Inceptionr LLC Takes $547,000 Position in Franklin Resources, Inc. $BEN

Posted by George Bondi on Jul 26th, 2026

Inceptionr LLC acquired a new position in shares of Franklin Resources, Inc. (NYSE:BEN – Free Report) in the 1st quarter, Holdings Channel.com reports. The fund acquired 23,155 shares of the closed-end fund’s stock, valued at approximately $547,000.

A number of other hedge funds have also bought and sold shares of BEN. Sei Investments Co. boosted its position in shares of Franklin Resources by 34.2% during the first quarter. Sei Investments Co. now owns 215,439 shares of the closed-end fund’s stock valued at $5,088,000 after buying an additional 54,865 shares during the period. Lido Advisors LLC raised its holdings in shares of Franklin Resources by 4.0% in the first quarter. Lido Advisors LLC now owns 10,194 shares of the closed-end fund’s stock worth $244,000 after buying an additional 395 shares during the period. State of Wyoming bought a new stake in shares of Franklin Resources during the 1st quarter worth approximately $373,000. Icon Advisers Inc. Co. bought a new stake in shares of Franklin Resources during the 1st quarter worth approximately $281,000. Finally, Kopernik Global Investors LLC boosted its holdings in Franklin Resources by 4.6% during the 1st quarter. Kopernik Global Investors LLC now owns 3,522,587 shares of the closed-end fund’s stock valued at $83,204,000 after acquiring an additional 153,422 shares during the period. Institutional investors own 47.56% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on BEN shares. The Goldman Sachs Group upped their price target on shares of Franklin Resources from $30.50 to $34.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Zacks Research upgraded shares of Franklin Resources from a “hold” rating to a “strong-buy” rating in a report on Monday, June 22nd. Wall Street Zen raised shares of Franklin Resources from a “hold” rating to a “buy” rating in a research report on Sunday, June 14th. Weiss Ratings raised shares of Franklin Resources from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, June 3rd. Finally, TD Cowen increased their price objective on Franklin Resources from $37.00 to $40.00 and gave the stock a “buy” rating in a research note on Monday, June 22nd. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $32.00.

View Our Latest Research Report on Franklin Resources

Franklin Resources Trading Up 0.6%

Franklin Resources stock opened at $32.48 on Friday. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.87 and a current ratio of 1.87. The stock has a market cap of $16.88 billion, a PE ratio of 24.79, a price-to-earnings-growth ratio of 0.72 and a beta of 1.54. The stock has a 50-day moving average of $32.47 and a two-hundred day moving average of $28.55. Franklin Resources, Inc. has a one year low of $21.10 and a one year high of $34.92.

Franklin Resources (NYSE:BEN – Get Free Report) last posted its quarterly earnings results on Tuesday, April 28th. The closed-end fund reported $0.71 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.55 by $0.16. The business had revenue of $1.75 billion during the quarter, compared to analysts’ expectations of $1.70 billion. Franklin Resources had a net margin of 8.12% and a return on equity of 10.58%. The business’s quarterly revenue was up 8.7% on a year-over-year basis. During the same quarter last year, the company posted $0.47 earnings per share. On average, research analysts anticipate that Franklin Resources, Inc. will post 2.81 EPS for the current fiscal year.

Franklin Resources Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 10th. Shareholders of record on Monday, June 29th were issued a $0.33 dividend. The ex-dividend date of this dividend was Monday, June 29th. This represents a $1.32 dividend on an annualized basis and a yield of 4.1%. Franklin Resources’s payout ratio is presently 100.76%.

About Franklin Resources

(Free Report)

Franklin Resources, Inc, doing business as Franklin Templeton, is a global investment management organization that offers a wide range of asset management solutions to institutional and individual investors. The firm’s core focus is on delivering active portfolio management across equities, fixed income, multi-asset strategies and alternative investments. Franklin Templeton’s product lineup includes mutual funds, exchange-traded funds (ETFs), closed-end funds, separately managed accounts and sub-advisory services designed to meet varying risk-return objectives and income needs.

Founded in 1947 by Rupert H.