BEN
Financial Services · Asset Management
Performance
BEN (BEN) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
BEN (BEN) operates in the Asset Management space within the Financial Services sector. With a market cap of $17.2B, it qualifies as a mid-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.
- Forward P/E (11.1×) is lower than trailing P/E (25.3×) — analysts expect earnings to improve
- Revenue growth of 9% YoY shows solid business momentum
- Earnings grew 87% YoY — bottom-line is expanding fast
- Current ratio of 6.3× — ample short-term liquidity
- Dividend yield of 4.06% provides consistent income on top of price appreciation
- P/E of 25.3× is above average — valuation requires continued strong growth to justify
- High debt-to-equity of 23.47× increases financial risk, especially with elevated interest rates
- Price is near its 52-week high — limited near-term upside, higher pullback risk
- High beta of 1.59 — this stock is significantly more volatile than the broader market
Verdict
Buy / Hold
More positives than negatives. Fundamentals support holding while monitoring key risks.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
4.06%
5Y Avg Annual
$1.0500
Last Payment
$0.3300
Ex-Date
03/31/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest03/31/2026 | 04/11/2026 | $0.3300 | 3.98% |
12/30/2025 | 01/10/2026 | $0.3300 | 3.98% |
09/30/2025 | 10/11/2025 | $0.3200 | 3.86% |
06/27/2025 | 07/08/2025 | $0.3200 | 3.86% |
03/31/2025 | 04/11/2025 | $0.3200 | 3.86% |
12/30/2024 | 01/10/2025 | $0.3200 | 3.86% |
09/30/2024 | 10/11/2024 | $0.3100 | 3.74% |
06/28/2024 | 07/09/2024 | $0.3100 | 3.74% |
Magic Number
Shares needed to self-fund your next purchase
$33.14
Price
$0.3300
Last div. (quarterly)
101
shares
Own 101 BEN shares ($3,347.14) and each quarterly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$3,347.14
New shares / year
+4 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
EPS (TTM)
$1.31
P/E (TTM)
25.3
Fwd P/E
11.1
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $33.14
Graham Number
√(22.5 × EPS × Book Value)
$26.22
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$20.17
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
8/10
80% score
Pays dividends
15Y hist.15+ years of dividend history
Dividend consistency (5Y+)
15 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
6.7%Return on equity — measures how efficiently capital is used
Positive profit margin
8.1%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+8.7%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
+87.2%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
23.47×Low financial leverage reduces risk of distress
Current ratio above 1
6.34×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$162M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
4.06%Stock must distribute income to shareholders
Related Assets
Financial Services
About BEN
Franklin Resources, Inc. is a publicly owned asset investment manager. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Calgary, Alberta; Dubai, United Arab Emirates; Edinburgh, Midlothian; Fort Lauderdale, Florida; Hyderabad, India; London, Greater London; Rancho Cordova, California; Shanghai, Shanghai Province; Singapore; Stamford, Connecticut; and Vienna.
Sector
Financial Services
Industry
Asset Management
Location
San Mateo, United States
Employees
10,000