Nama Insights

Franklin Resources (BEN)

Financial Services · Asset Management · NYSE

S&P 500
Franklin Resources (BEN) is a Financial Services company in the Asset Management industry. It has a market capitalization of $17.14B, a trailing price-to-earnings ratio of 12.1 and a free-cash-flow yield of 5.2%. Over the most recent reported fiscal year, revenue grew 3.5% and free cash flow per share grew 13.2%. Nama's AI scorecard rates it Sell, 4.1 out of 10. On 12-month momentum it ranks in the leading band of its market.
AI scorecard
Sell · 4.1/10
Negative, at the mild end of Sell. As of Nov 7, 2026.
Momentum
Leading · +39.7% over 12 months ex. last
Top 20% of its market on the past year's steady rise.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-7.5%
How far the last close sits under the highest price of the past five years.
Market cap$17.14B
Trailing P/E12.1
Price / book1.5
Price / sales1.8
FCF yield5.2%
Dividend yield3.9%
Gross margin81.2%
Operating margin14.0%
Net margin8.7%
Revenue growth (YoY)+3.5%
Revenue growth (3-yr annual)+2.0%
EPS growth (YoY)-7.5%
FCF/share growth (YoY)+13.2%
Beta1.6
ExchangeNYSE
SectorFinancial Services
IndustryAsset Management

BEN earnings

Next report: Jan 29, 2027 (Q1 2027, EPS estimate $0.73). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q4 2026 Nov 6, 2026 $0.94 $0.77 +22.1% —
Q3 2026 Jul 31, 2026 $0.72 $0.66 +9.1% $2.36B
Q2 2026 Apr 28, 2026 $0.71 $0.55 +29.1% $2.29B
Q1 2026 Jan 30, 2026 $0.70 $0.55 +27.3% $2.33B

BEN analyst price target

Median target $35.00 from 13 analysts, ranging $26.00 – $40.00.

Asset Management peers

TickerCompanyMarket capP/E
BLK BlackRock $182.05B 21.2
BX Blackstone $148.61B 20.1
BN Brookfield $92.37B 591.1
KKR KKR $89.11B 17.4
BAM Brookfield Asset Management $84.57B 29.2
APO Apollo Global Management $68.96B 13.6
STT State Street $45.05B 12.6
ARES Ares Management $44.45B 25.6
Explore live BEN data on Nama Insights →

Recent Congressional trades

Franklin Resources trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026
Thomas H. Kean House Sell $15,001 - $50,000 Oct 14, 2025
Thomas H. Kean House Sell $1,001 - $15,000 May 15, 2025
Thomas H. Kean House Sell $1,001 - $15,000 Jan 22, 2025

BEN FAQ

Is BEN a buy?
Nama's AI scorecard currently rates Franklin Resources Sell (4.1 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is BEN's P/E ratio?
Franklin Resources trades at a trailing price-to-earnings ratio of 12.1.
When does BEN report earnings?
Franklin Resources's next scheduled report is on Jan 29, 2027. Analysts expect EPS of $0.73.
What is the BEN price target?
The median analyst price target from 13 analysts is $35.00, with a range of $26.00 – $40.00.
Is BEN Shariah compliant?
Nama's AAOIFI-style screen reads Franklin Resources as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does BEN pay a dividend?
Yes — Franklin Resources's dividend yield is 3.9%.