September 13, 2025 a 06:00 pm
BEN: Fundamental Ratio Analysis - Franklin Resources, Inc.
Franklin Resources, Inc. is a stalwart in the asset management industry, well-known for its comprehensive services in equity and fixed income markets. With a legacy that spans over seven decades, its strategic positioning in major global markets continues to secure its standing amid financial sector challenges. However, its performance metrics suggest variability in profitability and value creation.
Fundamental Rating
The following scores and ratings provide insight into the fundamental strengths and weaknesses of Franklin Resources, Inc.
| Category | Score | Visual |
|---|---|---|
| Discounted Cash Flow | 5 | |
| Return on Equity | 2 | |
| Return on Assets | 3 | |
| Debt to Equity | 2 | |
| Price to Earnings | 1 | |
| Price to Book | 3 |
Historical Rating
The historical scores outline the shifts in fundamental health over time for Franklin Resources, Inc.
| Date | Overall | DCF | ROE | ROA | Debt/Equity | P/E | P/B |
|---|---|---|---|---|---|---|---|
| 2025-09-12 | 3 | 5 | 2 | 3 | 2 | 1 | 3 |
| No Date | 0 | 5 | 2 | 3 | 2 | 1 | 3 |
Analyst Price Targets
Analysts provide a range of price targets indicating potential future stock performance.
| High | Low | Median | Consensus |
|---|---|---|---|
| $45 | $19 | $26 | $26.89 |
Analyst Sentiment
The analyst sentiment reflects the current market consensus on the stock recommendation.
| Recommendation | Count | Visual |
|---|---|---|
| Strong Buy | 0 | |
| Buy | 5 | |
| Hold | 15 | |
| Sell | 7 | |
| Strong Sell | 0 |
Conclusion
Franklin Resources, Inc. exhibits a stable yet modest fundamental profile with room for improvement, particularly in return metrics. The stock shows mixed ratings with a consensus towards holding, reflecting cautious optimism by analysts. The price targets highlight potential but underscore volatility concerns, aligning with modest earnings projections. The company's strategic investments across diverse asset markets position it well for long-term growth, although operational risks in fluctuating economic conditions remain pertinent.