BEN
Financial ServicesFranklin Resources, Inc. · Asset Management · $16B
What is Franklin Resources, Inc.?
Franklin Resources, Inc. is a large-cap asset management holding company headquartered in San Mateo, California, serving individuals, institutions, pension plans, and trusts worldwide.
Through its subsidiaries, Franklin Resources launches and manages equity, fixed income, balanced, and multi-asset mutual funds. The company generates revenue primarily through investment management fees tied to assets under management across public equity, fixed income, and alternative markets.
The firm was founded in 1947 and is headquartered in San Mateo, California.
- Equity mutual funds
- Fixed income funds
- Balanced and multi-asset funds
- Alternative investment strategies
Is BEN a Good Stock to Buy?
UQS Score rates BEN as Below Average overall.
The Risk pillar stands out as Good, suggesting the company maintains a relatively stable financial footing. Valuation is rated Attractive, meaning the stock may trade at a discount relative to its fundamentals compared to sector peers.
Quality, Moat, and Growth are all rated Weak — pointing to challenges in competitive positioning, earnings quality, and business expansion.
See the exact pillar breakdown and full financial metrics by signing up for a Pro account. Sign up free →
Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does BEN pay dividends?
Yes — Franklin Resources, Inc. pays a dividend.
Franklin Resources pays a regular dividend, which is common among established asset managers. The dividend may appeal to income-focused investors, though the weak Growth and Quality ratings are worth weighing alongside the income component.
When does BEN report earnings?
Franklin Resources reports earnings on a quarterly cadence, typical for US-listed equities.
The company's weak Growth and Quality pillar ratings suggest earnings trends have faced headwinds relative to sector peers. Investors should monitor asset flow trends and fee revenue as key indicators of operational direction.
For the most recent quarter's results, visit Franklin Resources' investor relations page directly.
BEN Price History
+1.8% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in Franklin Resources, Inc.?
Based on Franklin Resources, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
Frequently Asked Questions
What does Franklin Resources do?
Franklin Resources is an asset management holding company. Through its subsidiaries, it manages equity, fixed income, balanced, and multi-asset mutual funds for individuals, institutions, pension plans, and trusts globally.
Does BEN pay dividends?
Yes, Franklin Resources pays a regular dividend. It is a long-standing practice for the company and may attract income-focused investors, though overall UQS pillar ratings remain Below Average.
When does BEN report earnings?
Franklin Resources reports on a quarterly cadence, in line with standard US-listed company practice. For exact upcoming dates, check the company's investor relations page.
Is BEN a good stock to buy?
UQS Score rates BEN as Below Average. While the Risk pillar is Good and Valuation is Attractive, the Quality, Moat, and Growth pillars are all rated Weak. The full pillar breakdown is available to Pro members.
Is BEN overvalued?
The UQS Valuation pillar for BEN is rated Attractive, suggesting the stock may be trading at a relative discount compared to sector peers. This does not constitute a buy recommendation — see the full analysis for context.
What is BEN's market cap bracket?
Franklin Resources is classified as a large-cap company, reflecting its long-established presence in the global asset management industry.
Is BEN a long-term quality indicator?
From a long-term quality standpoint, BEN's Weak ratings across Quality, Moat, and Growth pillars raise questions about durable competitive advantage and earnings consistency. The Attractive Valuation and Good Risk profile offer some offset. Pro members can view the complete analysis.
What sector does BEN belong to?
Franklin Resources operates in the Financial Services sector, specifically within asset management. It competes for assets under management alongside other large investment management firms.
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Pro Analysis
BEN — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 23, 2026 | 43.7 | 40.6 | 24.0 | 27.5 | 68.0 | 79.1 | 0.0 |
| May 22, 2026 | 43.7 | 40.6 | 24.0 | 27.5 | 68.0 | 78.9 | +0.1 |
| May 21, 2026 | 43.6 | 40.6 | 24.0 | 27.5 | 68.0 | 78.5 | -0.2 |
| May 20, 2026 | 43.8 | 40.6 | 24.0 | 27.5 | 68.0 | 79.9 | +0.2 |
| May 19, 2026 | 43.6 | 40.6 | 24.0 | 27.5 | 68.0 | 78.2 | 0.0 |
| May 17, 2026 | 43.6 | 40.6 | 24.0 | 27.5 | 68.0 | 78.1 | -0.1 |
| May 16, 2026 | 43.7 | 40.6 | 24.0 | 27.5 | 68.0 | 78.8 | +0.2 |
| May 15, 2026 | 43.5 | 40.6 | 24.0 | 27.5 | 68.0 | 77.5 | 0.0 |
| May 14, 2026 | 43.5 | 40.6 | 24.0 | 27.5 | 68.0 | 77.9 | -0.3 |
| May 12, 2026 | 43.8 | 41.2 | 24.0 | 27.5 | 68.0 | 78.5 | -0.1 |
BEN — Pillar Breakdown
Quality
— 40.6/100 (25%)Franklin Resources, Inc. has average quality metrics, with room for improvement in margins or capital efficiency.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Free cash flow relative to market value.
Growth
— 27.5/100 (20%)Franklin Resources, Inc. faces growth headwinds with declining or stagnant revenue trends.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Analyst consensus for future earnings growth.
Risk
— 68.0/100 (15%)Franklin Resources, Inc. maintains a reasonable risk profile with manageable debt levels.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 81.5/100 (15%)Franklin Resources, Inc. appears attractively valued relative to its earnings, cash flows, and sector peers.
Inverse of forward P/E — higher yield means cheaper stock.
How many years of FCF the market cap represents.
P/E relative to earnings growth — lower is more attractive.
Enterprise value multiple relative to sector median.
Moat
— 24/100 (25%)Franklin Resources, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for BEN.
Score Composition
Financial Data
More Stock Analysis
How is the BEN UQS Score Calculated?
The UQS (Unified Quality Score) for Franklin Resources, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses Franklin Resources, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether Franklin Resources, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.