BEN
Franklin ResourcesBNYSE / Financial Services
Last Price
At close
2026-07-18
Current thesis
The post-earnings bull case is that BEN is showing better execution in targeted growth areas: positive ex-Western long-term flows, alternatives fundraising, ETF momentum, Canvas growth, and improved adjusted operating margin. Primary filings support the earnings event, but the forward case still requires follow-through in later AUM and earnings updates.
Posture
Constructive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta +0.3.
What can break
AUM and revenue remain sensitive to market levels, product mix, fee rates, and client risk appetite.
Momentum
75
Value
56
Sentiment
44
Setup hits (3d)
— · Net —
AI TargetsBase $28.00 · Bull $32.00 · Bear $23.00
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-04-29 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-18
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net —
Target $34.27
Why
Momentum75 · Δ7d -5.4
Value56 · Δ7d +0.3
Sentiment44 · Δ7d -0.0
So what
Strength-led posture. Favor watchlist adds and disciplined entries.
Lead driver: Value · See fundamentals
Momentum
75
26% active weight
Current posture
7d trendFlat
Δ7d
-5.4
Δ21d
-7.2
Value
56
39% active weight
Current posture
7d trendFlat
Δ7d
+0.3
Δ21d
+1.2
Sentiment
44
34% active weight
Current posture
7d trendFlat
Δ7d
-0.0
Δ21d
-0.6
Why this grade
Composite grade B. Momentum 74.9 / Value 56.3 / Sentiment 43.9
Fundamentals (TTM)As of 2026-07-17
Fundamentals (TTM)
As of 2026-07-17
Market Cap
$16.96B
Beta
1.48
Shares Out
519.64M
P/E (TTM)
26.9
P/S (TTM)
1.46
P/FCF (TTM)
56.03
Rev YoY
+5.4%
EPS YoY
+84.3%
Gross Margin
+72.0%
Op Margin
+6.9%
Net Debt
$9.73B
Current Ratio
1.69
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology

