Franklin Resources
Franklin Resources, Inc. (NYSE: BEN) is a global investment management organization that provides investment management, wealth management, trust, custody and related services through subsidiaries operating under Franklin Templeton and other specialist brands. It serves retail, institutional and high-net-worth… From the company’s description.
In fiscal 2025, Franklin Resources reported revenue of $8.77B, up 3.5% from fiscal 2024, and net income of $548.90M. Its pre-tax margin was 6.9%. Over the twelve months to Jun 30, 2026, revenue was $9.32B.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Franklin Resources does
In the company’s own words
Franklin Resources, Inc. (NYSE: BEN) is a global investment management organization that provides investment management, wealth management, trust, custody and related services through subsidiaries operating under Franklin Templeton and other specialist brands. It serves retail, institutional and high-net-worth investors worldwide, including individuals, pension plans, sovereign wealth funds, endowments, foundations, healthcare systems and insurance companies. The company offers equity, fixed income, alternative, multi-asset and cash management strategies through mutual funds, ETFs, private funds, separate accounts, sub-advised products and other investment vehicles. It has one operating segment: investment management and related services. Its brands include Franklin, Templeton, Putnam, Legg Mason, Western Asset Management, ClearBridge Investments, Benefit Street Partners and Lexington Partners. Franklin reports more than $1.6 trillion in assets under management as of September 30, 2025. Its roots in investment management date to 1947, and acquisitions have expanded its global and alternative-investment capabilities. Its website is www.franklinresources.com.
Company details
- Sector
- Financials
- Industry (SIC)
- Banks & Brokers
- Headquarters
- SAN MATEO, CA
- Fiscal year end
- September
- CIK
- 38777
- SIC
- 6282
Financial performance, year by year
Fiscal 2013–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Franklin Resources — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in Franklin Resources · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · Franklin Resources’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Franklin Resources’s bonds, as funds hold them
Funds report holding 2 issues of Franklin Resources’s debt, $105.91M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 1.81%, maturing 2030 to 2051.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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