Franklin Resources (BEN)
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
QuarterlyIQ Insights · BEN
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $35 BEN trades at 12× p/e, below its 16× p/e peer median. Our $39 fair value sits above the price. We hold it with medium confidence: our number sits above the analyst range and quality doesn't explain valuation multiples in this sub-industry, so the peer comparison is a weak guide. Analysts target $32–$36. Note: our $39 fair value sits above the entire analyst range ($32–$36). Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $34.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $47.07 | — | — | Hist. CAGR | high |
| graham number | 12M | $39.72 | — | — | TTM | high |
| Mgmt guidance | 12M | $14.88 | 16.3 | 0.91 | Mgmt | high |
| Peer P/B |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$32.00 – $36.00 (median $34.00) · 6 analysts · as of 2026-08-03
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks cheaper than most peers in the same business.
Around its own typical valuation.
Trailing four: 2025-Q3, 2026-Q1, 2026-Q2, 2026-Q3
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $48.36 |
| 1.9 |
| 25.04 |
| TTM |
| high |
| Peer P/FCF | 12M | $5.37 | 13.5 | 0.40 | TTM | high |
| Peer P/E | 12M | $41.70 | 13.2 | 3.16 | ntm analyst | high |
| Peer P/S | 12M | $58.66 | 3.2 | 18.07 | TTM | high |
| PEG | 12M | $61.81 | 22.1 | 2.80 | TTM | high |
| residual income | 12M | $26.55 | — | — | TTM | high |
| Own P/E history | 12M | $33.98 | 12.1 | 2.80 | TTM | high |
| triangulated | 12M | $47.41 | 16.3 | 2.90 | Triangulated | high |
| Mgmt guidance | 3Y | $21.27 | 16.3 | 1.30 | Mgmt(prov.) | medium |
| Peer P/B | 3Y | $49.83 | 1.9 | 25.80 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $45.52 | 13.2 | 3.45 | Analyst | medium |
| Peer P/S | 3Y | $34.94 | 3.2 | 10.76 | Analyst | medium |
| PEG | 3Y | $76.18 | 22.1 | 3.45 | Analyst | medium |
| Own P/E history | 3Y | $41.88 | 12.1 | 3.45 | Analyst | medium |
| Mgmt guidance | 5Y | $27.00 | 16.3 | 1.65 | Mgmt(prov.) | high |
| Peer P/B | 5Y | $50.83 | 1.9 | 26.32 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $32.22 | 13.2 | 2.44 | Analyst | high |
| Peer P/S | 5Y | $24.74 | 3.2 | 7.62 | Analyst | high |
| PEG | 5Y | $53.93 | 22.1 | 2.44 | Analyst | high |
| Own P/E history | 5Y | $29.65 | 12.1 | 2.44 | Analyst | high |