Franklin Stock Performance

BEN
 Stock
  

USD 26.59  0.28  1.04%   

Franklin Resources has a performance score of 1 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 1.6397, which means a somewhat significant risk relative to the market. Let's try to break down what Franklin's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Franklin Resources will likely underperform. Although it is important to respect Franklin Resources historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The philosophy in predicting future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By reviewing Franklin Resources technical indicators, you can presently evaluate if the expected return of 0.052% will be sustainable into the future. Franklin Resources right now shows a risk of 2.93%. Please confirm Franklin Resources value at risk, daily balance of power, and the relationship between the total risk alpha and expected short fall to decide if Franklin Resources will be following its price patterns.
  
Franklin Performance
1 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Franklin Resources are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent technical and fundamental indicators, Franklin Resources is not utilizing all of its potentials. The recent stock price mess, may contribute to short-term losses for the institutional investors. ...more

Structure and Payout Changes

Forward Dividend Yield
0.0433
Payout Ratio
0.3187
Last Split Factor
3:1
Forward Dividend Rate
1.16
Dividend Date
2022-10-14
Ex Dividend Date
2022-09-29

Franklin Price Channel

Begin Period Cash Flow4647200000.00
Total Cashflows From Investing Activities-3329200000.00

Franklin Resources Relative Risk vs. Return Landscape

If you would invest  2,641  in Franklin Resources on September 10, 2022 and sell it today you would earn a total of  18.00  from holding Franklin Resources or generate 0.68% return on investment over 90 days. Franklin Resources is generating 0.052% of daily returns assuming volatility of 2.9335% on return distribution over 90 days investment horizon. In other words, 25% of stocks are less volatile than Franklin, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Daily Expected Return (%)  
       Risk (%)  
Considering the 90-day investment horizon Franklin Resources is expected to generate 1.96 times more return on investment than the market. However, the company is 1.96 times more volatile than its market benchmark. It trades about 0.02 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.0 per unit of 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 = 0.0177

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Estimated Market Risk
 2.93
  actual daily
 
 25 %
of total potential
 
2525
Expected Return
 0.05
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.02
  actual daily
 
 1 %
of total potential
 
11
Based on monthly moving average Franklin Resources is performing at about 1% of its full potential. 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 it to a well-diversified portfolio.

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 ReportedProjected for 2022
Effect of Exchange Rate Changes on Cash-2.5 M-2.7 M
Return on Investment 9.19  9.43 
Return on Average Assets 4.95  5.08 
Return on Average Equity 11.38  15.33 
Return on Invested Capital 0.13  0.19 
Return on Sales 0.24  0.27 

Things to note about Franklin Resources

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 Alerts

Equity Alerts and Improvement Suggestions

About 43.0% of the company shares are held by company insiders
On 14th of October 2022 Franklin Resources paid $ 0.29 per share dividend to its current shareholders
Latest headline from news.google.com: Goldman Sachs Raises Price Target on Franklin Resources to 23 From 20, Maintains Sell Rating - Marketscreener.com
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 Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.

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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.
Quarterly Earnings Growth YOY
(0.65) 
Market Capitalization
13.4 B
Quarterly Revenue Growth YOY
(0.11) 
Return On Assets
0.049
Return On Equity
0.1004
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.