Franklin Resources, Inc. vs Dell Technologies Inc — how do they compare? Franklin Resources, Inc. trades at $33.24 (market cap $17.22B), while Dell Technologies Inc trades at $462.59 (market cap $295.64B). The key difference: Dell Technologies Inc is far larger — about 17.2× Franklin Resources, Inc.'s market cap, and Franklin Resources, Inc. pays the higher dividend (3.98%). Which is the better fit depends on your goals.
| BEN | DELL | |
|---|---|---|
Market Cap | $17.22B | $295.64B |
Sector | Financials | Technology |
52-Week High | $34.44 | $466.02 |
52-Week Low | $21.18 | $111.10 |
Enterprise Value | $29.05B | $315.22B |
Dividend Yield | 3.98% | 0.55% |
Signals from Pluang's Aura AI — not financial advice
Franklin Resources (BEN) trades at $32.83, down 2.0% today, with a bullish technical signal from moving averages despite bearish oscillators. The company shows steady revenue growth to $8.77B in 2025 and has beaten earnings estimates for three consecutive quarters. Recent news highlights dividend sustainability and AUM growth to $1.79 trillion in June 2026, while analyst consensus leans neutral with a $34.67 price target.
BEN presents a mixed outlook with strong dividend appeal and earnings momentum offset by modest profitability metrics (ROE 2.08%) and negative cash flow trends. Near-term catalysts include Q3 earnings on July 31, 2026, but investors face risks from competitive pressures and market-sensitive AUM fluctuations. The stock trades at a reasonable P/E of 25.06 with upside to consensus target.
Dell Technologies (DELL) trades at $426.9, down 1.87% on the day, but remains in a bullish technical trend with strong fundamental momentum. The stock has consistently beaten earnings estimates in recent quarters, with Q1 2026 EPS of $4.86 significantly exceeding the $2.96 forecast. Revenue for 2025 reached $95.57 billion, with a net income margin improving to 4.8%. Analyst sentiment is overwhelmingly positive, with a consensus price target of $487.06, suggesting substantial upside from current levels.
The outlook for DELL is favorable, driven by its position in AI infrastructure and partnerships with leaders like Nvidia. Key opportunities include projected revenue growth to $134 billion in 2026 and expanding profitability. Risks involve competitive pressures in the PC market, memory chip supply constraints, and macroeconomic sensitivity. The stock presents a compelling growth story, but investors should weigh execution risks against the strong analyst conviction.
Trailing returns across standard periods
Latest headlines on both assets
Franklin Resources provides investment services for individual and institutional investors. At the end of August 2022, Franklin had $1.388 trillion in managed assets, composed primarily of equity (32%), fixed-income (38%), multi-asset/balanced (10%) funds, alternatives (16%), and money market funds (4%). Distribution tends to be weighted more toward retail investors (49% of AUM) investors, as opposed to institutional (49%) and high-net-worth (2%) clients. Franklin is also one of the more global firms of the U.S.-based asset managers with more than 35% of its AUM invested in global/international strategies and 25% of managed assets sourced from clients domiciled outside the United States.
Read more on BEN →VMware is an industry titan in virtualizing IT infrastructure and became a stand-alone entity after spinning off from Dell Technologies in November 2021. The software provider operates in the three segments: licenses
Read more on DELL →