Franklin Resources, Inc. vs First Citizens BancShares Inc — how do they compare? Franklin Resources, Inc. trades at $33.73 (market cap $17.07B), while First Citizens BancShares Inc trades at $2,275.3 (market cap $25.26B). The key difference: First Citizens BancShares Inc is the larger of the two by market cap, and Franklin Resources, Inc. pays the higher dividend (3.93%). Which is the better fit depends on your goals.
| BEN | FCNCA | |
|---|---|---|
Market Cap | $17.07B | $25.26B |
Sector | Financials | Sector/Thematic |
52-Week High | $35.77 | $2.27K |
52-Week Low | $21.18 | $1.64K |
Enterprise Value | $30.02B | — |
Dividend Yield | 3.93% | 0.37% |
Signals from Pluang's Aura AI — not financial advice
Franklin Resources (BEN) trades at $33.59, up 0.21% on the day, with a bullish technical signal and consistent earnings beats. The company reported record AUM of $1.80 trillion as of July 31, 2026 (Business Wire, 2026-08-05), driven by strong inflows and diversification. Fundamentals show revenue growth to $8.77B in 2025 and a net income margin of 5.98%, though ROE remains low at 1.34%.
The outlook is positive with a consensus price target of $36.50 (22 analysts, August 2026) and recent momentum from private markets expansion. Key risks include volatile cash flows, with a net cash outflow of $835M in 2025, and competitive fee pressures. The stock offers upside potential but requires monitoring of margin sustainability and market-sensitive AUM growth.
First Citizens BancShares (FCNCA) trades at $2,271.31, up 1.7% on the day, with a bullish technical signal from moving averages and recent earnings beats. The stock shows strong fundamentals with a P/E of 12.08 and net income margin of 25.23%, supported by consistent revenue around $9.3B. Recent news highlights expansion in commercial lending and strategic leadership appointments, reinforcing growth initiatives.
Outlook remains positive due to earnings momentum and dividend stability, but risks include elevated uninsured deposits and net interest margin pressure. Analyst consensus is cautious with 82% hold ratings, suggesting limited near-term upside despite a $2,310 price target. Investors should weigh solid profitability against sector headwinds and valuation constraints.
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 →First Citizens BancShares is a major US regional bank providing diverse financial services. It recently expanded significantly by acquiring the assets and liabilities of Silicon Valley Bank.
Read more on FCNCA →