BEN
Franklin ResourcesNYSEFinancialsAsset ManagementSnapshot 2026-05-08
As of May 8, 2026, BEN has a composite score of 9.9, indicating a mixed signal with a high confidence level of 81.1. The score is influenced by various factors, including a macro score of -7.7 and a sector score of 14.6. Key drivers include macroeconomic conditions related to rates, growth, labor, and inflation.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share0.71
- Slope (norm)0.13
- Bonus0.00
Why this rank
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $0.66 → $0.64 (-2.3% / 30d). 3 raised, 4 cut, 8 covering analysts.
1 upgrade, 0 downgrades / 30d, 6 maintained. 27% of analysts rate Buy.
6 PT revisions / 30d. Avg target 3.8% above current price.
1 positive, 0 negative / 30d. See F4 management tile for the event list.
Transition story with positive analyst positioning — often a turnaround setup.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
5 material events in the last 24 months — top 5 listed below.
- 2026-02-05BEN — officer changeimpact 0.44
- 2025-09-08BEN — CEO transitionimpact 0.42
- 2025-12-17BEN — credit agreementimpact 0.27
- 2025-12-17BEN — share buyback announcedimpact 0.21
- 2025-12-17BEN — capital allocation — Creation of a Direct Financial Obligation or an Obligation under an Off-Balan…impact 0.21
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Increase share buyback authorizationcapital allocationmixed65% progressprovisional
12/17: “The Board authorized repurchase of up to an additional 20.8 million shares.”
Why this status
Stated in 2 of last 2 quarters. No specific buyback activity reported in the financials for 2026-Q1, indicating limited progress on execution. Persistent statement, limited substantive delivery this quarter.
- 2.Maintain dividend paymentscapital allocationbehind30% progressprovisional
1/30: “Dividends declared per share were $0.33 for the quarter.”
Why this status
Stated in 6 of last 6 quarters. Dividends declared per share increased from $0.32 in 2025-Q4 to $0.33 in 2026-Q1, indicating consistent delivery on this priority.
- 3.Achieve earnings growthgrowthon track100% progressprovisional
1/30: “Net income was $255.5 million, up from $117.6 million in the previous quarter.”
Why this status
Stated in 3 of last 3 quarters. Net income increased from $117.6 million in 2025-Q4 to $255.5 million in 2026-Q1, showing positive trajectory and delivery on earnings growth.
Guidance track record
Last 8 quarters of EPS guidance with actuals.
Per-quarter detail
| Period | Guidance | Actual | Result |
|---|---|---|---|
| 2022-03-31 | $0.88 | $0.96 | beat |
| 2022-06-30 | $0.96 | $0.82 | miss |
| 2022-09-30 | $0.50 | $0.78 | beat |
| 2023-06-30 | $0.61 | $0.63 | inside |
| 2023-09-30 | $0.58 | $0.84 | unclassifiable |
| 2024-09-30 | $0.60 | $0.59 | inside |
| 2025-09-30 | $0.49 | $0.21 | miss |
| 2026-03-31 | $0.70 | $0.71 | inside |
Beat / inside / miss is computed from the guided range when issued; for point-estimate quarters a ±5% tolerance band around the mid is used. surprise_pct_vs_mid is unstable when guided EPS is near zero, so it is not surfaced as a headline.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 32%; 252d 27%.
Drawdown — Max 1y −19%. Bad day move −3%.
Beta to sector ETF (XLF) — 1.23 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 55/100, drawdown 62/100, beta 77/100, earnings vol —.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 63% of the last 8 guided quarters · 5.4% avg surprise
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Increase share buyback authorization
Capital allocationNew since 2026-05-04Expand the share repurchase program to enhance shareholder value.
On track →MixedStated in 2 of last 2 quarters. No specific buyback activity reported in the financials for 2026-Q1, indicating limited progress on execution. Persistent statement, limited substantive delivery this quarter.
65%CEO/CFO:“The Board authorized repurchase of up to an additional 20.8 million shares.”Multiple sourcesSource dated 2025-12-17Stated 2 of last 8 quartersFirst seen 2026-05-04provisionalShow history (2)
- 2026-Q1Multiple sources
“The Board authorized repurchase of up to an additional 20.8 million shares.”
- 2025-Q4Multiple sources
“The Board authorized repurchase of up to an additional 20.8 million shares.”
- #2
Maintain dividend payments
Capital allocationNew since 2026-05-04Continue regular dividend payments to shareholders.
On track →BehindStated in 6 of last 6 quarters. Dividends declared per share increased from $0.32 in 2025-Q4 to $0.33 in 2026-Q1, indicating consistent delivery on this priority.
Dividends declared per share were $0.33 for the quarter30%CEO/CFO:“Dividends declared per share were $0.33 for the quarter.”Multiple sourcesSource dated 2026-01-30Stated 6 of last 8 quartersFirst seen 2026-05-04provisionalShow history (6)
- 2026-Q1Multiple sources
“Dividends declared per share were $0.33 for the quarter.”
- 2025-Q4Multiple sources
“Dividends declared per share were $0.32 for the quarter.”
- 2025-Q3Multiple sources
“Dividends declared per share were $0.32 for the quarter.”
- 2025-Q2Multiple sources
“Dividends declared per share were $0.31 for the quarter.”
- 2025-Q1Multiple sources
“Dividends declared per share were $0.32 for the quarter.”
- 2024-Q4Multiple sources
“Dividends declared per share were $0.32 for the quarter.”
- #3
Achieve earnings growth
GrowthNew since 2026-05-04Focus on increasing net income and earnings per share.
On trackStated in 3 of last 3 quarters. Net income increased from $117.6 million in 2025-Q4 to $255.5 million in 2026-Q1, showing positive trajectory and delivery on earnings growth.
Net income was $255.5 million, up from $117.6 million in the previous quarter100%CEO/CFO:“Net income was $255.5 million, up from $117.6 million in the previous quarter.”Multiple sourcesSource dated 2026-01-30Stated 3 of last 8 quartersFirst seen 2026-05-04provisionalShow history (3)
- 2026-Q1Multiple sources
“Net income was $255.5 million, up from $117.6 million in the previous quarter.”
- 2025-Q4Multiple sources
“Net income was $117.6 million, up from $92.3 million in the previous quarter.”
- 2025-Q3Multiple sources
“Net income was $92.3 million, down from $151.4 million in the previous quarter.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Roughly priced in line with peers.
Cheaper than its own typical valuation.
P/E over the last 5 years
71 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
BEN Franklin Resources | +9.9 | fair | moderate |
BRK-B Berkshire Hathaway | +6.0 | — | moderate |
JPM JPMorgan Chase | -0.9 | full | low |
V Visa Inc. | +20 | — | low |
MA Mastercard | +15 | full | low |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If rates state reverses from -0.37 (negative) to +0.37 (positive)+6.6 pts
- If financials sector trend rises from +0.07 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2026-04-28)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2026-04-28)-8.0 pts
- If financials sector trend falls from +0.07 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-04-2811d agoItem 2.02
Results of Operations and Financial Condition. On April 28, 2026, Franklin Resources, Inc. (the “Company”) issued a press release announcing the financial results for the Company’s second fiscal quarter ended March 31, 2026. A copy of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference.
earnings preannouncementpositivescore 56 - 2026-01-303mo agoItem 2.02
Results of Operations and Financial Condition. On January 30, 2026, Franklin Resources, Inc. (the “Company”) issued a press release announcing the financial results for the Company’s first fiscal quarter ended December 31, 2025. A copy of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference.
earnings preannouncementpositivescore 7 - 2026-02-053mo agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (e) At the annual meeting of stockholders of Franklin Resources, Inc. (the “Company”) held on February 3, 2026 (the “Annual Meeting”), the Company’s stockholders approved an amendment and restatement of the Company's 1998 Employee Stock Investment Plan ("ESIP"), to increase the number of shares of common stock, par value $0.10 per share, of the Com…
executive changeneutralscore 7 - 2025-12-174mo agoItem 1.01
Entry into a Material Definitive Agreement. Joinder and Commitment Increase Agreement On December 11, 2025, Franklin Resources, Inc., a Delaware corporation (the “Company”), entered into a Joinder and Commitment Increase Agreement (the “Joinder Agreement”), by and among the Company, as borrower, Mizuho Bank, Ltd., Royal Bank of Canada, The Bank of New York Mellon, each of the other Lenders party thereto and Bank of America, N.A., as administrative agent, which amends the Amended and Restated…
capital allocationneutralscore 2 - 2025-12-174mo agoItem 8.01
Other Events. On December 17, 2025, the Board of Directors of the Company authorized the Company to repurchase, from time to time, up to an additional 20.8 million shares of its common stock in either open market or private transactions, for a total of up to 40.0 million shares available for repurchase. The new share authorization is in addition to the existing authorization, of which approximately 19.2 million shares remained available for repurchase at November 30, 2025. The size and timing…
capital allocationpositivescore 2
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.