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Compare Franklin Resources, Inc. (BEN) vs Invesco Preferred ETF (PGX) Price & Performance

Franklin Resources, Inc.Trade
Invesco Preferred ETFTrade

Price performance (Past 24H)

Key statistics

Franklin Resources, Inc. vs Invesco Preferred ETF — how do they compare? Franklin Resources, Inc. trades at $33.24 (market cap $17.06B), while Invesco Preferred ETF trades at $10.87. The key difference: Franklin Resources, Inc. pays a 4.02% dividend while Invesco Preferred ETF pays none, and Franklin Resources, Inc. is trading nearer its 52-week high, Invesco Preferred ETF nearer its low. Which is the better fit depends on your goals.

BENPGX
Market Cap
$17.06B
Sector
Financials
52-Week High
$34.44$11.87
52-Week Low
$21.18$10.82
Enterprise Value
$28.88B
Dividend Yield
4.02%

Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Franklin Resources, Inc.

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.

Invesco Preferred ETF

No Aura AI signal available yet.

Returns comparison

Trailing returns across standard periods

About Franklin Resources, Inc.

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

About Invesco Preferred ETF

The fund generally will invest at least 80% of its total assets in the components of the index. Strictly in accordance with its guidelines and mandated procedures, ICE Data Indices, LLC selects securities for the index, which is a market capitalization-weighted index designed to measure the performance of the fixed rate US dollar-denominated preferred securities market.

Read more on PGX