Screener / SEC EDGAR /CIK 0000038777 /10-K filed Nov 9, 2026, compared with Nov 10, 2025 /Numbers from the XBRL of the 10-Ks
Financials peers:
NYSE Financials · Asset Management

Franklin Resources BEN

Franklin Templeton, Inc., formerly named Franklin Resources, Inc. (“Franklin”), is a holding company with subsidiaries operating under our Franklin Templeton® and/or subsidiary brand names. 10-K, Item 1

Employees
9,900
Headquarters
San Mateo, CA
CEO
Jennifer M. Johnson
Next results
around Jan 29, 2027
Compare with peers Embed

BEN among Financials peers

Six ratios from the latest 10-K. Each corner is the share of 75 peers the company is above, not a score.

Compare
Revenue growth: 7.3%, above 53% of 75 peers (their median 7.2%) REVENUE GROWTH 7.3% · above 53% Operating margin: 12.5%, above 26% of 27 peers (their median 26.3%) OPERATING MARGIN 12.5% · above 26% Net margin: 11.4%, above 16% of 75 peers (their median 20.7%) NET MARGIN 11.4% · above 16% FCF margin: 8.7%, above 12% of 48 peers (their median 21.5%) FCF MARGIN 8.7% · above 12% Return on capital: 6.4%, above 24% of 25 peers (their median 12.2%) RETURN ON CAPITAL 6.4% · above 24%
BEN Peer median Below the median

What changed

1 new risk paragraph. 10-K filed Nov 9, 2026 against Nov 10, 2025.

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

9 checks on the latest 10-K. Checks, not verdicts.

How it works

0facts worth reading about all 9 checks found nothing to note

  • Receivables +6.4% vs revenue +7.3% (-1.0 pts)
  • Same auditor in both 10-Ks: PricewaterhouseCoopers LLP
  • No statement of substantial doubt about going concern
6 more checks with nothing to note
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • No longer listed: Valuation of the Indefinite-Lived Intangible Asset Associated with the Management Contracts Managed by Western Asset Management. Same as last year: Realizability of Deferred Tax Assets
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 2.06 in the last 2 years
  • No 8-K item 1.03 in the last 2 years

In their words

1 paragraph in Risk Factors that was not in the 10-K filed Nov 10, 2025. Quoted as filed.

  1. Item 1A · new paragraph · not in the 10-K filed Nov 10, 2025 10-K, ITEM 1A
    adapt to, the ever changing, complex regulatory requirements in such jurisdictions or markets, which could further negatively impact our business.

New risk paragraphs, against peers

Latest 10-K of each, Financials companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2023FY2024FY2025FY2026
Revenue$7.8B$8.5B$8.8B$9.4B
Net income$882.8M$464.8M$524.9M$1.1B
Operating cash flow$1.1B$971.3M$1.1B$836.7M
Free cash flow$940.4M$794.2M$911.6M$816.2M

Revenue, FY2017 to FY2026

Ten fiscal years, each from its own 10-K · XBRL · USD

$9.4B ▲ 7.3% in FY2026

FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025FY2026
Every number, year by year

Recent filings

2 filings in the last 30 days · SEC EDGAR

All filings
New risks1 new paragraphs in Risk Factors in the new 10-K

About the company

Franklin Resources, San Mateo, CA · from the 10-K filed Nov 9, 2026

Franklin Templeton, Inc., formerly named Franklin Resources, Inc. (“Franklin”), is a holding company with subsidiaries operating under our Franklin Templeton® and/or subsidiary brand names. Franklin’s common stock is traded on the New York Stock Exchange (the “NYSE”) under the ticker symbol “BEN” and is included in the Standard & Poor’s 500 Index. In this Annual Report, Franklin and its subsidiaries are collectively referred to as the “Company,” and words such as “we,” “us,” “our” and similar terms refer to the Company. We have one operating segment, investment management and related services.

Headquarters
San Mateo, CA
Country
United States
Listed on
NYSE
Fiscal year ends
September 30
Last results
Nov 6, 2026
Incorporated in
DE

Employees, at the top of the page: "As of September 30, 2026, we employed approximately 9,900 employees and operated offices in over 30 countries" (10-K). Address and exchange: SEC's company file.

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Sources

The 10-K filed Nov 9, 2026 (open at SEC), compared with the 10-K filed Nov 10, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

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