- Franklin Resources reported its assets under management (AUM) at $1.64 trillion as of month-end.
- Total fixed income assets under management amounted to $563.6 billion.
- Total equity assets under management stood at $583.9 billion.
- The company noted that the increase in AUM was influenced by positive markets.
- There were modest long-term net outflows that partially offset the AUM increase.
- Analyst recommendations: 0 buys, 8 holds, and 6 sells.
A look at Franklin Resources Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 4 | |
| Dividend | 4 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.4 |
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, also known as Franklin Templeton Investments, shows a promising long-term outlook based on its Smartkarma Smart Scores. With high scores in Value and Dividend at 4, the company is positioned well in terms of its financial health and ability to provide regular income to investors. Additionally, its Growth, Resilience, and Momentum scores at 3 indicate a steady performance and potential for future expansion.
As a provider of investment advisory services to a diverse range of clients, including mutual funds and high net worth individuals, Franklin Resources manages various asset classes with a global reach. This diverse portfolio, coupled with its favorable Smart Scores, suggests a positive trajectory for the company in the long run, highlighting its stability and potential for sustained growth.
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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