BEN
BalancerFranklin Resources
$25.67
+2.97%
as of 13 Apr
Power Core
Franklin's moat is a globally distributed, multi-affiliate brand architecture that generates client inertia across diverse geographies and asset classes, but that inertia is eroding as fee sensitivity and passive adoption accelerate worldwide.
Direction of Movement
Lateral Drift With Structural Headwinds Exceeding Tailwinds
ROC 200
+2.7%
BEN
Franklin Resources
$25.67
+2.97%
as of 13 Apr
DCF Fair Value: $36.90
mOS zones are proprietary L17X overlays and do not constitute trading signals or investment advice.
Company Profile
Franklin Resources Inc. is a global investment management organization operating under the Franklin Templeton brand, serving clients across over 150 countries. The company provides comprehensive investment management and wealth management solutions through a network of specialized investment managers, each offering differentiated expertise and investment philosophies. Franklin Resources operates across major asset classes including equities, fixed income, alternatives, multi-asset strategies, and cash management products. The firm's specialist investment managers—including Putnam Investments, Templeton Global Investments, Lexington Partners, Benefit Street Partners, ClearBridge Investments, and others—deliver deep capabilities in traditional and alternative investing, spanning private equity, private credit, real estate, infrastructure, and venture capital. The company also offers innovative investment products such as exchange-traded funds (ETFs), separately managed accounts, and Canvas, a custom indexing platform. Additionally, Franklin Resources has expanded into digital asset management, including tokenized money market funds and blockchain-enabled solutions, positioning itself as a pioneer in emerging financial technologies. Founded in 1947 and headquartered in San Mateo, California, Franklin Resources serves institutional, retail, and high-net-worth clients worldwide.
Sector
Financial Services
Industry
Asset Management
Employees
9,900