January 23, 2026 a 03:43 pm
BEN: Fundamental Ratio Analysis - Franklin Resources, Inc.
Franklin Resources, Inc., a leader in asset management, navigates the complexities of global finance with a strong anchoring in both equity and fixed income markets. Despite a well-rounded portfolio, the company's growth is challenged by industry dynamics and global economic conditions. Investors should weigh the moderate risks with its potential stability and opportunities in diverse market sectors.
Fundamental Rating
The fundamental rating of Franklin Resources, Inc. shows a moderate performance reflective of the current market conditions. Below are the scores across various categories:
| Category | Score | Visualization |
|---|---|---|
| Discounted Cash Flow | 4 | |
| Return On Equity | 2 | |
| Return On Assets | 3 | |
| Debt To Equity | 2 | |
| Price To Earnings | 2 | |
| Price To Book | 3 |
Historical Rating
The historical ratings indicate a stable trajectory with no significant fluctuations in recent performance metrics.
| Date | Overall Score | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|
| 2026-01-22 | 3 | 4 | 2 | 3 | 2 | 2 | 3 |
| 2026-01-23 | 3 | 4 | 2 | 3 | 2 | 2 | 3 |
Analyst Price Targets
Current analyst estimates suggest a hold position with little upside potential in the forecasted price targets.
| Metric | Value ($) |
|---|---|
| High | 25 |
| Low | 25 |
| Median | 25 |
| Consensus | 25 |
Analyst Sentiments
The market sentiment, as suggested by analysts, leans towards a hold recommendation with notable proportionate distribution among other categories.
| Recommendation | Number | Visualization |
|---|---|---|
| Strong Buy | 0 | |
| Buy | 6 | |
| Hold | 14 | |
| Sell | 7 | |
| Strong Sell | 0 |
Conclusion
Franklin Resources, Inc. exhibits consistent fundamental performance, appealing to risk-averse investors in search of stability. While current price targets indicate limited potential upside, the firm’s established market position and diversified offerings provide a solid foundation. However, industry-specific headwinds and global economic factors could hinder significant appreciation. A robust asset management strategy remains crucial in balancing these prospects. Consideration of these aspects is essential for potential investors.