Company research
FRANKLIN TEMPLETON INC
CIK 38777Updated Sep 27, 2026
SecurityBEN · NYSE · equity
Name history
FRANKLIN RESOURCES INC · through Aug 14, 2026
BEN price & chart
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SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Franklin Resources, INC. - BEN News provided by Pomerantz LLP Jan 28, 2025, 12:25 ET Share this article Share to X Share this article Share to X NEW YORK , Jan. 28, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on be ↗
Recent filings
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Financials
FY 2025 · USDSource
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balance sheet · annual statements
| Line item | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|
| ASSETS | ||||
| AssetsUSD | 32,368,300,000Source | 32,464,500,000Source | 30,121,200,000Source | 28,060,600,000Source |
| Property, Plant and Equipment, NetUSD | 949,100,000Source | 946,400,000Source | 800,100,000Source | 743,300,000Source |
| GoodwillUSD | 6,206,000,000Source | 6,211,400,000Source | 6,003,800,000Source | 5,778,600,000Source |
| Intangible Assets, Net (Excluding Goodwill)USD | 4,166,000,000Source | 4,802,100,000Source | 4,902,200,000Source | 5,082,100,000Source |
| Current assets: | ||||
| Accounts Receivable | — | — | — | — |
| Operating Lease, Right-of-Use AssetUSD | 764,300,000Source | 823,300,000Source | 406,300,000Source | 464,500,000Source |
| LIABILITIES AND EQUITY | ||||
| LiabilitiesUSD | 18,179,500,000Source | 17,899,700,000Source | 16,547,300,000Source | 14,235,900,000Source |
| Stockholders’ equity: | ||||
| Preferred Stock, Value, IssuedUSD | 0Source | 0Source | 0Source | 0Source |
| Common Stock, Value, IssuedUSD | 52,100,000Source | 52,400,000Source | 49,600,000Source | 50,000,000Source |
| Retained Earnings (Accumulated Deficit)USD | 11,516,000,000Source | 11,927,600,000Source | 12,376,600,000Source | 12,045,600,000Source |
| Accumulated Other Comprehensive Income (Loss), Net of TaxUSD | -447,100,000Source | -419,500,000Source | -509,300,000Source | -621,000,000Source |
| Stockholders' Equity Attributable to ParentUSD | 12,077,800,000Source | 12,508,100,000Source | 11,916,900,000Source | 11,474,600,000Source |
| Additional Paid in Capital, Common StockUSD | 956,800,000Source | 947,600,000Source | — | — |
| Liabilities and EquityUSD | 32,368,300,000Source | 32,464,500,000Source | 30,121,200,000Source | 28,060,600,000Source |
| Deferred Income Tax Liabilities, NetUSD | 261,600,000Source | 284,900,000Source | 450,400,000Source | 347,800,000Source |
| Stockholders' Equity Attributable to Noncontrolling InterestUSD | 929,000,000Source | 734,900,000Source | 630,900,000Source | 824,300,000Source |
| Additional Financial Items | ||||
| AOCI, Debt Securities, Available-for-sale, Adjustment, after TaxUSD | 600,000Source | — | — | — |
| Accumulated Other Comprehensive (Income) Loss, Defined Benefit Plan, after TaxUSD | -16,800,000Source | — | — | — |
| Long-term DebtUSD | 2,362,000,000Source | 2,780,300,000Source | 3,052,800,000Source | 3,376,400,000Source |
cash flow · annual statements
| Line item | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|
| Cash flows from operating activities: | ||||
| Net Income (Loss), Including Portion Attributable to Noncontrolling InterestUSD | 548,900,000Source | 607,900,000Source | 1,103,400,000Source | 1,333,200,000Source |
| Adjustments to reconcile net income to net cash provided by operating activities: | ||||
| Depreciation, Depletion and AmortizationUSD | 125,300,000Source | 116,500,000Source | 104,300,000Source | 95,800,000Source |
| Share-based Payment Arrangement, Noncash ExpenseUSD | 214,800,000Source | 246,100,000Source | 182,600,000Source | 208,200,000Source |
| Deferred Income Tax Expense (Benefit)USD | -47,200,000Source | -124,600,000Source | 41,500,000Source | 98,000,000Source |
| Net Cash Provided by (Used in) Operating ActivitiesUSD | 1,066,100,000Source | 971,300,000Source | 1,138,700,000Source | 1,956,700,000Source |
| Cash flows from investing activities: | ||||
| Payments to Acquire Businesses, Net of Cash AcquiredUSD | 0Source | -175,100,000Source | 500,500,000Source | 1,354,700,000Source |
| Net Cash Provided by (Used in) Investing ActivitiesUSD | -2,342,700,000Source | -2,423,700,000Source | -3,582,100,000Source | -3,329,200,000Source |
| Payments to Acquire Property, Plant, and EquipmentUSD | 154,500,000Source | 177,100,000Source | 148,800,000Source | 90,300,000Source |
| Cash flows from financing activities: | ||||
| Payments for Repurchase of Common StockUSD | 240,300,000Source | 274,400,000Source | 256,300,000Source | 180,800,000Source |
| Net Cash Provided by (Used in) Financing ActivitiesUSD | 452,400,000Source | 1,415,600,000Source | 2,029,000,000Source | 1,585,000,000Source |
| Payments of Ordinary Dividends, Common StockUSD | 683,700,000Source | 656,400,000Source | 607,300,000Source | 583,100,000Source |
| Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents, Period Increase (Decrease), Including Exchange Rate EffectUSD | -835,000,000Source | 6,500,000Source | -380,100,000Source | 135,300,000Source |
| Cash, Cash Equivalents, Restricted Cash and Restricted Cash EquivalentsUSD | 3,573,900,000Source | 4,408,900,000Source | 4,402,400,000Source | 4,782,500,000Source |
| Supplemental disclosure of cash flow information: | ||||
| Interest Paid, Excluding Capitalized Interest, Operating ActivitiesUSD | 106,600,000Source | 113,400,000Source | 121,900,000Source | 133,300,000Source |
| Effect of Exchange Rate on Cash, Cash Equivalents, Restricted Cash and Restricted Cash EquivalentsUSD | -10,800,000Source | 43,300,000Source | 34,300,000Source | — |
| Additional Financial Items | ||||
| Share-based Payment Arrangement, ExpenseUSD | 226,600,000Source | 259,900,000Source | 215,800,000Source | 221,700,000Source |
| Amortization of Intangible AssetsUSD | 406,500,000Source | 338,200,000Source | 341,100,000Source | 282,000,000Source |
| Debt and Equity Securities, Unrealized Gain (Loss)USD | 5,400,000Source | 108,100,000Source | 66,100,000Source | -128,900,000Source |
| Deferred Other Tax Expense (Benefit)USD | -47,200,000Source | -124,600,000Source | 41,500,000Source | 98,000,000Source |
| Derivative, Gain (Loss) on Derivative, NetUSD | -7,800,000Source | -16,200,000Source | -15,100,000Source | 20,900,000Source |
| Foreign Currency Transaction Gain (Loss), before TaxUSD | -11,600,000Source | -19,900,000Source | -26,700,000Source | 40,600,000Source |
| Gain (Loss) on InvestmentsUSD | -37,600,000Source | 57,600,000Source | 39,500,000Source | -75,400,000Source |
| General and Administrative ExpenseUSD | 774,500,000Source | 703,300,000Source | 565,000,000Source | 564,900,000Source |
| GoodwillUSD | 6,206,000,000Source | 6,211,400,000Source | 6,003,800,000Source | 5,778,600,000Source |
| Goodwill and Intangible Asset ImpairmentUSD | — | — | — | 0Source |
| Impairment of Intangible Assets, Indefinite-lived (Excluding Goodwill)USD | 226,600,000Source | 389,200,000Source | — | 3,200,000Source |
| Income (Loss) from Equity Method InvestmentsUSD | 78,000,000Source | 137,500,000Source | 123,100,000Source | 36,200,000Source |
| Income Tax Expense (Benefit)USD | 237,900,000Source | 215,300,000Source | 312,300,000Source | 396,200,000Source |
| Net Income (Loss) Attributable to ParentUSD | 524,900,000Source | 464,800,000Source | 882,800,000Source | 1,291,900,000Source |
| Net Income (Loss) Available to Common Stockholders, BasicUSD | 471,700,000Source | 432,200,000Source | 845,100,000Source | 1,237,800,000Source |
| Nonoperating Income (Expense)USD | 182,700,000Source | 415,600,000Source | 313,400,000Source | -44,500,000Source |
| Operating ExpensesUSD | 8,166,600,000Source | 8,070,400,000Source | 6,747,100,000Source | 6,501,400,000Source |
| Other Nonoperating Income (Expense)USD | 212,800,000Source | 395,500,000Source | 340,000,000Source | 91,100,000Source |
| Payments to Acquire InvestmentsUSD | 1,037,200,000Source | 1,127,700,000Source | 757,800,000Source | 926,400,000Source |
| Proceeds from Issuance of Common StockUSD | 24,100,000Source | 20,800,000Source | 23,300,000Source | 25,100,000Source |
| Proceeds from (Payments to) Noncontrolling InterestsUSD | 447,100,000Source | 240,400,000Source | 567,200,000Source | 200,000,000Source |
income statement · annual statements
| Line item | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|
| Total RevenueUSD | 8,770,700,000Source | 8,478,000,000Source | 7,849,400,000Source | 8,275,300,000Source |
| Operating Income (Loss)USD | 604,100,000Source | 407,600,000Source | 1,102,300,000Source | 1,773,900,000Source |
| Other Nonoperating Income (Expense)USD | 212,800,000Source | 395,500,000Source | 340,000,000Source | 91,100,000Source |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling InterestUSD | 786,800,000Source | 823,200,000Source | 1,415,700,000Source | 1,729,400,000Source |
| Income Tax Expense (Benefit)USD | 237,900,000Source | 215,300,000Source | 312,300,000Source | 396,200,000Source |
| Net Income (Loss) Attributable to ParentUSD | 524,900,000Source | 464,800,000Source | 882,800,000Source | 1,291,900,000Source |
| Earnings Per Share, BasicUSD per share | 0.91Source | 0.85Source | 1.72Source | 2.53Source |
| Earnings Per Share, DilutedUSD per share | 0.91Source | 0.85Source | 1.72Source | 2.53Source |
| Weighted Average Number of Shares Outstanding, Basicshares | 516,700,000Source | 509,500,000Source | 490,000,000Source | 488,700,000Source |
| Weighted Average Number of Shares Outstanding, Dilutedshares | 517,400,000Source | 510,300,000Source | 490,800,000Source | 489,300,000Source |
| Additional Financial Items | ||||
| Amortization of Intangible AssetsUSD | 406,500,000Source | 338,200,000Source | 341,100,000Source | 282,000,000Source |
| Common Stock, Dividends, Per Share, DeclaredUSD per share | 1.28Source | 1.24Source | 1.2Source | 1.16Source |
| Debt and Equity Securities, Unrealized Gain (Loss)USD | 5,400,000Source | 108,100,000Source | 66,100,000Source | -128,900,000Source |
| Depreciation, Depletion and Amortization, NonproductionUSD | 141,400,000Source | 129,900,000Source | 108,200,000Source | 108,100,000Source |
| Foreign Currency Transaction Gain (Loss), before TaxUSD | -11,600,000Source | -19,900,000Source | -26,700,000Source | 40,600,000Source |
| Gain (Loss) on InvestmentsUSD | -37,600,000Source | 57,600,000Source | 39,500,000Source | -75,400,000Source |
| General and Administrative ExpenseUSD | 774,500,000Source | 703,300,000Source | 565,000,000Source | 564,900,000Source |
| Income (Loss) from Continuing Operations before Income Taxes, DomesticUSD | 538,200,000Source | 286,300,000Source | 896,900,000Source | 1,427,200,000Source |
| Income (Loss) from Equity Method InvestmentsUSD | 78,000,000Source | 137,500,000Source | 123,100,000Source | 36,200,000Source |
| Interest ExpenseUSD | 94,900,000Source | 97,200,000Source | 123,700,000Source | 98,200,000Source |
| Labor and Related ExpenseUSD | 3,818,200,000Source | 3,831,100,000Source | 3,494,000,000Source | 3,089,800,000Source |
| Net Income (Loss) Attributable to Nonredeemable Noncontrolling InterestUSD | 76,700,000Source | 15,200,000Source | 85,100,000Source | 88,200,000Source |
| Net Income (Loss) Available to Common Stockholders, BasicUSD | 471,700,000Source | 432,200,000Source | 845,100,000Source | 1,237,800,000Source |
| Nonoperating Income (Expense)USD | 182,700,000Source | 415,600,000Source | 313,400,000Source | -44,500,000Source |
| Operating ExpensesUSD | 8,166,600,000Source | 8,070,400,000Source | 6,747,100,000Source | 6,501,400,000Source |
| Selling and Marketing ExpenseUSD | 2,010,900,000Source | 1,863,100,000Source | 1,613,100,000Source | 1,845,600,000Source |
Filing attachments
e26341_ex4-2.htm · 8-K · 2026-08-10
EX-4.2 3 e26341_ex4-2.htm Exhibit 4.2 FRANKLIN RESOURCES, INC. Officer’s Certificate Establishing the Terms of the 5.500% Notes due 2036 The undersigned, Matthew Nicholls, Co-President, Chief Financial Officer and Chief Operating Officer of Franklin Resources, Inc. (the “ Company ”), a Delaware corporation, hereby certifies on behalf of the Company pursuant to Sections 2.01, 3.01, 3.03 and 15.01 of the Indenture, dated as of October 6, 2020 (the “ Indenture ”), between the Company and The …
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