Franklin Resources (BEN) is trading up at $32.44 (+0.01%) on NYSE/NASDAQ, as of the latest quote. It is a S&P 500 constituent in the Financials sector.
| FY2016Sep 2016 | FY2017Sep 2017 | FY2018Sep 2018 | FY2019Sep 2019 | FY2020Sep 2020 | FY2021Sep 2021 | FY2022Sep 2022 | FY2023Sep 2023 | FY2024Sep 2024 | FY2025Sep 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Income statement | ||||||||||
| Revenue | $6.62B | $6.39B | $6.32B | $5.77B | $5.57B | $8.43B | $8.28B | $7.85B | $8.48B | $8.77B |
| Growth (year over year) | −16.7% | −3.4% | −1.1% | −8.6% | −3.6% | +51.4% | −1.8% | −5.1% | +8.0% | +3.5% |
| Operating income | $2.37B | $2.26B | $2.03B | $1.47B | $1.05B | $1.88B | $1.77B | $1.10B | $407.6M | $604.1M |
| Operating margin | 35.7% | 35.4% | 32.1% | 25.4% | 18.8% | 22.3% | 21.4% | 14.0% | 4.8% | 6.9% |
| Net income | $1.73B | $1.70B | $764.4M | $1.20B | $798.9M | $1.83B | $1.29B | $882.8M | $464.8M | $524.9M |
| Net margin | 26.1% | 26.5% | 12.1% | 20.7% | 14.4% | 21.7% | 15.6% | 11.2% | 5.5% | 6.0% |
| EPS (diluted) | $2.94 | $3.01 | $1.39 | $2.35 | $1.59 | $3.57 | $2.53 | $1.72 | $0.85 | $0.91 |
| Balance sheet | ||||||||||
| Cash and equivalents | $8.48B | $8.75B | $6.91B | $6.21B | $3.99B | $4.65B | $4.78B | $4.40B | $4.41B | $3.57B |
| Total assets | $16.1B | $17.5B | $14.4B | $14.5B | $21.7B | $24.2B | $28.1B | $30.1B | $32.5B | $32.4B |
| Total liabilities | $3.51B | $2.66B | $3.13B | $3.16B | $10.3B | $11.4B | $14.2B | $16.5B | $17.9B | $18.2B |
| Long-term debt | $1.40B | $1.04B | $695.9M | $696.9M | $3.02B | $3.40B | $3.38B | $3.05B | $2.78B | $2.36B |
| Shareholders' equity | $11.9B | $12.6B | $9.90B | $9.91B | $10.1B | $11.2B | $11.5B | $11.9B | $12.5B | $12.1B |
| Cash flow | ||||||||||
| Operating cash flow | $1.73B | $1.14B | $2.23B | $268.5M | $1.08B | $1.25B | $1.96B | $1.09B | $971.3M | $1.07B |
| Capital expenditure | $97.6M | $74.9M | $106.5M | $233.7M | $103.7M | $79.3M | $90.3M | $148.8M | $177.1M | $154.5M |
| Free cash flow | $1.63B | $1.06B | $2.12B | $34.8M | $979.6M | $1.17B | $1.87B | $940.4M | $794.2M | $911.6M |
| Dividends paid | $408.7M | $441.2M | $2.12B | $518.6M | $533.2M | $559.7M | $583.1M | $607.3M | $656.4M | $683.7M |
| Share buybacks | $1.31B | $765.3M | $1.42B | $754.5M | $218.2M | $208.2M | $180.8M | $256.3M | $274.4M | $240.3M |
| Q4 FY24†Sep 2024 | Q1 FY25Dec 2024 | Q2 FY25Mar 2025 | Q3 FY25Jun 2025 | Q4 FY25†Sep 2025 | Q1 FY26Dec 2025 | Q2 FY26Mar 2026 | Q3 FY26Jun 2026 | |
|---|---|---|---|---|---|---|---|---|
| Income statement | ||||||||
| Revenue | $2.21B | $2.25B | $2.11B | $2.06B | $2.34B | $2.33B | $2.29B | $2.36B |
| Growth (year over year) | +11.3% | +13.1% | −1.9% | −2.8% | +6.0% | +3.4% | +8.7% | +14.3% |
| Operating income | −$150.7M | $219.0M | $145.6M | $154.1M | $85.4M | $281.0M | $323.3M | $215.8M |
| Operating margin | −6.8% | 9.7% | 6.9% | 7.5% | 3.6% | 12.1% | 14.1% | 9.2% |
| Net income | −$84.7M | $163.6M | $151.4M | $92.3M | $117.6M | $255.5M | $268.2M | $171.5M |
| Net margin | −3.8% | 7.3% | 7.2% | 4.5% | 5.0% | 11.0% | 11.7% | 7.3% |
| EPS (diluted) | −$0.20 | $0.29 | $0.26 | $0.15 | $0.21 | $0.46 | $0.49 | $0.31 |
| Balance sheet | ||||||||
| Cash and equivalents | $4.41B | $3.65B | $3.54B | $3.96B | $3.57B | $3.48B | $3.57B | $3.76B |
| Total assets | $32.5B | $32.4B | $32.0B | $32.6B | $32.4B | $32.5B | $34.1B | $36.2B |
| Total liabilities | $17.9B | $17.1B | $16.8B | $18.1B | $18.2B | $18.2B | $19.5B | $21.8B |
| Long-term debt | $2.78B | $2.78B | $2.67B | $2.67B | $2.36B | $2.36B | $2.25B | $2.40B |
| Shareholders' equity | $12.5B | $12.5B | $12.3B | $12.2B | $12.1B | $12.1B | $12.1B | $11.7B |
| Cash flow | ||||||||
| Operating cash flow | $558.2M | −$145.2M | −$50.1M | $1.28B | −$20.7M | −$255.1M | −$27.6M | $581.2M |
| Capital expenditure | $69.8M | $71.8M | $37.5M | $14.0M | $31.2M | — | — | — |
| Free cash flow | $488.4M | −$217.0M | −$87.6M | $1.27B | −$51.9M | — | — | — |
| Dividends paid | $167.1M | $166.2M | $173.2M | $173.2M | $171.1M | $170.2M | $176.4M | $176.2M |
| Share buybacks | $102.4M | $5.80M | $10.0M | $157.4M | $67.1M | $41.9M | $57.1M | $345.8M |
From Franklin Resources's 10-K and 10-Q filings with the SEC; its fiscal year ends in September. Each period shows the latest figure the company has reported for it, including restatements. † Quarter derived from the company's year-to-date or full-year totals. Filings on SEC EDGAR →
Franklin Templeton, Inc. is an American multinational investment management holding company that, together with its subsidiaries, is referred to as Franklin Templeton. It is a global investment firm with operations in over 150 countries. They were founded in New York City in 1947 as Franklin Distributors, Inc. In 1992 they merged with Templeton, Galbraith & Hansberger which had started in 1954 under John Templeton.
Source: Wikipedia — Franklin Templeton
Franklin Resources (BEN) Surged 47.3% in Q2: Why Investors Took Notice
Franklin Resources (BEN) Surged 47.3% in Q2: Why Investors Took Notice
Franklin Resources stock hits 52-week high at 34.95 USD
Franklin Resources stock hits 52-week high at 34.95 USD