BEN
Franklin ResourcesBNYSE / Financial Services
Last Price
At close
2026-07-20
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 +0.1.
What can break
AUM and revenue remain sensitive to market levels, product mix, fee rates, and client risk appetite.
Momentum
73
Value
56
Sentiment
44
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $28.00 · Bull $32.00 · Bear $23.00
Data freshness
Prices
As of 2026-07-20
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-20 • Model: HYBRID_IC_RP
AI Memo
As of 2026-04-29 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-20
Investment thesis
As of 2026-07-20
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $34.27
Why
Momentum73 · Δ7d -7.0
Value56 · Δ7d +0.1
Sentiment44 · Δ7d -0.5
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Value · See fundamentals
Momentum
73
26% active weight
Current posture
7d trendSoftening
Δ7d
-7.0
Δ21d
-3.1
Value
56
39% active weight
Current posture
7d trendFlat
Δ7d
+0.1
Δ21d
-8.8
Sentiment
44
34% active weight
Current posture
7d trendFlat
Δ7d
-0.5
Δ21d
-1.0
Why this grade
Composite grade B. Momentum 73.3 / Value 56.3 / Sentiment 43.6
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 2026-07-20 • Updated nightlySource: Internal modelMethodology

