BEN

FRANKLIN RESOURCES INC
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Company Information

Company Name
FRANKLIN RESOURCES INC
CIK
CIK0000038777
Category
Large accelerated filer
Ticker: Exchange
BEN: NYSE
Fiscal Year End
September 30
Owner Organization
02 Finance
SIC
6282
SIC Description
Investment Advice
Ticker
BEN

SEC filing data through

Insider Sentiment

Last purchase
2025-11-20
Last sale
2025-04-04
Shares purchased (TTM)
200,420
Shares sold (TTM)
420
Buy ratio (TTM)99.8%

Institutional Sentiment

As of
2026-06-30
Institutional shares owned
272,631,652
Shares outstanding
515,200,000
Ownership
52.92%
-0.88% Y/Y

Earnings Market Reaction

Filing date
2026-07-31
Price on filing date
—
1-month reaction
1.33%
3-month reaction
…
Drift continued9/11 (82%)
Faded / reversed2/11 (18%)

Balance Sheet

Values in millions ($)
Line item2026-06-302026-03-312025-12-312025-09-302025-06-302025-03-312024-12-312024-09-302024-06-302024-03-312023-12-312023-09-30Subscriber-only columnSubscriber-only columnSubscriber-only columnSubscriber-only columnSubscriber-only columnTrend
Accounts Receivable Net1,5671,4261,4461,5421,7231,4531,3941,4791,5711,4501,4701,348
Investments2,7072,5702,4392,3742,6202,2292,3932,3382,2252,3782,3172,222
Investments Fair Value Disclosure1,0481,1181,0631,1801,081636807838720900894873
Property Plant And Equipment Net887904930949975988978946905899807800
Goodwill6,3006,2966,2916,2066,2126,1986,1946,2116,1996,1996,0136,004
Intangible Assets Net Excluding Goodwill4,0164,0914,1554,1664,4404,5444,6774,8025,2685,3314,8234,902
Operating Lease Right Of Use Asset752763751764772780795823844896794406
Other Assets719681580515432399417420501482399399
Assets36,24334,11032,54932,36832,55231,99032,39032,46533,25532,90829,86630,121
Employee Related Liabilities Current And Noncurrent1,7301,3871,2051,7601,6141,3021,1321,8011,6921,4131,1641,665
Accounts Payable And Accrued Liabilities Current And Noncurrent633585598615766585585552532574534530
Liabilities
Accrued Income Taxes--228208162140461406383333620514
Liabilities21,84219,49518,15718,18018,11716,81217,05017,90018,35418,07216,15016,547
Long Term Debt2,4022,2532,3572,3622,6672,6712,7762,7803,0353,0413,0473,053
Deferred Income Tax Liabilities Net341337318262264211280285421438393450
Operating Lease Liability9759889851,0011,002989946965976983865468
Other Liabilities1,1841,0909849729548469549079611,4151,2201,286
Temporary Equity Carrying Amount Including Portion Attributable To Noncontrolling Interests1,4811,4791,2921,1821,3812,0172,1061,3221,2661,2541,0791,026
Stockholders Equity Including Portion Attributable To Noncontrolling Interest
Preferred Stock Value000000000000
Common Stock Value515252525253525252535050
Additional Paid In Capital Common Stock6611,0009919579551,0621,0159489851,022-0
Stockholders Equity11,73813,13613,10112,07813,05412,34613,23412,50812,87013,58212,00212,548
Retained Earnings Accumulated Deficit11,52111,56111,54011,51611,61011,73011,91911,92812,32112,26512,40212,377
Accumulated Other Comprehensive Income Loss Net Of Tax-494-489-448-447-413-499-524-420-488-479-450-509
Minority Interest1,1821,013966929851815772735765721636631
Liabilities And Stockholders Equity36,24334,11032,54932,36832,55231,99032,39032,46533,25532,90829,86630,121
Preferred Stock Par Or Stated Value Per Share1.001.001.001.001.001.001.001.001.001.001.001.00
Preferred Stock Shares Authorized111111111111
Common Stock Par Or Stated Value Per Share0.100.100.100.100.100.100.100.100.100.100.100.10
Common Stock Shares Authorized1,0001,0001,0001,0001,0001,0001,0001,0001,0001,0001,0001,000
Common Stock Shares Issued508520520521518525524524522526495496
Shares Outstanding508520520521518525524524522526495496

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

FRANKLIN RESOURCES INC (BEN) is a investment advice company, incorporated in DE. FRANKLIN RESOURCES INC trades on NYSE as: BEN. FRANKLIN RESOURCES INC (BEN)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-07-31. Based on that filing, FRANKLIN RESOURCES INC carries a market cap of $17.14B, a P/E ratio of 18.64x, a P/B ratio of 1.46x, a P/S ratio of 1.84x, an enterprise value of $15.78B, and an EV/EBITDA multiple of 15.37x. On profitability, it posts a gross margin of 100.95%, an operating margin of 9.71%, a net margin of 9.86%, a Return on Equity (ROE) of 7.42%, and a Return on Invested Capital (ROIC) of 6.01%. Per share, it reports EPS of $1.78, diluted EPS of $1.78, free cash flow per share of $0.31, and a dividend per share of $1.35. Over the trailing year, it posted revenue growth of 7.94% year-over-year, net income growth of 176.01% year-over-year, and EPS growth of 176.28% year-over-year. On the balance sheet, it maintains an interest coverage ratio of 10.17x, free cash flow of $161.90M (TTM), and net debt of $-1.36B. Figures sourced from SEC EDGAR.

Market Cap
$17.14B
P/E TTM
18.64x
EPS TTM
$1.78
P/B TTM
1.46x
ROE TTM
7.42%
Free Cash Flow TTM
$161.90M
Net Revenue TTM Growth 1Y
7.94%

Data as of 2026-06-30 · Source: SEC EDGAR

Frequently Asked Questions

What industry is FRANKLIN RESOURCES INC in?

FRANKLIN RESOURCES INC (BEN) operates in the Investment Advice industry.

What exchange does BEN trade on?

FRANKLIN RESOURCES INC (BEN) trades on the NYSE.

Where is FRANKLIN RESOURCES INC incorporated?

FRANKLIN RESOURCES INC is incorporated in DE.

When was FRANKLIN RESOURCES INC (BEN)'s most recent SEC filing?

FRANKLIN RESOURCES INC (BEN)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-07-31.

What is BEN's market cap?

FRANKLIN RESOURCES INC (BEN) has a market capitalization of $17.14B as of 2026-06-30.

What is BEN's P/E ratio?

FRANKLIN RESOURCES INC (BEN)'s trailing twelve month P/E ratio is 18.64x as of 2026-06-30.

What is BEN's EPS (earnings per share)?

FRANKLIN RESOURCES INC (BEN)'s trailing twelve month EPS is $1.78 as of 2026-06-30.

What is BEN's ROE (return on equity)?

FRANKLIN RESOURCES INC (BEN)'s trailing twelve month Return on Equity (ROE) is 7.42% as of 2026-06-30.

What is BEN's ROIC (return on invested capital)?

FRANKLIN RESOURCES INC (BEN)'s trailing twelve month Return on Invested Capital (ROIC) is 6.01% as of 2026-06-30.

What is BEN's EV/EBITDA?

FRANKLIN RESOURCES INC (BEN)'s trailing twelve month EV/EBITDA is 15.37x as of 2026-06-30.

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