BEN
Franklin Resources Inc. Financial Services - Asset Management Investor Relations →
Franklin Resources Inc. (BEN) closed at $27.20 as of 2026-02-02, trading 23.9% above its 200-week moving average of $21.95. The stock moved further from the line this week, up from 21.5% last week. With a 14-week RSI of 78, BEN is in overbought territory.
Over the past 2163 weeks of data, BEN has crossed below its 200-week moving average 31 times. On average, these episodes lasted 18 weeks. Historically, investors who bought BEN at the start of these episodes saw an average one-year return of +7.0%.
With a market cap of $14.2 billion, BEN is a large-cap stock. The company generates a free cash flow yield of 2.3%. Return on equity stands at 4.5%. The stock trades at 1.2x book value.
BEN is a Dividend Aristocrat, having increased its dividend for 25 or more consecutive years. The current yield is 485.00%. Share count has increased 4.3% over three years, indicating dilution.
Over the past 33.2 years, a hypothetical investment of $100 in BEN would have grown to $1342, compared to $2849 for the S&P 500. BEN has returned 8.1% annualized vs 10.6% for the index, underperforming the broader market over this period.
Free cash flow has been declining at a -21.2% compound annual rate. A deteriorating cash flow trend warrants extra scrutiny — the stock may be cheap for a reason.
Growth of $100: BEN vs S&P 500
Monthly data normalized to $100 at start. Vertical dashed lines mark 200-week MA touches.
What Happens After BEN Crosses Below the Line?
Across 30 historical episodes, buying BEN when it crossed below its 200-week moving average produced an average return of +7.2% after 12 months (median +15.0%), compared to +7.3% for the S&P 500 over the same periods. 50% of those episodes were profitable after one year. After 24 months, the average return was +21.0% vs +22.2% for the index.
Each line shows $100 invested at the moment BEN crossed below its 200-week MA. Bold blue = stock average. Gray dashed = S&P 500 average over same periods.
Historical Touches
BEN has crossed below its 200-week MA 31 times with an average 1-year return of +7.0% after recovery.
| Crossed Below | Recovered | Weeks | Max Depth | 1-Year Return | Return Since Touch |
|---|---|---|---|---|---|
| May 1988 | May 1988 | 1 | 1.5% | +94.0% | +9720.5% |
| Aug 1998 | Sep 1998 | 3 | 2.8% | +31.3% | +532.3% |
| Mar 1999 | Apr 1999 | 3 | 8.5% | +17.3% | +480.4% |
| Sep 1999 | Jan 2000 | 19 | 18.0% | +23.9% | +420.5% |
| Feb 2000 | Aug 2000 | 28 | 24.8% | +32.0% | +409.7% |
| Nov 2000 | Dec 2000 | 4 | 7.9% | +2.8% | +355.7% |
| Apr 2001 | Apr 2001 | 1 | 0.6% | +7.5% | +338.4% |
| Sep 2001 | Jan 2002 | 21 | 17.0% | -11.7% | +333.8% |
| Jul 2002 | Nov 2002 | 18 | 20.8% | +37.8% | +422.7% |
| Dec 2002 | May 2003 | 25 | 12.7% | +32.8% | +360.2% |
| Mar 2008 | Mar 2008 | 2 | 2.3% | -56.5% | +73.2% |
| Jun 2008 | Jul 2008 | 5 | 8.0% | -24.1% | +62.0% |
| Sep 2008 | Sep 2008 | 1 | 2.3% | +3.4% | +61.7% |
| Sep 2008 | Sep 2009 | 49 | 60.2% | +20.3% | +87.3% |
| May 2010 | Jul 2010 | 7 | 11.2% | +37.0% | +61.6% |
| Nov 2011 | Nov 2011 | 1 | 3.6% | +50.0% | +59.0% |
| Dec 2011 | Dec 2011 | 1 | 1.0% | +42.5% | +54.9% |
| Jul 2015 | Jun 2017 | 100 | 31.1% | -19.0% | -2.4% |
| Jul 2017 | Sep 2017 | 8 | 6.7% | -17.9% | -2.4% |
| Oct 2017 | Nov 2017 | 5 | 6.5% | -23.7% | -0.7% |
| Jan 2018 | Apr 2019 | 61 | 20.8% | -18.8% | +3.6% |
| May 2019 | Jun 2019 | 5 | 5.0% | -44.2% | +12.9% |
| Jul 2019 | Mar 2021 | 84 | 50.6% | -29.7% | +18.4% |
| Apr 2022 | May 2022 | 6 | 5.8% | +9.7% | +29.3% |
| Jun 2022 | Jul 2022 | 7 | 10.5% | +12.6% | +34.7% |
| Sep 2022 | Nov 2022 | 8 | 16.1% | +14.0% | +35.4% |
| May 2023 | May 2023 | 2 | 0.5% | +1.5% | +28.8% |
| Oct 2023 | Nov 2023 | 8 | 7.6% | -14.0% | +28.4% |
| Apr 2024 | Jun 2025 | 60 | 26.6% | -8.8% | +28.9% |
| Oct 2025 | Oct 2025 | 1 | 0.2% | N/A | +23.8% |
| Nov 2025 | Nov 2025 | 3 | 2.3% | N/A | +24.0% |
| Average | 18 | — | +7.0% | — |
Not financial advice. This is an educational tool. Past performance does not guarantee future results. Do your own research before making investment decisions.
Data as of Friday close, 2026-02-02