BEN
Franklin Resources Inc
NYSE: BEN · FINANCIAL SERVICES · ASSET MANAGEMENT
$29.97
+1.77% today
Updated 2026-04-30
Market cap
$15.30B
P/E ratio
22.48
P/S ratio
1.70x
EPS (TTM)
$1.31
Dividend yield
4.34%
52W range
$18 – $30
Volume
5.4M
Franklin Resources Inc (BEN) Financial statements
SEC filings — annual and quarterly data.
Income statement — annual
| Item | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.05B | $6.21B | $6.03B | $4.19B | $5.85B | $7.14B | $7.10B | $7.99B | $8.49B | $7.95B | $6.62B | $6.39B | $6.32B | $5.77B | $5.57B | $8.43B | $8.28B | $7.85B | $8.48B | $8.77B |
| Revenue growth (YoY) | — | +22.9% | -2.8% | -30.5% | +39.6% | +22.0% | -0.5% | +12.4% | +6.3% | -6.4% | -16.7% | -3.4% | -1.1% | -8.6% | -3.6% | +51.4% | -1.8% | -5.1% | +8.0% | +3.5% |
| Cost of revenue | $1.64B | $2.16B | $1.94B | $1.35B | $2.28B | $1.23B | $1.26B | $4.43B | $4.56B | $4.22B | $3.57B | $3.46B | $3.43B | $3.40B | $1.06B | $1.43B | $1.43B | $1.50B | $1.69B | $1.72B |
| Gross profit | $5.05B | $4.05B | $4.10B | $2.84B | $3.57B | $5.91B | $5.85B | $3.56B | $3.94B | $3.73B | $3.05B | $2.93B | $2.89B | $2.37B | $4.50B | $7.00B | $6.85B | $6.35B | $6.79B | $7.05B |
| Gross margin | 100.0% | 65.2% | 67.9% | 67.8% | 61.0% | 82.8% | 82.3% | 44.6% | 46.3% | 47.0% | 46.0% | 45.8% | 45.7% | 41.0% | 80.9% | 83.0% | 82.8% | 80.9% | 80.1% | 80.3% |
| R&D | $302.34M | $317.94M | — | $0.00 | $0.00 | $173.14M | $182.90M | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | — | — |
| SG&A | — | $1.40B | $1.44B | $2.58B | $1.32B | $363.10M | $407.70M | $637.10M | $714.10M | $705.50M | $681.50M | $663.30M | $770.20M | $812.80M | $1.21B | $2.11B | $2.28B | $2.45B | $2.81B | $2.89B |
| Operating income | $1.63B | $2.07B | $2.10B | $1.20B | $1.96B | $2.66B | $2.52B | $2.92B | $3.22B | $3.03B | $2.37B | $2.26B | $2.12B | $1.56B | $1.05B | $1.88B | $1.77B | $1.10B | $407.60M | $604.10M |
| Operating margin | 32.3% | 33.3% | 34.8% | 28.7% | 33.5% | 37.3% | 35.4% | 36.6% | 37.9% | 38.1% | 35.7% | 35.4% | 33.5% | 27.0% | 18.8% | 22.3% | 21.4% | 14.0% | 4.8% | 6.9% |
| EBITDA | $3.49B | $2.69B | $2.47B | $1.38B | $2.35B | $2.75B | $2.80B | $3.01B | $3.32B | $3.13B | $2.45B | $2.34B | $2.19B | $1.65B | $1.18B | $2.84B | $2.21B | $1.91B | $1.38B | $1.41B |
| EBITDA margin | 69.1% | 43.3% | 40.9% | 33.0% | 40.2% | 38.5% | 39.4% | 37.8% | 39.0% | 39.3% | 37.1% | 36.7% | 34.7% | 28.6% | 21.2% | 33.7% | 26.7% | 24.3% | 16.2% | 16.1% |
| EBIT | $3.27B | $2.49B | $2.25B | $1.20B | $2.09B | $2.66B | $2.71B | $2.92B | $3.22B | $3.03B | $2.37B | $2.26B | $2.12B | $1.56B | $1.05B | $2.53B | $1.83B | $1.46B | $920.40M | $881.70M |
| Interest expense | $29.22M | $23.22M | $15.76M | $3.77M | $16.50M | $37.40M | $36.70M | $46.90M | $47.40M | $39.60M | $49.90M | $51.50M | $48.70M | $24.70M | $33.40M | $85.40M | $98.20M | $123.70M | $97.20M | $94.90M |
| Income tax | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Effective tax rate | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Net income | $1.27B | $1.77B | $1.59B | $896.78M | $1.45B | $1.92B | $1.93B | $2.15B | $2.38B | $2.04B | $1.73B | $1.70B | $764.40M | $1.20B | $798.90M | $1.83B | $1.29B | $882.80M | $464.80M | $524.90M |
| Net income growth (YoY) | — | +39.9% | -10.4% | -43.5% | +61.2% | +33.1% | +0.4% | +11.3% | +10.9% | -14.6% | -15.2% | -1.7% | -54.9% | +56.4% | -33.2% | +129.2% | -29.5% | -31.7% | -47.3% | +12.9% |
| Profit margin | 25.1% | 28.6% | 26.3% | 21.4% | 24.7% | 26.9% | 27.2% | 26.9% | 28.1% | 25.6% | 26.1% | 26.5% | 12.1% | 20.7% | 14.4% | 21.7% | 15.6% | 11.2% | 5.5% | 6.0% |