Franklin Stock Analysis

BEN
 Stock
  

USD 28.85  0.17  0.59%   

The latest bullish price patterns experienced by current Franklin Resources shareholders could raise concerns from institutional investors as the firm is trading at a share price of 28.85 on 1,554,781 in volume. The company executives have been very successful in rebalancing the firm assets at opportune times to take advantage of market volatility in July. The stock standard deviation of daily returns for 90 days investing horizon is currently 2.1. The current volatility is consistent with the ongoing market swings in July 2022 as well as with Franklin Resources unsystematic, company-specific events.
Continue to Trending Equities.
  
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 1.28. 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 650 312-3655 or go to 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 has a poor financial position based on the latest SEC disclosures
About 43.0% of the company shares are held by company insiders
On 15th of July 2022 Franklin Resources paid $ 0.29 per share dividend to its current shareholders
Latest headline from www.nasdaq.com: Is Franklin Covey Outperforming Other Business Services Stocks This Year - Nasdaq

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 Largest EPS Surprises

Earnings surprises can significantly impact Franklin Resources' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2002-01-24
2001-12-310.130.150.0215 
2001-10-25
2001-09-300.130.11-0.0215 
2005-01-27
2004-12-310.280.310.0310 
View All Earnings Estimates

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.
28th of July 2022
Financial Statements and Exhibits. Regulation FD Disclosure. Results of Operations and Financial Condition
View
8th of July 2022
Unclassified Corporate Event
View
10th of May 2022
Unclassified Corporate Event
View
3rd of May 2022
Financial Statements and Exhibits. Regulation FD Disclosure. Results of Operations and Financial Condition
View
12th of April 2022
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
8th of April 2022
Unclassified Corporate Event
View
24th of February 2022
Submission of Matters to a Vote of Security Holders
View
11th of February 2022
Unclassified Corporate Event
View

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
Trading
USA Equities from Trading industry as classified by Fama & French
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
Blackrock IncCommon Shares29.7 M693.4 M
Clarkston Capital Partners LlcCommon Shares6.8 M159.7 M
Proshare Advisors LlcCommon Shares6.4 M149.2 M
Geode Capital Management LlcCommon Shares5.9 M138 M
Northern Trust CorpCommon Shares3.2 M73.6 M
Dimensional Fund Advisors LpCommon Shares2.5 M58.5 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 14.39 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.
Last ReportedProjected for 2022
Return on Investment 13.16  17.97 
Return on Average Assets 0.07  0.08 
Return on Average Equity 0.15  0.15 
Return on Invested Capital 0.13  0.19 
Return on Sales 0.24  0.27 

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. Return on Investment is expected to rise to 17.97 this year. Return on Average Assets is expected to rise to 0.08 this year. Franklin Resources Return on Average Assets are quite stable at the moment as compared to the past year. The company's current value of Return on Average Assets is estimated at 0.08
Last ReportedProjected for 2022
Book Value per Share 25.67  24.33 
Enterprise Value over EBIT 7.20  6.62 
Enterprise Value over EBITDA 6.03  5.75 
Price to Book Value 1.20  1.49 
Tangible Assets Book Value per Share 34.31  31.49 
Enterprise Value16 B15.7 B
Tangible Asset Value17.3 B16.7 B

Technical Drivers

As of the 15th of August 2022, Franklin Resources shows the Semi Deviation of 2.01, downside deviation of 2.35, and Mean Deviation of 1.68. 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 28.85 per share. Given that Franklin Resources has jensen alpha of 0.1926, 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

The output start index for this execution was thirteen with a total number of output elements of fourty-eight. The Exponential Moving Average is calculated by weighting recent values of Franklin Resources more heavily than older values.
.

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.
Adam Spector over a week ago via Macroaxis 
Payment of 30219 shares by Adam Spector of Franklin Resources subject to Rule 16b-3
Matthew Nicholls over two weeks 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 three months ago via Macroaxis 
Acquisition by Karen King of 1137 shares of Franklin Resources subject to Rule 16b-3
Karen King over three 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
Kim John Y over six months ago via Macroaxis 
Acquisition by Kim John Y of 159 shares of Franklin Resources subject to Rule 16b-3
Matthew Nicholls over six months ago via Macroaxis 
Acquisition by Matthew Nicholls of 6210 shares of Franklin Resources subject to Rule 16b-3
Jed Plafker over six months ago via Macroaxis 
Franklin Resources exotic insider transaction detected

Franklin Resources Outstanding Bonds

Franklin Resources issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Franklin Resources uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Franklin bonds can be classified according to their maturity, which is the date when Franklin Resources has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

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 stock 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 stock is reacting to, or reflecting on a current stock 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.
Last ReportedProjected for 2022
Operating Margin 25.59  32.36 
EBITDA Margin 0.28  0.31 
Gross Margin 0.90  0.89 
Profit Margin 0.22  0.20 
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 Rate1.12
Fifty Two Week Low22.61
Revenue Growth-6.50%
Payout Ratio34.12%
Average Daily Volume Last 10 Day2.75M
Shares Short Prior Month18.21M
Average Daily Volume In Three Month2.82M
Earnings Growth-41.60%
Shares Percent Shares Out3.47%
Earnings Quarterly Growth-41.50%
Gross Margins42.97%
Forward Price Earnings9.75
Short Percent Of Float6.12%
Float Shares281.81M
Fifty Two Week High38.27
Fifty Day Average25.30
Enterprise Value To Ebitda6.49
Two Hundred Day Average29.12
Enterprise Value To Revenue1.88
Trailing Annual Dividend Yield3.95%
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 Insider Screener module to find insiders across different sectors to evaluate their impact on 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.
Stock Screener
Find equities using custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Go
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Go
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Go
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Go
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
-0.42
Market Capitalization
14.5 B
Quarterly Revenue Growth YOY
-0.065
Return On Assets
0.0527
Return On Equity
0.14
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.