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Franklin ResourcesBEN +2.08%77 3-1 Month Momentum % is 11.01% as of Aug. 03, 2026. GuruFocus rates BEN with a GF Score™ of 77/100 and a GF Value™ of $21.33 (Significantly Overvalued). The stock has 9 warning signs investors should review. Among 1,633 Asset Management companies, Franklin Resources ranks better than 87.32% on this metric.
3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-08-03), Franklin Resources's 3-1 Month Momentum % is 11.01%.
The industry rank for Franklin Resources's 3-1 Month Momentum % or its related term are showing as below:
BEN's 3-1 Month Momentum % is ranked better than 87.32% of 1633
companies
in the Asset Management industry
Industry Median: -0.72
vs BEN: 11.01
Franklin Resources (NYSE:BEN) 3-1 Month Momentum % Explanation
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
Franklin Resources 3-1 Month Momentum % Related Terms
BEN vs CG, CRBG, PS: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Franklin Resources's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Franklin Resources 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Franklin Resources's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Franklin Resources's 3-1 Month Momentum % falls into.
Franklin Resources (NYSE:BEN) 3-1 Month Momentum % Calculation
3-1 Month Momentum % is calculated as following:
3-1 Month Momentum %
=
( Price 1-month ago
/
Price 3-month ago
- 1 )
*
100 %
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Franklin Resources (BEN) has a 3-1 Month Momentum % of 11.01% as of Aug. 03, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Franklin Resources and its competitors. According to the industry distribution chart, Franklin Resources ranks #207 out of 1633 companies in the Asset Management industry, placing it in the top 12.7%.
Is Franklin Resources' 3-1 Month Momentum % too high?
Franklin Resources' current 3-1 Month Momentum % is 11.01%. Based on the distribution chart, Franklin Resources ranks #207 out of 1633 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Franklin Resources has a GF Score™ of 77/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Franklin Resources' 3-1 Month Momentum % compare to CG and CRBG?
According to the Asset Management industry distribution chart, Franklin Resources ranks #207 out of 1633 companies for 3-1 Month Momentum %. This places Franklin Resources in the top 13% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for an Asset Management company?
A good 3-1 Month Momentum % depends on the Asset Management industry context. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Franklin Resources and its competitors. Franklin Resources's current 3-1 Month Momentum % is 11.01%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Franklin Resources stock overvalued right now?
Based on GuruFocus' analysis, Franklin Resources (BEN) is currently considered Significantly Overvalued. The stock's GF Value™ is $21.33, compared to a current price of $33.86 — trading 58.7% above its estimated fair value. The current 3-1 Month Momentum % is 11.01%. Franklin Resources' overall GF Score™ is 77/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Franklin Resources (BEN), the current 3-1 Month Momentum % is 11.01% as of Aug. 03, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Franklin Resources (BEN) Overvalued in 2026?
Based on GuruFocus' analysis, Franklin Resources stock appears to be overvalued.
The current stock price of $33.86 is trading 58.7% above its estimated GF Value™ of $21.33.
GuruFocus considers Franklin Resources to be Significantly Overvalued.
Key valuation signals for BEN:
3-1 Month Momentum %: 11.01%
GF Value™: $21.33 vs. price of $33.86 (58.7% above fair value)
No single metric tells the full story. See the BEN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Franklin Resources provides investment services for individual and institutional investors. At the end of May 2026, Franklin had $1.780 trillion in managed assets, composed primarily of equity (40%), fixed-income (26%), multi-asset/balanced (12%) funds, alternatives (17%), and money market funds (5%). Distribution tends to be weighted between retail investors (57% of assets under management) and institutional accounts (40%), with high-net-worth clients accounting for the remainder. Franklin is one of the more global of the US-based asset managers we cover, with 30% of its AUM invested in global/international strategies and 29% sourced from clients domiciled outside the United States.
77GF Score
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3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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