NYSE · Financial Statements

Franklin Templeton, Inc. (BEN) Financial Statements

$31.06 NYSE: BEN Market Cap $15.78B

Franklin Templeton, Inc. most recently reported annual revenue of $8.8B, net profit of $525.0M. Revenue grew at an average annual rate of 9.5% over the last 5 fiscal years. See the full income statement, balance sheet, and cash flow statement below, plus valuation and return ratios.

Franklin Templeton, Inc.: Revenue rose from $6.6B in 2016 to $8.8B in 2025, a change of +32.5% over 9 years; net profit was positive in all 10 reported years; operating margin moved from 35.8% to 6.9%, a shift of -28.9 percentage points; the most recent year shows net profit of $525.0M.

Income Statement — 10 Years (USD millions)

Metric2016201720182019202020212022202320242025
Revenue$6.6B$6.4B$6.2B$5.7B$5.6B$8.4B$8.3B$7.8B$8.5B$8.8B
Operating Expenses$4.3B$4.1B$4.2B$4.2B$4.5B$6.6B$6.5B$6.7B$8.1B$8.2B
Operating Profit$2.4B$2.3B$2.0B$1.5B$1.0B$1.9B$1.8B$1.1B$408.0M$604.0M
Operating Margin35.8%35.4%32.7%25.9%18.8%22.3%21.4%14.0%4.8%6.9%
Other Income$134.0M$285.0M$187.0M$181.0M$-31.0M$569.0M$-44.0M$236.0M$416.0M$183.0M
Interest$50.0M$52.0M$46.0M$22.0M$33.0M$85.0M$98.0M$124.0M$97.0M$95.0M
Depreciation$87.0M$80.0M$76.0M$93.0M$129.0M$311.0M$378.0M$445.0M$455.0M$532.0M
Profit Before Tax$2.5B$2.5B$2.2B$1.6B$1.0B$2.4B$1.7B$1.3B$823.0M$787.0M
Tax$29.7M$29.8M$66.5M$26.8M$22.7M$14.3M$22.9M$23.3M$26.1M$30.2M
Net Profit$1.7B$1.7B$764.0M$1.2B$799.0M$1.8B$1.3B$883.0M$465.0M$525.0M
EPS$2.94$3.01$1.42$2.35$1.59$3.57$2.53$1.72$0.85$0.91
Dividend Payout0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%

Quarterly Results — Last 12 Quarters (USD millions)

8 duplicate period labels in the source data were collapsed.

MetricSep '23Dec '23Mar '24Jun '24Sep '24Dec '24Mar '25Jun '25Sep '25Dec '25Mar '26Jun '26
Revenue$2.0B$2.0B$2.2B$2.1B$2.2B$2.3B$2.1B$2.1B$2.3B$2.3B$2.3B$2.4B
Operating Expenses$1.6B$1.8B$2.0B$1.9B$2.4B$2.0B$2.0B$1.9B$2.3B$2.0B$2.0B$2.1B
Operating Profit$338.0M$207.0M$129.0M$223.0M$-151.0M$219.0M$146.0M$154.0M$85.0M$281.0M$323.0M$216.0M
Operating Margin17.0%10.4%6.0%10.5%-6.8%9.7%6.9%7.5%3.6%12.1%14.1%9.2%
Interest$24.0M$19.0M$28.0M$26.0M$25.0M$23.0M$21.0M$26.0M$25.0M$20.0M$20.0M$24.0M
Profit Before Tax$424.0M$331.0M$238.0M$300.0M$-46.0M$313.0M$43.0M$177.0M$254.0M$452.0M$446.0M$371.0M
Tax$17.7M$22.6M$26.4M$22.7M$-20.6M$25.9M$72.8M$33.9M$25.9M$23.2M$22.2M$53.8M
Net Profit$296.0M$251.0M$124.0M$174.0M$-85.0M$164.0M$151.0M$92.0M$118.0M$256.0M$347.0M$172.0M
EPS$0.58$0.50$0.23$0.32$-0.18$0.29$0.26$0.15$0.21$0.46$0.52$0.31

Over the 10 years reported for Franklin Templeton, Inc., borrowings increased from $2.1B in 2016 to $13.3B in 2025, cash stood at $3.6B in the latest year, shareholders' equity was $52.0M, current assets covered current liabilities 2.71 times.

Balance Sheet — 10 Years (USD millions)

Metric2016201720182019202020212022202320242025
Total Assets$16.1B$17.5B$14.4B$14.5B$21.7B$24.2B$28.1B$30.1B$32.5B$32.4B
Current Assets$9.3B$9.8B$7.8B$6.8B$5.2B$6.1B$6.0B$5.8B$5.9B$5.1B
Cash$8.5B$8.8B$6.9B$6.0B$4.0B$4.6B$4.8B$4.4B$4.4B$3.6B
Inventory$0$0$0$0$0$0$0$0$0$0
Receivables$794.0M$1.0B$848.0M$839.0M$1.2B$1.4B$1.3B$1.3B$1.5B$1.5B
Fixed Assets$523.0M$517.0M$535.0M$684.0M$1.3B$1.2B$1.2B$1.2B$1.8B$1.7B
Capital Work in Progress$0$0$0$0$0$0$0$0$0$0
Investments$3.9B$4.9B$3.5B$3.9B$5.4B$7.3B$9.5B$11.9B$13.4B$14.7B
Other Assets$1.7B$1.7B$1.8B$2.1B$4.5B$4.5B$5.8B$6.0B$6.2B$6.2B
Total Liabilities$3.5B$2.7B$3.1B$3.2B$10.3B$11.4B$14.2B$16.5B$17.9B$18.2B
Current Liabilities$338.0M$480.0M$1.4B$1.3B$1.7B$1.7B$1.6B$1.4B$1.8B$1.9B
Borrowings$2.1B$1.1B$729.0M$748.0M$6.4B$7.6B$9.4B$11.8B$13.1B$13.3B
Other Liabilities$1.4B$1.6B$2.4B$2.4B$3.8B$3.8B$4.9B$4.8B$4.8B$4.9B
Equity$57.0M$56.0M$52.0M$50.0M$50.0M$50.0M$50.0M$50.0M$52.0M$52.0M
Reserves$11.9B$12.6B$9.9B$9.9B$10.1B$11.2B$11.5B$11.9B$12.5B$12.1B

For Franklin Templeton, Inc., operating cash flow was positive in 10 of 10 reported years; free cash flow in the latest year was $912.0M; free cash flow was positive in 10 of 10 years.

Cash Flow Statement — 10 Years (USD millions)

Metric2016201720182019202020212022202320242025
Operating Cash Flow$1.7B$1.1B$2.2B$269.0M$1.1B$1.2B$2.0B$1.1B$971.0M$1.1B
Investing Cash Flow$95.0M$-23.0M$-397.0M$-1.5B$-4.2B$-2.7B$-3.4B$-3.8B$-2.6B$-2.5B
Financing Cash Flow$-1.3B$102.0M$-1.3B$375.0M$191.0M$501.0M$4.0M$381.0M$-138.0M$283.0M
Net Cash Flow$115.0M$266.0M$-1.8B$-704.0M$-2.2B$657.0M$135.0M$-380.0M$7.0M$-835.0M
Free Cash Flow$1.6B$1.1B$2.1B$35.0M$980.0M$1.2B$1.9B$940.0M$794.0M$912.0M

Valuation & Return Ratios

MetricValue
PEG Ratio0.12
EV / EBITDA17.81
FCF Yield1.31%
Quick Ratio1.34
Interest Coverage10.17
Return 1Y43.79%
Return 3Y61.41%
Return 5Y29.34%

Franklin Templeton, Inc. (BEN) financials — frequently asked questions

What is Franklin Templeton, Inc.'s annual revenue?

Franklin Templeton, Inc. (BEN) reported annual revenue of $8.8B in its most recent fiscal year.

What is Franklin Templeton, Inc.'s net profit?

Franklin Templeton, Inc. (BEN) reported net profit of $525.0M in its most recent fiscal year.

What is BEN EV/EBITDA?

Franklin Templeton, Inc.'s enterprise value to EBITDA (EV/EBITDA) ratio is 17.81.

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