Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

BEN Relative to the S&P 500

BEN Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Franklin Resources, Inc. (NYSE:BEN) seasonal charts above shows that a Buy Date of September 7 and a Sell Date of December 8 has resulted in a geometric average return of 2.47% above the benchmark rate of the S&P 500 Total Return Index over the past 20 years. This seasonal timeframe has shown positive results compared to the benchmark in 15 of those periods. This is a good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 20 years by an average of 4.86% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Franklin Resources provides investment services for individual and institutional investors. At the end of September 2022, Franklin had $1.297 trillion in managed assets, composed primarily of equity (30%), fixed-income (38%), multi-asset/balanced (10%) funds, alternatives (18%) and money market funds (4%). Distribution tends to be weighted more toward retail investors (49% of AUM) investors, as opposed to institutional (49%) and high-net-worth (2%) clients. Franklin is also one of the more global firms of the U.S.-based asset managers we cover, with more than 35% of its AUM invested in global/international strategies and 25% of managed assets sourced from clients domiciled outside the United States.

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Stocks mentioned in this post: BEN