September 14, 2025 a 12:39 pm
BEN: Analysts Ratings - Franklin Resources, Inc.
Franklin Resources, Inc. (BEN) has seen consistent interest from analysts with fluctuating recommendations that highlight a general sentiment of caution. Across varying analyst grades over recent months, the trends suggest a potential re-evaluation of the company’s asset management strategies amidst evolving market conditions. The company’s historical performance and future outlooks are subject to close scrutiny from financial institutions which indicates both opportunities and risks inherent in the stock.
Historical Stock Grades
Over the past months, Franklin Resources, Inc. has experienced a range of analyst ratings, reflecting a diverse sentiment on the company's prospects. Below are the latest figures:
| Recommendation | Count | Score |
|---|---|---|
| Strong Buy | 0 | |
| Buy | 2 | |
| Hold | 4 | |
| Sell | 2 | |
| Strong Sell | 2 |
Sentiment Development
Across the period analyzed, Franklin Resources, Inc. has seen a notable shift in sentiment. Throughout recent months, the number of analysts maintaining 'Hold' and 'Sell' positions outweighs 'Buy' and 'Strong Buy', signaling caution. Key trends include:
- A decline in 'Strong Buy' positions implies decreasing bullish sentiment.
- 'Hold' ratings have generally been the most abundant, peaking at 9 in early 2025.
- The proportion of 'Strong Sell' recommendations has seen a slight rise.
Percentage Trends
Analyzing the percentage distribution of ratings provides additional insights into sentiment shifts. Recently, there's been a visible shift towards more conservative recommendations:
- The percentage of 'Hold' ratings was at its highest at 75% in June 2025.
- Increases in 'Buy' and 'Hold' percentages suggest a trend towards caution.
- The absence of 'Strong Buy' ratings in recent months marks a downturn in optimistic sentiment.
Latest Analyst Recommendations
The latest analyst recommendations for Franklin Resources, Inc. show a focus on maintaining prior opinions, reflecting stable sentiment. Below are the most recent changes observed:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-08-12 | Underweight | Underweight | Morgan Stanley |
| 2025-08-04 | Underperform | Underperform | Evercore ISI Group |
| 2025-08-04 | Underweight | Underweight | Barclays |
| 2025-08-04 | Neutral | Neutral | JP Morgan |
| 2025-07-16 | Underweight | Underweight | Barclays |
Analyst Recommendations with Change of Opinion
The following outlines changes in analyst opinions, indicative of evolving market perceptions. These modifications may suggest increased confidence or apprehension about Franklin Resources, Inc.:
| 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 sentiment surrounding Franklin Resources, Inc. underscores both prevalent uncertainty and a cautiously optimistic outlook among investors. While the predominance of 'Hold' ratings indicates a wait-and-see approach, sporadic upgrades and downgrades reveal varying confidence levels in market conditions. Analysts appear to exercise caution, though the consistent number of ratings suggests a general steadiness in market forecasts.
Conclusion
Overall, Franklin Resources, Inc. is depicted by analysts as a stock warranting cautious optimism. The steady 'Hold' recommendations, interspersed with occasional upgrades, reflect stable performance with potential risks. Recent trends suggest a movement toward conservative assessments amidst fluctuating market conditions. Future investment in Franklin Resources, Inc. will likely depend on broader economic shifts and company performance as monitored by financial institutions.