Compare Stocks

Comparative Price Performance Over Time

Compare Stocks - Price & Volume

CompanyCurrent Price50-Day Moving Average52-Week RangeMarket CapBetaAvg. VolumeToday's Volume
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$25.35
+0.1%
$26.96
$21.88
$30.32
$13.35B1.43.51 million shs7.19 million shs
EPR Properties stock logo
EPR
EPR Properties
$41.15
+0.1%
$41.63
$39.01
$49.10
$3.11B1.65649,093 shs566,842 shs
PennyMac Financial Services, Inc. stock logo
PFSI
PennyMac Financial Services
$92.07
-0.8%
$87.88
$56.16
$94.78
$4.64B1.67230,561 shs360,934 shs
Umpqua Holdings Co. stock logo
UMPQ
Umpqua
$17.66
$18.10
$15.77
$21.50
$3.83B0.972.31 million shsN/A
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
$1,766.95
+2.6%
$1,759.84
$1,319.05
$1,849.99
$4.42B0.428,168 shs9,498 shs
Beginners Guide To Retirement Stocks Cover

Click the link below and we'll send you MarketBeat's list of seven best retirement stocks and why they should be in your portfolio.

Get This Free Report

Price Performance

Company1-Day Performance7-Day Performance30-Day Performance90-Day Performance1-Year Performance
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
+0.06%+2.20%-7.18%-7.75%-3.39%
EPR Properties stock logo
EPR
EPR Properties
+0.05%+2.82%-0.44%-7.71%+1.01%
PennyMac Financial Services, Inc. stock logo
PFSI
PennyMac Financial Services
-0.75%+6.61%+1.98%+5.10%+44.13%
Umpqua Holdings Co. stock logo
UMPQ
Umpqua
0.00%0.00%0.00%0.00%0.00%
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
+2.64%+3.47%-0.76%+11.13%+17.56%

MarketRank™

CompanyOverall ScoreAnalyst's OpinionShort Interest ScoreDividend StrengthESG ScoreNews and Social Media SentimentCompany OwnershipEarnings & Valuation
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
3.2961 of 5 stars
0.91.03.32.91.92.52.5
EPR Properties stock logo
EPR
EPR Properties
3.8767 of 5 stars
2.13.02.52.12.61.71.9
PennyMac Financial Services, Inc. stock logo
PFSI
PennyMac Financial Services
4.2042 of 5 stars
1.42.01.72.81.82.54.4
Umpqua Holdings Co. stock logo
UMPQ
Umpqua
N/AN/AN/AN/AN/AN/AN/AN/A
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
1.4611 of 5 stars
0.02.00.82.72.21.71.9

Analyst Ratings

CompanyConsensus Rating ScoreConsensus RatingConsensus Price Target% Upside from Current Price
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
1.71
Reduce$27.508.48% Upside
EPR Properties stock logo
EPR
EPR Properties
2.20
Hold$48.0516.77% Upside
PennyMac Financial Services, Inc. stock logo
PFSI
PennyMac Financial Services
2.86
Moderate Buy$98.136.58% Upside
Umpqua Holdings Co. stock logo
UMPQ
Umpqua
N/AN/AN/AN/A
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
N/AN/AN/AN/A

Current Analyst Ratings

Latest PFSI, WTM, EPR, UMPQ, and BEN Analyst Ratings

DateCompanyBrokerageActionRatingPrice TargetDetails
4/17/2024
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
Morgan Stanley
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetUnderweight ➝ Underweight$24.00 ➝ $25.00
4/9/2024
PennyMac Financial Services, Inc. stock logo
PFSI
PennyMac Financial Services
Keefe, Bruyette & Woods
Subscribe to MarketBeat All Access for the recommendation accuracy rating
UpgradeMarket Perform ➝ Outperform$100.00 ➝ $105.00
4/9/2024
PennyMac Financial Services, Inc. stock logo
PFSI
PennyMac Financial Services
Barclays
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOverweight ➝ Overweight$103.00 ➝ $112.00
3/22/2024
EPR Properties stock logo
EPR
EPR Properties
Truist Financial
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Lower Price TargetHold ➝ Hold$51.00 ➝ $46.00
1/30/2024
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
Deutsche Bank Aktiengesellschaft
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Lower Price TargetHold ➝ Hold$30.00 ➝ $28.00
1/30/2024
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
BMO Capital Markets
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetMarket Perform ➝ Market Perform$27.00 ➝ $30.00
(Data available from 4/25/2021 forward. View 10+ years of historical ratings with our analyst ratings screener.)

Sales & Book Value

CompanyAnnual RevenuePrice/SalesCashflowPrice/CashBook ValuePrice/Book
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$7.85B1.70$3.63 per share6.98$25.15 per share1.01
EPR Properties stock logo
EPR
EPR Properties
$659.72M4.72$4.71 per share8.74$32.58 per share1.26
PennyMac Financial Services, Inc. stock logo
PFSI
PennyMac Financial Services
$1.40B3.31$7.32 per share12.57$70.52 per share1.31
Umpqua Holdings Co. stock logo
UMPQ
Umpqua
$1.35B2.84$1.82 per share9.69$11.43 per share1.55
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
$2.17B2.09$39.46 per share44.78$1,781.56 per share0.99

Profitability & Earnings

CompanyNet IncomeEPSTrailing P/E RatioForward P/E RatioP/E GrowthNet MarginsReturn on Equity (ROE)Return on Assets (ROA)Next Earnings Date
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$882.80M$1.9013.348.801.3412.30%11.15%4.69%4/29/2024 (Confirmed)
EPR Properties stock logo
EPR
EPR Properties
$173.05M$1.9720.898.48N/A24.52%6.96%3.03%5/1/2024 (Confirmed)
PennyMac Financial Services, Inc. stock logo
PFSI
PennyMac Financial Services
$144.66M$2.7133.977.450.5910.32%7.69%1.42%N/A
Umpqua Holdings Co. stock logo
UMPQ
Umpqua
$336.75M$1.5511.396.28N/A24.99%14.96%1.21%N/A
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
$509.20M$198.548.90N/A23.50%4.08%2.10%5/14/2024 (Estimated)

Latest PFSI, WTM, EPR, UMPQ, and BEN Earnings

DateQuarterCompanyConsensus EstimateReported EPSBeat/MissGap EPSRevenue EstimateActual RevenueDetails
5/1/2024N/A
EPR Properties stock logo
EPR
EPR Properties
$1.12N/A-$1.12N/AN/AN/A  
4/29/2024N/A
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$0.58N/A-$0.58N/AN/AN/A  
2/7/2024Q4 2023
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
N/A$27.14+$27.14-$57.59N/A$453.80 million
2/1/2024Q4 2023
PennyMac Financial Services, Inc. stock logo
PFSI
PennyMac Financial Services
$1.01$1.76+$0.75$4.26$413.35 million$361.94 million    
1/29/202412/31/2023
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$0.58$0.65+$0.07$0.80$1.51 billion$1.99 billion      

Dividends

CompanyAnnual PayoutDividend Yield3-Year Dividend GrowthPayout RatioYears of Consecutive Growth
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$1.244.89%-6.19%65.26%1 Years
EPR Properties stock logo
EPR
EPR Properties
$3.428.31%+29.63%173.60%1 Years
PennyMac Financial Services, Inc. stock logo
PFSI
PennyMac Financial Services
$0.800.87%+14.00%29.52%N/A
Umpqua Holdings Co. stock logo
UMPQ
Umpqua
$0.844.76%N/A54.19%N/A
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
$1.000.06%N/A0.50%N/A

Latest PFSI, WTM, EPR, UMPQ, and BEN Dividends

AnnouncementCompanyPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
4/15/2024
EPR Properties stock logo
EPR
EPR Properties
Monthly$0.28508.6%4/29/20244/30/20245/15/2024
2/28/2024
EPR Properties stock logo
EPR
EPR Properties
monthly$0.28508.3%3/27/20243/28/20244/15/2024
2/6/2024
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
quarterly$0.314.66%3/27/20243/28/20244/12/2024
2/23/2024
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
Annual$1.000.06%3/8/20243/11/20243/20/2024
2/15/2024
EPR Properties stock logo
EPR
EPR Properties
monthly$0.27507.8%2/28/20242/29/20243/15/2024
2/1/2024
PennyMac Financial Services, Inc. stock logo
PFSI
PennyMac Financial Services
Quarterly$0.200.86%2/12/20242/13/20242/23/2024
(Data available from 1/1/2013 forward)

Debt

CompanyDebt-to-Equity RatioCurrent RatioQuick Ratio
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
0.86
1.92
1.92
EPR Properties stock logo
EPR
EPR Properties
1.15
7.53
7.53
PennyMac Financial Services, Inc. stock logo
PFSI
PennyMac Financial Services
1.90
0.37
0.37
Umpqua Holdings Co. stock logo
UMPQ
Umpqua
0.53
0.99
0.99
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
0.12
0.94
0.94

Ownership

Institutional Ownership

CompanyInstitutional Ownership
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
47.56%
EPR Properties stock logo
EPR
EPR Properties
74.66%
PennyMac Financial Services, Inc. stock logo
PFSI
PennyMac Financial Services
57.87%
Umpqua Holdings Co. stock logo
UMPQ
Umpqua
90.34%
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
88.65%

Miscellaneous

CompanyEmployeesShares OutstandingFree FloatOptionable
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
9,200526.56 million399.50 millionOptionable
EPR Properties stock logo
EPR
EPR Properties
5575.67 million74.24 millionOptionable
PennyMac Financial Services, Inc. stock logo
PFSI
PennyMac Financial Services
3,90050.43 million41.65 millionOptionable
Umpqua Holdings Co. stock logo
UMPQ
Umpqua
4,000217.05 million215.80 millionOptionable
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
7822.57 million2.49 millionNot Optionable

PFSI, WTM, EPR, UMPQ, and BEN Headlines

SourceHeadline
White Mountains Regional To Review InvestmentsWhite Mountains Regional To Review Investments
caledonianrecord.com - April 20 at 1:40 AM
White Mountains Insurance Group, Ltd. (NYSE:WTM) is River Road Asset Management LLCs 4th Largest PositionWhite Mountains Insurance Group, Ltd. (NYSE:WTM) is River Road Asset Management LLC's 4th Largest Position
marketbeat.com - April 17 at 4:31 PM
11,448 Shares in White Mountains Insurance Group, Ltd. (NYSE:WTM) Acquired by Allspring Global Investments Holdings LLC11,448 Shares in White Mountains Insurance Group, Ltd. (NYSE:WTM) Acquired by Allspring Global Investments Holdings LLC
marketbeat.com - April 15 at 5:36 AM
White Mountains Appoints New EVP & CSOWhite Mountains Appoints New EVP & CSO
bernews.com - April 12 at 9:34 AM
White Mountains makes two senior appointmentsWhite Mountains makes two senior appointments
royalgazette.com - April 12 at 9:34 AM
Elementum ILS funds up 15-20% in 2023: White Mountains CEO RountreeElementum ILS funds up 15-20% in 2023: White Mountains CEO Rountree
artemis.bm - April 11 at 9:22 AM
What Makes White Mountains Insurance (WMT) a Long-Term Hold?What Makes White Mountains Insurance (WMT) a Long-Term Hold?
finance.yahoo.com - April 11 at 9:22 AM
Harrison appointed White Mountains EVP, Caffrey named PresidentHarrison appointed White Mountains EVP, Caffrey named President
reinsurancene.ws - April 10 at 1:32 PM
GILES HARRISON TO JOIN WHITE MOUNTAINS AS EVP AND CHIEF STRATEGY OFFICER; LIAM CAFFREY NAMED PRESIDENTGILES HARRISON TO JOIN WHITE MOUNTAINS AS EVP AND CHIEF STRATEGY OFFICER; LIAM CAFFREY NAMED PRESIDENT
prnewswire.com - April 10 at 8:00 AM
StockNews.com Upgrades White Mountains Insurance Group (NYSE:WTM) to "Buy"StockNews.com Upgrades White Mountains Insurance Group (NYSE:WTM) to "Buy"
marketbeat.com - April 5 at 11:10 PM
White Mountains Regional High School Closed By Bomb ThreatWhite Mountains Regional High School Closed By Bomb Threat
caledonianrecord.com - April 3 at 11:13 PM
White Mountains Insurance Group (NYSE:WTM) Shares Gap Up to $1,754.00White Mountains Insurance Group (NYSE:WTM) Shares Gap Up to $1,754.00
marketbeat.com - April 3 at 2:54 PM
How to Get to Whiteface Mountain from NYCHow to Get to Whiteface Mountain from NYC
msn.com - April 3 at 7:40 AM
Preparing before severe weather: Know what your insurance coversPreparing before severe weather: Know what your insurance covers
msn.com - April 2 at 9:39 PM
Raymond James & Associates Sells 637 Shares of White Mountains Insurance Group, Ltd. (NYSE:WTM)Raymond James & Associates Sells 637 Shares of White Mountains Insurance Group, Ltd. (NYSE:WTM)
marketbeat.com - March 30 at 4:33 AM
White Mountains Insurance Group, Ltd. (NYSE:WTM) Shares Purchased by Reinhart Partners LLC.White Mountains Insurance Group, Ltd. (NYSE:WTM) Shares Purchased by Reinhart Partners LLC.
marketbeat.com - March 26 at 9:57 AM
Avalanche warning issued for Presidential Range in the White MountainsAvalanche warning issued for Presidential Range in the White Mountains
msn.com - March 12 at 8:59 PM
Avalanche warning in the White Mountains due to stormAvalanche warning in the White Mountains due to storm
msn.com - March 12 at 8:59 PM
White Mountains Insurance Group Full Year 2023 Earnings: EPS: US$199 (vs US$42.64 loss in FY 2022)White Mountains Insurance Group Full Year 2023 Earnings: EPS: US$199 (vs US$42.64 loss in FY 2022)
finance.yahoo.com - February 29 at 7:54 AM
White Mountains Insurance Elects Reid CampbellWhite Mountains Insurance Elects Reid Campbell
bernews.com - February 25 at 7:55 AM
White Mountains Insurance Stock (NYSE:WTM) Insider TradesWhite Mountains Insurance Stock (NYSE:WTM) Insider Trades
benzinga.com - February 25 at 7:55 AM
White Mountains Declares Annual DividendWhite Mountains Declares Annual Dividend
finance.yahoo.com - February 23 at 12:30 PM
Reid T. Campbell Elected to the White Mountains BoardReid T. Campbell Elected to the White Mountains Board
finance.yahoo.com - February 23 at 12:30 PM
White Mountains Partners appoints Mattler as principalWhite Mountains Partners appoints Mattler as principal
pehub.com - February 12 at 1:11 PM

New MarketBeat Followers Over Time

Media Sentiment Over Time

Company Descriptions

Franklin Resources logo

Franklin Resources

NYSE:BEN
Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Calgary, Canada; Dubai, United Arab Emirates; Edinburgh, United Kingdom; Fort Lauderdale, United States; Hyderabad, India; London, United Kingdom; Rancho Cordova, United states; Shanghai, China; Singapore; Stamford, United States; and Vienna, Austria.
EPR Properties logo

EPR Properties

NYSE:EPR
EPR Properties (NYSE:EPR) is the leading diversified experiential net lease real estate investment trust (REIT), specializing in select enduring experiential properties in the real estate industry. We focus on real estate venues that create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their discretionary time and money. We have total assets of approximately $5.7 billion (after accumulated depreciation of approximately $1.4 billion) across 44 states. We adhere to rigorous underwriting and investing criteria centered on key industry, property and tenant level cash flow standards. We believe our focused approach provides a competitive advantage and the potential for stable and attractive returns.
PennyMac Financial Services logo

PennyMac Financial Services

NYSE:PFSI
PennyMac Financial Services, Inc., through its subsidiaries, engages in the mortgage banking and investment management activities in the United States. The company operates through three segments: Production, Servicing, and Investment Management. The Production segment is involved in the origination, acquisition, and sale of loans. This segment sources residential conventional and government-insured or guaranteed mortgage loans through correspondent production, consumer direct lending, and broker direct lending. The Servicing segment performs loan servicing for both newly originated loans that are under holding for sale and loans services for others. The segment performs loan administration, collection, and default management activities, including the collection and remittance of loan payments; responds to customer inquiries; provides accounting for principal and interest; holds custodial funds for the payment of property taxes and insurance premiums; counsels delinquent borrowers; and supervising foreclosures and property dispositions, as well as administers loss mitigation activities, such as modification and forbearance programs. The Investment Management segment is involved in sourcing, performing diligence, bidding, and closing investment asset acquisitions; managing correspondent production activities for PennyMac Mortgage Investment Trust; and managing acquired assets. The company was founded in 2008 and is headquartered in Westlake Village, California.
Umpqua logo

Umpqua

NASDAQ:UMPQ
Umpqua Holdings Corp. operates as a bank holding company, which provides banking and financial services. The firm operates through the following segments: Wholesale Bank, Wealth Management, Retail Bank and Home Lending. The Wholesale Bank segment includes lending, treasury and cash management services and customer risk management products to middle market corporate, commercial and business banking customers and the operations of FinPac. The Wealth Management segment consists of the operations of Umpqua Investments, which offers retail brokerage and investment advisory services and products to its clients who consist primarily of individual investors, and Umpqua private bank, which serves high net worth individuals with liquid investable assets and provides customized financial solutions and offerings. The Retail Bank segment includes retail lending and deposit services for customers served through the Bank's store network. The Home Lending segment operates as a division of the Bank, originates, sells and services residential mortgage loans. It also offers loans, checking, overdraft services, debit cards, online banking and credit cards. The company was founded in March 1999 and is
White Mountains Insurance Group logo

White Mountains Insurance Group

NYSE:WTM
White Mountains Insurance Group, Ltd., through its subsidiaries, provides insurance and other financial services in the United States. The company operates through HG Global/BAM, Ark/WM Outrigger, Kudu, and Other Operations segments. The HG Global/BAM segment provides insurance on municipal bonds issued to finance public purposes, such as schools, utilities, and transportation facilities, as well as reinsurance protection services. The Ark/WM Outrigger segment offers reinsurance and insurance, including property, marine and energy, accident and health, casualty, and specialty products. The Kudu segment provides capital solutions to boutique asset and wealth managers for generational ownership transfers, management buyouts, acquisitions and growth finances, and legacy partner liquidity, as well as strategic assistance to investees. The Other Operations segment offers insurance solutions to travel industry through broker channel and on a direct-to-consumer basis; and manages separate accounts and pooled investment vehicles for insurance-linked securities sectors, including catastrophe bonds, collateralized reinsurance investments, and industry loss warranties of third-party clients. White Mountains Insurance Group, Ltd. was incorporated in 1980 and is headquartered in Hamilton, Bermuda.