Franklin Resources, Inc.

Franklin Resources, Inc.

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Market Cap$16.12B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Franklin Resources, Inc.Franklin Resources, Inc.19.84.19%7%1.81.3
$29.50

Target Price by Analysts

2.9% downsideFranklin Resources Target Price DetailsTarget Price
$21.60

Current Fair Value

28.9% downside

Overvalued by 28.9% based on the discounted cash flow analysis.

Share Statistics

Market cap$16.12 Billion
Enterprise Value$27.94 Billion
Dividend Yield$1.30 (4.19%)
Earnings per Share$0.91
Beta1.59
Outstanding Shares517,500,000

Return

Return on Equity6.70%ROE
Return on Assets2.38%
Return on Invested Capital3.42%

Valuation & Multiples

P/E Ratio19.77P/E Ratio
PEG15.33PEG
Price to Sales1.79Price to Sales
Price to Book Ratio1.08Price to Book Ratio
Enterprise Value to Revenue3.09
Enterprise Value to EBIT24.18
Enterprise Value to Net Income34
Total Debt to Enterprise0.55
Debt to Equity1.27Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 8, 2026
EPS Estimate
$0.56
Average shareholder expectation
Revenue Estimate
$2.23 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 7, 2026
EPS Estimate
$0.63
Average shareholder expectation
Revenue Estimate
$1.73 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.5661 11.90%
Total Calls1,335,500 9.81%
Total Puts756,000 25.48%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %55.66% 2.36%
Total Invested$6.81B 3.20%
Investors Holding621 25.00%

ESG Score

No data

About Franklin Resources, Inc.

Relevant Senate Committees

Joint Committee on Taxation

As the non-partisan body responsible for 'scoring' all tax legislation and providing technical analysis, its reports and insights are crucial for understanding future tax changes. These changes directly affect corporate profits, capital allocation decisions, and the overall attractiveness of various investment vehicles managed by Franklin Resources.

Finance

This is one of the most powerful committees affecting the financial sector. Its control over taxation (corporate, capital gains), trade policy, and entitlement spending directly impacts corporate earnings, investment returns, and the overall economic landscape, fundamentally influencing Franklin Resources' business model and investment strategies.

Appropriations

This committee controls the allocation of all discretionary federal spending, impacting various sectors from defense to infrastructure and research. Members would have advanced knowledge of funding flows, which directly influences the profitability of companies Franklin Resources might invest in, and overall economic activity affecting market sentiment.

Agriculture, Nutrition, and Forestry

This committee's oversight of the CFTC (Commodity Futures Trading Commission) and its role in defining digital assets (e.g., cryptocurrencies) as commodities is directly relevant to an investment firm dealing with securities and commodity exchanges. It impacts market structures and new product development.

Banking, Housing, and Urban Affairs

This is a direct regulatory committee for the financial sector. It oversees the SEC (which regulates investment firms like Franklin Resources), the Federal Reserve, and is central to discussions on bank capital, housing finance, and emerging areas like cryptocurrency regulation, all directly impacting Franklin Resources' operations and investment landscape.

Select Committee on Intelligence

Members receive classified briefings on global threats, cybersecurity, and geopolitical developments. This information directly impacts financial market stability, country risk, and sector-specific valuations (e.g., defense, tech), all crucial for a global asset manager's portfolio strategy and risk assessment.

Foreign Relations

As a global asset manager, Franklin Resources is highly susceptible to shifts in U.S. foreign policy, international sanctions, and trade agreements, all of which directly affect global market stability and the valuation of international investments. Committee members would possess non-public information regarding these developments that directly impact investment strategies.