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Franklin Resources, Inc.(BEN)Earnings, Financials & Key Ratios
BEN•NYSE•Banking & Credit
$31.16
$16.19B mkt cap·34.2× P/E·Price updated May 6, 2026
AboutFranklin 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.Show more
- Net Interest Income-$95M+2.4%
- Total Revenue$8.77B+3.5%
- Net Income$525M+12.9%
- Return on Equity3.65%+10.5%
- Net Interest Margin-0.29%+2.1%
- Efficiency Ratio73.46%-2.4%
- ROA1.62%+9.0%
- Equity / Assets43.84%-2.3%
- Book Value per Share27.53-3.5%
- Tangible BV/Share7.41+6.4%
- Debt/Equity0.94+4.3%
BEN Key Insights
Franklin Resources, Inc. (BEN) fundamental analysis — strengths, weaknesses & financial health based on data analysis
✓Strengths
- ✓Well capitalized: 43.8% equity/assets
- ✓Healthy dividend yield of 4.3%
- ✓Diversified revenue: 100.0% from non-interest income
- ✓Trading near 52-week high
- ✓Trading at only 1.1x book value
✗Weaknesses
- ✗Weak 3Y average ROE of 4.5%
- ✗Weak NIM of -0.3%
- ✗Dividend payout exceeds 100% of earnings
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
BEN Price & Volume
Franklin Resources, Inc. (BEN) stock price & volume — 10-year historical chart
Loading chart...
BEN Growth Metrics
Franklin Resources, Inc. (BEN) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years0.99%
5 Years9.52%
3 Years1.96%
TTM-
Profit CAGR
10 Years-12.67%
5 Years-8.06%
3 Years-25.93%
TTM100.84%
EPS CAGR
10 Years-12.06%
5 Years-10.56%
3 Years-28.88%
TTM94.2%
Return on Capital
10 Years8.31%
5 Years4.69%
3 Years2.45%
Last Year1.98%
BEN Recent Earnings
Franklin Resources, Inc. (BEN) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 10/12 qtrs (83%)
Q2 2026Latest
Apr 28, 2026EPS
$0.71
Est $0.55
+29.1%
Revenue
$1.8B
Est $1.7B
+2.9%
Q1 2026
Jan 30, 2026EPS
$0.70
Est $0.55
+27.3%
Revenue
$1.7B
Est $1.7B
+2.1%
Q4 2025
Nov 7, 2025EPS
$0.67
Est $0.58
+16.1%
Revenue
$2.3B
Est $1.7B
+36.6%
Q3 2025
Aug 1, 2025EPS
$0.49
Est $0.48
+1.5%
Revenue
$2.1B
Est $2.4B
-13.4%
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 28, 2026 | $0.71vs $0.55+29.1% | $1.8Bvs $1.7B+2.9% |
| Q1 2026 | Jan 30, 2026 | $0.70vs $0.55+27.3% | $1.7Bvs $1.7B+2.1% |
| Q4 2025 | Nov 7, 2025 | $0.67vs $0.58+16.1% | $2.3Bvs $1.7B+36.6% |
| Q3 2025 | Aug 1, 2025 | $0.49vs $0.48+1.5% | $2.1Bvs $2.4B-13.4% |
Based on last 12 quarters of dataView full earnings history →
BEN Peer Comparison
Franklin Resources, Inc. (BEN) competitors in Traditional active asset managers — business model, growth, and fundamentals comparison
| Company | Market Cap | Stock Price | P/E Ratio (TTM) | Revenue Growth 1Y | Net Margin | Return on Equity (ROE) | FCF Yield | Debt / Equity |
|---|---|---|---|---|---|---|---|---|
 IVZ | 12.15B | 27.35 | -17.09 | 5.11% | -1.74% | 0.78 | ||
 TROW | 23.09B | 106.13 | 11.47 | 3.12% | 17.56% | 0.07 | ||
 AMG | 8.17B | 306.02 | 13.46 | 19.83% | 16.01% | 0.61 | ||
 VRTS | 960.2M | 143.41 | 7.18 | -8% | 13.51% | 2.74 | ||
 DHIL | 473.29M | 174.99 | 9.77 | 4.48% | 27.03% | 36.26 | ||
 BLK | 166.54B | 1073.57 | 25.56 | 14.27% | 9.86% | 0.29 | ||
 STT | 42.68B | 151.24 | 18.42 | 19.64% | 10.78% | 1.45 | ||
 APAM | 2.67B | 37.84 | 9.34 | 7.63% | 44.91% | 0.52 |
Compare BEN vs Peers
Franklin Resources, Inc. (BEN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
BEN Income Statement
Franklin Resources, Inc. (BEN) annual income statement — 10-year revenue, gross profit & net income history
10Y historyFree accessUpdated daily
| Line item | Sep'17 | Sep'18 | Sep'19 | Sep'20 | Sep'21 | Sep'22 | Sep'23 | Sep'24 | Sep'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Net Interest Income | 23.4M | 30.2M | 8.6M | -33.4M | 8.8M | -98.2M | -123.7M | -97.2M | -94.9M | -91.3M |
| NII Growth % | 274.63% | 29.06% | -71.52% | -488.37% | 126.35% | -1215.91% | -25.97% | 21.42% | 2.37% | 14.83% |
| Net Interest Margin % | 0.13% | 0.21% | 0.06% | -0.15% | 0.04% | -0.35% | -0.41% | -0.3% | -0.29% | -0.27% |
| Interest Income | 74.9M | 76.5M | 31M | 0 | 8.8M | 0 | 0 | 0 | 0 | 0 |
| Interest Expense | 51.5M | 46.3M | 22.4M | 33.4M | 0 | 98.2M | 123.7M | 97.2M | 94.9M | 91.3M |
| Loan Loss Provision | 1.28B | 882.1M | 938.2M | 1.03B | 1.43B | 1.33B | 1.38B | 1.59B | 1.63B | 2.27B |
| Non-Interest Income | 6.32B | 6.13B | 5.64B | 5.57B | 8.42B | 8.28B | 7.85B | 8.48B | 8.77B | 9.03B |
| Non-Interest Income % | 98.83% | 98.77% | 99.45% | 100% | 99.9% | 100% | 100% | 100% | 100% | 100% |
| Total Revenue | 6.39B▲ 0% | 6.2B▼ 2.9% | 5.67B▼ 8.6% | 5.57B▼ 1.8% | 8.43B▲ 51.4% | 8.28B▼ 1.8% | 7.85B▼ 5.1% | 8.48B▲ 8.0% | 8.77B▲ 3.5% | 9.03B▲ 0% |
| Revenue Growth % | -3.41% | -2.94% | -8.62% | -1.81% | 51.36% | -1.78% | -5.15% | 8.01% | 3.45% | 15.26% |
| Non-Interest Expense | 2.79B | 3.25B | 3.24B | 3.45B | 5.12B | 5.08B | 5.25B | 6.38B | 6.44B | 5.82B |
| Efficiency Ratio | 43.71% | 52.35% | 57.18% | 62.07% | 60.79% | 61.33% | 66.85% | 75.3% | 73.46% | 64.46% |
| Operating Income | 2.26B▲ 0% | 2.03B▼ 10.4% | 1.47B▼ 27.7% | 1.05B▼ 28.5% | 1.88B▲ 78.8% | 1.77B▼ 5.4% | 1.1B▼ 37.9% | 407.6M▼ 63.0% | 604.1M▲ 48.2% | 843.8M▲ 0% |
| Operating Margin % | 35.42% | 32.69% | 25.87% | 18.84% | 22.25% | 21.44% | 14.04% | 4.81% | 6.89% | 9.34% |
| Operating Income Growth % | -4.29% | -10.43% | -27.67% | -28.5% | 78.76% | -5.39% | -37.86% | -63.02% | 48.21% | - |
| Pretax Income | 2.55B▲ 0% | 2.22B▼ 13.1% | 1.65B▼ 25.6% | 1.02B▼ 38.2% | 2.44B▲ 140.1% | 1.73B▼ 29.2% | 1.34B▼ 22.6% | 823.2M▼ 38.5% | 786.8M▼ 4.4% | 1.33B▲ 0% |
| Pretax Margin % | 39.88% | 35.7% | 29.06% | 18.29% | 29.01% | 20.9% | 17.05% | 9.71% | 8.97% | 14.71% |
| Income Tax | 759.4M | 1.47B | 442.3M | 230.8M | 349.6M | 396.2M | 312.3M | 215.3M | 237.9M | 329.8M |
| Effective Tax Rate % | 29.79% | 66.47% | 26.84% | 22.67% | 14.3% | 22.91% | 23.34% | 26.15% | 30.24% | 24.83% |
| Net Income | 1.7B▲ 0% | 764.4M▼ 54.9% | 1.2B▲ 56.4% | 798.9M▼ 33.2% | 1.83B▲ 129.2% | 1.29B▼ 29.5% | 882.8M▼ 31.7% | 464.8M▼ 47.3% | 524.9M▲ 12.9% | 812M▲ 0% |
| Net Margin % | 26.54% | 12.32% | 21.09% | 14.35% | 21.73% | 15.61% | 11.25% | 5.48% | 5.98% | 8.99% |
| Net Income Growth % | -1.74% | -54.95% | 56.42% | -33.19% | 129.22% | -29.45% | -31.67% | -47.35% | 12.93% | 100.84% |
| Net Income (Continuing) | 1.79B | 742.7M | 1.21B | 787.1M | 2.09B | 1.33B | 1.03B | 607.9M | 548.9M | 998.6M |
| EPS (Diluted) | 3.01▲ 0% | 1.42▼ 52.8% | 2.35▲ 65.5% | 1.59▼ 32.3% | 3.57▲ 124.5% | 2.53▼ 29.1% | 1.72▼ 32.0% | 0.85▼ 50.6% | 0.91▲ 7.1% | 1.57▲ 0% |
| EPS Growth % | 2.38% | -52.82% | 65.49% | -32.34% | 124.53% | -29.13% | -32.02% | -50.58% | 7.06% | 94.2% |
| EPS (Basic) | 3.01 | 1.42 | 2.35 | 1.59 | 3.58 | 2.53 | 1.72 | 0.85 | 0.91 | - |
| Diluted Shares Outstanding | 559.1M | 538M | 504.3M | 491.9M | 490.6M | 489.3M | 490.8M | 510.3M | 515.4M | 518.3M |
BEN Balance Sheet
Franklin Resources, Inc. (BEN) balance sheet — assets, liabilities & shareholders' equity
| Line item | Sep'17 | Sep'18 | Sep'19 | Sep'20 | Sep'21 | Sep'22 | Sep'23 | Sep'24 | Sep'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 8.75B | 6.91B | 5.96B | 3.99B | 4.65B | 4.78B | 4.4B | 4.41B | 3.57B | 14.58B |
| Cash & Due from Banks | 8.75B | 6.91B | 5.96B | 3.99B | 4.65B | 4.78B | 4.4B | 4.41B | 3.57B | 3.57B |
| Short Term Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Investments | 4.86B | 3.54B | 3.86B | 5.38B | 7.33B | 9.55B | 11.86B | 13.37B | 14.65B | 16.38B |
| Investments Growth % | 23.69% | -27.26% | 9.16% | 39.35% | 36.29% | 30.27% | 24.19% | 12.77% | 9.57% | 31.51% |
| Long-Term Investments | 4.86B | 3.54B | 3.86B | 5.38B | 7.33B | 9.55B | 11.86B | 13.37B | 14.65B | 59.99B |
| Accounts Receivables | 1B | 847.9M | 839M | 1.23B | 1.43B | 1.26B | 1.35B | 1.48B | 1.54B | 1.43B |
| Goodwill & Intangibles | 2.23B | 2.33B | 2.99B | 9.41B | 9.17B | 10.86B | 10.91B | 11.01B | 10.37B | 10.39B |
| Goodwill | 1.69B | 1.79B | 2.13B | 4.5B | 4.46B | 5.78B | 6B | 6.21B | 6.21B | 0 |
| Intangible Assets | 540.5M | 538.6M | 864.2M | 4.91B | 4.71B | 5.08B | 4.9B | 4.8B | 4.17B | 10.39B |
| PP&E (Net) | 517.2M | 535M | 683.7M | 1.35B | 1.22B | 1.21B | 1.21B | 1.77B | 1.71B | 1.67B |
| Other Assets | 176.5M | 220.7M | 197.7M | 319.5M | 376.3M | 395.4M | 398.8M | 420M | 514.5M | 681.1M |
| Total Current Assets | 9.75B | 7.76B | 6.8B | 5.22B | 6.08B | 6.05B | 5.75B | 5.89B | 5.12B | 5B |
| Total Non-Current Assets | 7.78B | 6.63B | 7.74B | 16.46B | 18.09B | 22.01B | 24.37B | 26.58B | 27.25B | 29.11B |
| Total Assets | 17.53B▲ 0% | 14.38B▼ 18.0% | 14.53B▲ 1.0% | 21.68B▲ 49.2% | 24.17B▲ 11.5% | 28.06B▲ 16.1% | 30.12B▲ 7.3% | 32.46B▲ 7.8% | 32.37B▼ 0.3% | 34.11B▲ 0% |
| Asset Growth % | 8.91% | -17.97% | 1.03% | 49.22% | 11.45% | 16.1% | 7.34% | 7.78% | -0.3% | 4.71% |
| Return on Assets (ROA) | 10.09% | 4.79% | 8.27% | 4.41% | 7.99% | 4.95% | 3.03% | 1.49% | 1.62% | 2.47% |
| Accounts Payable | 291.5M | 226.9M | 304.4M | 1.04B | 1.04B | 1.11B | 879.7M | 1.41B | 1.68B | 0 |
| Total Debt | 1.1B | 728.5M | 747.7M | 6.44B | 7.59B | 9.36B | 11.75B | 13.09B | 13.3B | 15.39B |
| Net Debt | -7.65B | -6.18B | -5.21B | 2.45B | 2.94B | 4.58B | 7.35B | 8.68B | 9.73B | 11.83B |
| Long-Term Debt | 1.1B | 728.5M | 747.7M | 5.82B | 7.07B | 8.83B | 11.28B | 12.12B | 12.3B | 14.12B |
| Short-Term Debt | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 291.4M |
| Other Liabilities | 908.6M | 887.6M | 1.03B | 1.79B | 1.79B | 2.89B | 2.95B | 2.71B | 2.73B | 3.76B |
| Total Current Liabilities | 479.5M | 1.39B | 1.27B | 1.74B | 1.73B | 1.64B | 1.39B | 1.82B | 1.89B | 291.4M |
| Total Non-Current Liabilities | 2.18B | 1.74B | 1.89B | 8.53B | 9.69B | 12.6B | 15.15B | 16.08B | 16.29B | 19.2B |
| Total Liabilities | 2.66B | 3.13B | 3.16B | 10.27B | 11.42B | 14.24B | 16.55B | 17.9B | 18.18B | 19.49B |
| Total Equity | 14.88B▲ 0% | 11.25B▼ 24.4% | 11.37B▲ 1.1% | 11.41B▲ 0.4% | 12.74B▲ 11.7% | 13.82B▲ 8.5% | 13.57B▼ 1.8% | 14.56B▲ 7.3% | 14.19B▼ 2.6% | 14.62B▲ 0% |
| Equity Growth % | 18.18% | -24.37% | 1.06% | 0.35% | 11.68% | 8.48% | -1.81% | 7.3% | -2.58% | -15.6% |
| Equity / Assets (Capital Ratio) | 84.85% | 78.23% | 78.25% | 52.62% | 52.73% | 49.27% | 45.06% | 44.86% | 43.84% | 42.85% |
| Return on Equity (ROE) | 12.35% | 5.85% | 10.57% | 7.01% | 15.16% | 9.73% | 6.44% | 3.3% | 3.65% | 5.64% |
| Book Value per Share | 26.61 | 20.91 | 22.55 | 23.20 | 25.98 | 28.25 | 27.66 | 28.54 | 27.53 | 28.20 |
| Tangible BV per Share | 22.63 | 16.58 | 16.61 | 4.06 | 7.29 | 6.06 | 5.44 | 6.96 | 7.41 | 8.16 |
| Common Stock | 55.5M | 51.9M | 49.9M | 49.5M | 50.2M | 50M | 49.6M | 52.4M | 52.1M | 52M |
| Additional Paid-in Capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 947.6M | 956.8M | 999.9M |
| Retained Earnings | 12.85B | 10.22B | 10.29B | 10.47B | 11.55B | 12.05B | 12.38B | 11.93B | 11.52B | 11.56B |
| Accumulated OCI | -284.8M | -370.6M | -431.6M | -407.6M | -377.6M | -621M | -509.3M | -419.5M | -447.1M | -489M |
| Treasury Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Preferred Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
BEN Cash Flow Statement
Franklin Resources, Inc. (BEN) cash flow — operating, investing & free cash flow history
| Line item | Sep'17 | Sep'18 | Sep'19 | Sep'20 | Sep'21 | Sep'22 | Sep'23 | Sep'24 | Sep'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | 1.14B | 2.23B | 268.5M | 1.08B | 1.25B | 1.96B | 1.09B | 971.3M | 1.07B | 1.07B |
| Operating CF Growth % | -34.28% | 96.38% | -87.96% | 303.46% | 14.96% | 57.11% | -44.33% | -10.82% | 9.76% | -8.42% |
| Net Income | 1.79B | 742.7M | 1.21B | 787.1M | 2.09B | 1.33B | 1.03B | 607.9M | 548.9M | 812M |
| Depreciation & Amortization | 80.3M | 76.4M | 93.4M | 128.5M | 310.6M | 377.8M | 445.4M | 454.7M | 531.8M | 399.8M |
| Deferred Taxes | 8.8M | -50.6M | -1.3M | -7.1M | 3.7M | 98M | 41.5M | -124.6M | -47.2M | 85M |
| Other Non-Cash Items | -981.2M | 490.7M | -1.29B | -425.4M | -1.23B | -131.7M | -670.7M | -67M | 66.9M | -498.5M |
| Working Capital Changes | 114.4M | 852.7M | 148.5M | 477.9M | -102.4M | 71.2M | 64.7M | -145.8M | -249.1M | -237.8M |
| Cash from Investing | 52M | -290.4M | -1.28B | -4.06B | -2.62B | -3.33B | -3.61B | -2.42B | -2.34B | -2.51B |
| Purchase of Investments | -522.9M | -456.6M | -980M | -2.01B | -4.81B | -4.92B | -5.17B | -7.54B | -7.79B | -9.1B |
| Sale/Maturity of Investments | 713M | 359.5M | 431.8M | 1.92B | 2.22B | 3.01B | 2.44B | 5.66B | 5.69B | 2.86B |
| Net Investment Activity | 190.1M | -97.1M | -548.2M | -96.2M | -2.59B | -1.9B | -2.73B | -1.89B | -2.1B | -6.24B |
| Acquisitions | -14M | -86.8M | -493.5M | -3.82B | -9M | -1.35B | -500.5M | 175.1M | 0 | -69.7M |
| Other Investing | -49.2M | 0 | 0 | -40.6M | 63M | 19.9M | -232M | -534.9M | -90.5M | 3.84B |
| Cash from Financing | -956M | -3.76B | 339.9M | 734.4M | 2.03B | 1.58B | 2.11B | 1.42B | 452.4M | 1.57B |
| Dividends Paid | -441.2M | -2.12B | -518.6M | -533.2M | -559.7M | -583.1M | -607.3M | -656.4M | -683.7M | -684.7M |
| Share Repurchases | -765.3M | -1.42B | -754.5M | -218.2M | -208.2M | -180.8M | -256.3M | -274.4M | -240.3M | -192.1M |
| Stock Issued | 24.9M | 24.8M | 23.3M | 20.6M | 22.3M | 25.1M | 198.1M | 26.1M | 24.1M | -17.1M |
| Net Stock Activity | -740.4M | -1.4B | -731.2M | -197.6M | -185.9M | -155.7M | -58.2M | -248.3M | -216.2M | -209.2M |
| Debt Issuance (Net) | -1000K | -1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 4M |
| Other Financing | 867.2M | 138.1M | 1.13B | 408.9M | 709.6M | 185.2M | 637.3M | 136.5M | 523.2M | 479.9M |
| Net Change in Cash | 266.4M▲ 0% | -1.84B▼ 790.4% | -704M▲ 61.7% | -2.22B▼ 214.9% | 657.4M▲ 129.7% | 135.3M▼ 79.4% | -380.1M▼ 380.9% | 6.5M▲ 101.7% | -835M▼ 12946.2% | 29.9M▲ 0% |
| Exchange Rate Effect | 35M | -16.7M | -37M | 27.4M | -2.2M | -77.2M | 34.3M | 43.3M | -10.8M | -1.4M |
| Cash at Beginning | 8.48B | 8.75B | 6.91B | 6.21B | 3.99B | 4.65B | 4.78B | 4.4B | 4.41B | 3.48B |
| Cash at End | 8.75B | 6.91B | 6.21B | 3.99B | 4.65B | 4.78B | 4.4B | 4.41B | 3.57B | 3.57B |
| Interest Paid | 53.5M | 41.2M | 29.7M | 84.5M | 219.4M | 281.5M | 501.1M | 807.6M | 859.8M | 807.1M |
| Income Taxes Paid | 712.2M | 523.5M | 520.8M | 359.4M | 498M | 467.5M | 233.2M | 435.7M | 465.4M | 171.6M |
| Free Cash Flow | 1.06B▲ 0% | 2.12B▲ 100.2% | 34.8M▼ 98.4% | 979.6M▲ 2714.9% | 1.17B▲ 19.0% | 1.87B▲ 60.1% | 940.4M▼ 49.6% | 794.2M▼ 15.5% | 911.6M▲ 14.8% | 938M▲ 0% |
| FCF Growth % | -34.94% | 100.21% | -98.36% | 2714.94% | 19.04% | 60.05% | -49.61% | -15.55% | 14.78% | 40.82% |
BEN Banking Ratios
Franklin Resources, Inc. (BEN) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | 12.35% | 5.85% | 10.57% | 7.01% | 15.16% | 9.73% | 6.44% | 3.3% | 3.65% | 5.64% |
| Return on Assets (ROA) | 10.09% | 4.79% | 8.27% | 4.41% | 7.99% | 4.95% | 3.03% | 1.49% | 1.62% | 2.47% |
| Net Interest Margin | 0.13% | 0.21% | 0.06% | -0.15% | 0.04% | -0.35% | -0.41% | -0.3% | -0.29% | -0.27% |
| Efficiency Ratio | 43.71% | 52.35% | 57.18% | 62.07% | 60.79% | 61.33% | 66.85% | 75.3% | 73.46% | 64.46% |
| Equity / Assets | 84.85% | 78.23% | 78.25% | 52.62% | 52.73% | 49.27% | 45.06% | 44.86% | 43.84% | 42.85% |
| Book Value / Share | 26.61 | 20.91 | 22.55 | 23.2 | 25.98 | 28.25 | 27.66 | 28.54 | 27.53 | 28.2 |
| NII Growth | 274.63% | 29.06% | -71.52% | -488.37% | 126.35% | -1215.91% | -25.97% | 21.42% | 2.37% | 3.49% |
| Dividend Payout | 26% | 276.94% | 43.37% | 66.74% | 30.56% | 45.14% | 68.79% | 141.22% | 130.25% | 85.09% |
BEN SEC Filings & Documents
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Growth & Financials
Franklin Resources, Inc. (BEN) grew revenue by 3.5% over the past year. Growth has been modest.
Yes, Franklin Resources, Inc. (BEN) is profitable, generating $812.0M in net income for fiscal year 2025 (6.0% net margin).
Dividend & Returns
Yes, Franklin Resources, Inc. (BEN) pays a dividend with a yield of 4.26%. This makes it attractive for income-focused investors.
Franklin Resources, Inc. (BEN) has a return on equity (ROE) of 3.7%. This is below average, suggesting room for improvement.
Industry Metrics
Franklin Resources, Inc. (BEN) has a net interest margin (NIM) of -0.3%. NIM has been under pressure due to interest rate environment.
Franklin Resources, Inc. (BEN) has an efficiency ratio of 73.5%. This is higher than peers, suggesting room for cost optimization.
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