Company Dossier · Financials
Franklin Resources
- S&P 500
- Russell 1000
What Franklin Resources is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $9.32 billion, up 7.9% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to September 30, 2025: $0.91 billion, up 15% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to September 30, 2025: $0.15 billion, down 17% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to September 30, 2025: $0.24 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to September 30, 2025: $0.30 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 31, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Latest annual report (filed November 10, 2025): 1 risk factor added, 1 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net buyers in Q4 2025: $2.1 million on the open market.SEC Form 4
- 670 institutional managers reported a position at June 30, 2026 (+59 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 8 (9 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Franklin Resources is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings25th pct
- Deals and private raises48th pct
- Patent publications21st pct
Confident ↔ Hedging
Confident
- Call sentiment94th pct
- Call confidence94th pct
- Guidance changes—
- Risk factors added25th pct
- Insider open-market trades—
- + Call sentiment
- + Call confidence
- − Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver56th pct
- Stress filings49th pct
Credit
How these are built →Franklin Resources's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
$0.8B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Aug 5, 2026 | $750M | 5.500% | 2036 (10y) | +100bp | 5.614% |
From the pricing term sheets Franklin Resources filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Franklin Resources, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NegativeFranklin Templeton (BEN) Reports 2% Decline in September AUM Amid Market Headwinds
gurufocus.com · via Marketaux · Oct 5, 2026
- NeutralFranklin Templeton AUM slips 2% M/M in September on market impact (BEN:NYSE)
seekingalpha.com · via Marketaux · Oct 5, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Aug 18, 2026Patent
- Aug 18, 2026Patent
- Aug 11, 2026Patent
- Aug 4, 2026PatentPatent granted: TESTABLE TERMINATION FITTINGUS 12698860
- Aug 4, 2026Patent
- Jul 30, 20268-KMaterial agreement signedItem 1.01
- Jul 30, 20268-KMaterial agreement terminatedItem 1.02
- Jul 23, 20268-KDirector or officer changeItem 5.02
- Jul 22, 2026LobbyingLobbying report (FRANKLIN RESOURCES, INC. (FRANKLIN TEMPLETON) AND AFFILIATES)second_quarter 2026 · $0.3 million
- Jul 20, 2026LobbyingLobbying report (FRANKLIN RESOURCES, INC. (FRANKLIN TEMPLETON) AND AFFILIATES)second_quarter 2026 · $0.3 million
- Apr 20, 2026LobbyingLobbying report (FRANKLIN RESOURCES, INC. (FRANKLIN TEMPLETON) AND AFFILIATES)first_quarter 2026 · $0.3 million
- Feb 5, 20268-KDirector or officer changeItem 5.02
- Feb 5, 20268-KShareholder vote resultsItem 5.07
- Jan 20, 2026LobbyingLobbying report (FRANKLIN RESOURCES, INC. (FRANKLIN TEMPLETON) AND AFFILIATES)fourth_quarter 2025 · $0.3 million
- Dec 17, 20258-KMaterial agreement signedItem 1.01
- Nov 10, 202510-KAnnual report (10-K)1 risk factors added, 1 removed
- Oct 20, 2025LobbyingLobbying report (FRANKLIN RESOURCES, INC. (FRANKLIN TEMPLETON) AND AFFILIATES)third_quarter 2025 · $0.3 million
- Oct 16, 2025LobbyingLobbying report (CAPITOL TAX PARTNERS, LLP)third_quarter 2025 · $0.1 million
- Sep 8, 20258-KDirector or officer changeItem 5.02
- Jul 21, 2025LobbyingLobbying report (FRANKLIN RESOURCES, INC. (FRANKLIN TEMPLETON) AND AFFILIATES)second_quarter 2025 · $0.3 million
- Jul 17, 2025LobbyingLobbying report (CAPITOL TAX PARTNERS, LLP)second_quarter 2025 · $0.1 million
- Feb 7, 20258-KShareholder vote resultsItem 5.07
- Nov 12, 202410-KAnnual report (10-K)0 risk factors added, 0 removed
- Nov 14, 202310-KAnnual report (10-K)0 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| T. Rowe Price TROW | $7.6B | $1.7B | Jun 30, 2026 |
| Invesco IVZ | $6.9B | $1.9B | Jun 30, 2026 |
| Ares Management ARES | $6.0B | — | Jun 30, 2026 |
| State Street Corporation STT | $15.1B | $2.0B | Jun 30, 2026 |
| Blackstone Inc. BX | $16.1B | $5.5B | Jun 30, 2026 |
| Northern Trust NTRS | $5.3B | $0.5B | Jun 30, 2026 |
| Ameriprise Financial AMP | $19.8B | $8.1B | Jun 30, 2026 |
| Brookfield Asset Management BAM | $4.1B | — | Jun 30, 2026 |