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    How Franklin Templeton’s Private Markets Expansion and Infrastructure Focus Could Shape Franklin Resources (BEN)

    Simply Wall St·01/06/2026 18:19:30
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    • Franklin Templeton recently highlighted what it views as compelling opportunities across private markets, emphasizing private equity secondaries, commercial real estate debt, real estate, and infrastructure, while expanding its global reach and product lineup to meet growing demand for these solutions.
    • An important insight is the firm’s focus on infrastructure themes such as digital networks, decarbonization, deglobalization, and demographics, which signals a targeted approach to building out its alternative investment platform.
    • Next, we’ll explore how Franklin Templeton’s renewed push into private markets and alternatives could influence the existing investment narrative for Franklin Resources.

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    Franklin Resources Investment Narrative Recap

    To own Franklin Resources, you need to believe the firm can shift its mix toward higher margin products like alternatives while managing fee pressure and fund outflows. The latest push into private equity secondaries, real estate debt, and infrastructure supports that shift but does not meaningfully change the near term risk that ongoing fee compression and competition from passive products could still limit margin improvement.

    Against this backdrop, the expanded buyback authorization to 238,000,000 shares and continued quarterly repurchases stand out as the most relevant recent announcement, as they intersect directly with the current stock narrative focused on capital returns, earnings support, and how management balances investment in alternatives with shareholder payouts.

    Yet behind Franklin’s renewed private markets story, investors should also be aware of the risk that persistent fee pressure could...

    Read the full narrative on Franklin Resources (it's free!)

    Franklin Resources' narrative projects $8.9 billion revenue and $1.4 billion earnings by 2028. This requires 1.0% yearly revenue growth and about a $1.1 billion earnings increase from $270.9 million today.

    Uncover how Franklin Resources' forecasts yield a $24.73 fair value, in line with its current price.

    Exploring Other Perspectives

    BEN 1-Year Stock Price Chart
    BEN 1-Year Stock Price Chart

    Seven fair value estimates from the Simply Wall St Community span about US$12 to US$31 per share, showing how far apart individual views can be. Set this against Franklin’s emphasis on growing private markets and alternative products, and it becomes even more important to compare several perspectives on how those efforts might affect future profitability.

    Explore 7 other fair value estimates on Franklin Resources - why the stock might be worth as much as 27% more than the current price!

    Build Your Own Franklin Resources Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.