BEN US EQUITY Financials Asset Management & Custody Banks CIK: 38777

Franklin Resources (BEN) Quant Factor Diagnostic & Fair Value Model

Franklin Resources (Ticker: BEN) is listed in the Financials sector (Asset Management & Custody Banks). Below is its point-in-time financial profile, valuation multiples, and cross-sectional factor diagnostics.

$31.06

-1.46% Latest Close (2026-10-23)

Market Cap: $12.42M

P/E Ratio: 25.1

Momentum Strength 3M / 12M

-6.50%

1M: -4.58% 12M: +37.49%

Quality (ROE) Point-in-Time

+4.76%

Trailing Return on Equity

Technical Trend RSI 14

33.6

SMA50: $33.01 SMA200: $30.09

Valuation Multiplier Trailing

25.1

Moderate Valuation Corridor (15x - 30x P/E)

📊 Valuation & Multi-Factor Diagnostic

Moderate Valuation Corridor (15x - 30x P/E)

BEN trades within a typical sector multiple band (25.1x P/E), broadly aligned with trailing earnings.

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📈 Daily Candlestick & Volume Quant Chart

Interactive lightweight price action & volume breakdown over recent 90 trading days.

均线多头 (MA20/50) Piotroski F-Score: 6/9 (Moderate Financial Health)

Official Point-in-Time Financial Filing History

Zero Lookahead Bias: Every financial metric is timestamped at the exact moment officially published to the market.

备案 CIK: 38777 · 10-K 年报 / 10-Q 季报

Form	Period End	Filing Timestamp (Point-in-Time)	Revenue	Net Income	Operating CF	EPS (Diluted)
10-Q	2026-06-30	2026-07-31	-	$171.50M	$298.50M	$0.31
10-Q	2025-09-30	2026-07-31	-	-	-	-
10-Q	2025-06-30	2026-07-31	-	$92.30M	$1.09B	$0.15
10-Q	2026-03-31	2026-04-28	-	$268.20M	-$282.70M	$0.49
10-Q	2025-03-31	2026-04-28	-	$151.40M	-$195.30M	$0.26
10-Q	2025-12-31	2026-01-30	-	$255.50M	-$255.10M	$0.46
10-Q	2024-12-31	2026-01-30	-	$163.60M	-$145.20M	$0.29
10-K	2025-09-30	2025-11-10	-	$524.90M	$1.07B	$0.91

💡 Methodology & Frequently Asked Questions

Key reference details regarding Franklin Resources (BEN) valuation multiples, momentum factors, and point-in-time filing conventions.

How should BEN's current valuation multiple be interpreted? ↓

BEN trades at a trailing P/E of 25.1x within the Financials sector (moderate valuation corridor (15x - 30x p/e)). Valuation multiples are computed using trailing-twelve-month GAAP earnings against the latest close price.

What are BEN's key momentum and technical factor indicators? ↓

As of the latest close, BEN shows a 1-month return of -4.58%, 3-month return of -6.50%, and 12-month return of +37.49%, with a 14-day RSI of 33.6. Momentum factors reflect short- and intermediate-term price velocity across the equity cross-section.

What is Point-in-Time (PIT) financial data and why does it matter for BEN? ↓

Point-in-Time indexing aligns corporate fundamentals with their official public filing timestamps (Form 10-Q/10-K) rather than accounting period-end dates. This methodology eliminates lookahead bias in historical equity backtests.

How can BEN be incorporated into systematic factor models? ↓

BEN can be evaluated within customized multi-factor models or screened against cross-sectional filters (such as momentum quintiles and return on equity) to analyze historical turnover and risk-adjusted return.