Franklin Resources Stock Performance
| BEN Stock | USD 24.81 0.10 0.40% |
The firm shows a Beta (market volatility) of 0.56, which means possible diversification benefits within a given portfolio. As returns on the market increase, Franklin Resources' returns are expected to increase less than the market. However, during the bear market, the loss of holding Franklin Resources is expected to be smaller as well. Franklin Resources has an expected return of -0.13%. Please make sure to confirm Franklin Resources standard deviation, kurtosis, relative strength index, as well as the relationship between the maximum drawdown and day median price , to decide if Franklin Resources performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Franklin Resources has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest abnormal performance, the Stock's technical and fundamental indicators remain healthy and the recent disarray on Wall Street may also be a sign of long period gains for the firm investors. ...more
Actual Historical Performance (%)
One Day Return (0.92) | Five Day Return (5.11) | Year To Date Return (15.64) | Ten Year Return (53.99) | All Time Return 39 K |
Forward Dividend Yield 0.0497 | Payout Ratio 0.4469 | Last Split Factor 3:1 | Forward Dividend Rate 1.24 | Dividend Date 2024-04-12 |
1 | Acquisition by Geoff Yang of 7323 shares of Franklin Resources subject to Rule 16b-3 | 02/07/2024 |
2 | Heres why the BEN share price is in focus right now | 03/25/2024 |
3 | Acquisition by Jennifer Johnson of 100246 shares of Franklin Resources subject to Rule 16b-3 | 03/29/2024 |
4 | BrandywineGLOBAL - Global Income Opportunities Fund Inc. Announces Notification of Sources of Distributions | 04/01/2024 |
5 | Conservative group Americans for Prosperity joins Trump in picking side in NC runoff | 04/08/2024 |
6 | Gone for good. U.S. workers flee farms, leaving WA growers struggling under old rules | 04/09/2024 |
7 | Flag football Statewide schedule for Wednesday, April 10 | 04/10/2024 |
8 | What Makes Franklin Resources a New Buy Stock | 04/11/2024 |
| Franklin Resources dividend paid on 12th of April 2024 | 04/12/2024 |
10 | Franklin Star Student Gives Her Time and Talents To Make Life A Joy | 04/16/2024 |
| Begin Period Cash Flow | 4.8 B | |
| Total Cashflows From Investing Activities | -3.6 B |
Franklin |
Franklin Resources Relative Risk vs. Return Landscape
If you would invest 2,715 in Franklin Resources on January 18, 2024 and sell it today you would lose (244.00) from holding Franklin Resources or give up 8.99% of portfolio value over 90 days. Franklin Resources is generating negative expected returns assuming volatility of 1.7525% on return distribution over 90 days investment horizon. In other words, 15% of stocks are less volatile than Franklin, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Franklin Resources Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Franklin Resources' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Franklin Resources, and traders can use it to determine the average amount a Franklin Resources' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0752
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| Negative Returns | BEN |
Estimated Market Risk
| 1.75 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Franklin Resources is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Franklin Resources by adding Franklin Resources to a well-diversified portfolio.
Franklin Resources Fundamentals Growth
Franklin Stock prices reflect investors' perceptions of the future prospects and financial health of Franklin Resources, and Franklin Resources fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Franklin Stock performance.
| Return On Equity | 0.0843 | ||||
| Return On Asset | 0.0305 | ||||
| Profit Margin | 0.12 % | ||||
| Operating Margin | 0.18 % | ||||
| Current Valuation | 15.43 B | ||||
| Shares Outstanding | 526.56 M | ||||
| Price To Earning | 17.04 X | ||||
| Price To Book | 1.11 X | ||||
| Price To Sales | 1.70 X | ||||
| Revenue | 7.85 B | ||||
| Gross Profit | 3.14 B | ||||
| EBITDA | 1.44 B | ||||
| Net Income | 882.8 M | ||||
| Cash And Equivalents | 4.78 B | ||||
| Cash Per Share | 7.64 X | ||||
| Total Debt | 11.75 B | ||||
| Debt To Equity | 0.28 % | ||||
| Current Ratio | 4.37 X | ||||
| Book Value Per Share | 24.26 X | ||||
| Cash Flow From Operations | 1.14 B | ||||
| Earnings Per Share | 1.90 X | ||||
| Market Capitalization | 13.13 B | ||||
| Total Asset | 30.12 B | ||||
| Retained Earnings | 12.38 B | ||||
| Working Capital | 4.36 B | ||||
| Current Asset | 7.62 B | ||||
| Current Liabilities | 1.31 B | ||||
About Franklin Resources Performance
To evaluate Franklin Resources Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Franklin Resources generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Franklin Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Franklin Resources market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Franklin's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 0.00000007 | 0.00 | |
| Return On Tangible Assets | 0.05 | 0.05 | |
| Return On Capital Employed | 0.04 | 0.04 | |
| Return On Assets | 0.03 | 0.03 | |
| Return On Equity | 0.09 | 0.08 |
Things to note about Franklin Resources performance evaluation
Checking the ongoing alerts about Franklin Resources for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Franklin Resources help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 | |
| On 12th of April 2024 Franklin Resources paid $ 0.31 per share dividend to its current shareholders | |
| Latest headline from patch.com: Franklin Star Student Gives Her Time and Talents To Make Life A Joy |
- Analyzing Franklin Resources' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Franklin Resources' stock is overvalued or undervalued compared to its peers.
- Examining Franklin Resources' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Franklin Resources' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Franklin Resources' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Franklin Resources' stock. These opinions can provide insight into Franklin Resources' potential for growth and whether the stock is currently undervalued or overvalued.
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 Share Portfolio module to track or share privately all of your investments from the convenience of any device.
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.