Franklin Resources Intrinsic Stock Value – Franklin Templeton Launches New Responsible Investment Bond Fund

April 4, 2024

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With a five-year maturity, this fund aims to provide investors with a way to invest in companies that prioritize environmental, social, and governance (ESG) factors. As a leading investment management company, Franklin ($NYSE:BEN) Templeton has a strong track record in responsible investing. The company recognizes the growing demand for ESG-focused investments and has been actively expanding its range of sustainable products. The launch of this new bond fund is yet another step towards fulfilling its commitment to responsible investing. The fund will follow a responsible investment approach, which involves considering ESG factors in the investment process. This means that the fund managers will not only assess the financial performance of potential investments but also evaluate their impact on the environment and society. This approach aligns with Franklin Templeton’s belief that companies with strong ESG practices are more likely to deliver long-term value for their investors. In addition to promoting responsible investing, the new bond fund offers investors a fixed maturity date, providing predictability and clarity on the potential returns of their investment.

This feature is particularly appealing to investors looking for a more conservative investment option. The introduction of this bond fund also demonstrates Franklin Templeton’s commitment to innovation. By continuously expanding its range of investment products, the company strives to meet the evolving needs of its clients. This latest offering is a testimony to Franklin Templeton’s dedication to providing its clients with a diverse range of responsible investment options. In conclusion, the launch of this new responsible investment bond fund by Franklin Templeton reaffirms the company’s position as a leader in responsible investing. With its strong track record, commitment to sustainability, and focus on innovation, Franklin Templeton continues to be a top choice for investors seeking responsible investment opportunities.

Market Price

On Thursday, Franklin Resources, a global investment management company, announced the launch of a new responsible investment bond fund. This news was met with positive response from investors as the company’s stock opened at $27.7 and closed at $28.1, showing a 1.7% increase from the previous day’s closing price of $27.6. The new fund, called the Franklin Templeton Responsible Investment Bond Fund, aims to provide investors with opportunities for sustainable and responsible investing while seeking attractive returns. It will invest in fixed income securities from issuers that demonstrate strong environmental, social, and governance (ESG) practices. This aligns with Franklin Resources’ commitment to integrating responsible investing into their overall investment approach. The launch of this fund comes at a time when ESG investing has been gaining traction among investors who are looking to make a positive impact with their investments.

With this new offering, Franklin Resources is catering to this growing demand and expanding their responsible investment product portfolio. According to David Gilbert, head of Franklin Templeton’s fixed income group, the new fund will not only provide investors with an opportunity to make a positive impact but also offer them competitive returns. He also added that the fund will be managed by an experienced team that has a deep understanding of ESG factors and their potential impact on fixed income investments. This move by Franklin Resources highlights the company’s commitment to responsible investing and their belief that it can deliver significant value to both investors and society as a whole. With the launch of the Franklin Templeton Responsible Investment Bond Fund, the company is taking a step towards providing investors with more options to build socially responsible portfolios while still achieving their financial goals. Live Quote…

About the Company

  • Industry Classification
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  • Ownership (Institutional/ Fund Holdings)
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  • Income Snapshot

    Below shows the total revenue, net income and net margin for Franklin Resources. More…

    Total Revenues Net Income Net Margin
    7.87k 928.8 8.6%
  • Income Statement Reports (Yearly/ Quarterly/ LTM)
  • Income Supplement
  • Growth Performance
  • Cash Flow Snapshot

    Below shows the cash from operations, investing and financing for Franklin Resources. More…

    Operations Investing Financing
    1.14k -2.68k 911.1
  • Cash Flow Statement (Yearly/ Quarterly/ LTM)
  • Cash Flow Supplement
  • Balance Sheet Snapshot

    Below shows the total assets, liabilities and book value per share for Franklin Resources. More…

    Total Assets Total Liabilities Book Value Per Share
    29.87k 16.15k 24.22
  • Balance Sheet (Yearly/ Quarterly)
  • Balance Sheet Supplement
  • Key Ratios Snapshot

    Some of the financial key ratios for Franklin Resources are shown below. More…

    3Y Rev Growth 3Y Operating Profit Growth Operating Margin
    8.5% -1.1% 20.7%
    FCF Margin ROE ROA
    12.7% 8.5% 3.4%
  • Income Statement Ratios
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  • Analysis – Franklin Resources Intrinsic Stock Value

    Hello, fellow investors. As an analyst for GoodWhale, I have conducted a thorough analysis of FRANKLIN RESOURCES, a financial services company, to determine its current fundamentals. I am pleased to present our findings below. Based on our proprietary Valuation Line, we have calculated the fair value of FRANKLIN RESOURCES stock to be around $26.1. This value takes into account various factors such as the company’s financial performance, industry trends, and market conditions. Currently, FRANKLIN RESOURCES stock is trading at $28.1, which puts it at a premium of 7.8% over our calculated fair value. This suggests that the stock may be slightly overvalued at its current price. Investors should keep in mind that the fair value is an estimate and may not necessarily reflect the exact price of a stock. However, it serves as a useful benchmark for evaluating whether a stock is trading at a reasonable price. In conclusion, our analysis shows that FRANKLIN RESOURCES stock is currently trading at a fair price, albeit with a slight premium. Investors should carefully consider their own risk tolerance and investment goals before making any decisions regarding this stock. Thank you for your attention. More…

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  • Peers

    Franklin Resources Inc is one of the world’s largest asset managers with over $1.5 trillion in assets under management. The company offers a wide range of products and services to its clients including mutual funds, institutional investing, and retirement services. Franklin Resources Inc competes with other large asset managers such as BlackRock Inc, Federated Hermes Inc, and WisdomTree Investments Inc.

    – BlackRock Inc ($NYSE:BLK)

    BlackRock Inc. is an American multinational investment management corporation based in New York City. Founded in 1988, initially as a risk management and fixed income institutional asset manager, BlackRock expanded into other asset classes, becoming the world’s largest asset manager with $6.84 trillion in assets under management as of October 2020. BlackRock operates globally with 70 offices in 30 countries and clients in 100 countries.

    – Federated Hermes Inc ($NYSE:FHI)

    Federated Hermes Inc is a publicly traded company with a market capitalization of $2.75 billion as of 2022. The company’s return on equity, a measure of profitability, was 22.41% for the same year. Federated Hermes Inc is a provider of investment management services with a focus on asset allocation, security selection, and portfolio construction. The company offers a range of services for individuals, institutions, and intermediaries, including investment management, trust and custody, and capital markets services.

    – WisdomTree Investments Inc ($NASDAQ:WETF)

    WisdomTree Investments Inc is a publicly traded investment management company that specializes in exchange-traded funds. The company has a market capitalization of $721.2 million and a return on equity of 4.76%. WisdomTree was founded in 1985 and is headquartered in New York, New York. The company offers a variety of ETFs, including those focused on asset classes, regions, and strategies.

    Summary

    Franklin Templeton has recently launched a new five-year fixed maturity bond fund that prioritizes responsible investments. This move underscores the company’s commitment to sustainable and socially responsible investing. The fund will be focused on identifying and investing in companies that prioritize environmental, social, and governance (ESG) factors in their operations.

    This launch is in line with the growing trend of investors seeking responsible investment options to align with their values. With Franklin Templeton’s track record of successful fixed income investments, this new fund is likely to attract investors looking for a combination of financial returns and responsible investing principles.

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