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BEN Franklin Resources

Nanalyze still held Franklin Resources in its public review, while warning that a high yield and weakening dividend growth can be trouble.

Q-score estimate14.4#58 of 100 assessed stocks

Dividend yield and years increasing dividends contribute the most. 5-year dividend growth is the largest constraint. Independent estimate from dated inputs, not a publisher Q-score.

Hypothetical investment

Growth of $10,000

Dividends reinvested · no additional contributions

BEN would be worth$14,2065-year growth · as of Sep 18, 2026
S&P 500 (SPY)$18,763Same $10,000 · same dates
Total gain / loss+$4,206+42.1% total return
BENS&P 500 (SPY)
Sep 20, 2021 · $10,000 investedSep 18, 2026

Based on adjusted market prices through the latest available completed session, before personal taxes and trading costs.

Checking the latest completed session…

Market performance

Total return

Price movement plus reinvested distributions, compared with SPY.

+42.1% over 5 years
1 YEAR TOTAL RETURN+42.5%
Price83% of return+35.3%
Dividend17% of return+7.2%
#13 return rank · 100 peers
5 YEARS TOTAL RETURN+42.1%+7.3% / yr annualized
Price26% of return+10.9%
Dividend74% of return+31.2%
#47 return rank · 99 peers

Dividend includes all distributions and reinvestment.

Sep 20, 2021Sep 18, 2026
Total return+42.06%
S&P 500 (SPY)+87.63%
Annualized return+7.28%
Largest drawdown-47.43%
Transparent factor breakdown

Why the Q-score estimate is 14.4

Each rank compares this stock with the 100 assessed stocks in the Nanalyze collection.

Official framework
Years increasing dividends4.5
#39 of 100

45 reported increase years. Years / 10, capped at 5 points.

Market capitalization2.5
#79 of 100

$17.09 billion. 2 × log10(market cap in USD billions), limited to 0–5 points.

Dividend yield5.0
#1 of 100

4.01%. 2 × (yield % − 1.5), limited to −2–5 points.

Payout ratio-0.6
#88 of 100

99.24%. (90 − payout %) / 15, limited to −2–5 points. Zero or negative payout receives −2 rather than a false coverage reward.

International sales2.5
#31 of 100

25.50% source geographic share. At most 25%: −1 point; above 25% through 50%: 2.5; above 50%: 5. A verified upper bound is usable only when entirely within the lowest band.

5-year dividend growth-0.6
#83 of 100

3.34%. (5-year growth % − 5) / 3, limited to −2–5 points.

10-year dividend growth1.1
#58 of 100

6.25%. (10-year growth % − 4) / 2, limited to −2–5 points.

Independent estimate · assessed October 10, 2026. All 100 research stocks use the same rules. Each component is rounded to one decimal before summing; equal totals share a rank. These scores are not Nanalyze’s published Q-scores. Full method

Supplied Quantigence ALL calculator; imported 2026-09-23; effective date unstated. Quantigence Q-Score Calculator - ALL.csv, row 177; source symbol BEN. Supplied publisher total: 7.2 (separate scale; not used in this ranking).

Inputs are a supplied calculator snapshot, not live values; its effective date is unstated. Geography and payout definitions are retained as supplied.