Franklin Resources, Inc. (BEN)

From the record

Franklin Resources, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Franklin Resources, Inc.'s 9 filed years say what it did: revenue went from $6.2 billion in fiscal 2018 to $9.4 billion in fiscal 2026, up 5.4% a year; it rose in 4 of 8 years; the deepest fall was 10% from fiscal 2018 to fiscal 2020; net income was positive in 9 of 9 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-09-30, Franklin Resources, Inc.'s diluted share count grew about 1.6% a year, and dividends and buybacks returned about 100% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 1 sale and 2 purchases of their own stock on the open market in the year to 2026-11-12, buying about $2 million (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-09-30, Franklin Resources, Inc. earned about 9 cents of profit for every dollar of shareholders' money. Leverage: it owed about 69 cents per dollar of assets, and net share issuance: its share count shrank 0.4% over the year (the filed statements).

From the record

Franklin Resources, Inc.'s standing among 43 graded names in its industry family: revenue of $9.4 billion in fiscal 2026 ranks in the top 11% by size; a net margin of 11.4% ranks in the bottom 36%; revenue growth of 6.2% a year over the last 3 filed years ranks in the bottom 39% (its annual reports).

From the record

Franklin Resources, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Johnson, Jennifer M (Chief Executive Officer, as filed), filing under that title since 2020-11-09, 6 years (bottom 47% of its family); the 18 officers and directors filing in the last fifteen months have been on the record a median of 6.4 years (bottom 41%); 5 officer or director changes were reported on Form 8-K since 2023-11-13, against the 18 people in charge now (top 36%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Franklin Resources, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $4.4 billion against debt of $2.6 billion leaves 4.5% of its assets as net cash, top 46% of its family; cash from operations less capital spending is 8.7% of revenue (bottom 34%) (its annual report).

From the record

Franklin Resources, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 6.2% a year over the last three filed years against 5.4% over all 9, speeding up (top 30% of its family); the newest year grew 7.4% (bottom 43%); capital spending grew -48.3% a year (bottom 4%) (its annual reports). Franklin Resources, Inc. reported 4 product lines in fiscal 2025: Investment Advisory Management and Administrative Service at $7.0 billion (80%), Sales and Distribution Fees at $1.5 billion (17%), Shareholder Service at $265 million (3%), and 1 more; 4 of 4 grew against the year before (its annual report).

From the record

Franklin Resources, Inc.'s newest year against its own record: revenue of $9.4 billion in fiscal 2026 came in 1.6% above the $9.3 billion its prior three years' pace pointed to (top 35% of its family); net income of $1.1 billion against a prior three-year average of $624 million (top 26%); a net margin of 11.4% against 7.6% before (top 38%) (its annual reports).