BEN NYSE Week ended 24 Jul 2026

Weekly Investor Report

Franklin Resources Inc · Financial Services · Asset Management

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Latest close 32.49 USD
-0.4% latest week
Weekly setup

Mixed setup

The weekly trend is active. Price is 15.4% above the Trend Line and sits at 83.1% of its 52-week range. The latest completed week returned -0.4%, after a -1.2% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive. Options positioning is bullish with 43/100 conviction, while the latest news-sentiment score is 55/100. Near-term considerations: volume confirmation is below normal; earnings are due in 1d.

Setup score 64 out of 100
Latest Close 32.49 USD 24 Jul 2026
1W Return -0.4% latest completed week
4W Return -1.2% short-term follow-through
12W Return 10.0% quarterly tape
Trend Breadth 71.2% 37 of 52 weeks active
Volume Ratio 0.8x vs 13-week average
What is working
  • The trend backdrop is active with a 15-week active streak.
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Price is above Fair Value, showing premium demand versus the model.
  • Activity pressure is positive on the latest completed week.
What could go wrong
  • 5 reversal markers appear in the recent smart-money tape.
What to watch next
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through -0.4% Latest completed week; four-week move -1.2%. Indicator stack 84/65 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Options pressure Bullish 43/100 conviction; expected move 8.2%. News sentiment 55/100 43 relevant articles in the latest sentiment read. Event risk 1d Next report is scheduled for 31 Jul 2026; event risk rises as the date approaches.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is active. Price is 15.4% above the Trend Line and sits at 83.1% of its 52-week range. The latest completed week returned -0.4%, after a -1.2% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 0.8x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
30 Jan 6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.9712-week average 0.78

12-week confirmation

Trend active12/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure12/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership12/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.97Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers55 reversal markers

No recent accumulation markers. 5 reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is -1.2% over four weeks, 10.0% over 12 weeks, and 36.4% over one year. The current trend has remained active for 15 consecutive weeks.

Performance by holding period

1W-0.4%
4W-1.2%
12W10.0%
26W30.2%
52W36.4%
Active trend streak15 weeks
Active weeks in one year37
Trend breadth71.2%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure0.90Latest activity-pressure read.
Pressure change-15.3%Four-week change in activity pressure.
Leadership16.58Latest relative-leadership reading.
RS change-21.6%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 30 Sep 2025 Field coverage 100% Model confidence 96%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength47/100Blend of value, momentum, and quality. Underlying universe rank 54; rank 1 is best.
Value22/100Relative valuation strength. Underlying universe rank 79; rank 1 is best.
Quality66/100Profitability and accounting quality. Underlying universe rank 35; rank 1 is best.
Momentum81/100Medium-term price momentum. Underlying universe rank 20; rank 1 is best.
Growth31/100Revenue and earnings growth. Underlying universe rank 70; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Value-quality framework44/100Value and quality alignment from the Sharemaestro SVQF framework.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
20.8x
Price divided by trailing earnings.
Price / sales
1.9x
Market value relative to trailing revenue.
EV / EBITDA
17.6x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
3.3%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
73.8%
Gross profit retained from each unit of revenue.
Operating margin
15.4%
Operating profit retained from revenue.
Free-cash-flow margin
11.4%
Free cash flow generated from revenue.
Return on invested capital
4.4%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
3.8%
Latest one-year revenue growth.
EPS growth
100.8%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
-7.8%
Latest one-year free-cash-flow growth.
Piotroski F-score
6/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
4.0%
Cash dividends relative to market value.
Buyback yield
1.8%
Net share repurchases relative to market value.
Shareholder yield
5.8%
Dividend yield plus net buyback yield.
Net debt / EBITDA
6.7x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Options positioningBullish

BEN shows bullish options pressure with a 43/100 conviction score, put-call volume ratio of 0.26, expected move of 8.2%, and Sharemaestro trend signal active.

Conviction43/100
Expected move8.2%
Put/call volume0.26
Pressure65
Speculation2
Volatility63
Trend agreement33
Open options detail
Insider activity10 / 3

10 acquisitions and 3 disposals in the latest 180-day insider tape.

Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.
News sentiment55/100

Weighted news tone is neutral across 43 relevant articles.

14 positive · 28 neutral · 1 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings1dNext report is scheduled for 31 Jul 2026; event risk rises as the date approaches.
Options expected move8.2%Nearest-chain priced movement where available.
52-week drawdown-7.0%Distance below the 52-week high.
13-week volatility3.1%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher14 of 2611 weeks finished lower.
Best week+9.5%Week of 17 Apr.
Worst week-8.0%Week of 13 Mar.
Latest week-0.4%Week of 24 Jul.

Shape of recent returns

Strong gains6
Modest gains8
Flat weeks1
Modest losses9
Sharp losses2
Recent vol3.1%13-week weekly-return volatility.
Base vol3.5%52-week weekly-return volatility.
Up/down split27/24Count of positive and negative weeks in the 52-week window.
Average skew3.3% / -2.3%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape67/100

Trend, activity pressure, participation, and risk combine to a 67/100 tape read.

 Indicator analysis83/100

Latest 12-week confirmation: trend 12/12, activity pressure 12/12, relative leadership 12/12.

Activity pressure 0.97; 5 reversal markers Factors53/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 24; Small Cap Core rank 43 SVQF44/100

Value and quality alignment from the Sharemaestro SVQF framework.

Composite rank 565.0 of 1013 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Options52/100

BEN shows bullish options pressure with a 43/100 conviction score, put-call volume ratio of 0.26, expected move of 8.2%, and Sharemaestro trend signal active.

Bullish · Call-side pressure · Expected move 8.2% Sentiment55/100

Weighted news tone is neutral across 43 relevant articles.

Franklin Resources (BEN) Stock Could Be 16% Undervalued On Cash Flow But Rich On Earnings Insiders10 / 3

10 acquisitions and 3 disposals in the latest 180-day insider tape.

 Earnings1d

Next report is scheduled for 31 Jul 2026; event risk rises as the date approaches.

 Research flow2 items

2 recent research articles and 0 Market Watch posts are available.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
24 Jul 202632.49 USD-0.4%28.16 USD22.63 USD0.9016.5817.9MOn
17 Jul 202632.63 USD-2.6%27.87 USD22.58 USD1.1116.7622.9MOn
10 Jul 202633.50 USD-1.8%27.56 USD22.54 USD1.1918.3822.2MOn
3 Jul 202634.11 USD3.7%27.20 USD22.48 USD1.1022.5417.8MOn
26 Jun 202632.88 USD0.5%26.82 USD22.40 USD1.0621.1423.5MOn
19 Jun 202632.72 USD2.9%26.46 USD22.34 USD0.9018.1523.0MOn
12 Jun 202631.81 USD2.6%26.07 USD22.27 USD0.7516.3619.5MOn
5 Jun 202631.02 USD1.0%25.73 USD22.21 USD0.6914.5524.2MOn
29 May 202630.71 USD0.0%25.42 USD22.16 USD0.6410.9914.7MOn
22 May 202630.71 USD-2.5%25.13 USD22.10 USD0.7212.9218.9MOn
15 May 202631.52 USD2.5%24.84 USD22.04 USD0.5517.2318.3MOn
8 May 202630.74 USD4.1%24.51 USD21.97 USD0.3615.0026.3MOn
1 May 202629.55 USD8.9%24.23 USD21.90 USD0.0513.4942.9MOn
24 Apr 202627.12 USD-0.6%24.01 USD21.85 USD-0.425.5523.2MOn
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.