- Total Assets Under Management: Franklin Templeton has a total of $1.79 trillion in assets under management.
- Fixed Income Assets: The company manages $427.6 billion in fixed income assets.
- Equity Assets: There are $763.4 billion in equity assets under their management.
- Investment Recommendations: Analysts suggest 3 buys, 7 holds, and 3 sells for their portfolios.
Franklin Resources on Smartkarma
Analysts on Smartkarma, such as Baptista Research, are bullish on Franklin Resources Inc., known as Franklin Templeton. According to Baptista Research‘s report titled “Franklin Resources Inc.’s $620 Billion Credit Powerhouse — Public & Private Markets Converge!”, Franklin Templeton reported strong fiscal third-quarter results with $18.4 billion in long-term net inflows. This contributed to a fiscal year-to-date total of $63.3 billion in net inflows, pushing assets under management to a record $1.8 trillion. Positive net flows were seen across various asset classes and geographies, showcasing the company’s broad-based growth.
In another report by Baptista Research titled “Franklin Templeton: Alternative Assets Are Booming—But Is This Quiet Giant Building a Private Markets Empire?“, the analysts highlighted Franklin Resources Inc.’s strong organic growth and diversified inflows. The company recorded $16.9 billion in long-term net inflows across public and private markets, reflecting the successful execution of its strategic plan. With total assets under management reaching $1.68 trillion, Franklin Templeton saw positive flows in every region and across multiple investment groups, indicating a solid performance and future potential.
A look at Franklin Resources Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 4 | |
| Dividend | 4 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.6 |
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
Franklin Resources, known as Franklin Templeton Investments, is positioned well for the long term based on the Smartkarma Smart Scores analysis. With strong scores in Value and Dividend at 4 out of 5, the company is deemed to be fundamentally sound and likely to provide good returns to investors. Additionally, its Momentum score of 4 highlights positive market sentiment towards the company, indicating a potential upward trend in its stock performance. While Growth and Resilience scores are slightly lower at 3, Franklin Resources still demonstrates stability and a focus on steady expansion.
As a leading provider of investment advisory services across various asset classes, including equity, fixed income, and alternative investments, Franklin Resources has built a reputation for catering to a wide range of investors, from individuals to institutions. The company’s Smart Scores reflect its commitment to value creation, dividend distribution, and maintaining positive momentum in the market, which bodes well for its long-term prospects in the ever-evolving financial landscape.
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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