BEN
Franklin Resources
·
$32.63
Leader · weak fundamentals — higher-risk领先 · 基本面偏弱 — 风险偏高
Terminal终端 ↗
Franklin Resources · Financials
BEN
$32.63
Franklin Resources, Inc. is an American multinational investment management holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc.富兰克林资源公司（FranklinResources,Inc.）是一家美国跨国投资管理控股公司，与其子公司共同称为富兰克林邓普顿（FranklinTempleton）；这是一家全球投资公司，于1947年在纽约市以富兰克林分销公司（FranklinDistributors,Inc.）的名义成立。
Distressed困境股
Large cap大盘
$17B
Engine stance引擎立场2026-07-20
Leader · weak fundamentals — higher-risk领先 · 基本面偏弱 — 风险偏高
The bottoming setup is not yet confirmed (price still below the 10-day average) and the 3-day/weekly momentum has crosse筑底形态尚未确认（价格仍位于 10 日均线下方），且3 日/周线动量已向下交叉——动量在形态完成前已开始衰竭。等待价格收复 10 日均线且动量趋于稳定后再考虑建仓。
Key Statistics关键统计
Price价格
$32.63
5.3% below 52-week high低于52周高点 5.3%
Market Cap市值
$17B
Normal volume正常成交量
P/E Ratio市盈率
32.3x
15.0x sector median
Beta贝塔
1.24
Moves about 1.2x the market波动幅度约为市场的 1.2 倍
RSI (14)RSI（14）
48
Neutral zone中性区域
Next Earnings下次财报
2026-08-07 (19d)
Volatility Rank波动率分位
44th pctile
hist. vol. percentile历史波动率分位数
Short Interest空头兴趣
4.0% of float
Performance价格表现
| Period周期 | BEN | S&P 500 | vs Index对比指数 |
|---|---|---|---|
| 1 Week近1周 | -2.6% | -1.5% | Lagged the index by 1.1 points落后指数 1.1 个百分点 |
| 1 Month近1月 | -1.0% | +0.6% | Lagged the index by 1.6 points落后指数 1.6 个百分点 |
| 3 Months近3月 | +19.7% | +4.7% | Beat the index by 15.0 points跑赢指数 15.0 个百分点 |
| 6 Months近6月 | +27.3% | +7.8% | Beat the index by 19.5 points跑赢指数 19.5 个百分点 |
| Year to date年初至今 | +39.1% | +9.1% | Beat the index by 30.0 points跑赢指数 30.0 个百分点 |
| 1 Year近1年 | +38.8% | +19.4% | Beat the index by 19.4 points跑赢指数 19.4 个百分点 |
Technicals技术面
RSI (14)RSI（14）
48
Neutral zone中性区域
vs 50-day相对50日均线
+1.4% vs 50-day avg
vs 200-day相对200日均线
+24.2% vs 200-day avg
Volatility rank波动率分位
44th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$32.08
Don't chase above不追高于
$32.63
Stop止损
$31.49
Extended — wait for a pullback过度拉伸 — 等待回撤
Earnings财务业绩
19
days until next report天后公布财报
2026-08-07
Estimates being raised — 4 analysts预期上调 — 4 位分析师
Earnings call transcripts — coming soon财报电话会议记录 — 即将上线
Valuation估值
| Multiple指标 | BEN | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/E (trailing)市盈率（历史） | 32.32x | 14.99 | 8% |
| P/B市净率 | 1.40x | 1.52 | 57% |
| P/S市销率 | 1.93x | 2.87 | 64% |
| Earnings yield盈利收益率 | 3.09% | 6.58 | 12% |
| Shareholder yield股东收益率 | 5.45% | 3.91 | 65% |
Analyst price targets — coming soon分析师目标价 — 即将上线
Financials财务数据
Revenue营业收入
5yr CAGR5年复合增速: 9.5%
Earnings Per Share每股收益
5yr CAGR5年复合增速: -10.6%
Free Cash Flow自由现金流
Margins利润率
4.3%Return on Equity股本回报率
1.6%Return on Assets资产回报率
Leverage杠杆
| Net debt / EBITDA净债务/EBITDA | -1.66 |
Capital Allocation资本配置
| Buybacks (TTM)回购（TTM） | $240.3M |
| Stock-based comp股权薪酬 | $214.8M |
| Share count change (1y)股数变化（1年） | -0.8% |
Piotroski皮奥特罗斯基 6/7
Altman Z阿尔特曼Z: distress (1.4)
Watch关注
Snapshot Gauges综合指标
Valuation vs Sector估值相对行业
Roughly fair vs sector相对行业估值合理
Cheaper than 43% of its sector on blended multiples综合估值倍数低于行业内 43% 的公司
Beta市场敏感度
1.24×
0.21×3×
Moves about 1.2× the market波动幅度约为市场的 1.2 倍
Financial Health财务健康
6/7
Altman阿尔特曼: distress
Adequate financial health财务健康状况一般
Dividend分红
—
Does not pay a dividend不派发股息
Why Is It Moving为何波动
Sector / Theme行业/主题
Financials (Equal-Weight) theme — #10 of 46 themes「金融（等权）」主题 — 46 个主题中第 10 位
Macro宏观
Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓
Insider cluster activity内部人集中交易
Technical技术面
BEN StochRSI turned up from oversoldBEN StochRSI自超卖区上行
Options Positioning期权持仓
Market makers are net long gamma — price pinned near current level做市商净持有正伽玛，价格倾向于在当前水平附近震荡
Expected daily move预期日波动
±1.97%
Expected weekly move预期周波动
±4.40%
Call wall看涨密集区
$34
Put wall看跌密集区
$31
25d risk reversal25d风险逆转
-9.0%
Flow资金流向
$0M premium traded; 0% 0DTE; 1 fresh positions; P/C 0.47; ~leans bullish (direction approx)成交权利金 $0M；0DTE占0%；1个新建仓；看跌看涨比 0.47；≈偏看涨（方向近似）
Skew: 偏斜：fear
Ownership & Smart Money持仓与聪明钱
Insider activity内部人员活动: +$2.1M net (1 buyers, 0 sellers)+$2.1M 净值（1 买家，0 卖家）
Signal History信号历史
TURN SIGNALED
BOTTOMING
Jul 16, 2026
BEN StochRSI turned up from oversoldBEN StochRSI自超卖区上行
StochRSI popped back above 20 — the earliest oscillator heads-up that downside momentum is easing. $33.33.StochRSI重回20上方 — 下行动量趋缓的最早预警。$33.33。
Jul 9, 2026
BEN daily MACD crossed downBEN 日线MACD下穿
The daily MACD histogram turned negative — fast and noisy, context rather than a standalone trigger. $33.68.日线MACD柱状图转负 — 快速且嘈杂，仅作背景。$33.68。
Jul 7, 2026
BOTTOMING → NEARING A HIGH筑底中 → 接近高点
TAKE PROFITS止盈
Jul 1, 2026
BEN made a new 52-week highBEN 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $34.06.价格创出52周新高 — 全市场关注的动量/趋势极值。$34.06。
Jun 30, 2026
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
BUY SETUP买入预备
Jun 30, 2026
BEN daily MACD crossed upBEN 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $33.27.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$33.27。
Jun 26, 2026
TOPPING → UPTREND做顶中 → 上涨趋势
HOLD持有
Jun 25, 2026
NEARING A LOW → TOPPING接近低点 → 做顶中
SELL SETUP卖出预备
Jun 25, 2026
BEN daily MACD crossed downBEN 日线MACD下穿
The daily MACD histogram turned negative — fast and noisy, context rather than a standalone trigger. $32.33.日线MACD柱状图转负 — 快速且嘈杂，仅作背景。$32.33。
Showing last 15 of显示最近15条，共 104 signals条信号
Factor Profile因子特征
Composite factor score综合因子得分: 0.26
Value价值
+0.3
Quality质量
-0.5
Investment资本投入
+0.5
Shareholder payout股东回报
+0.4
Low volatility低波动
+0.7
Low market beta低市场敏感度
-0.5
Earnings quality盈利质量
-0.5
Short interest空头兴趣
+0.2
Company Profile公司档案
Franklin Resources, Inc. is an American multinational investment management holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc.富兰克林资源公司（FranklinResources,Inc.）是一家美国跨国投资管理控股公司，与其子公司共同称为富兰克林邓普顿（FranklinTempleton）；这是一家全球投资公司，于1947年在纽约市以富兰克林分销公司（FranklinDistributors,Inc.）的名义成立。
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Nightly signals, options flow, and factor analysis across all S&P 500 names.每日更新的信号、期权资金流向和因子分析，覆盖所有标普500成分股。