August 26, 2025 a 08:38 pm
BEN: Analysts Ratings - Franklin Resources, Inc.
Franklin Resources, Inc. (NYSE: BEN) has demonstrated a mixed outlook in recent months, with analysts showing diverse sentiment. While there is a stable interest in holding positions, buy recommendations remain relatively subdued. This reflects a cautious approach by investors towards the asset management firm's stock amidst market volatility.
Historical Stock Grades
The latest ratings for the Franklin Resources, Inc. stock show a balanced view with a slight tilt towards holding. Analysts' recommendations are spread across different grades, yet no strong consensus to either buy or sell aggressively is evident.
| Recommendation | Count | Score Bar |
|---|---|---|
| Strong Buy | 0 | |
| Buy | 2 | |
| Hold | 4 | |
| Sell | 2 | |
| Strong Sell | 2 |
Sentiment Development
Analyzing the monthly sentiment changes, it is clear that the number of hold ratings has consistently been the favorite across analysts. We observe a slight volatility in buy and sell recommendations, mirroring current market uncertainties.
- Hold remains dominant, implying steady investor interest without aggressive buying or selling.
- Incremental increases observed in sell ratings, suggesting cautious sentiment.
- Strong buy recommendations were absent in recent months, indicating limited confidence in strong growth.
Percentage Trends
In the past months, the stability of hold recommendations highlighted a balanced sentiment in analyzing BEN's stock. However, subtle shifts appear, moving away from strong buy towards sell ratings, reflecting a strategic caution amongst investors.
- Proportion of hold ratings consistently around 40-50%, echoing market sentiment stability.
- Slight increase seen in sell ratings, signaling cautious approaches.
- Buy ratings show sporadic presence, but no lasting upward trend.
- The lack of Strong Buy grades indicates reserved expectations.
- Recently observed a marginal increase in conservative outlook, paralleled by a decrease in investor enthusiasm.
Latest Analyst Recommendations
Recent recommendations maintain a steady approach, with the majority staying with previous assessments. No new upgrades or reductions indicate stable sentiment with little change in outlook.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-08-12 | Underweight | Underweight | Morgan Stanley |
| 2025-08-04 | Underweight | Underweight | Barclays |
| 2025-08-04 | Neutral | Neutral | JP Morgan |
| 2025-08-04 | Underperform | Underperform | Evercore ISI Group |
| 2025-07-16 | Underweight | Underweight | Barclays |
Analyst Recommendations with Change of Opinion
Over the past years, several analysts have revised their previous stances on BEN. Noteworthy changes include a few upgrades and downgrades, reflecting changing perspectives on the stock's future performance.
| 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 ongoing stability in analyst recommendations for Franklin Resources, Inc. highlights an environment of cautious anticipation. The limited number of changes, particularly amidst recently turbulent markets, suggests a stable yet wary outlook. There are minimal signs of increasing confidence, with downgrades slightly outnumbering upgrades. This reflects a consistent trend towards conservative investment strategies, which could indicate lingering uncertainties.
Conclusion
Overall, Franklin Resources, Inc. is seen as a stable yet cautious investment by analysts. While there has been a minimal shift in sentiment towards selling, the overriding preference remains to hold. This strategy mitigates risk amidst uncertain market conditions. Despite occasional buy upgrades, strong buy ratings remain elusive, suggesting limited optimism for imminent standout performance. Investors should remain watchful of macroeconomic cues that might shift the current stasis and consider diversified tactics aligned with evolving market trends.