August 08, 2025 a 09:00 pm
BEN: Analysts Ratings - Franklin Resources, Inc.
Franklin Resources, Inc. has been a key player in the asset management industry, offering services across various asset classes. Despite its established market position, recent analyst ratings suggest a mixed sentiment, leaning towards neutral to negative stances, which may impact investor confidence in the short to mid-term.
Historical Stock Grades
In August 2025, the analyst ratings for Franklin Resources, Inc. displayed a balanced sentiment with an inclined tendency towards neutrality. The analysis revealed a predominance of Hold recommendations, accompanied by a noticeable number of Sell ratings.
| Recommendation | Count | Score |
|---|---|---|
| Strong Buy | 0 | |
| Buy | 2 | |
| Hold | 4 | |
| Sell | 2 | |
| Strong Sell | 2 |
Sentiment Development
Over recent months, a shift can be observed in the analyst recommendations for Franklin Resources, Inc. A gradual increase in Hold ratings has been noted, indicating a more cautious outlook among analysts. While Strong Buy ratings remain scarce, there is a consistent presence of Sell and Strong Sell opinions, suggesting uncertainties about the company’s future performance.
- The total number of analyst ratings has remained stable over several months.
- An increase in Hold ratings indicates growing caution amongst analysts.
- The lack of Strong Buy ratings points to a general hesitance in recommending the stock as a must-have in portfolios.
Percentage Trends
Examining the evolution of percentage distributions in analyst recommendations reveals subtle yet significant shifts in sentiment. The proportion of Hold ratings has consistently increased, while Buy ratings presently highlight decreased optimism.
- Strong Buy ratings have decreased from their already minimal count.
- Hold ratings reach over 50% in recent months, signaling increased restraint and hesitation.
- The balance between Sell and Strong Sell ratings suggests ongoing skepticism towards the stock's potential for rebound.
The shifting weight implies a departure from aggressive buy strategies towards more conservative, hold-oriented advice.
Latest Analyst Recommendations
Reviewing recent analyst recommendations indicates a maintenance of established opinions, primarily characterized by neutral stances. The last five updates reflect maintained positions without significant directional shifts.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-08-04 | Underperform | Underperform | Evercore ISI Group |
| 2025-08-04 | Neutral | Neutral | JP Morgan |
| 2025-08-04 | Underweight | Underweight | Barclays |
| 2025-07-16 | Underweight | Underweight | Barclays |
| 2025-07-11 | Equal Weight | Equal Weight | Wells Fargo |
Analyst Recommendations with Change of Opinion
Recommendations involving change indicate notable shifts in sentiment. Recent upgrades and downgrades illustrate mixed perspectives surrounding the stock, with some analysts perceiving potential opportunities for resurgence.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-06-27 | Buy | Neutral | Goldman Sachs |
| 2024-01-08 | Equal Weight | Underweight | Wells Fargo |
| 2022-09-08 | Underperform | Neutral | B of A Securities |
| 2022-09-07 | Underperform | Neutral | B of A Securities |
| 2022-06-29 | Underperform | Market Perform | Keefe, Bruyette & Woods |
Interpretation
The data suggests a cautious market sentiment towards Franklin Resources, Inc., with stability in Hold recommendations reflecting neither strong confidence nor significant fear. The conservative approach implies analyst vigilance for potential market shifts. Upgrades and downgrades balance towards a mild optimistic caution, lacking momentum for exuberant buying sentiment but not forecasting drastic declines either.
Conclusion
Franklin Resources, Inc. remains a stable yet challenged entity in the current investment landscape. With analysts showing restraint in awarding positive ratings, the focus lies on maintaining current holding levels. This hesitance is countered by selective upgrades, suggesting possible hidden opportunities. However, persistently cautious sentiments and consistent holds indicate the need for investor patience, while being mindful of emerging market triggers.