BEN Forecast



Bearish<—>Bullish



80% Confidence




Bullish Case: Franklin Resources’ strategic acquisitions and strong dividend history are likely to bolster investor confidence, leading to steady stock appreciation.




Bearish Case: High operational costs and a shift towards passive investing could suppress BEN’s profitability, maintaining a bearish outlook amid historical price decline.




Potential Outcomes:

1) Continued cost challenges lead to slow growth (35%).

2) Strategic acquisitions improve outlook (30%).

3) Market volatility impacts stock unpredictably (20%).

4) Mean reversion maintains status quo (15%).




Trading Oracle: Engage in a bullish debit spread, buy $22.50 calls and sell $25.00 calls, targeting 6 months to expiration. This captures potential upward movement as volatility stabilizes, offering high reward-to-risk ratio. Aligns with moderate bullish outlook and favorable volatility conditions.



February 13, 2025


Franklin Resources Forecast

BEN        Franklin Resources











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