Franklin Templeton, Inc. (BEN) Financial Statements

Historical financial data — 43 statements covering FY2016–FY2025

Franklin Templeton provides investment services for individual and institutional investors. At the end of July 2026, the company had $1.798 trillion in managed assets, composed primarily of equity...

Franklin Templeton, Inc.'s revenue increased 3.5% year over year, from $8.48B to $8.77B.

Net income increased 12.9% over the same period, from $464.8M to $524.9M.

Over the 9-year period from FY2016 to FY2025, revenue grew by 33% in total.

Total debt decreased by 15.0% to $2.36B.

The debt-to-equity ratio stands at 0.20, indicating a conservative leverage profile.

Operating cash flow grew 9.8% to $1.07B.

Franklin Templeton, Inc. maintains a moderate net profit margin of 6.0%.

Recent Financial Statements

Quarterly figures are standalone quarters, de-cumulated from YTD filings (Q4 = FY − Q3 YTD when not reported).

PeriodRevenueNet IncomeGross ProfitEBITOp. Cash FlowTotal AssetsTotal DebtEquity
Q4 FY2024$2.21B+4.2%$-84.7M$842.3M$-46.2M$558.2M$32.46B$2.78B$12.51B
Q1 FY2025$2.25B+1.8%$163.6M$863.2M$313.2M$-145.2M$32.39B$2.78B$12.46B
Q2 FY2025$2.11B-6.2%$151.4M$761.6M$42.7M$-50.1M$31.99B$2.67B$12.35B
Q3 FY2025$2.06B-2.2%$92.3M$759.1M$176.6M$1.28B$32.55B$2.67B$12.20B
Q4 FY2025$2.34B+13.6%$117.6M$896.5M$254.3M$-20.7M$32.37B$2.36B$12.08B
Q1 FY2026$2.33B-0.7%$255.5M$859.0M$451.8M$-255.1M$32.55B$2.36B$12.13B
Q2 FY2026$2.29B-1.4%$268.2M$858.5M$445.7M$-27.6M$34.11B$3.43B$14.62B
Q3 FY2026$2.36B+2.8%$171.5M$901.8M$188.7M$581.2M$36.24B$3.57B$14.40B

Balance Sheet Summary (Q3 FY2026)

Total Assets
$36.24B
Total Liabilities
$21.84B
Total Equity
$14.40B
Cash & Equivalents
$2.67B
Total Debt
$3.57B
Current Assets
$20.86B
Current Liabilities
$3.80B
Retained Earnings
$11.52B
Current Price: $30.94
Market Cap: $15.7B
Sector: Financial Services

Franklin Templeton, Inc. (BEN) Financial Statements & Revenue History

Franklin Templeton, Inc. (BEN) is a US-listed stock operating in the Financial Services sector, specifically the Investment Advice industry trading at $30.94 with a market capitalization of $16. This page provides 43 historical financial statements for Franklin Templeton, Inc., including income statement, balance sheet, and cash flow data across multiple reporting periods. Most recently, Franklin Templeton, Inc. reported revenue of $8.8 billion, representing 3.5% year-over-year growth. The net profit margin of 6.0% indicates moderate profitability. The debt-to-equity ratio of 0.20 shows conservative leverage.

BEN Income Statement, Balance Sheet & Cash Flow

The financial statements table above shows Franklin Templeton, Inc.'s revenue, net income, gross profit, EBIT, operating cash flow, total assets, total debt, and shareholders' equity across the most recent reporting periods. Year-over-year growth rates help identify whether BEN is accelerating or decelerating in terms of top-line revenue and bottom-line profitability.

  • Revenue trend: Track BEN's top-line growth across quarters and fiscal years to identify acceleration or deceleration in the business.
  • Profitability: Net income and gross profit margins reveal how efficiently Franklin Templeton, Inc. converts revenue into earnings.
  • Balance sheet health: Total assets, liabilities, debt, and equity provide a snapshot of BEN's financial position and leverage.
  • Cash flow: Operating cash flow shows how much cash the business generates from its core operations, which is critical for funding dividends, buybacks, and growth.

How to Use BEN Financial Data

Investors use Franklin Templeton, Inc.'s financial statements to assess the company's financial health, growth trajectory, and valuation. Key metrics to focus on include:

Financial data is sourced from Franklin Templeton, Inc.'s SEC filings (10-K, 10-Q) via Polygon.io and Finnhub.BEN trades on NYSE. This page is for informational purposes only and is not financial advice.

Related opportunities

Moving today in Financial Services
More Investment Advice stocks
Cheaper alternatives
Similar fundamentals