Analyzing Ratios: Franklin Resources, Inc (BEN)’s Financial Story Unveiled

Ulysses Smith

The pursuit of market outperformance leads investors to the practice of hand-picking stocks. Skillful choices can be a catalyst for significant wealth enhancement.

The price of Franklin Resources, Inc (NYSE: BEN) closed at $24.38 in the last session, up 0.79% from day before closing price of $24.19. In other words, the price has increased by $0.79 from its previous closing price. On the day, 3.25 million shares were traded. BEN stock price reached its highest trading level at $24.41 during the session, while it also had its lowest trading level at $24.02.

Ratios:

We take a closer look at BEN’s different ratios to gain a better understanding of the stock. It provided that stocks Price–to–Cash (P/C) ratio for the trailing twelve months (TTM) is standing at 3.55 whereas its Price-to-Free Cash Flow (P/FCF) for the term is 14.23. For the most recent quarter (mrq), Quick Ratio is recorded 1.20 and its Current Ratio is at 1.20. In the meantime, Its Debt-to-Equity ratio is 1.10 whereas as Long-Term Debt/Eq ratio is at 1.05.

Upgrades & Downgrades

In the most recent recommendation for this company, BMO Capital Markets on October 03, 2025, initiated with a Outperform rating and assigned the stock a target price of $26.

On June 27, 2025, Goldman Upgraded its rating to Buy which previously was Neutral but kept the price unchanged to $29.

TD Cowen Upgraded its Hold to Buy on May 14, 2025, while the target price for the stock was maintained at $27.

Insider Transactions:

An investor can also benefit from insider trades by learning what management is thinking about the future direction of stock prices. A recent insider transaction in this stock occurred on Dec 04 ’25 when FRANKLIN RESOURCES INC sold 1,755,926 shares for $11.39 per share. The transaction valued at 20,000,000 led to the insider holds 10,040,743 shares of the business.

JOHNSON CHARLES B bought 50,000 shares of BEN for $1,060,000 on Nov 20 ’25. The 10% Owner now owns 90,137,677 shares after completing the transaction at $21.20 per share. On Nov 18 ’25, another insider, JOHNSON CHARLES B, who serves as the 10% Owner of the company, bought 50,000 shares for $21.49 each. As a result, the insider paid 1,074,475 and bolstered with 90,087,677 shares of the company.

Valuation Measures:

Investors should consider key stock statistics when deciding whether to invest or divest. In the wake of the recent closing price, BEN now has a Market Capitalization of 12711504896 and an Enterprise Value of 15086763008. As of this moment, Franklin’s Price-to-Earnings (P/E) ratio for their current fiscal year is 26.77, and their Forward P/E ratio for the next fiscal year is 8.79. The expected Price-to-Earnings-to-Growth (PEG) calculation for the next 5 years is 0.89. For the stock, the TTM Price-to-Sale (P/S) ratio is 1.45 while its Price-to-Book (P/B) ratio in mrq is 1.05. Its current Enterprise Value per Revenue stands at 1.72 whereas that against EBITDA is 8.868.

Stock Price History:

The Beta on a monthly basis for BEN is 1.47, which has changed by 0.19221294 over the last 52 weeks, in comparison to a change of 0.17823458 over the same period for the S&P500. Over the past 52 weeks, BEN has reached a high of $26.08, while it has fallen to a 52-week low of $16.25. The 50-Day Moving Average of the stock is 6.42%, while the 200-Day Moving Average is calculated to be 7.90%.

Shares Statistics:

According to the various share statistics, BEN traded on average about 4.45M shares per day over the past 3-months and 3915100 shares per day over the past 10 days. A total of 520.95M shares are outstanding, with a floating share count of 272.79M. Insiders hold about 47.64% of the company’s shares, while institutions hold 46.68% stake in the company. Shares short for BEN as of 1765756800 were 25311083 with a Short Ratio of 5.69, compared to 1763078400 on 24376338. Therefore, it implies a Short% of Shares Outstanding of 25311083 and a Short% of Float of 6.329999999999999.

Dividends & Splits

The forward annual dividend rate for BEN is 1.28, which was 1.28 in the trailing 12 months. Against a Trailing Annual Dividend Yield of 0.052914426. The stock’s 5-year Average Dividend Yield is 4.7. The current Payout Ratio is 140.40% for BEN, which recently paid a dividend on 2025-09-30 with an ex-dividend date of 2025-12-30. Stock splits for the company last occurred on 2013-07-26 when the company split stock in a 3:1 ratio.

Earnings Estimates

Currently, 8.0 analysts are dedicated to thoroughly evaluating and rating the performance of Franklin Resources, Inc (BEN) in the stock market.The consensus estimate for the next quarter is $0.62, with high estimates of $0.69 and low estimates of $0.59.

Analysts are recommending an EPS of between $2.71 and $2.33 for the fiscal current year, implying an average EPS of $2.49. EPS for the following year is $2.78, with 10.0 analysts recommending between $2.98 and $2.53.

Revenue Estimates

According to 1 analysts,. The current quarter’s revenue is expected to be $2.23B. It ranges from a high estimate of $2.23B to a low estimate of $2.23B. As of. The current estimate, Franklin Resources, Inc’s year-ago sales were $2.25BFor the next quarter, 1 analysts are estimating revenue of $2.21B. There is a high estimate of $2.21B for the next quarter, whereas the lowest estimate is $2.21B.

A total of 3 analysts have provided revenue estimates for BEN’s current fiscal year. The highest revenue estimate was $8.97B, while the lowest revenue estimate was $8.5B, resulting in an average revenue estimate of $8.7B. In the same quarter a year ago, actual revenue was $8.77BBased on 3 analysts’ estimates, the company’s revenue will be $9.01B in the next fiscal year. The high estimate is $9.42B and the low estimate is $8.77B.

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