Franklin Resources, Inc.

Report azionario NYSE:BEN

Capitalizzazione di mercato: US$16.0b

Franklin Resources Crescita futura

Criteri Future verificati 2/6

Si prevede che i ricavi di Franklin Resources diminuiranno a 1.4% all'anno, mentre si prevede che i suoi utili annuali cresceranno a 17.5% all'anno. Si prevede che l'EPS crescerà di 17.7% all'anno. Si prevede che il ritorno sul capitale proprio sarà 9.4% in 3 anni.

Informazioni chiave

17.5%

Tasso di crescita degli utili

17.72%

Tasso di crescita dell'EPS

Capital Markets crescita degli utili11.7%
Tasso di crescita dei ricavi-1.4%
Rendimento futuro del capitale proprio9.39%
Copertura analitica

Good

Ultimo aggiornamento07 May 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • Aug 04

Franklin Resources, Inc. Just Missed EPS By 61%: Here's What Analysts Think Will Happen Next

Shareholders might have noticed that Franklin Resources, Inc. ( NYSE:BEN ) filed its third-quarter result this time...

Recent updates

Aggiornamento della narrazione • May 18

BEN: Softer Revenue And Execution Risks Will Constrain Future P/E Upside

Analysts have lifted the fair value estimate for Franklin Resources by $3 to $24, citing updated price targets across several firms, as well as modestly higher assumed profit margins and future P/E multiples, despite softer revenue growth expectations. Analyst Commentary Street research on Franklin Resources has been mixed, with several firms lifting price targets and issuing upgrades, while a smaller group of bearish analysts trimmed expectations.
Seeking Alpha • May 01

Franklin Resources: Turning The Corner

Summary Franklin Resources has reignited growth through diversification, strong alternatives inflows, and improved operational leverage, following years of outflows and mixed M&A results. Fiscal Q2 2026 saw positive long-term net inflows of $16.9 billion, with alternatives contributing a record $14.3 billion and ex-Western flows gaining momentum. Operating margins are expanding, with management targeting high-29% exiting FY Q4 and >30% by 2027, supported by conservative assumptions and ongoing cost discipline. Key risks remain around capital misallocation via M&A, but dividend increases and a focus on bolt-on deals help mitigate this; catalysts include Lexington fundraising and margin updates. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Apr 22

BEN: Modest Revenue Erosion And Lower P/E Assumptions Will Pressure Returns

Franklin Resources' updated analyst price target holds steady at $21.00, as recent mixed Street revisions, including both $1 and $3 moves in targets, reflect analysts balancing modest tweaks to the discount rate, revenue growth expectations, profit margin and forward P/E assumptions. Analyst Commentary Recent Street research around Franklin Resources has featured a mix of small upward and downward price target adjustments, with several bearish analysts trimming targets by $1 to $3.
Aggiornamento della narrazione • Apr 08

BEN: Weaker Revenue Profile And Compressed P/E Will Pressure Future Returns

Analysts trimmed their Franklin Resources fair value estimate by $1 to $21, reflecting refreshed price targets that weigh slightly weaker revenue assumptions against modestly stronger margin and P/E inputs. Analyst Commentary Recent Street research on Franklin Resources has been mixed, with some firms lifting price targets and others trimming them by small amounts.
Aggiornamento della narrazione • Mar 25

BEN: AI Distribution Efficiencies Will Support Future Earnings Resilience

Analysts raised their average price target on Franklin Resources by a few dollars to account for recent upward revisions from firms such as Morgan Stanley, TD Cowen and Barclays, citing updated assumptions for discount rates and P/E expectations rather than major changes in fair value, revenue growth or profit margins. Analyst Commentary Recent research shows a mix of optimism and caution around Franklin Resources, with several firms adjusting their price targets by relatively small amounts.
Aggiornamento della narrazione • Mar 10

BEN: Higher P/E Assumptions Will Restrain Returns As Profitability Expectations Weaken

The analyst fair value estimate for Franklin Resources has shifted from $21.00 to $22.00, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions that have also informed recent price target changes cited across Street research. Analyst Commentary Recent Street research around Franklin Resources has featured mixed views, with some firms adjusting price targets higher while others have taken a more cautious stance.
Aggiornamento della narrazione • Feb 24

BEN: Capital Returns And AI Initiatives Will Shape Future Earnings Resilience

Analysts have raised their price target for Franklin Resources from $24.73 to $27.36, citing updated assumptions for discount rates, profit margins, and a higher future P/E multiple as support for the change. Analyst Commentary Recent Street research on Franklin Resources reflects a mixed but generally constructive tone, with several firms adjusting price targets in both directions over a relatively short period.
Aggiornamento della narrazione • Feb 10

BEN: Higher Future P E And Buybacks Will Support Upside Repricing

Narrative Update Analysts have lifted their price target for Franklin Resources from about US$30 to roughly US$35. This change reflects updated assumptions around fair value, discount rate, revenue growth, profit margins, and the P/E multiple following recent target revisions from several firms.
Aggiornamento della narrazione • Jan 27

BEN: Higher Future P E And Buybacks Will Support Upside Potential

Analysts have adjusted their price targets for Franklin Resources recently, and the latest update reflects a fair value move to $30.00 as they balance softer revenue growth and profit margin assumptions with a higher future P/E expectation and updated discount rate inputs. Analyst Commentary Recent research on Franklin Resources reflects a mix of cautious and constructive views, with the latest fair value work centering around the updated $30.00 target.
Aggiornamento della narrazione • Jan 13

BEN: Performance Fee Dependence Will Limit Upside As Near-Term Prospects Remain Weak

Analysts have trimmed their price target on Franklin Resources to US$25 from US$26, citing fiscal Q4 earnings that were helped by performance fees but with limited upside expected in the near term. Analyst Commentary Recent Street research points to a cautious tone around Franklin Resources, even with fiscal Q4 earnings support from performance fees.
Aggiornamento della narrazione • Dec 24

BEN Performance Fee Reliance Will Constrain Future Upside Despite Market Tailwinds

Analysts have nudged our fair value estimate for Franklin Resources up to $21.00 from $19.00, reflecting slightly lower perceived risk, improved revenue growth and margin outlooks, and Street research that, while mixed on near term upside, has modestly increased price targets on the back of better earnings power for traditional asset managers. Analyst Commentary Recent Street commentary on Franklin Resources underscores a cautious stance despite some upward revisions to earnings estimates and price targets across traditional asset managers.
Articolo di analisi • Dec 21

Franklin Resources (NYSE:BEN) Has Announced That It Will Be Increasing Its Dividend To $0.33

Franklin Resources, Inc. ( NYSE:BEN ) has announced that it will be increasing its periodic dividend on the 9th of...
Aggiornamento della narrazione • Dec 10

BEN: Performance Fee Boost And Market Conditions Will Shape Near-Term Earnings Outlook

Analysts have modestly reduced their price target on Franklin Resources, trimming it by $1 to $25 per share. They point to limited near term upside despite recent earnings being aided by performance fees and improved broader market conditions.
Aggiornamento della narrazione • Nov 26

BEN: Q4 Earnings Stability And Market Trends Will Balance Q1 Outlook

Analysts have recently adjusted Franklin Resources' average price target modestly, reflecting both cautious optimism following Q4 earnings support from performance fees as well as rising EPS estimates tied to positive equity and bond market trends. Analyst Commentary Recent research notes reveal a mix of cautious optimism and lingering concerns regarding Franklin Resources as analysts digest the company's latest quarterly results and update market forecasts.
Aggiornamento della narrazione • Nov 10

BEN: Strong Q3 Market Momentum Will Drive Earnings Upside

Analysts have slightly lowered their price target for Franklin Resources from $25.45 to $24.73 per share. This change reflects updated expectations for revenue growth, profit margins, and broader market performance.
Aggiornamento della narrazione • Oct 03

Uzbekistan And Saudi Arabia Expansion Will Unlock Future Diversification

Analysts have raised their price target for Franklin Resources from $19 to $22, citing stronger than expected performance across global equity and bond markets that lifted the firm's earnings outlook. Analyst Commentary In response to Franklin Resources' improved performance outlook, analysts have identified both strengths and ongoing concerns that may affect the company's valuation and growth trajectory in the near term.
Articolo di analisi • Aug 04

Franklin Resources, Inc. Just Missed EPS By 61%: Here's What Analysts Think Will Happen Next

Shareholders might have noticed that Franklin Resources, Inc. ( NYSE:BEN ) filed its third-quarter result this time...
Seeking Alpha • Mar 28

Franklin Resources: Struggles Continue Amidst Intensifying Flows And Market Headwinds

Summary Franklin Resources faces challenges with asset outflows and expensive products, despite continued M&A efforts. Sales and notably earnings have declined, a trend set to last into 2025. The company's strategy of using M&A to offset organic outflows raises concerns, especially with ongoing share dilution and capital allocation issues. Despite a low valuation and high dividend yield, I remain cautious due to persistent organic weakness and declining performance. Read the full article on Seeking Alpha
Seeking Alpha • Jan 13

Franklin Resources: Deep Value Or Justified Discount?

Summary Franklin Resources has continued to struggle with net outflows despite multiple acquisitions over the last five years. Acquired businesses have increased investment management fees materially, but expenses have grown at an even more rapid rate, leading to significant operating margin decline. Franklin Resources should be able to improve its operating performance, but I lack confidence that the company will deliver on this potential. Taking into account downside risks relating to Western Asset Management and continued acquisition-related distractions, I rate Franklin Resources as a Hold, whilst acknowledging that the stock looks cheap on valuation. Read the full article on Seeking Alpha
Seeking Alpha • Dec 16

Staying In Franklin Resources For The Dividend

Summary Franklin Resources Inc. has underperformed, with a 3.7% loss versus a 14.25% S&P 500 gain. Despite record sales, profitability has fallen, and the dividend payout ratio may be unsustainable at 141% of net income, raising concerns. The stock isn’t cheap, but the dividend yield is attractive, offering an 83% higher income over a decade compared to Treasury Notes. I’ll stay invested for the dividend, assuming it grows at a 7% CAGR, and I'll continue to monitor the company’s financial health closely. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:BEN - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
9/30/20288,9191,1089691,1382
9/30/20279,1809098751,0553
9/30/20269,0907407549123
3/31/20269,030678934979N/A
12/31/20258,846563874956N/A
9/30/20258,7714729121,066N/A
6/30/20258,6382711,4521,645N/A
3/31/20258,697358666891N/A
12/31/20248,7393398491,078N/A
9/30/20248,478432794971N/A
6/30/20248,2538101,0431,178N/A
3/31/20248,0998611,1361,304N/A
12/31/20237,8739299531,094N/A
9/30/20237,8498459401,089N/A
6/30/20237,8027851,0351,191N/A
3/31/20237,8658121,2661,357N/A
12/31/20228,0189621,4331,534N/A
9/30/20228,2751,2381,8661,957N/A
6/30/20228,5171,6521,4961,596N/A
3/31/20228,6591,826869970N/A
12/31/20218,6541,8571,0381,121N/A
9/30/20218,4261,7541,1661,245N/A
6/30/20217,9501,1881,0671,120N/A
3/31/20216,9381,0561,4381,489N/A
12/31/20206,1727681,2511,343N/A
9/30/20205,5677849801,083N/A
6/30/20205,2091,015619735N/A
3/31/20205,525971-337-102N/A
12/31/20195,6471,258N/A-21N/A
9/30/20195,6691,185N/A269N/A
6/30/20195,8491,383N/A891N/A
3/31/20195,9311,538N/A1,777N/A
12/31/20186,1151,605N/A2,164N/A
9/30/20186,205747N/A2,230N/A
6/30/20186,409668N/A1,686N/A
3/31/20186,464676N/A1,418N/A
12/31/20176,447663N/A1,010N/A
9/30/20176,3921,684N/A1,135N/A
6/30/20176,3871,731N/A1,521N/A
3/31/20176,4081,768N/A1,912N/A
12/31/20166,4211,708N/A1,879N/A
9/30/20166,6181,716N/A1,728N/A
6/30/20166,8801,603N/A1,603N/A
3/31/20167,2471,661N/A1,560N/A
12/31/20157,6421,906N/A1,975N/A
9/30/20157,9492,023N/A2,252N/A
6/30/20158,2302,304N/A2,542N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di BEN ( 17.5% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di BEN ( 17.5% all'anno) cresceranno più rapidamente del mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di BEN cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che i ricavi di BEN diminuiranno nei prossimi 3 anni ( -1.4% all'anno).

Ricavi ad alta crescita: Si prevede che i ricavi di BEN diminuiranno nei prossimi 3 anni ( -1.4% all'anno).

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di BEN sarà basso tra 3 anni ( 9.4 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 02:31
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/03/31
Utili annuali2025/09/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Franklin Resources, Inc. è coperta da 29 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Roger FreemanBarclays
Benjamin BudishBarclays
Charles HintzBernstein