BEN Forecast



Bearish<—>Bullish



80% Confidence




Bullish Case: BEN maintains a steady dividend yield which may attract conservative investors, especially if recent price declines stabilize, providing potential for a recovery rally.




Bearish Case: High operational costs, historical underperformance, and mean-reverting price behavior suggest prolonged financial challenges, potentially leading to further declines.




Potential Outcomes:

1) Earnings beat expectations (25%).

2) Market pessimism further depresses stock (55%).

3) Dividend stability, attracting conservative investors (20%).




Trading Oracle: Engage in a bearish credit spread: sell $20 calls, buy $22.50 calls, 150 days to expiration. High implied volatility suggests premium decay with high probability of profit (70%). Aligns with historical performance and implied volatility trends.



January 11, 2025


Franklin Resources Forecast

BEN        Franklin Resources











Correlated Assets

Assets that tend to move strongly with BEN



DIN Forecast + Options Trading Strategies   DIN  Dine Brands (0.92)


GO Forecast + Options Trading Strategies   GO  Grocery Outlet (0.91)


TREX Forecast + Options Trading Strategies   TREX  TREX Co. (0.91)


AMR Forecast + Options Trading Strategies   AMR  Alta Mesa Resources (0.9)


NINE Forecast + Options Trading Strategies   NINE  Nine Energy Service (0.88)



Uncorrelated Assets

Assets with little price relationship to BEN



EMR Forecast + Options Trading Strategies   EMR  Emerson Electric (-0.0)


CQP Forecast + Options Trading Strategies   CQP  Cheniere Energy (-0.01)


SKYT Forecast + Options Trading Strategies   SKYT  SkyWater Technology (-0.02)


HIVE Forecast + Options Trading Strategies   HIVE  HIVE Blockchain (0.02)


WPC Forecast + Options Trading Strategies   WPC  W. P. Carey (-0.02)



Anticorrelated Assets

Assets that tend to move strongly against BEN



GLD Forecast + Options Trading Strategies   GLD  SPDR Gold Shares (-0.82)


NOK Forecast + Options Trading Strategies   NOK  Nokia (-0.83)


ZETA Forecast + Options Trading Strategies   ZETA  Zeta Global Holdings Corp (-0.83)


AFL Forecast + Options Trading Strategies   AFL  Aflac (-0.85)


SO Forecast + Options Trading Strategies   SO  Southern (-0.85)









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