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Franklin Resources, Inc.NYSE:BEN 주식 보고서

시가총액 US$16.1b
주가
US$31.67
US$27.36
15.7% 고평가 내재 할인율
1Y42.6%
7D2.9%
1D
포트폴리오 가치
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Franklin Resources, Inc.

NYSE:BEN 주식 리포트

시가총액: US$16.1b

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Franklin Resources, Inc. 경쟁사

가격 이력 및 성과

Franklin Resources 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$31.67
52주 최고가US$32.44
52주 최저가US$21.06
베타1.59
1개월 변동16.78%
3개월 변동16.18%
1년 변동42.59%
3년 변동28.17%
5년 변동-8.23%
IPO 이후 변동13,123.05%

최근 뉴스 및 업데이트

내러티브 업데이트 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

Recent updates

내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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

주주 수익률

BENUS Capital MarketsUS 시장
7D2.9%1.7%2.5%
1Y42.6%8.3%26.4%

수익률 대 산업: BEN은 지난 1년 동안 8.3%의 수익을 기록한 US Capital Markets 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: BEN은 지난 1년 동안 26.4%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is BEN's price volatile compared to industry and market?
BEN volatility
BEN Average Weekly Movement4.8%
Capital Markets Industry Average Movement3.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

안정적인 주가: BEN는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: BEN의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
194710,000Jenny Johnsonwww.franklinresources.com

는 공개 소유의 자산 투자 관리 회사입니다. 이 회사는 자회사를 통해 개인, 기관, 연금 플랜, 신탁 및 파트너십에 서비스를 제공합니다. 자회사를 통해 주식, 채권, 밸런스드 및 다중 자산 뮤추얼 펀드를 출시합니다.

Franklin Resources, Inc. 기초 지표 요약

Franklin Resources의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
BEN 기초 통계
시가총액US$16.12b
순이익 (TTM)US$677.60m
매출 (TTM)US$9.03b
24.3x
주가수익비율(P/E)
1.8x
주가매출비율(P/S)

BEN는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
BEN 손익계산서 (TTM)
매출US$9.03b
매출원가US$5.66b
총이익US$3.37b
기타 비용US$2.70b
순이익US$677.60m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)1.30
총이익률37.36%
순이익률7.50%
부채/자본 비율16.7%

BEN의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

4.2%
현재 배당 수익률
99%
배당 성향

BEN는 안정적으로 배당을 지급합니까?

BEN 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 BEN를 매수해야 하나요?
Franklin Resources 배당 일정
배당락일Jun 29 2026
배당 지급일Jul 10 2026
배당락일까지 남은 일수33 days
배당 지급일까지 남은 일수44 days

BEN는 안정적으로 배당을 지급합니까?

BEN 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 10:44
종가2026/05/26 00:00
수익2026/03/31
연간 수익2025/09/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Franklin Resources, Inc.는 29명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Roger FreemanBarclays
Benjamin BudishBarclays
Charles HintzBernstein