October 06, 2025 a 08:39 pm
BEN: Analysts Ratings - Franklin Resources, Inc.
Franklin Resources, Inc., operating as a prominent asset management firm, has rich historical significance in the financial market, established since 1947. Recent analyst ratings reveal a steady disposition towards cautious perspectives, emphasizing 'Hold' recommendations. The sentiment reflects a balanced view amidst volatile market conditions, with noticeable stagnation in 'Strong Buy' endorsements.
Historical Stock Grades
An analysis of the most recent data from October 2025 indicates a majority leaning towards 'Hold' positions with 4 recommendations. Buy ratings have seen a slight uptick, while Sell and Strong Sell categories remain consistent, totaling 4. Graphical representation further emphasizes this steady neutral sentiment.
| Rating | Number | Score |
|---|---|---|
| Strong Buy | 0 | |
| Buy | 3 | |
| Hold | 4 | |
| Sell | 2 | |
| Strong Sell | 2 |
Sentiment Development
Over the past months, the sentiment has generally hovered around moderate levels, with a noticeable preference for 'Hold' ratings as opposed to more aggressive positions. Below are some key trends observed:
- A gradual erasure of 'Strong Buy' recommendations—sign of declining optimism
- 'Hold' recommendations consistently as the most favored stance, indicating a cautious market outlook
- Consistent volumes in 'Sell' and 'Strong Sell' categories, hinting at underlying concerns or strategy conservatism
Percentage Trends
Over several months, significant shifts are visible in the rating distribution percentages. While 'Strong Buy' faded, 'Buy' and 'Hold' recommendations slightly adjusted, reflecting analysts' cautious stance. Key percentage trends include:
- A notable reduction in 'Strong Buy' endorsements
- Incremental increase in 'Buy' and 'Hold' categories, often overshadowing the diminishing 'Sell' inclination
- 'Strong Sell' ratings presented mild fluctuations, indicating persistent skepticism in specific analyst circles
Latest Analyst Recommendations
The recent analyst recommendations predominantly maintain former ratings, reflecting a stable outlook. No major shifts were noted, except for consistent reiterations on previous judgements.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-10-02 | Underperform | Underperform | B of A Securities |
| 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 |
Analyst Recommendations with Change of Opinion
Only a handful of ratings show a change in opinion, with notable transitions in the level of endorsements such as upgrades from 'Neutral' to 'Buy'. This variability highlights an area of growth potential identified by certain analysts.
| 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 steady inclination towards 'Hold' ratings with minor fluctuations in 'Buy' and 'Sell' categories suggests a cautious approach by analysts. While an air of uncertainty prevails, actions such as incremental upgrades in specific instances hint at emerging opportunities. The prevailing analyst consensus portrays a stable yet vigilant sentiment, ideally suited for investors seeking balanced risk exposure.
Conclusion
Franklin Resources, Inc. stands as a consistent entity amidst fluctuating market norms, witnessed through the predominance of 'Hold' ratings. Despite minimal transformation in sentiment, specific upgrades signal possibilities for focused investment strategies. The cautious outlook by analysts reflects not only conservative risk management but also potential for subtle strategic shifts as conditions evolve. Investors are recommended to stay attentive to future analyst revisions as an imperative directional cue.