# Franklin Templeton Inc. (BEN) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Financial Services / Capital Markets. Price $34.73, market value $17.6 billion.

## Valuation
- **P/E (trailing): 23.6×** (5-yr avg 14.4×, 3-yr avg 19.4×). Franklin Templeton Inc. trades at 23.6× trailing earnings, well above its own five-year average of 14.4×: investors are paying up relative to the company's past. The Financial Services median in the September 2026 study was 13.1×. Forward P/E is 11.0×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 1.55**. A PEG of 1.55 is in the range usually read as fairly priced for its growth.
- **Price / sales: 1.9×**. Each dollar of revenue is priced at 1.9×.
- **Price / book: 1.5×**. The shares trade at 1.5× book value; book value is a meaningful part of the valuation.
- **EV / EBITDA: 19.5×**. Enterprise value is 19.5× operating earnings before depreciation, the multiple that ignores how the company is financed.
- **Earnings yield: 4.2%**. The inverse of the P/E: 4.2% of the price is earned each year.

## Profitability
- **Operating margin: 9.7%**. 9.7% of revenue is left after running the business.
- **Net margin: 6.0%**. 6.0% of each dollar of sales reaches the bottom line.
- **Return on equity: 4.3%**. 4.3% on shareholders' equity is weak; the business earns little on the capital its owners have in it.
- **Return on invested capital: 5.0%**. Return on all capital, debt included, is 5.0%: close to or below the cost of capital, so growth may not create value.
- **Return on assets: 2.5%**. Each dollar of assets produces 2.5% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): 3.5%** (3-yr 2.0%/yr, 5-yr 9.5%/yr). Revenue grew 3.5% over the last year, against 9.5% a year compounded over five years: growth is slowing.
- **EPS growth (1 yr): 7.1%** (3-yr -28.9%/yr, 5-yr -10.6%/yr). Earnings per share rose 7.1%, roughly in step with revenue.
- **Free-cash-flow growth (3 yr): -21.2%/yr**. Free cash flow has compounded at -21.2% a year over three years, keeping pace with earnings: the growth is real cash.

## Financial health
- **Piotroski F-score: 6/9**. 6 of 9 checks pass: mixed.

## Dividends
- **Dividend yield: 3.80%** ($1.31 per share, trailing). Franklin Templeton Inc. yields 3.80%, an income-level yield.
- **Payout ratio: 130%**. The dividend exceeds earnings (130% payout), which is rarely sustainable outside REITs and one-off years.
- **Dividend growth (5 yr): 3.4%/yr** (1-yr -17.3%). The dividend has grown 3.4% a year over five years.

## Analyst view
- **Analyst consensus: hold** (11 analysts). 11 analysts cover Franklin Templeton Inc.; the consensus is hold, with an average price target of $35.18 (+1% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): 42.1%** (YTD 49.0%, 3-mo 12.0%). The shares are up 42.1% over twelve months including dividends.
- **From 52-week high: -4.3%** (64.5% above the low). Trading within 5% of its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 57**. An RSI of 57 is neutral.
- **Beta (1 yr): 1.24** (volatility 28%). Beta of 1.24 against the S&P 500: the shares move roughly with the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=BEN · Page: https://foliofundamentals.com/stocks/ben

Not investment advice.