A multiple compares the market's price with a filed figure; it says what the market pays, not how the business is doing. The market capitalization is the vendor's as of Oct 8, 2026; every other figure is from the SEC filings on this page. Not financial advice.
Newest figures come from the 10-Q for Q3 FY2026, filed Jul 31, 2026. Each column of the statement tables below links to the filing it was taken from, and every filing is listed on the BEN SEC filings page.
Franklin Templeton, Inc. (BEN) reported $8.8B in revenue for fiscal year 2025, up 3.5% from the prior fiscal year. This page shows its income statement, balance sheet, cash flow statement, and key financial ratios. View 15 years of annual fundamentals and quarterly data, with year-over-year growth rates and compound annual growth rates (CAGR). All figures are derived from SEC filings (10-K and 10-Q reports).
Revenue has recovered, but operating profit remains far below FY2021 as a larger expense base absorbs much of the business.
By FY2025, revenue had returned above FY2021's level, yet operating profit was only$604M versus$1.9B then. That gap means the recovery is mainly top-line; prior profitability has not returned, consistent with a business whose cost structure or revenue mix now converts less activity into profit.
The FY2024 trough in operating margin partially reversed in FY2025, reaching
Since FY2022, operating cash flow has exceeded net income, and in FY2025 it was
Financial Health Signals
Scored against operating companies for FY2025. Each of the six dimensions is a percentile rank within that peer group; the overall is their average, with missing dimensions counted as zero out of six. A high score means strong standing among peers, not absolute cross-industry strength. How this score is calculated →
Health score ≠ stock price. This rates the quality of Franklin Templeton, Inc.'s business: profitability, growth, balance sheet strength. It doesn't tell you whether the stock is a good buy at today's price. Not financial advice. Use it alongside valuation analysis and your own research.
Franklin Templeton, Inc. has an operating margin of 6.9%, meaning the company retains $7 of operating profit per $100 of revenue. This results in a moderate score of 57/100, indicating healthy but not exceptional operating efficiency. This is up from 4.8% the prior year.
Franklin Templeton, Inc.'s revenue grew a modest 3.5% year-over-year to $8.8B. This slow but positive growth earns a score of 53/100.
Franklin Templeton, Inc. carries a low D/E ratio of 0.20, meaning only $0.20 of long-term debt for every $1 of shareholders' equity. This conservative leverage earns a score of 97/100, indicating a strong balance sheet with room for future borrowing.
Not available for Franklin Templeton, Inc., and counted as zero in the overall score.
Franklin Templeton, Inc. converts 10.4% of revenue into free cash flow ($911.6M). This strong cash generation earns a score of 67/100.
Not available for Franklin Templeton, Inc., and counted as zero in the overall score.
Franklin Templeton, Inc. passes 7 of 7 computable financial strength tests (2 of the nine could not be computed from available data). All 4 profitability signals pass (positive income, cash flow, and earnings quality), all 2 leverage/liquidity signals pass, both operating efficiency signals pass.
For every $1 of reported earnings, Franklin Templeton, Inc. generates $2.03 in operating cash flow ($1.1B OCF vs $524.9M net income). This indicates profits are well-supported by actual cash generation, not accounting adjustments.
Franklin Templeton, Inc. earns $6.37 in operating income for every $1 of interest expense ($604.1M vs $94.9M). This wide margin provides strong safety for debt servicing, even if earnings decline temporarily.
Key Financial Metrics
Earnings & Revenue
Franklin Templeton, Inc. generated $2.4B in revenue in Q3 2026. This represents an increase of 14.3% from the same quarter a year earlier. Against the prior quarter it is up 2.8%.
Franklin Templeton, Inc.'s EBITDA was $247.9M in Q3 2026, measuring earnings before interest, taxes, depreciation, and amortization. This represents an increase of 32.1% from the same quarter a year earlier. Against the prior quarter it is down 29.7%.
Franklin Templeton, Inc. reported $171.5M in net income in Q3 2026. This represents an increase of 85.8% from the same quarter a year earlier. Against the prior quarter it is down 36.1%.
Franklin Templeton, Inc. earned $0.31 per diluted share (EPS) in Q3 2026. This represents an increase of 106.7% from the same quarter a year earlier. Against the prior quarter it is down 36.7%.
Cash & Balance Sheet
Franklin Templeton, Inc. held $3.8B in cash against $2.4B in long-term debt as of Q3 2026.
Franklin Templeton, Inc. paid $0.33 per share in dividends in Q3 2026. This represents an increase of 3.1% from the same quarter a year earlier. It is unchanged from the prior quarter.
Not reported for Q3 2026.
Margins & Returns
Franklin Templeton, Inc.'s operating margin was 9.2% in Q3 2026, reflecting core business profitability. This is up 1.7 percentage points from the same quarter a year earlier. Against the prior quarter it is down 4.9 percentage points.
Franklin Templeton, Inc.'s net profit margin was 7.3% in Q3 2026, showing the share of revenue converted to profit. This is up 2.8 percentage points from the same quarter a year earlier. Against the prior quarter it is down 4.4 percentage points.
Franklin Templeton, Inc.'s ROE was 1.5% in Q3 2026, measuring profit generated per dollar of shareholder equity. This is up 0.7 percentage points from the same quarter a year earlier. Against the prior quarter it is down 0.8 percentage points.
Not reported for Q3 2026.
Capital Allocation
Franklin Templeton, Inc. spent $345.8M on share buybacks in Q3 2026, returning capital to shareholders by reducing shares outstanding. This represents an increase of 119.7% from the same quarter a year earlier. Against the prior quarter it is up 505.6%.
Not reported for Q3 2026.
Not reported for Q3 2026.
BEN Income Statement
Figures in USD, abbreviated K (thousand), M (million), B (billion), T (trillion). Negative values carry a minus sign and red type. Each change compares the year with the year before it, and each quarter with the same quarter a year earlier.
| Metric | Q3'2610-Q | Q2'2610-Q | Q1'2610-Q | Q4'2510-Q | Q3'2510-Q | Q2'2510-Q | Q1'2510-Q | Q4'2410-K |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.4B+14.3% | $2.3B+8.7% | $2.3B+3.4% | $2.3B+6.0% | $2.1B-2.8% | $2.1B-1.9% | $2.3B+13.1% | $2.2B+11.3% |
| SG&A Expenses | $312.8M+70.3% | $187.6M+2.6% | $195.6M+5.6% | $222.8M+13.6% | $183.7M+2.0% | $182.8M-6.3% | $185.2M+40.3% | $196.1M+42.3% |
| Operating Income | $215.8M+40.0% | $323.3M+122.0% | $281.0M+28.3% | $85.4M+156.7% | $154.1M-30.7% | $145.6M+12.6% | $219.0M+6.1% | -$150.7M-144.5% |
| EBITDA | $247.9M+32.1% | $352.7M+100.3% | $309.8M+24.3% | $116.5M+196.5% | $187.6M-25.4% | $176.1M+9.3% | $249.2M+7.3% | -$120.7M-133.1% |
| Interest Expense | $23.5M-8.9% | $19.9M-4.3% | $20.4M-11.7% | $25.2M+0.8% | $25.8M+0.4% | $20.8M-24.9% | $23.1M+22.9% | $25.0M+2.5% |
| Income Tax | $115.6M+93.0% | $99.1M+218.6% | $105.0M+29.5% | $65.8M+592.6% | $59.9M-12.0% | $31.1M-50.5% | $81.1M+8.3% | $9.5M-87.3% |
| Net Income | $171.5M+85.8% | $268.2M+77.1% | $255.5M+56.2% | $117.6M+238.8% | $92.3M-47.0% | $151.4M+21.9% | $163.6M-34.9% | -$84.7M-128.7% |
| EPS (Basic) | $0.31+106.7% | $0.49+88.5% | $0.46+58.6% | $0.21+210.5% | $0.15-53.1% | $0.26+13.0% | $0.29-42.0% | -$0.19-132.8% |
| EPS (Diluted) | $0.31+106.7% | $0.49+88.5% | $0.46+58.6% | $0.21+216.7% | $0.15-53.1% | $0.26+13.0% | $0.29-42.0% | -$0.18-131.0% |
| Diluted Shares (Avg) | 516M-0.1% | 518M-0.3% | 518M0.0% | N/A | 517M-0.1% | 520M+0.1% | 518M+6.2% | N/A |
Not reported in any period shown, so not listed: Cost of Revenue, Gross Profit, R&D Expenses.
BEN Balance Sheet
Figures in USD, abbreviated K (thousand), M (million), B (billion), T (trillion). Negative values carry a minus sign and red type. Each change compares the year with the year before it, and each quarter with the same quarter a year earlier.
| Metric | Q3'2610-Q | Q2'2610-Q | Q1'2610-Q | Q4'2510-Q | Q3'2510-Q | Q2'2510-Q | Q1'2510-Q | Q4'2410-K |
|---|---|---|---|---|---|---|---|---|
| Total Assets | $36.2B+11.3% | $34.1B+6.6% | $32.5B+0.5% | $32.4B-0.3% | $32.6B-2.1% | $32.0B-2.8% | $32.4B+8.5% | $32.5B+7.8% |
| Cash & Equivalents | $3.8B-5.0% | $3.6B+0.8% | $3.5B-4.4% | $3.6B-18.9% | $4.0B-3.8% | $3.5B-14.2% | $3.6B-6.0% | $4.4B+0.1% |
| Short-Term Investments | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Accounts Receivable | $1.6B-9.1% | $1.4B-1.9% | $1.4B+3.7% | $1.5B+4.2% | $1.7B+9.7% | $1.5B+0.2% | $1.4B-5.2% | $1.5B+9.7% |
| Long-Term Investments | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Goodwill | $6.3B+1.4% | $6.3B+1.6% | $6.3B+1.6% | $6.2B-0.1% | $6.2B+0.2% | $6.2B0.0% | $6.2B+3.0% | $6.2B+3.5% |
| Total Liabilities | $21.8B+20.6% | $19.5B+16.0% | $18.2B+6.5% | $18.2B+1.6% | $18.1B-1.3% | $16.8B-7.0% | $17.1B+5.6% | $17.9B+8.2% |
| Long-Term Debt | $2.4B-9.9% | $2.3B-15.6% | $2.4B-15.1% | $2.4B-15.0% | $2.7B-12.1% | $2.7B-12.2% | $2.8B-8.9% | $2.8B-8.9% |
| Total Equity | $11.7B-3.8% | $12.1B-1.8% | $12.1B-2.6% | $12.1B-3.4% | $12.2B-5.2% | $12.3B-4.0% | $12.5B+3.8% | $12.5B+5.0% |
| Retained Earnings | $11.5B-0.8% | $11.6B-1.4% | $11.5B-3.2% | $11.5B-3.5% | $11.6B-5.8% | $11.7B-4.4% | $11.9B-3.9% | $11.9B-3.6% |
Not reported in any period shown, so not listed: Current Assets, Inventory, Current Liabilities, Non-Current Liabilities.
BEN Cash Flow Statement
Figures in USD, abbreviated K (thousand), M (million), B (billion), T (trillion). Negative values carry a minus sign and red type. Each change compares the year with the year before it, and each quarter with the same quarter a year earlier.
| Metric | Q3'2610-Q | Q2'2610-Q | Q1'2610-Q | Q4'2510-Q | Q3'2510-Q | Q2'2510-Q | Q1'2510-Q | Q4'2410-K |
|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $581.2M-54.7% | -$27.6M+44.9% | -$255.1M-75.7% | -$20.7M-103.7% | $1.3B+142.6% | -$50.1M-136.7% | -$145.2M+42.4% | $558.2M-27.0% |
| Depreciation & Amortization | $32.1M-4.2% | $29.4M-3.6% | $28.8M-4.6% | $31.1M+3.7% | $33.5M+15.5% | $30.5M-4.1% | $30.2M+17.5% | $30.0M+15.4% |
| Stock-Based Compensation | N/A | N/A | $75.6M+3.3% | N/A | N/A | N/A | $73.2M+9.6% | N/A |
| Capital Expenditures | N/A | N/A | N/A | $31.2M-55.3% | $14.0M-69.6% | $37.5M-10.1% | $71.8M+268.2% | $69.8M+155.7% |
| Free Cash Flow | N/A | N/A | N/A | -$51.9M-110.6% | $1.3B+162.9% | -$87.6M-192.3% | -$217.0M+20.0% | $488.4M-33.7% |
| Investing Cash Flow | -$1.7B-88.6% | -$1.4B-273.2% | -$317.2M+51.7% | -$441.4M+63.2% | -$880.7M-8.5% | -$364.1M-33.3% | -$656.5M-377.1% | -$1.2B-261.6% |
| Financing Cash Flow | $1.3B+7871.3% | $1.5B+410.0% | $487.4M+454.5% | $88.5M-90.3% | -$16.4M-106.0% | $292.4M-25.2% | $87.9M+155.3% | $909.2M+335.6% |
| Dividends Paid | $176.2M+1.7% | $176.4M+1.8% | $170.2M+2.4% | $171.1M+2.4% | $173.2M+3.2% | $173.2M+4.5% | $166.2M+6.7% | $167.1M+9.6% |
| Share Buybacks | $345.8M+119.7% | $57.1M+471.0% | $41.9M+622.4% | $67.1M-34.5% | $157.4M+55.1% | $10.0M-14.5% | $5.8M-90.1% | $102.4M-45.0% |
BEN Financial Ratios
Margins and returns are percentages; the remaining ratios are unitless multiples. Each change compares the year with the year before it, and each quarter with the same quarter a year earlier.
| Metric | Q3'2610-Q | Q2'2610-Q | Q1'2610-Q | Q4'2510-Q | Q3'2510-Q | Q2'2510-Q | Q1'2510-Q | Q4'2410-K |
|---|---|---|---|---|---|---|---|---|
| Operating Margin | 9.2%+1.7pp | 14.1%+7.2pp | 12.1%+2.4pp | 3.6%+10.5pp | 7.5%-3.0pp | 6.9%+0.9pp | 9.7%-0.6pp | -6.8%-23.8pp |
| Net Margin | 7.3%+2.8pp | 11.7%+4.5pp | 11.0%+3.7pp | 5.0%+8.8pp | 4.5%-3.7pp | 7.2%+1.4pp | 7.3%-5.4pp | -3.8%-18.7pp |
| Return on Equity | 1.5%+0.7pp | 2.2%+1.0pp | 2.1%+0.8pp | 1.0%+1.6pp | 0.8%-0.6pp | 1.2%+0.3pp | 1.3%-0.8pp | -0.7%-3.2pp |
| Return on Assets | 0.5%+0.2pp | 0.8%+0.3pp | 0.8%+0.3pp | 0.4%+0.6pp | 0.3%-0.2pp | 0.5%+0.1pp | 0.5%-0.3pp | -0.3%-1.2pp |
| Debt-to-Equity | 0.200.0x | 0.190.0x | 0.190.0x | 0.200.0x | 0.220.0x | 0.220.0x | 0.220.0x | 0.220.0x |
| Asset Turnover | 0.070.0x | 0.070.0x | 0.070.0x | 0.070.0x | 0.060.0x | 0.070.0x | 0.070.0x | 0.070.0x |
| FCF Margin | N/A | N/A | N/A | -2.2%-24.3pp | 61.4%+38.7pp | -4.2%-8.6pp | -9.6%+4.0pp | 22.1%-15.0pp |
Not reported in any period shown, so not listed: Gross Margin, Current Ratio.
Similar Companies
Newest fiscal year on record for each company. The health score is the peer-relative Financial Health Score for that year; a dash means no score is published for it.
| Company | Fiscal year | Revenue | Net income | Net margin | Market cap | Health score |
|---|---|---|---|---|---|---|
| Franklin Templeton, Inc. BEN | FY2025 | $8.8B | $524.9M | 6.0% | $16.5B | 46/100 |
| Invesco LTD IVZ | FY2025 | $6.4B | -$174.8M | -2.7% | $13.5B | 41/100 |
| Equitable Holdings, Inc. EQH | FY2025 | $11.7B | -$1K | 0.0% | $14.5B | 13/100 |
| SEI Investments Co SEIC | FY2025 | $2.3B | $715.3M | 31.1% | $12.3B | 85/100 |
| Ares Capital Corporation ARCC | FY2025 | N/A | $1.3B | N/A | $13.2B | — |
| T Rowe Price Group Inc TROW | FY2025 | $7.3B | $2.1B | 28.5% | $22.2B | 51/100 |
Where Franklin Templeton, Inc. Ranks
Frequently Asked Questions
What is Franklin Templeton, Inc.'s annual revenue?
Franklin Templeton, Inc. (BEN) reported $8.8B in total revenue for fiscal year 2025. This represents a 3.5% change compared to the previous fiscal year. Revenue measures the total income earned from the company's primary business operations before any expenses are deducted.
How fast is Franklin Templeton, Inc.'s revenue growing?
Franklin Templeton, Inc. (BEN) revenue grew by 3.5% year-over-year, from $8.5B to $8.8B in fiscal year 2025.
Is Franklin Templeton, Inc. profitable?
Yes, Franklin Templeton, Inc. (BEN) reported a net income of $524.9M in fiscal year 2025, with a net profit margin of 6.0%.
What is Franklin Templeton, Inc.'s EBITDA?
Franklin Templeton, Inc. (BEN) had EBITDA of $729.4M in fiscal year 2025, measuring earnings before interest, taxes, depreciation, and amortization.
How much debt does Franklin Templeton, Inc. have?
As of fiscal year 2025, Franklin Templeton, Inc. (BEN) had $3.6B in cash and equivalents against $2.4B in long-term debt.
What is Franklin Templeton, Inc.'s operating margin?
Franklin Templeton, Inc. (BEN) had an operating margin of 6.9% in fiscal year 2025, reflecting the profitability of core business operations before interest and taxes.
What is Franklin Templeton, Inc.'s net profit margin?
Franklin Templeton, Inc. (BEN) had a net profit margin of 6.0% in fiscal year 2025, representing the share of revenue converted into profit after all expenses.
Does Franklin Templeton, Inc. pay dividends?
Yes, Franklin Templeton, Inc. (BEN) paid $1.28 per share in dividends during fiscal year 2025.
What is Franklin Templeton, Inc.'s return on equity (ROE)?
Franklin Templeton, Inc. (BEN) has a return on equity of 4.3% for fiscal year 2025, measuring how efficiently the company generates profit from shareholder equity.
What is Franklin Templeton, Inc.'s free cash flow?
Franklin Templeton, Inc. (BEN) generated $911.6M in free cash flow during fiscal year 2025. This represents a 14.8% change compared to the previous fiscal year. Free cash flow represents the cash a company generates after accounting for capital expenditures, and is widely used to assess financial flexibility and shareholder value.
What is Franklin Templeton, Inc.'s operating cash flow?
Franklin Templeton, Inc. (BEN) generated $1.1B in operating cash flow during fiscal year 2025, representing cash generated from core business activities.
What are Franklin Templeton, Inc.'s total assets?
Franklin Templeton, Inc. (BEN) had $32.4B in total assets as of fiscal year 2025, including both current and long-term assets.
What are Franklin Templeton, Inc.'s capital expenditures?
Franklin Templeton, Inc. (BEN) invested $154.5M in capital expenditures during fiscal year 2025, funding long-term assets and infrastructure.
What is Franklin Templeton, Inc.'s debt-to-equity ratio?
Franklin Templeton, Inc. (BEN) had a debt-to-equity ratio of 0.20 as of fiscal year 2025, measuring the company's financial leverage by comparing total debt to shareholder equity.
What is Franklin Templeton, Inc.'s return on assets (ROA)?
Franklin Templeton, Inc. (BEN) had a return on assets of 1.6% for fiscal year 2025, measuring how efficiently the company uses its assets to generate profit.
What is Franklin Templeton, Inc.'s P/E ratio?
Franklin Templeton, Inc. (BEN) trades at 20.3x earnings, its market capitalization divided by net income of $812.8M net income, trailing 12 months to June 30, 2026. The market capitalization is $16.5B as of Oct 8, 2026; a multiple compares that price with a filed figure and says nothing about the quality of the business.
What is Franklin Templeton, Inc.'s price-to-sales ratio?
Franklin Templeton, Inc. (BEN) trades at 1.8x sales, its market capitalization divided by revenue of $9.3B revenue, trailing 12 months to June 30, 2026. The market capitalization is $16.5B as of Oct 8, 2026; a multiple compares that price with a filed figure and says nothing about the quality of the business.
What is Franklin Templeton, Inc.'s Piotroski F-Score?
Franklin Templeton, Inc. (BEN) has a Piotroski F-Score of 7 out of 7 computable signals; 2 of the nine could not be computed from available data, so the full-scale strength rating is not shown. The F-Score evaluates nine binary signals across profitability (positive ROA, positive cash flow, improving ROA, earnings quality), leverage (decreasing debt, improving liquidity, no share dilution), and operating efficiency (improving gross margin, improving asset turnover). Scores of 7 to 9 indicate strong and improving fundamentals. Learn more in our complete guide to financial health indicators.
Are Franklin Templeton, Inc.'s earnings high quality?
Franklin Templeton, Inc. (BEN) has an earnings quality ratio of 2.03x, considered cash-backed (high quality). This ratio compares operating cash flow to net income. A ratio above 1.0x means the company generates more cash than its reported earnings, indicating sustainable, cash-backed profits. Ratios below 1.0x suggest earnings rely on accounting accruals rather than actual cash generation. Learn more in our complete guide to financial health indicators.
Can Franklin Templeton, Inc. cover its interest payments?
Franklin Templeton, Inc. (BEN) has an interest coverage ratio of 6.37x, meaning it can comfortably cover its interest obligations. This ratio divides operating income by interest expense. Ratios above 5x indicate strong debt-servicing ability, while ratios below 2x suggest the company may face difficulty meeting interest payments if earnings decline. Learn more in our complete guide to financial health indicators.
How financially healthy is Franklin Templeton, Inc.?
Franklin Templeton, Inc. (BEN) scores 46 out of 100 on our Financial Health Score, indicating moderate standing within its operating companies peer group. The score is a 0-100 composite of six dimensions (Profitability, Growth, Leverage, Liquidity, Cash Flow, Returns), each ranked as a percentile relative to companies in the same scoring family (banks against banks, REITs against REITs, and so on) rather than across all industries. It rates the quality of the business, not whether the stock is fairly priced, and is not financial advice. Learn more in our complete guide to financial health indicators.