BEN — Franklin Resources Inc

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates BEN Bullish with a Setup Score of 44, net conviction 46, actionability 42. How the Setup Score works →

Total Setup Score44
Directional BiasBullish
Net Conviction46
Actionability42 (in range)

Key signals behind this score

About Franklin Resources Inc

Franklin Resources, Inc. is a publicly owned asset investment manager. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$35.01
Market Cap$17.26B
Float290.9M
Shares Outstanding508.1M
P/E (Forward)10.75
P/E (TTM)23.11
Price/Sales (TTM)1.85
vs. Analyst Target+0.5% to analyst PT
Profit Margin8.72%
Operating Margin (TTM)12.98%
Revenue (TTM)$9.32B
Earnings Growth (YoY)106.70%
Dividend Rate1.3%
Analyst Target Price$35.18 (11 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $5.57B $799M $4.50B $1.18B
2021 $8.43B $1.83B $7.00B $2.84B
2022 $8.28B $1.29B $6.85B $2.21B
2023 $7.85B $883M $6.35B $1.91B
2024 $8.48B $465M $6.79B $1.38B
2025 $8.77B $525M $7.05B $1.41B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $2.34B $118M
Dec 2025 $2.33B $256M
Mar 2026 $2.29B $347M
Jun 2026 $2.36B $172M

Ownership & Float

Insider Ownership48.6%
Institutional Ownership49.9%
Short Float7.0%
% of All Funds Holding7.51%
Number of Funds Holding661

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$33.67Near-term / short-term trend
Weekly40-Week SMA$28.52Medium-term trend
Weekly80-Week SMA$25.39Cyclical trend (business cycle)
Weekly200-Week SMA$25.15Secular trend (multi-year)
Monthly10-Month SMA$28.64Near-term monthly trend
Monthly20-Month SMA$25.39Medium-term monthly trend
Monthly40-Month SMA$24.86Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$23.00 support 1.14x 3 months ago
$19.00 support 1.34x 14 months ago

Historical Earnings Reactions (122 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.16% 0.00% 47.54% 3.26% -12.37%
1 Day 0.13% -0.01% 49.18% 7.20% -9.39%
1 Week 0.96% 0.43% 51.64% 22.00% -11.95%
2 Weeks 1.19% 1.45% 58.20% 16.99% -20.25%
1 Month 1.54% 1.79% 60.33% 32.71% -26.27%

Next earnings: October 19, 2026 (53 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan10.7%62.8%43
Feb0.2%46.5%43
Mar0.7%53.5%43
Apr1.8%58.1%43
May1.8%60.5%43
Jun1.1%58.1%43
Jul3.1%58.1%43
Aug0.1%59.5%42
Sep-2.1%38.1%42
Oct3.2%60.5%43
Nov3.3%58.1%43
Dec-0.4%46.5%43

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.01% 47.1% 2043
Tuesday 0.07% 47.3% 2218
Wednesday 0.17% 49.3% 2215
Thursday 0.10% 49.4% 2174
Friday 0.14% 49.6% 2162

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 49.9%

Insider Transactions — Smart Summary

Total insider ownership: 48.6%

12-Month Insider Activity Summary

Total Filings3
Net Value+N/A
Net Shares Change-1,572,535
% of Float-0.5%
C-Suite Filings0
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
FRANKLIN RESOURCES INC -$19.0M 1 1 sell
JOHNSON CHARLES B +$2.1M 2 2 buy

Significant Filings

DateInsiderTitleNet ValuePrice After
2025-11-21 JOHNSON CHARLES B +$1.1M Transaction at $21.20, now +65.1%
2025-11-19 JOHNSON CHARLES B +$1.1M Transaction at $21.49, now +62.9%
2026-04-22 FRANKLIN RESOURCES INC -$19.0M Transaction at $11.36, now +208.2%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Franklin Resources Inc (BEN) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for BEN on Trend Edge →