BEN - NYSE
Franklin Resources, Inc.
$30.37
-2.4%Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Hyderabad, India.
At a Glance
Live SnapshotFranklin Resources, Inc. Profit Bridge
Profitability Analysis
Gross Margin
Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.
Operating Margin
Acceptable margins but limited operational leverage. Operating expense control is important.
Net Profit Margin
Moderate profitability with room for improvement. Monitor interest expenses and tax efficiency.
Effective Tax Rate
Higher tax burden may reflect limited tax optimization or operations in high-tax jurisdictions.
Profitability Insight
Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.
Franklin Resources, Inc. Income Statement
BEN • NYSE
| Franklin Resources, Inc. Income Statement | Sep 2025 | Sep 2024 | Sep 2023 | Sep 2022 | Sep 2021 | Sep 2020 | Sep 2019 | Sep 2018 | Sep 2017 | Sep 2016 | Sep 2015 | Sep 2014 | Sep 2013 | Sep 2012 | Sep 2011 | Sep 2010 | Sep 2009 | Sep 2008 | Sep 2007 | Sep 2006 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
REVENUE | ||||||||||||||||||||
8.8B | 8.5B | 7.8B | 8.3B | 8.4B | 5.6B | 5.7B | 6.2B | 6.4B | 6.6B | 7.9B | 8.5B | 8B | 7.1B | 7.1B | 5.9B | 4.2B | 6B | 6.2B | 5.1B | |
GROSS PROFIT | ||||||||||||||||||||
(1.7B) | (1.7B) | (1.5B) | (1.4B) | (1.4B) | (1.1B) | (960.6M) | (928.4M) | (1.3B) | (1.4B) | (1.5B) | (1.5B) | (1.4B) | (1.3B) | (1.2B) | (2.3B) | (1.4B) | (1.9B) | (2.2B) | (0.0) | |
7B | 6.8B | 6.3B | 6.8B | 7B | 4.5B | 4.7B | 5.3B | 5.1B | 5.3B | 6.5B | 7B | 6.6B | 5.8B | 5.9B | 3.6B | 2.8B | 4.1B | 4B | 5.1B | |
OPERATING INCOME | ||||||||||||||||||||
(6.4B) | (6.4B) | (5.2B) | (5.1B) | (5.1B) | (3.5B) | (3.2B) | (3.2B) | (2.8B) | (2.9B) | (3.5B) | (3.8B) | (3.7B) | (3.3B) | (3.2B) | (1.6B) | (1.6B) | (2B) | (2B) | (3.4B) | |
(4.9B) | (4.7B) | (4.1B) | (4.1B) | (4.2B) | (2.9B) | (2.9B) | (3B) | (2.6B) | (2.7B) | (3.2B) | (3.6B) | (3.5B) | (3.1B) | (3.1B) | (1.3B) | (1.3B) | (1.6B) | (1.6B) | (156.5M) | |
(0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (182.9M) | (173.1M) | (0.0) | (0.0) | (0.0) | (317.9M) | (302.3M) | |
604.1M | 407.6M | 1.1B | 1.8B | 1.9B | 1B | 1.5B | 2B | 2.3B | 2.4B | 3B | 3.2B | 2.9B | 2.5B | 2.7B | 2B | 1.2B | 2.1B | 2.1B | 1.6B | |
PRE-TAX INCOME | ||||||||||||||||||||
(94.9M) | (97.2M) | (123.7M) | (98.2M) | (0.0) | (33.4M) | (22.4M) | (46.3M) | (51.5M) | (49.9M) | (39.6M) | (47.4M) | (46.9M) | (36.7M) | (37.4M) | (16.5M) | (3.8M) | (15.8M) | (23.2M) | (0.0) | |
-94.9M | -97.2M | -123.7M | -98.2M | 8.8M | -33.4M | 8.6M | 30.2M | 23.4M | -13.4M | -28.8M | -38.3M | -39.4M | -24.2M | -26.4M | -3.6M | 28.1M | 84.7M | 110.2M | 0.0 | |
(1.5B) | (1.7B) | (1.2B) | (953.6M) | (907.1M) | (538.2M) | (336.9M) | (253.6M) | (219.8M) | (207.3M) | (224.3M) | (216.3M) | (191.1M) | (0.0) | -38K | (130M) | (290.6M) | (370.3M) | (71.7M) | (3B) | |
182.7M | 415.6M | 235.7M | -44.5M | 569.2M | -31M | 180.9M | 187M | 284.8M | 134.1M | 800K | 188.4M | 105.3M | 163M | -35.6M | 111.1M | 86M | 137.6M | 397.8M | 202.2M | |
786.8M | 823.2M | 1.3B | 1.7B | 2.4B | 1B | 1.6B | 2.2B | 2.5B | 2.5B | 3B | 3.4B | 3B | 2.7B | 2.6B | 2.1B | 1.3B | 2.2B | 2.5B | 1.8B | |
NET INCOME | ||||||||||||||||||||
(237.9M) | (215.3M) | (312.3M) | (396.2M) | (349.6M) | (230.8M) | (442.3M) | (1.5B) | (759.4M) | (742.1M) | (923.7M) | (997.9M) | (855.9M) | (762.7M) | (803.4M) | (618.3M) | (384.3M) | (648.4M) | (692.4M) | (568M) | |
524.9M | 464.8M | 882.8M | 1.3B | 1.8B | 798.9M | 1.2B | 764.4M | 1.7B | 1.7B | 2B | 2.4B | 2.2B | 1.9B | 1.9B | 1.4B | 896.8M | 1.6B | 1.8B | 1.3B |
SEC Filings
BEN - Filing history and reports
| Filing Type | Filing Date | Period Ending | Fiscal Year | Actions |
|---|---|---|---|---|
10-Q 10-Q 2026 Q1 Q1 | April 28, 2026 | March 31, 2026 | 2026 | |
8-K 8-K 2026 N/A | April 28, 2026 | April 28, 2026 | 2026 | |
8-K 8-K 2026 N/A | February 05, 2026 | February 03, 2026 | 2026 | |
10-Q 10-Q 2025 Q4 Q4 | January 30, 2026 | December 31, 2025 | 2025 | |
8-K 8-K 2026 N/A | January 30, 2026 | January 30, 2026 | 2026 | |
DEF 14A DEF 14A 2026 N/A | December 22, 2025 | February 03, 2026 | 2026 | |
8-K 8-K 2025 N/A | December 17, 2025 | December 11, 2025 | 2025 | |
8-K 8-K 2025 N/A | December 15, 2025 | December 13, 2025 | 2025 | |
10-K 10-K 2025 FY FY | November 10, 2025 | September 30, 2025 | 2025 | |
8-K 8-K 2025 N/A | November 07, 2025 | November 07, 2025 | 2025 |
Related Guides
Continue your BEN research with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.