Company Analysis

Franklin Resources, Inc. (BEN)

NYSE: BEN · Investment Advice · San Mateo, CA · filing with the SEC since 1994
Grade5.4
◀ Past 5.9● Present 5.2▶ Future 5.0
The companyfiscal 2026, as filed
Revenue$9.42B+7.3%
Net income$1.08B+104.9%
Earnings per share$1.97+116.5%
Operating cash flow$837M-21.5%
Cash$4.39B+22.8%
Debt$2.64B+11.7%
Shareholders’ equity$11.89B-1.5%
Shares, diluted515.4M-0.4%
Return on equity9.0%
The recordfrom its filings
Filings in 2026171
Newest filingNov 12 · 144
Annual reportNov 9, 2026
Quarterly reportJul 31, 2026
Next report due10-Q by Feb 9
Insider sales, 12 months$5.8M
Insider buys, 12 months$2.1M
Patents granted3
Filer categoryLarge accelerated filer
Trailing twelve months to Sep 2026Revenue $9.42BNet income $1.08BCash from operations $837Mthe four newest filed quarters added
Left: the newest annual report, with the change on the year before. Right: counted from the company's own filings with the SEC.
Revenue and net income by fiscal yearRevenueNet income
17181920212223242526
As filed, in USD. Nothing here is a forecast.

The company now

Franklin Resources reported net income of $171.5 million, or $0.31 per diluted share, for the quarter ended June 30, 2026, in its results of July 31, 2026 1. Operating revenues were $2,358.4 million, up 14 percent from a year earlier 1.

Assets under management, the money the company invests for clients, grew to a record $1.8 trillion, with $18.4 billion of long-term net inflows in the quarter 1. Chief executive Jenny Johnson said alternative assets under management reached a record $294.2 billion 1.

Operating income was $215.8 million 1. General, administrative and other expenses rose $129.1 million in the quarter, primarily due to a $100.0 million regulatory settlement 3.

That settlement ended the SEC's case against Western Asset, a subsidiary, on June 4, 2026, with a civil penalty of $100 million and no admission of wrongdoing 5. The SEC case against its former co-chief investment officer Ken Leech remains pending 3.

The company also renamed itself Franklin Templeton, Inc. effective August 17, 2026, and its ticker stays BEN 21.

As of Nov 4, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.

Newer filings are on file since this was written; an update is queued.

News

Nov 12, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Nov 9, 2026 · SEC EDGAR · Form 10-K
Annual report
Open the filing on sec.gov
Nov 6, 2026 · SEC EDGAR · Form 8-K
Results released
Open the filing on sec.gov
Oct 28, 2026 · SEC EDGAR · Form SCHEDULE 13G
Large holder notice
Open the filing on sec.gov
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SI Assistanton BEN · research, not advice