Franklin Resources (BEN) — What Changed

Material changes in the AI committee's view · 26 events tracked · Detected nightly

← Overview📈 Rating History💰 Earnings📰 Recent Events🔄 What Changed📖 Thesis Evolution🔍 Similar Stocks
2026-07-31 MATERIAL
▲ Agreement Shift

BEN's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-31 MINOR
▼ Score Change

BEN's Committee score moved from 53.57 to 52.50 (-1.07, 1 day(s) apart).

53.57 → 52.50 (-1.1)

2026-07-30 MATERIAL
▼ Agreement Shift

BEN's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-30 MINOR
▼ Score Change

BEN's Committee score moved from 55.78 to 53.57 (-2.21, 1 day(s) apart).

55.78 → 53.57 (-2.2)

2026-07-28 MATERIAL
▲ Agreement Shift

BEN's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-28 MINOR
▼ Score Change

BEN's Committee score moved from 56.55 to 55.78 (-0.77, 1 day(s) apart).

56.55 → 55.78 (-0.8)

2026-07-24 MATERIAL
▼ Agreement Shift

BEN's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-24 MINOR
▼ Score Change

BEN's Committee score moved from 55.74 to 55.45 (-0.29, 1 day(s) apart).

55.74 → 55.45 (-0.3)

2026-07-18 MINOR
▼ Score Change

BEN's Committee score moved from 58.40 to 56.97 (-1.43, 1 day(s) apart).

58.40 → 56.97 (-1.4)

2026-07-17 MINOR
▼ Score Change

BEN's Committee score moved from 58.71 to 58.40 (-0.31, 1 day(s) apart).

58.71 → 58.40 (-0.3)

2026-07-16 MINOR
▼ Agreement Shift

BEN's Committee agreement moved from 60.00% to 57.10% (-2.90pp, 1 day(s) apart).

60.00 → 57.10 (-2.9)

2026-07-16 MINOR
▼ Score Change

BEN's Committee score moved from 60.70 to 58.71 (-1.99, 1 day(s) apart).

60.70 → 58.71 (-2.0)

2026-07-16 MATERIAL
— Conviction Change

BEN's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-16 MAJOR
— Rating Change

BEN moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-15 MINOR
▲ Agreement Shift

BEN's Committee agreement moved from 57.10% to 60.00% (+2.90pp, 1 day(s) apart).

57.10 → 60.00 (+2.9)

2026-07-15 MINOR
▲ Score Change

BEN's Committee score moved from 58.71 to 60.70 (+1.99, 1 day(s) apart).

58.71 → 60.70 (+2.0)

2026-07-15 MATERIAL
— Conviction Change

BEN's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-15 MAJOR
— Rating Change

BEN moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-14 MINOR
▼ Agreement Shift

BEN's Committee agreement moved from 60.00% to 57.10% (-2.90pp, 1 day(s) apart).

60.00 → 57.10 (-2.9)

2026-07-14 MATERIAL
▼ Score Change

BEN's Committee score moved from 64.70 to 58.71 (-5.99, 1 day(s) apart).

64.70 → 58.71 (-6.0)

2026-07-14 MATERIAL
— Conviction Change

BEN's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-14 MAJOR
— Rating Change

BEN moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-13 MATERIAL
▲ Agreement Shift

BEN's Committee agreement moved from 60.00% to 71.40% (+11.40pp, 1 day(s) apart).

60.00 → 71.40 (+11.4)

2026-07-13 MINOR
▼ Score Change

BEN's Committee score moved from 64.70 to 61.57 (-3.13, 1 day(s) apart).

64.70 → 61.57 (-3.1)

2026-07-13 MATERIAL
— Conviction Change

BEN's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-10 MINOR
▼ Score Change

BEN's Committee score moved from 65.00 to 64.70 (-0.30, 3 day(s) apart).

65.00 → 64.70 (-0.3)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →