9 M | Legal & General Group Plc | 2023-12-31 | 2.4 M | Charles Schwab Investment Management Inc | 2023-12-31 | 1.9 M | Gallagher Fiduciary Advisors, Llc | 2023-12-31 | 1.7 M | Norges Bank | 2023-12-31 | 1.7 M | Ubs Asset Mgmt Americas Inc | 2023-12-31 | 1.6 M | Wedge Capital Management, Llp | 2023-12-31 | 1.5 M | Vanguard Group Inc | 2023-12-31 | 32.3 M | Blackrock Inc | 2023-12-31 | 29.5 M |
Franklin Market Capitalization
The company currently falls under 'Large-Cap' category with a total capitalization of 14.4 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Franklin Resources's market, we take the total number of its shares issued and multiply it by Franklin Resources's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.Franklin Profitablity
Franklin Resources' profitability indicators refer to fundamental financial ratios that showcase Franklin Resources' ability to generate income relative to its revenue or operating costs. If, let's say, Franklin Resources is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Franklin Resources' executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Franklin Resources' profitability requires more research than a typical breakdown of Franklin Resources' financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 0.12 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.18 %, which entails that for every 100 dollars of revenue, it generated $0.18 of operating income. Last Reported | Projected for 2024 | ||
Return On Capital Employed | 0.04 | 0.04 | |
Return On Assets | 0.03 | 0.03 | |
Return On Equity | 0.09 | 0.08 |
Management Efficiency
Franklin Resources has Return on Asset of 0.0305 % which means that on every $100 spent on assets, it made $0.0305 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0843 %, implying that it generated $0.0843 on every 100 dollars invested. Franklin Resources' management efficiency ratios could be used to measure how well Franklin Resources manages its routine affairs as well as how well it operates its assets and liabilities. As of the 28th of March 2024, Return On Capital Employed is likely to drop to 0.04. In addition to that, Return On Assets is likely to drop to 0.03. At this time, Franklin Resources' Total Assets are very stable compared to the past year. As of the 28th of March 2024, Other Assets is likely to grow to about 15.7 B, while Non Currrent Assets Other are likely to drop about 253 M.Last Reported | Projected for 2024 | ||
Price Book Value Ratio | 1.16 | 1.10 | |
Enterprise Value Multiple | 12.09 | 12.70 | |
Price Fair Value | 1.16 | 1.10 |
The analysis of Franklin Resources' management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Franklin Resources' future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Franklin Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield 0.0459 | Forward Dividend Yield 0.0459 | Forward Dividend Rate 1.24 | Beta 1.419 |
Technical Drivers
As of the 28th of March, Franklin Resources shows the Coefficient Of Variation of (2,340), standard deviation of 1.68, and Mean Deviation of 1.23. Franklin Resources technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to analyze and collect data for thirteen technical drivers for Franklin Resources, which can be compared to its rivals. Please confirm Franklin Resources standard deviation, as well as the relationship between the maximum drawdown and kurtosis to decide if Franklin Resources is priced favorably, providing market reflects its regular price of 27.63 per share. Given that Franklin Resources has information ratio of (0.12), we urge you to verify Franklin Resources's prevailing market performance to make sure the company can sustain itself at a future point.Franklin Resources Price Movement Analysis
The output start index for this execution was two with a total number of output elements of fifty-nine. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Franklin Resources middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Franklin Resources. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
Franklin Resources Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Franklin Resources insiders, such as employees or executives, is commonly permitted as long as it does not rely on Franklin Resources' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Franklin Resources insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Geoff Yang over a month ago Acquisition by Geoff Yang of 7323 shares of Franklin Resources subject to Rule 16b-3 | ||
Geoff Yang over three months ago Acquisition by Geoff Yang of 1435 shares of Franklin Resources subject to Rule 16b-3 |
Franklin Resources Outstanding Bonds
Franklin Resources issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Franklin Resources uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Franklin bonds can be classified according to their maturity, which is the date when Franklin Resources has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
FRANKLIN RES INC Corp BondUS354613AK71 | View | |
US354613AL54 Corp BondUS354613AL54 | View | |
BEN 295 12 AUG 51 Corp BondUS354613AM38 | View |
Franklin Resources Predictive Daily Indicators
Franklin Resources intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Franklin Resources stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Franklin Resources Corporate Filings
F3 | 21st of March 2024 An amendment to the original Schedule 13D filing | ViewVerify |
F3 | 20th of March 2024 An amendment to the original Schedule 13D filing | ViewVerify |
F3 | 13th of March 2024 An amendment to the original Schedule 13D filing | ViewVerify |
13A | 11th of March 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
F3 | 27th of February 2024 The schedule filed by any person or group who acquires beneficial ownership of more than 5% of a voting class of a company's equity securities registered under Section 12 of the Act | ViewVerify |
13A | 13th of February 2024 An amended filing to the original Schedule 13G | ViewVerify |
9th of February 2024 Other Reports | ViewVerify | |
8K | 8th of February 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Franklin Resources Forecast Models
Franklin Resources' time-series forecasting models are one of many Franklin Resources' stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Franklin Resources' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About Franklin Stock Analysis
Stock analysis is the technique used by a trader or investor to examine and evaluate how Franklin Resources prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Franklin shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Franklin Resources. By using and applying Franklin Stock analysis, traders can create a robust methodology for identifying Franklin entry and exit points for their positions.
Last Reported | Projected for 2024 | ||
Pretax Profit Margin | 0.21 | 0.40 | |
Operating Profit Margin | 0.16 | 0.15 | |
Net Profit Margin | 0.13 | 0.12 | |
Gross Profit Margin | 0.64 | 0.69 |
Current Franklin Analysis - Recommendations
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Franklin analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Franklin analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Price | Advice | # of Analysts | |
24.48 | Hold | 13 | Odds |
Most Franklin analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Franklin stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Franklin Resources, talking to its executives and customers, or listening to Franklin conference calls.
Franklin Stock Analysis Indicators
Franklin Resources stock analysis indicators help investors evaluate how Franklin Resources stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Franklin Resources shares will generate the highest return on investment. By understating and applying Franklin Resources stock analysis, traders can identify Franklin Resources position entry and exit signals to maximize returns.
Begin Period Cash Flow | 4.8 B | |
Long Term Debt | 11.3 B | |
Common Stock Shares Outstanding | 490 M | |
Total Stockholder Equity | 11.9 B | |
Total Cashflows From Investing Activities | -3.6 B | |
Tax Provision | 312.3 M | |
Quarterly Earnings Growth Y O Y | 0.55 | |
Property Plant And Equipment Net | 1.2 B | |
Cash And Short Term Investments | 4.4 B | |
Cash | 4.4 B | |
Accounts Payable | 879.7 M | |
Net Debt | 7.3 B | |
50 Day M A | 27.2976 | |
Total Current Liabilities | 1.4 B | |
Other Operating Expenses | 6.7 B | |
Non Current Assets Total | 24.4 B | |
Forward Price Earnings | 10.5932 | |
Non Currrent Assets Other | 266.9 M | |
Stock Based Compensation | 215.8 M |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Franklin Resources. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in income. To learn how to invest in Franklin Stock, please use our How to Invest in Franklin Resources guide.Note that the Franklin Resources information on this page should be used as a complementary analysis to other Franklin Resources' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.
Complementary Tools for Franklin Stock analysis
When running Franklin Resources' price analysis, check to measure Franklin Resources' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Franklin Resources is operating at the current time. Most of Franklin Resources' value examination focuses on studying past and present price action to predict the probability of Franklin Resources' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Franklin Resources' price. Additionally, you may evaluate how the addition of Franklin Resources to your portfolios can decrease your overall portfolio volatility.
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Is Franklin Resources' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Franklin Resources. If investors know Franklin will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Franklin Resources listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.55 | Dividend Share 1.21 | Earnings Share 1.9 | Revenue Per Share 16.09 | Quarterly Revenue Growth 0.012 |
The market value of Franklin Resources is measured differently than its book value, which is the value of Franklin that is recorded on the company's balance sheet. Investors also form their own opinion of Franklin Resources' value that differs from its market value or its book value, called intrinsic value, which is Franklin Resources' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Franklin Resources' market value can be influenced by many factors that don't directly affect Franklin Resources' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Franklin Resources' value and its price as these two are different measures arrived at by different means. Investors typically determine if Franklin Resources is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Franklin Resources' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.