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%).




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January 11, 2025


Franklin Resources Forecast

BEN        Franklin Resources











Correlated Assets

Assets that tend to move strongly with BEN



HTZ Forecast + Options Trading Strategies   HTZ  Hertz Global Holdings (0.93)


DIN Forecast + Options Trading Strategies   DIN  Dine Brands (0.93)


WBA Forecast + Options Trading Strategies   WBA  Walgreens Boots Alliance (0.92)


TDOC Forecast + Options Trading Strategies   TDOC  Teladoc Health (0.91)


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



Uncorrelated Assets

Assets with little price relationship to BEN



LCID Forecast + Options Trading Strategies   LCID  Lucid (0.0)


NKLA Forecast + Options Trading Strategies   NKLA  Nikola (0.01)


PEP Forecast + Options Trading Strategies   PEP  Pepsico (0.01)


REE Forecast + Options Trading Strategies   REE  REE Automotive Ltd (0.01)


FANG Forecast + Options Trading Strategies   FANG  Diamondback Energy (-0.01)



Anticorrelated Assets

Assets that tend to move strongly against BEN



PSFE Forecast + Options Trading Strategies   PSFE  Paysafe Limited (-0.85)


CLH Forecast + Options Trading Strategies   CLH  Clean Harbors (-0.86)


KO Forecast + Options Trading Strategies   KO  Coca-Cola (-0.86)


FE Forecast + Options Trading Strategies   FE  Firstenergy (-0.87)


XLP Forecast + Options Trading Strategies   XLP  Consumer Staples Select Sector SPDR (-0.87)









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