It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BEN’s FA Score shows that 1 FA rating(s) are green while.
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BEN’s TA Score shows that 4 TA indicator(s) are bullish.
BEN (@Investment Managers) experienced а -4.13% price change this weekfor the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +0.57%. For the same industry, the average monthly price growth was -0.56%, and the average quarterly price growth was +12.30%.
BEN is expected to report earnings on Feb 02, 2026.
Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
BEN | ||
|---|---|---|
OUTLOOK RATING 1..100 | 11 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 13 Undervalued | |
PROFIT vs RISK RATING 1..100 | 78 | |
SMR RATING 1..100 | 88 | |
PRICE GROWTH RATING 1..100 | 55 | |
P/E GROWTH RATING 1..100 | 44 | |
SEASONALITY SCORE 1..100 | 33 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| BEN | SNPV | |
|---|---|---|
| RSI ODDS (%) | N/A | 3 days ago 70% |
| Stochastic ODDS (%) | 1 day ago 65% | 3 days ago 81% |
| Momentum ODDS (%) | 1 day ago 68% | 3 days ago 56% |
| MACD ODDS (%) | 1 day ago 63% | 3 days ago 57% |
| TrendWeek ODDS (%) | 1 day ago 68% | 3 days ago 80% |
| TrendMonth ODDS (%) | 1 day ago 70% | 3 days ago 79% |
| Advances ODDS (%) | 3 days ago 63% | N/A |
| Declines ODDS (%) | 30 days ago 71% | N/A |
| BollingerBands ODDS (%) | 1 day ago 75% | 3 days ago 57% |
| Aroon ODDS (%) | 1 day ago 62% | 3 days ago 82% |
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FCT | 9.53 | N/A | +0.05% |
| First Trust Senior Floating Rate Income Fund II | |||
| VSDM | 76.49 | -0.01 | -0.01% |
| Vanguard Short Duration Tax-Exm Bd ETF | |||
| ROAM | 29.35 | -0.30 | -1.03% |
| Hartford Multifactor Emerging Mkts ETF | |||
| IVOV | 99.27 | -1.33 | -1.32% |
| Vanguard S&P Mid-Cap 400 Value ETF | |||
| VRTL | 53.69 | -6.91 | -11.40% |
| GraniteShares 2x Long VRT Daily ETF | |||
A.I.dvisor indicates that over the last year, BEN has been closely correlated with TROW. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if BEN jumps, then TROW could also see price increases.
| Ticker / NAME | Correlation To BEN | 1D Price Change % | ||
|---|---|---|---|---|
| BEN | 100% | -3.30% | ||
| TROW - BEN | 74% Closely correlated | -1.00% | ||
| APAM - BEN | 74% Closely correlated | -1.92% | ||
| AMG - BEN | 70% Closely correlated | -2.15% | ||
| BLK - BEN | 67% Closely correlated | -2.22% | ||
| SEIC - BEN | 67% Closely correlated | -1.71% | ||
More | ||||
A.I.dvisor indicates that over the last year, SNPV has been closely correlated with BLK. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if SNPV jumps, then BLK could also see price increases.
| Ticker / NAME | Correlation To SNPV | 1D Price Change % | ||
|---|---|---|---|---|
| SNPV | 100% | N/A | ||
| BLK - SNPV | 79% Closely correlated | +0.75% | ||
| BEN - SNPV | 72% Closely correlated | +1.01% | ||
| TROW - SNPV | 71% Closely correlated | +1.06% | ||
| GS - SNPV | 71% Closely correlated | +3.54% | ||
| BAC - SNPV | 70% Closely correlated | +0.90% | ||
More | ||||