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Franklin Resources BEN · USD

Financials · Capital Markets · US listing · 🇺🇸 United States

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35.87

+6.34%

Close of 9 Nov 2026, in USD

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Franklin Resources annual report

Filed with the US Securities and Exchange Commission

10-K

The latest annual report covers the year to 30 Sept 2025, filed on 10 Nov 2025.

Read the 10-K on SEC.gov ↗

Five-year highlights

In USD.

FY2025FY2024FY2023FY2022FY2021
Revenue, before interest expense$8.77bn$8.48bn$7.85bn$8.28bn$8.43bn
Operating income$881.7m$920.4m$1.46bn$1.77bn$2.53bn
Net income$524.9m$464.8m$882.8m$1.29bn$1.83bn
Total assets$32.37bn$32.46bn$30.12bn$28.06bn$24.17bn
Shareholders' equity$12.08bn$12.51bn$11.92bn$11.47bn$11.22bn

Revenue by business

Year to 30 Sept 2025

  • Investment management fees [Member] $6.98bn · 79.6%
  • Sales and distribution fees [Member] $1.47bn · 16.8%
  • Shareholder servicing fees [Member] $264.5m · 3.0%
  • Other [Member] $49.7m · 0.6%

Revenue by region

Year to 30 Sept 2025

  • United States [Member] $6.61bn · 75.4%
  • Luxembourg [Member] $1.30bn · 14.8%
  • Asia-Pacific [Member] $327.8m · 3.7%
  • Europe, Middle East and Africa, Excluding Luxembourg [Member] $279.0m · 3.2%
  • Americas Excluding United States [Member] $254.0m · 2.9%

Filings

Newest first, from SEC EDGAR

Sources and methodology

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SEC EDGAR and our data supplier
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