<div id="readability-page-1"><div><p>Franklin Resources, Inc. has been busy, rolling out its Franklin Small Cap Enhanced ETF while also posting steady assets under management and broad based inflows that suggest its multi year pivot is gaining traction.</p> <p>See our latest analysis for Franklin Resources.</p> <p>All of this product innovation and partnership activity is starting to show up in the numbers, with a roughly 6 percent 1 month share price return and a solid year to date rise suggesting that momentum is rebuilding even as longer term total shareholder returns remain more modest.</p> <p>If Franklin’s latest moves have you rethinking where growth might come from next, it could be worth exploring fast growing stocks with high insider ownership as a way to uncover fresh ideas with real skin in the game.</p> <p>With earnings growing faster than revenue, a new wave of ETF launches, and the stock still trading only modestly above some price targets, should investors see Franklin as a quietly undervalued compounder? Or is the market already baking in the next leg of growth?</p> <h2>Most Popular Narrative Narrative: 5% Undervalued</h2> <p>Compared with Franklin Resources' last close at $23.48, the most followed narrative sees fair value modestly higher, hinting at underappreciated earnings power ahead.</p> <blockquote> <p><em>The analysts have a consensus price target of $25.0 for Franklin Resources based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $31.0, and the most bearish reporting a price target of just $19.0.</em></p> </blockquote> <p>Read the complete narrative.</p> <p>Curious how relatively muted revenue growth assumptions can still underpin a sharply higher earnings base and compressed future multiple. Want to see the full valuation playbook driving that call.</p> <p><strong>Result: Fair Value of $24.73 (UNDERVALUED)</strong></p> <p>Have a read of the narrative in full and understand what's behind the forecasts.</p> <p>However, persistent fee pressure and ongoing integration risks around recent acquisitions could still derail the expected margin expansion and earnings rebound.</p> <p>Find out about the key risks to this Franklin Resources narrative.</p> <h2>Another View: Market Ratio Flags a Richer Price</h2> <p>While the narrative model pegs Franklin Resources as about 5 percent undervalued, a simple price to earnings lens tells a different story. Shares trade on 25.9 times earnings versus a fair ratio of 17.5 times and peers around 14.1 times. This implies execution risk if growth disappoints.</p> <p>See what the numbers say about this price — find out in our valuation breakdown.</p> <figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/73d19e67-0c7c-4f13-a961-68a223f7df35/chart/pe-multiple-vs-industry?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/73d19e67-0c7c-4f13-a961-68a223f7df35/chart/pe-multiple-vs-industry"/><figcaption>NYSE:BEN PE Ratio as at Dec 2025</figcaption></figure><h2> Build Your Own Franklin Resources Narrative</h2> <p>If you see the story differently or want to dig into the numbers yourself, you can build a custom view in minutes: Do it your way.</p> <p>A great starting point for your Franklin Resources research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.</p> <h2>Looking for more investment ideas?</h2> <p>If Franklin has piqued your interest, do not stop here. Broaden your watchlist with focused stock ideas that could sharpen your next investing move.</p> <ul> <li>Capture potential long term compounding by targeting dependable income opportunities through these 13 dividend stocks with yields &gt; 3% that may help support returns in choppy markets.</li> <li>Strengthen your growth toolkit by filtering for companies trading below estimated cash flow value using these 908 undervalued stocks based on cash flows before the broader market catches on.</li> <li>Position yourself ahead of transformative innovation by scanning these 27 quantum computing stocks that could influence computing, security and data intensive industries in the years ahead.</li> </ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p><div><p>Mobile Infrastructure for Defense and Disaster</p><p>The next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.</p><p>Get the investor briefing before the next round of contracts</p><p><span>Sponsored On Behalf of CiTech</span></p></div></div></div>

<p>Franklin Resources launched a new Small Cap ETF, showing steady asset inflows and a 6% share price rise. Analysts see it as 5% undervalued, with a consensus price target of $25.0, though opinions vary. Risks include fee pressure and integration challenges. Investors are encouraged to explore growth stocks with high insider ownership and consider broader investment ideas, including dividend stocks and quantum computing opportunities.</p>

Franklin Resources (BEN): Valuation Check After New Small‑Cap ETF Launch and Growing Inflows