Franklin Resources, Inc. (BEN) Fundamentals — Income, Balance Sheet & Cash Flow | MarketCI

Franklin Resources, Inc. (BEN) Fundamentals — Income, Balance Sheet & Cash Flow | MarketCI | MarketCI

BEN

Market Closed

Franklin Resources, Inc.

NYSEFinancial Services Asset Management

10.00K employees

CEO: Jennifer Johnson

Founded: 1983

$33.05

+$0.00(+NaN%)

Market Cap

17.17B

Beta

1.59

52W Range

N/A

Dividend Yield

3.93%

Overview Forecasts Fundamental Market Sentiment Valuation Ownership

Financial Statements

Comprehensive breakdown of financial statements and performance metrics

Gross Margin

80.3%

3.8%

CAGR: 0.2%

Profit after direct costs

Operating Margin

6.9%

48.2%

CAGR: -24.7%

Core business profitability

Net Margin

6.0%

12.9%

CAGR: -26.8%

Bottom line profitability

Revenue Growth

3.5%

YoY

CAGR: 1.0%

Top line growth rate

Revenue Flow Analysis

Visual flow showing how BEN allocates revenue across expenses and profit

Fiscal Year 2025

Revenue Distribution

Flow of revenue through cost categories to net income

Gross Margin

80.3%

$7.05B

Operating Margin

6.9%

$604.10M

Net Margin

6.0%

$524.90M

Detailed Income Statement

Complete profit and loss breakdown with margin analysis and historical comparison

Item	2021	2022	2023	2024	2025	YoY Change
Total Revenue	8.43B	8.28B	7.85B	8.48B	8.77B	3.5%
Cost of Revenue	(1.43B)	(1.43B)	(1.50B)	(1.69B)	(1.72B)	2.2%
Gross Profit	7.00B	6.85B	6.35B	6.79B	7.05B	3.8%
Operating Expenses
Research & Development	—	—	—	—	—	—
Selling, General & Administrative	(4.21B)	(4.12B)	(4.07B)	(4.68B)	(4.90B)	4.7%
General & Administrative	(2.11B)	(2.28B)	(2.45B)	(2.81B)	(2.89B)	2.6%
Selling & Marketing	(2.11B)	(1.85B)	(1.61B)	(1.86B)	(2.01B)	7.9%
Depreciation & Amortization	(310.60M)	(377.80M)	(445.40M)	(454.70M)	(531.80M)	17.0%
Operating Income (EBIT)	1.88B	1.77B	1.10B	407.60M	604.10M	48.2%
Non-Operating Items
Interest Income	8.80M	—	—	—	—	—
Interest Expense	(85.40M)	(98.20M)	(123.70M)	(97.20M)	(94.90M)	-2.4%
Other Income/Expenses (Net)	569.20M	-44.50M	235.70M	415.60M	182.70M	-56.0%
Income Before Tax	2.44B	1.73B	1.34B	823.20M	786.80M	-4.4%
Income Tax Expense	(349.60M)	(396.20M)	(312.30M)	(215.30M)	(237.90M)	10.5%
Net Income	1.83B	1.29B	882.80M	464.80M	524.90M	12.9%
Per Share Metrics
Earnings Per Share (Basic)	$4	$3	$2	$1	$1	7.1%
Weighted Avg Shares Outstanding	489.90M	488.70M	490.00M	509.50M	514.50M	1.0%
Weighted Avg Shares Outstanding (Diluted)	490.60M	489.30M	490.80M	510.30M	515.40M	1.0%
EBITDA	2.84B	2.21B	1.91B	1.38B	1.41B	2.8%

Explore BEN

Overview

Key metrics and AI-powered insights

Forecast

Price targets and earnings estimates

Fundamentals

Income, balance sheet and cash flow

Valuation

P/E, DCF and valuation multiples

Ownership

Institutional and insider holdings

Sentiment

Analyst ratings and news sentiment

BEN in the Financial Services

Large Cap

Financial Services

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Asset Management

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