Franklin Stock Analysis

BEN
 Stock
  

USD 23.32  0.10  0.43%   

The small slide in market price for the last few months could raise concerns from institutional investors as the firm is trading at a share price of 23.32 on 1,939,766 in volume. The company executives did not add much value to Franklin Resources investors in September. However, diversifying your holdings with Franklin Resources or similar stocks can still protect your portfolio during high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 2.07. The current volatility is consistent with the ongoing market swings in September 2022 as well as with Franklin Resources unsystematic, company-specific events.
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The Franklin Resources stock analysis report makes it easy to digest most publicly released information about Franklin Resources and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Franklin Stock analysis module also helps to analyze the Franklin Resources price relationship with some important fundamental indicators such as market cap and management efficiency.

Franklin Stock Analysis Notes

About 43.0% of the company shares are held by company insiders. The company has price-to-book (P/B) ratio of 1.14. Some equities with similar Price to Book (P/B) outperform the market in the long run. Franklin Resources last dividend was issued on the 29th of June 2022. 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 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
About 43.0% of the company shares are held by company insiders
Latest headline from www.marketbeat.com: Short Interest in Freshworks Inc. Decreases By 5.7 percent - MarketBeat

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.
Upcoming Quarterly Report1st of February 2022
Next Financial Report3rd of May 2022
Next Fiscal Quarter End31st of December 2021
Next Fiscal Year End7th of November 2022
Last Quarter Report30th of September 2021
Last Financial Announcement31st of December 2020

Franklin Resources SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Franklin Resources prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Franklin Resources investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Franklin Resources specific information freely available to individual and institutional investors to make a timely investment decision.
13th of September 2022
Financial Statements and Exhibits. Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. Entry into a Material Definitive Agreement
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12th of September 2022
Unclassified Corporate Event
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28th of July 2022
Financial Statements and Exhibits. Regulation FD Disclosure. Results of Operations and Financial Condition
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8th of July 2022
Unclassified Corporate Event
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10th of May 2022
Unclassified Corporate Event
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3rd of May 2022
Financial Statements and Exhibits. Regulation FD Disclosure. Results of Operations and Financial Condition
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12th of April 2022
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
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8th of April 2022
Unclassified Corporate Event
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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.
Management
Management services
Top FinTech
A collection of large financial service, investment, and banking companies
Investing
Money and asset management including investment banking

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.
Security TypeSharesValue
Vanguard Group IncCommon Shares34.3 M798.6 M
State Street CorpCommon Shares32.5 M767.4 M
Blackrock IncCommon Shares29.7 M693.4 M
Capital Research Global InvestorsCommon Shares8.8 M204.4 M
Clarkston Capital Partners LlcCommon Shares6.8 M159.7 M
Proshare Advisors LlcCommon Shares6.4 M149.2 M
Invesco LtdCommon SharesM140.3 M
Note, although Franklin Resources' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Franklin Market Capitalization

The company currently falls under 'Large-Cap' category with total capitalization of 11.75 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 these 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 20.25 %, which may imply that it executes well on its competitive polices and has reasonable control over its expenses and variable costs. This is very large. In the same way, it shows Net Operating Margin of 29.03 %, which entails that for every 100 dollars of revenue, it generated 0.29 of operating income.

Management Efficiency

The entity has Return on Asset of 5.27 % which means that on every $100 spent on asset, it made $5.27 of profit. This is considered to be average in the sector. In the same way, it shows return on shareholders equity (ROE) of 14.24 %, implying that it generated $14.24 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.

Technical Drivers

As of the 5th of October, Franklin Resources shows the Downside Deviation of 2.2, mean deviation of 1.49, and Semi Deviation of 2.16. 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 nineteen technical drivers for Franklin Resources, which can be compared to its rivals. Please confirm Franklin Resources information ratio, and the relationship between the downside deviation and value at risk to decide if Franklin Resources is priced favorably, providing market reflects its regular price of 23.32 per share. Given that Franklin Resources has jensen alpha of 0.0586, 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

null. The output start index for this execution was zero with a total number of output elements of zero. The Triple Exponential Moving Average (T3) indicator is developed by Tim Tillson as Franklin Resources price series composite of a single exponential moving average, a double exponential moving average and a triple exponential moving average.
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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.
Matthew Nicholls over a month ago via Macroaxis 
Payment of 28111 shares by Matthew Nicholls of Franklin Resources subject to Rule 16b-3
Jennifer Johnson over a month ago via Macroaxis 
Franklin Resources exotic insider transaction detected
Jed Plafker over a month ago via Macroaxis 
Franklin Resources exotic insider transaction detected
Adam Spector over two months ago via Macroaxis 
Payment of 30219 shares by Adam Spector of Franklin Resources subject to Rule 16b-3
Matthew Nicholls over two months ago via Macroaxis 
Acquisition by Matthew Nicholls of 72398 shares of Franklin Resources subject to Rule 16b-3
Karen King over three months ago via Macroaxis 
Acquisition by Karen King of 200 shares of Franklin Resources subject to Rule 16b-3
Merchant Thomas C over three months ago via Macroaxis 
Franklin Resources exotic insider transaction detected
Karen King over six months ago via Macroaxis 
Acquisition by Karen King of 1137 shares of Franklin Resources subject to Rule 16b-3
Karen King over six months ago via Macroaxis 
Acquisition by Karen King of 5512 shares of Franklin Resources subject to Rule 16b-3
Karen King over six months ago via Macroaxis 
Acquisition by Karen King of 950 shares of Franklin Resources subject to Rule 16b-3
Karen King over six months ago via Macroaxis 
Acquisition by Karen King of 950 shares of Franklin Resources subject to Rule 16b-3
Matthew Nicholls over six months ago via Macroaxis 
Payment of 10477 shares by Matthew Nicholls of Franklin Resources subject to Rule 16b-3

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 Forecast Models

Franklin Resources time-series forecasting models is one of many Franklin Resources' stock analysis techniquest aimed to predict 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.
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.

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 PriceAdvice# of Analysts
37.43Sell7Odds
Franklin Resources current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
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 Analyst Advice Details

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.
Quick Ratio1.71
Trailing Annual Dividend Rate1.09
Fifty Two Week Low21.46
Revenue Growth-6.50%
Payout Ratio34.12%
Average Daily Volume Last 10 Day3.05M
Shares Short Prior Month18.21M
Average Daily Volume In Three Month2.79M
Earnings Growth-41.60%
Shares Percent Shares Out3.47%
Earnings Quarterly Growth-41.50%
Gross Margins42.97%
Forward Price Earnings7.97
Short Percent Of Float6.12%
Float Shares281.81M
Fifty Two Week High38.27
Fifty Day Average26.02
Enterprise Value To Ebitda6.49
Two Hundred Day Average27.57
Enterprise Value To Revenue1.88
Trailing Annual Dividend Yield4.86%
Continue to Trending Equities. 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 Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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 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.
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 Franklin Resources value 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.