Franklin Resources, Inc. (BEN) Financial Statements

Historical financial data — 42 statements covering FY2016–FY2025

Franklin Resources provides investment services for individual and institutional investors. At the end of May 2026, Franklin had $1.780 trillion in managed assets, composed primarily of equity (40%...

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

Recent Financial Statements

PeriodRevenueNet IncomeGross ProfitEBITOp. Cash FlowTotal AssetsTotal DebtEquity
Q1 FY2024$1.99B-66.0%$251.3MN/A$331.2M$-251.9M$29.87B$3.05B$12.00B
Q2 FY2024$4.14B+108.1%$375.5MN/A$569.3M$-115.3M$32.91B$3.04B$12.86B
Q3 FY2024$6.27B+51.2%$549.5MN/A$869.4M$413.1M$33.25B$3.04B$12.87B
Q1 FY2025$2.25B-64.1%$163.6MN/A$313.2M$-145.2M$32.39B$2.78B$12.46B
Q2 FY2025$4.36B+93.8%$315.0MN/A$355.9M$-195.3M$31.99B$2.67B$12.35B
Q3 FY2025$6.43B+47.3%$407.3MN/A$532.5M$1.09B$32.55B$2.67B$12.20B
Q1 FY2026$2.33B-63.8%$255.5MN/A$451.8M$-255.1M$32.55B$2.36B$12.13B
Q2 FY2026$4.62B+98.6%$523.7MN/A$897.5M$-282.7M$34.11B$2.25B$12.12B

Balance Sheet Summary (Latest Period)

Total Assets
$32.37B
Total Liabilities
$18.18B
Total Equity
$12.08B
Cash & Equivalents
$3.10B
Total Debt
$2.36B
Current Assets
N/A
Current Liabilities
N/A
Retained Earnings
$11.52B
Current Price: $34.65
Market Cap: $17.6B
Sector: Financial Services