- Franklin Resources has total assets under management (AUM) amounting to $1.58 trillion.
- Fixed income assets under Franklin’s management account for $455.6 billion.
- Equity assets under management stand at $623.4 billion.
- The company’s AUM growth was influenced by positive market trends.
- Overall, there was a preliminary long-term net outflow of $10 billion.
- Western Asset Management experienced $10 billion in long-term net outflows.
- Excluding Western Asset Management, Franklin’s long-term net flows were stable.
- Analysts’ recommendations comprise 0 buys, 10 holds, and 6 sells.
A look at Franklin Resources Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 5 | |
| Dividend | 5 | |
| Growth | 2 | |
| Resilience | 3 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.8 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
According to Smartkarma Smart Scores, Franklin Resources shows a strong outlook for value and dividends, scoring the highest possible rating of 5 in both categories. This indicates that the company is seen as providing excellent value to investors and has a solid track record in paying dividends. However, its growth score is moderate at 2, suggesting there may be room for improvement in this area. In terms of resilience, Franklin Resources scores a 3, showing a decent ability to weather market fluctuations. Additionally, the company scores a respectable 4 in momentum, indicating positive short-term price trends.
Franklin Resources, Inc., known as Franklin Templeton Investments, offers investment advisory services to various types of investors, including mutual funds, retirement accounts, institutions, and high net worth individuals. The company manages a diverse range of asset classes such as global equity, fixed income, money funds, alternative investments, and hedge funds. With strong scores in value and dividends, Franklin Resources appears well-positioned for long-term success, although its growth score suggests potential areas for further development.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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