Franklin Templeton’s Staking-Enabled Solana ETF Might Change The Case For Investing In Franklin Resources (BEN)

• Franklin Templeton recently launched the Franklin Solana ETF (NYSE Arca: SOEZ), a grantor trust ETP that holds Solana (SOL), stakes up to all of its holdings for on-chain rewards, and prices its SOL using the CME CF Solana-Dollar Reference Rate.
• This product both broadens Franklin Resources’ digital asset suite and highlights its push to turn blockchain features like staking into regulated, fund-based exposures for investors.
• We’ll now examine how adding a staking-enabled Solana ETF could reshape Franklin Resources’ investment narrative around technology-led growth.

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Franklin Resources Investment Narrative Recap

To own Franklin Resources, you need to believe its shift toward higher growth areas like alternatives, retirement solutions, and digital assets can offset fee pressure and pockets of outflows, especially at Western Asset Management. The new staking-enabled Solana ETF is incrementally positive for Franklin’s technology and product story, but it does not materially change the near term focus on stabilizing flows and protecting margins against ongoing fee compression.

The Solana ETF launch sits alongside the recent Franklin XRP ETF, reinforcing that digital asset ETPs are becoming a real product family rather than one offs. For investors tracking catalysts, this broadening lineup ties directly into Franklin’s push to monetize blockchain-enabled and tokenized products, even as questions remain about how quickly these innovations can scale to meaningfully support earnings.

Yet investors should be aware that while blockchain initiatives attract attention, the unresolved risk that digital asset investments may take longer to materially impact profitability...

Read the full narrative on Franklin Resources (it's free!)

Franklin Resources' narrative projects $8.9 billion revenue and $1.4 billion earnings by 2028. This requires 1.0% yearly revenue growth and about a $1.1 billion earnings increase from $270.9 million today.

Uncover how Franklin Resources' forecasts yield a $24.73 fair value, a 6% upside to its current price.

Exploring Other Perspectives

Five members of the Simply Wall St Community currently place Franklin’s fair value between US$12.52 and US$31, reflecting a wide spread of expectations. Against that backdrop, concerns that digital asset and blockchain investments may not translate into meaningful near term profits give you an important angle to test your own view.

Explore 5 other fair value estimates on Franklin Resources - why the stock might be worth 46% less than the current price!

Build Your Own Franklin Resources Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Franklin Resources research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.
• Our free Franklin Resources research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Franklin Resources' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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