Franklin Resources, Inc.

BEN
Financial ServicesDividend Aristocrat
$33.59
3.90%Fair Value

Franklin Resources, Inc. (BEN) is a Financial Services company that currently yields 3.90% — trading near fair value based on 10 years of dividend yield history. The Weiss valuation model places the undervaluation threshold at $19.93 and the overvaluation threshold at $44.11. Franklin Resources, Inc. holds a quality score of 13/100 (Risky), reflecting 46 consecutive years of dividend growth with a 89% payout ratio. The 5-year dividend CAGR stands at 3.4%.

BEN Dividend Yield History — Weiss Valuation

Underval. $19.93Overval. $44.11

Distance to undervalued

Waiting for a better entry

Needs about 40.7% downside to reach the Weiss buy zone

Undervaluation starts near $19.93, where the annual dividend would imply roughly 6.57% yield. That is 2.67% above today's yield.

Buy-zone price

$19.93

Target yield

6.57%

Research checklist

What to clear before buying the yield

Updated Aug 13, 2026

Dividend durability

46Y

Long dividend history supports a deeper look.

Earnings payout

89%

Coverage deserves a closer look in filings.

Cash payout

N/A

Confirm cash conversion and one-off effects.

Dividend growth

3.4%

Recent growth adds income compounding potential.

What changed

What changed since the last update

2026-08-122026-08-13

No major change in signal, yield, price, quality, or payout since the last update.

Why Now?

Franklin Resources, Inc. is trading at a fair valuation relative to its dividend history.

Current yield 3.9% vs historical max 6.2% (63% of maximum).

Recent dividend history shows no sustained growth streak.

Elevated payout ratio of 89%.

What matters now

Read the signal before the headline yield

Valuation is neutral here: quality has to do more of the work than entry price.

The 13/100 quality score says the headline yield needs extra skepticism.

Start by checking whether payout coverage and business durability still support the dividend.

BEN Dividend Income Projection — DRIP Compounder

Dividend Compounder (DRIP)

$

Year 1 Income

$403

Year 10 Income

$819

Yield on Cost

8.63%

Total Income

$5,842

Assumes dividends reinvested at current price. Simplified model — for illustrative purposes only.

Track actual vs. projected

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Dividend income log · Yield on cost · DRIP cost basis · Tax reports

More research

Full price history & technical analysis

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Fundamentals, valuation & analyst ratings

FinViz ↗

Moat rating & analyst fair value

Morningstar ↗

Track dividends received & tax reports

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BEN Dividend Quality Score

Quality Score

13/ 100

Risky

Payout Ratio0/25
Dividend Streak0/25
Growth (CAGR 5Y)8/20
Yield vs History5/15
FCF Coverage0/15

Key Metrics

Current Price$33.59
Annual Dividend$1.31
Current Yield3.90%
Yield — Max (10Y)6.17%
Yield — Min (10Y)1.40%
Undervalued Below$19.93
Overvalued Above$44.11
Payout Ratio89.12%
CAGR Dividend 5Y3.4%
CAGR Dividend 10Y7.4%
Years No Cut

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46
consecutive years of dividend growth