FRANKLIN RESOURCES INC

BEN

FRANKLIN RESOURCES INC

BEN

Insider Sentiment (TTM):

Last Purchase:2025-11-20Last Sale:2025-04-04Shares Purchased (TTM):100,000Shares Sold (TTM):0

Institutional Sentiment:

As of:2026-03-31Institutional Shares Owned:283,083,995Shares Outstanding:517,500,000Institutional Ownership Pct.:54.70%

Earnings Market Reaction:

Filing Date:2026-04-28Price on Filing Date:N/APrevious Close:N/A% Change:N/A

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FRANKLIN RESOURCES INC (BEN) — SEC Financial Statements & Analysis

FRANKLIN RESOURCES INC (BEN) files its annual 10-K and quarterly 10-Q reports directly with the SEC. The financial data below is sourced as-filed from EDGAR — balance sheet, income statement, and cash flow as reported, without normalization or third-party adjustments.

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Financial Statements

10‑Q10‑K

Values in Millions ($)	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30	2023-06-30
Accounts Receivable Net	1,426	1,446	1,542	1,723	1,453	1,394	1,479	1,571	1,450	1,470	1,348	1,342
Investments	2,570	2,439	2,374	2,620	2,229	2,393	2,338	2,225	2,378	2,317	2,222	2,249
Investments Fair Value Disclosure	1,118	1,063	1,180	1,081	636	807	838	720	900	894	873	867
Property Plant And Equipment Net	904	930	949	975	988	978	946	905	899	807	800	806
Goodwill	6,296	6,291	6,206	6,212	6,198	6,194	6,211	6,199	6,199	6,013	6,004	6,012
Intangible Assets Net Excluding Goodwill	4,091	4,155	4,166	4,440	4,544	4,677	4,802	5,268	5,331	4,823	4,902	4,995
Operating Lease Right Of Use Asset	763	751	764	772	780	795	823	844	896	794	406	431
Other Assets	681	580	515	432	399	417	420	501	482	399	399	373
Assets	34,110	32,549	32,368	32,552	31,990	32,390	32,465	33,255	32,908	29,866	30,121	30,235
Employee Related Liabilities Current And Noncurren…	1,387	1,205	1,760	1,614	1,302	1,132	1,801	1,692	1,413	1,164	1,665	1,461
Accounts Payable And Accrued Liabilities Current A…	585	598	615	766	585	585	552	532	574	534	530	564
Liabilities
Accrued Income Taxes	-	228	208	162	140	461	406	383	333	620	514	449
Liabilities	19,495	18,157	18,180	18,117	16,812	17,050	17,900	18,354	18,072	16,150	16,547	16,645
Long Term Debt	2,253	2,357	2,362	2,667	2,671	2,776	2,780	3,035	3,041	3,047	3,053	3,359
Deferred Income Tax Liabilities Net	337	318	262	264	211	280	285	421	438	393	450	451
Operating Lease Liability	988	985	1,001	1,002	989	946	965	976	983	865	468	495
Other Liabilities	1,090	984	972	954	846	954	907	961	1,415	1,220	1,286	1,314
Temporary Equity Carrying Amount Including Portion…	1,479	1,292	1,182	1,381	2,017	2,106	1,322	1,266	1,254	1,079	1,026	1,050
Stockholders Equity Inclu…
Preferred Stock Value	0	0	0	0	0	0	0	0	0	0	0	0
Common Stock Value	52	52	52	52	53	52	52	52	53	50	50	50
Additional Paid In Capital Common Stock	1,000	991	957	955	1,062	1,015	948	985	1,022	-	0	-
Stockholders Equity	12,124	13,101	12,078	12,204	12,346	13,234	13,243	12,870	13,582	12,638	12,548	11,948
Retained Earnings Accumulated Deficit	11,561	11,540	11,516	11,610	11,730	11,919	11,928	12,321	12,265	12,402	12,377	12,361
Accumulated Other Comprehensive Income Loss Net Of…	-489	-448	-447	-413	-499	-524	-420	-488	-479	-450	-509	-463
Minority Interest	1,013	966	929	851	815	772	735	765	721	636	631	591
Liabilities And Stockholders Equity	34,110	32,549	32,368	32,552	31,990	32,390	32,465	33,255	32,908	29,866	30,121	30,235
Preferred Stock Par Or Stated Value Per Share	1	1	1	1	1	1	1	1	1	1	1	1
Preferred Stock Shares Authorized	1	1	1	1	1	1	1	1	1	1	1	1
Common Stock Par Or Stated Value Per Share	0.1	0.1	0.1	0.1	0.1	0.1	0.1	0.1	0.1	0.1	0.1	0.1
Common Stock Shares Authorized	1,000	1,000	1,000	1,000	1,000	1,000	1,000	1,000	1,000	1,000	1,000	1,000
Common Stock Shares Issued	520	520	521	518	525	524	524	522	526	495	496	499
Shares Outstanding	520	520	521	518	525	524	524	522	526	495	496	499

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10‑Q10‑K

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Earnings Market Reaction

10‑Q10‑K

Fiscal Year	Q1 1 Month	Q1 2 Month	Q1 3 Month	Q2 1 Month	Q2 2 Month	Q2 3 Month	Q3 1 Month	Q3 2 Month	Q3 3 Month	Q4 1 Month	Q4 2 Month	Q4 3 Month
2026	3.94%	-11.87%	3.94%	5.30%	12.19%	-	-	-	-	-	-	-
2025	-7.69%	-10.66%	-19.48%	7.23%	13.61%	24.33%	6.01%	1.96%	-5.68%	3.91%	7.13%	19.83%
2024	-1.82%	-0.51%	-7.52%	-0.21%	-2.35%	1.87%	-1.39%	-13.78%	-11.55%	2.10%	-3.44%	5.22%
2023	-	-	-	-5.82%	-2.30%	13.48%	-11.01%	-11.05%	-22.29%	6.81%	21.90%	13.59%
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Performance and Valuation Metrics

Metrics	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30	2023-06-30
Leverage & Debt
Interest Coverage TTM	9.24	7.22	6.37	3.89	4.61	4.14	4.19	9.28	9.35	9.99	8.91	8.80
Per Share Metrics
Diluted EPS TTM	1.66	1.28	1.06	0.80	0.91	0.86	0.91	1.60	1.73	1.99	1.80	1.50
Free Cash Flow Per Share TTM	1.46	1.20	1.41	2.46	1.14	1.64	1.56	2.02	2.19	1.96	1.92	2.11
Dividend Per Share TTM	1.34	1.33	1.32	1.32	1.30	1.29	1.29	1.24	1.21	1.26	1.24	1.22
Margin Metrics
Gross Profit Margin TTM	101.01%	101.04%	101.08%	101.10%	101.09%	101.16%	101.15%	101.17%	101.31%	101.42%	101.58%	101.62%
Operating Profit Margin TTM	9.34%	7.53%	6.89%	4.26%	5.02%	4.81%	4.81%	10.86%	12.21%	14.16%	14.04%	14.26%
Net Profit Margin TTM	9.51%	7.50%	6.26%	4.81%	5.44%	5.10%	5.48%	10.01%	11.09%	12.30%	11.25%	9.46%
Growth Metrics
Net Revenue Growth (1Y)	3.82%	1.23%	3.45%	4.67%	7.38%	10.99%	8.01%	5.78%	2.98%	-1.81%	-5.15%	-8.39%
Net Income Growth (1Y)	81.64%	48.92%	18.09%	-49.69%	-47.38%	-53.99%	-47.35%	11.91%	20.15%	6.11%	-31.67%	-64.68%
EPS Growth (1Y)	82.20%	48.89%	16.45%	-49.61%	-47.45%	-56.69%	-49.36%	6.32%	13.73%	6.68%	-31.85%	-64.91%
Valuation Metrics
P/E TTM	14.09	18.18	20.96	28.10	19.79	21.70	20.03	12.48	14.29	12.91	11.76	15.11
P/B	1.00	0.92	0.95	0.89	0.76	0.73	0.70	0.76	0.95	0.99	0.87	0.93
P/S TTM	1.34	1.36	1.31	1.35	1.08	1.11	1.10	1.25	1.58	1.59	1.32	1.43
Market Cap	12.10B	12.06B	11.50B	11.68B	9.36B	9.67B	9.31B	10.31B	12.84B	12.50B	10.38B	11.15B
Enterprise Value	10.79B	10.94B	10.29B	10.39B	8.49B	8.80B	7.68B	9.23B	11.75B	11.67B	9.03B	10.13B
Calculated Values
Free Cash Flow TTM	754.50M	622.70M	730.50M	1.27B	594.30M	848.60M	794.20M	1.04B	1.14B	952.70M	940.40M	1.03B
Net Debt	-1.32B	-1.13B	-1.21B	-1.29B	-867.80M	-869.30M	-1.63B	-1.08B	-1.08B	-832.70M	-1.35B	-1.03B
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
Valuation Ratios
P/CF TTM
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

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Insider Transactions

2025-11-20Purchase

Owner: Johnson, Charles B

Title: -

Shares: 50,000

Price/Share: $21.20

Value: $1,060,000.00

Shares Owned: 90,137,677

Relationship: TenPercentOwner

Ownership: Direct

2025-11-18Purchase

Owner: Johnson, Charles B

Title: -

Shares: 50,000

Price/Share: $21.49

Value: $1,074,500.00

Shares Owned: 90,087,677

Relationship: TenPercentOwner

Ownership: Direct

2025-04-04Sale

Owner: Johnson, Charles B

Title: -

Shares: 420

Price/Share: $17.57

Value: $7,379.40

Shares Owned: 89,375,067

Relationship: TenPercentOwner

Ownership: Direct

2025-04-04Purchase

Owner: Johnson, Charles B

Title: -

Shares: 420

Price/Share: $17.72

Value: $7,442.40

Shares Owned: 89,375,487

Relationship: TenPercentOwner

Ownership: Direct

2025-03-04Purchase

Owner: Johnson, Charles B

Title: -

Shares: 100,000

Price/Share: $19.57

Value: $1,957,000.00

Shares Owned: 89,375,067

Relationship: TenPercentOwner

Ownership: Direct

Filed Date	Owner	Relationship	Title	Ownership	Purchase/Sale	No. Shares	Price Per Share	Value	Shares Owned	Document Type
2025-11-20	Johnson, Charles B	TenPercentOwner	-	Direct	Purchase	50,000	21.20	$1,060,000.00	90,137,677	4
2025-11-18	Johnson, Charles B	TenPercentOwner	-	Direct	Purchase	50,000	21.49	$1,074,500.00	90,087,677	4
2025-04-04	Johnson, Charles B	TenPercentOwner	-	Direct	Sale	420	17.57	$7,379.40	89,375,067	4
2025-04-04	Johnson, Charles B	TenPercentOwner	-	Direct	Purchase	420	17.72	$7,442.40	89,375,487	4
2025-03-04	Johnson, Charles B	TenPercentOwner	-	Direct	Purchase	100,000	19.57	$1,957,000.00	89,375,067	4
2024-09-11	Johnson, Charles B	TenPercentOwner	-	Direct	Purchase	100,000	19.08	$1,908,000.00	89,308,192	4
2024-08-29	Johnson, Charles B	TenPercentOwner	-	Direct	Purchase	100,000	19.84	$1,984,000.00	89,208,192	4
2024-08-28	Johnson, Jennifer M	Director,Officer	President and CEO	Indirect	Purchase	12,700	19.66	$249,682.00	2,637,700	4
2024-08-23	Johnson, Jennifer M	Director,Officer	President and CEO	Indirect	Purchase	18,900	20.95	$395,955.00	216,900	4
2024-06-21	Johnson, Charles B	TenPercentOwner	-	Direct	Purchase	200,000	22.80	$4,560,000.00	88,703,192	4
2024-06-18	Johnson, Charles B	TenPercentOwner	-	Direct	Purchase	100,000	22.29	$2,229,000.00	88,503,192	4
2023-12-14	Sethi, Alok	Officer	EVP, Head of Global Operations	Direct	Sale	22,000	29.27	$643,940.00	70,481	4
2023-12-05	Sethi, Alok	Officer	EVP, Head of Global Operations	Direct	Sale	25,000	25.38	$634,500.00	92,481	4
2023-10-10	Byerwalter, Mariann H	Director	-	Indirect	Sale	6,011	24.01	$144,324.11	10,494	4
2023-02-01	Sethi, Alok	Officer	EVP, Technology and Operations	Direct	Sale	29,503	31.09	$917,248.27	92,132	4
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Institutional Ownership

No data available for chart

2026-03-31

54.70%

Inst. Shares: 283,083,995

Shares Outstanding: 517,500,000

2025-12-31

52.41%

Inst. Shares: 271,241,944

Shares Outstanding: 517,500,000

2025-09-30

50.89%

Inst. Shares: 262,938,591

Shares Outstanding: 516,700,000

2025-06-30

53.80%

Inst. Shares: 277,438,082

Shares Outstanding: 515,700,000

2025-03-31

52.44%

Inst. Shares: 272,238,925

Shares Outstanding: 519,100,000

Date	Institutional Shares Owned	Shares Outstanding	Institutional Ownership %
2026-03-31	283,083,995	517,500,000	54.70%
2025-12-31	271,241,944	517,500,000	52.41%
2025-09-30	262,938,591	516,700,000	50.89%
2025-06-30	277,438,082	515,700,000	53.80%
2025-03-31	272,238,925	519,100,000	52.44%
2024-12-31	266,390,396	517,400,000	51.49%
2024-09-30	254,892,746	509,500,000	50.03%
2024-06-30	245,514,282	516,500,000	47.53%
2024-03-31	250,165,819	518,400,000	48.26%
2023-12-31	209,828,250	487,000,000	43.09%
2023-09-30	210,815,444	490,000,000	43.02%
2023-06-30	222,467,730	490,700,000	45.34%
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FRANKLIN RESOURCES INC (BEN) — SEC Financial Statements & Analysis

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