Franklin Resources, Inc. vs Annaly Capital Management, Inc. — how do they compare? Franklin Resources, Inc. trades at $33.89 (market cap $17.22B), while Annaly Capital Management, Inc. trades at $23.39 (market cap $16.86B). The key difference: Franklin Resources, Inc. and Annaly Capital Management, Inc. are close in size by market cap, and Annaly Capital Management, Inc. pays the higher dividend (13.04%). Which is the better fit depends on your goals.
| BEN | NLY | |
|---|---|---|
Market Cap | $17.22B | $16.86B |
Sector | Financials | Financials |
52-Week High | $34.44 | $24.40 |
52-Week Low | $21.18 | $19.47 |
Enterprise Value | $29.05B | — |
Dividend Yield | 3.98% | 13.04% |
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.
NLY trades at $22.53, down 1.44% on the day, with a bullish technical signal from moving averages and strong earnings beats in recent quarters. The stock shows a P/E of 7.27 and P/B of 1.14, trading below the consensus price target of $24.40. Recent news highlights earnings growth potential and a dividend of $0.75 payable in July 2026, supported by a net income margin of 91.17% in 2025.
Outlook remains positive with analyst consensus favoring Buy ratings (57%), though risks include interest rate sensitivity and high leverage. The stock offers value with earnings momentum, but investors should monitor debt levels and Federal Reserve policy impacts on mortgage REITs.
Trailing returns across standard periods
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 →Annaly Capital Management Inc is an American mortgage real estate investment trust. The company segments its operations into Residential and Commercial real estate investments. While Annaly's Residential assets are primarily comprised of agency mortgage-backed securities and debentures, it is primarily invested in commercial mortgage loans and mortgage-backed securities in its Commercial unit through its subsidiary, Annaly Commercial Real Estate Group. Agency mortgage-backed securities and debentures make up the majority of the company's overall portfolio. Most of the company's counterparties are located in the U.S. Annaly generates nearly all of its revenue from the spread between interest earned on its assets and interest payments made on its borrowings.
Read more on NLY →