MARKETS / NYSE / BEN

NYSE · INVESTMENT ADVICE · LARGE CAP

Franklin Templeton Inc. BEN

19 fiscal years on record · USD · FY2025 reported · SEC filings only

6 YEARS OF DIVIDEND GROWTH

Revenue

$8.8B

▲ 3.5% YoY

Net income

$524.9M

▲ 12.9% YoY

Free cash flow

$911.6M

▲ 14.8% YoY

In brief

What this company does

The company provides investment management and related services to retail, institutional and high-net-worth investors in jurisdictions worldwide. It is a global investment management organization with over $1.6 trillion in assets under management as of September 30, 2025. It offers its services and products under various distinct brand names, including Alcentra, Apera, Benefit Street Partners, Brandywine Global Investment Management, Canvas, Clarion Partners, ClearBridge Investments, Fiduciary Trust International, Franklin, Franklin Mutual Series, K2, Legg Mason, Lexington Partners, O Shaughnessy, Putnam, Royce, Templeton and Western Asset Management Company. As of September 30, 2025, it employed approximately 9,800 employees and operated offices in over 30 countries. Since 1947, the Company and its predecessors have been engaged in the investment management and related services business. Franklin was incorporated in the State of Delaware in November 1969, and originated its mutual fund business with the initial Franklin family of funds.

Written from the business description in FRANKLIN RESOURCES INC's annual report to the U.S. Securities and Exchange Commission, filed 10 November 2025. Every sentence was checked against that document before publication.

Growth

USD 8.8B

Revenue, FY2025 · full 19-year series below

Revenue $B Net income $B

FY2025 · Revenue 8.8 · Net income 0.5

Compound annual growth

Revenue

+2.0%

+9.5%

+1.0%

+2.7%

Net income

−25.9%

−8.1%

−12.7%

−6.5%

EPS, diluted

−28.9%

−10.6%

−12.1%

Dividend / share

+3.3%

+3.5%

+1.5%

Returned to shareholders

+6.8%

+4.3%

−6.2%

−3.5%

3 yrs

5 yrs

10 yrs

15 yrs

Revenue compounded at +9.5% a year over five years.

Compound annual rates per period — left blank where that exact year isn't on file, the series crosses a loss, or (per-share rows) a split falls inside the window.

Profitability

6 cents

of every revenue dollar became profit

Operating margin Net margin

FY2025 · Operating 6.9% · Net 6.3%

ROE

FY2025 · ROE 4.3%

Gross margin—

Operating margin6.9%

Net margin6.3%

Return on assets1.7%

EBITDAUSD 729.4M

Each USD of equity produced 4 cents of profit this year.

Cash & shareholders

USD 899.9M

returned in FY2025 · dividends + net buybacks

Free cash flow $B

FY2025 · FCF 0.9

Net buybacks $B Dividends $B

FY2025 · Dividends 0.7 · Net buybacks 0.2

Dividends paidUSD 683.7M

Net buybacksUSD 216.2M

Share of profit171.4%

Consecutive raises6 years

USD 683.7M in dividends and USD 216.2M in buybacks — 171% of the year's profit, so the payout drew on cash built up earlier.

Total assetsUSD 32.4B

EquityUSD 12.1B

CashUSD 3.6B

Gross debtUSD 2.4B

Net debtUSD -1.2B

The company holds more cash than debt.

The 19-year record

19 fiscal years

Every figure from documents filed with the SEC · USD

EPS, diluted, dividend per share and shares outstanding are shown without shading, and a vertical line marks the year the share count changed — the series crosses a large, unexplained change in share count, so the years on either side are not on a comparable scale.

row low → row highnegative

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007
Revenue $B	8.8	8.5	7.8	8.3	8.4	5.6	5.7	6.2	6.4	6.6	7.9	8.5	8.0	7.1	7.1	5.9	4.2	6.0	6.2
Operating income $B	0.6	0.4	1.1	1.8	1.9	1.0	1.5	2.0	2.3	2.4	3.0	3.2	2.9	2.5	2.7	2.0	1.2	2.1	2.1
EBITDA $B	0.7	0.5	1.2	1.9	2.0	1.1	1.5	2.1	2.3	2.4	3.1	3.3	3.0	2.6	2.7	2.0	1.3	2.2	·
Income tax $B	0.2	0.2	0.3	0.4	0.3	0.2	0.4	1.5	0.8	0.7	0.9	1.0	0.9	0.8	0.8	0.6	0.4	0.6	0.7
Net income $B	0.5	0.5	0.9	1.3	1.8	0.8	1.2	0.8	1.7	1.7	2.0	2.4	2.2	1.9	1.9	1.4	0.9	1.6	1.8
Free cash flow $B	0.9	0.8	0.9	1.9	1.2	1.0	0.0	2.1	1.1	1.6	2.2	2.1	2.0	1.0	1.5	1.7	0.6	1.3	1.6
EPS, diluted $	0.91	0.85	1.72	2.53	3.57	1.59	2.35	1.39	3.01	2.94	3.29	3.79	3.37	2.98	2.87	6.33	3.85	6.62	7.03
Dividend / sh $	1.28	1.24	1.20	1.16	1.12	1.08	1.04	3.92	0.80	0.72	1.10	0.48	1.39	1.03	0.33	3.88	0.84	0.80	0.60
Payout %	130	141	69	45	31	67	43	277	26	24	33	12	41	34	11	61	21	11	8
ROE %	4.3	3.8	7.5	11.4	17.2	8.0	12.1	6.8	13.8	14.5	17.4	22.0	22.3	21.8	23.7	18.8	12.2	22.0	24.2
Shares out B	0.52	0.52	0.50	0.50	0.50	0.50	0.50	0.52	0.55	0.57	0.60	0.62	0.63	0.64	0.22	0.22	0.23	0.23	·

Slide the table for earlier years · "·" marks a figure not available in our data for that year.

Provenance

Company facts, as filed

How we verify · 0 failures in 59 reconciliationsAUDITED

Reconciled in 19 of 19 fiscal years. 17 checks could not be computed.

EPS recomputationBalance-sheet identityGross profitBalance-sheet liquiditymoeda_consistente0 failures

ActivityInvestment Advice

Listed onNYSE

Incorporated inDelaware

Fiscal year endsSeptember 30

Data on record since2007