Franklin Resources, Inc. (BEN)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Franklin Resources, Inc. (BEN) is up 44.1% since the beginning of the year. At $34 per share, BEN is trading just below its 52-week high of $34. Investors who bought $1,000 worth of BEN shares 5 years ago would now be looking at an investment worth $1,352.

Franklin Resources, Inc. (BEN) has returned 44.10% so far this year and 57.40% over the past 12 months. Over the last ten years, BEN has returned 5.65% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Sep 7, 1984, BEN's average daily return is +0.09%, while the average monthly return is +1.84%. At this rate, an investment would double in approximately 3.2 years.

Historically, 57% of months were positive and 43% were negative. The best month was Jan 1987 with a return of +49.5%, while the worst month was Apr 1987 at -30.3%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.

On a daily basis, BEN closed higher 49% of trading days. The best single day was Oct 21, 1987 with a return of +30.2%, while the worst single day was Oct 20, 1987 at -22.1%.

Franklin Resources, Inc. has an annualized alpha of 9.59%, beta of 1.25, and R2 of 0.38 versus S&P 500 Index. Calculated based on daily prices since September 07, 1984.

• This stock captured 172.42% of S&P 500 Index gains and 130.31% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.38 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

BEN ranks 86 for risk / return — in the top 86% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Franklin Resources, Inc. provided a 3.83% dividend yield over the last twelve months, with an annual payout of $1.30 per share.

The table displays the monthly dividend distributions for Franklin Resources, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Franklin Resources, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Franklin Resources, Inc. was 72.80%, occurring on Mar 6, 2009. Recovery took 589 trading sessions.

The current Franklin Resources, Inc. drawdown is 2.68%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Franklin Resources, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Franklin Resources, Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.