Franklin Resources

Financials Asset Management & Custody Banks San Mateo, California Last filing Nov 10, 2025 · FY2025

                    Revenue
                    FY2025
                
Not reported
                    
                    No matching line (6 accounts checked)
                    
                    Net income
                    FY2025
                
$524.9M
                    
                    +12.9%
                    
                    Total assets
                    FY2025
                
$32.4B
                    ROA +1.6%
                    
                    P36
                    
                    -0.3%
                    
                    Operating cash flow
                    FY2025
                
$1.1B
                    
                    +9.8%

19 yrs · FY2007–FY2025 7 filed · 0 derived · 2 blank

1Y 3Y 5Y 10Y

Dollars % of revenue % of assets YoY % CAGR

Each cell as a share of that year’s revenue.

Balance Sheet

Assets, liabilities, and equity

17 accounts · 5 years

Total assets $32.4B

Total liabilities $18.2B

Shareholders equity $12.1B

Account	2025	2024	2023	2022	2021
Assets
Investment Securities	—	—	—	—	—
Property,Plant and Equipment	—	—	—	—	—
Goodwill	—	—	—	—	—
Other Assets	—	—	—	—	—
Total Assets	—	—	—	—	—
Liabilities
Long Term Debt	—	—	—	—	—
Other Liabilities	—	—	—	—	—
Total Liabilities	—	—	—	—	—
Equity
Total Stockholders Equity	—	—	—	—	—
Common Stock	—	—	—	—	—
Retained Earnings	—	—	—	—	—
Accumulated Other Comprehensive Income	—	—	—	—	—
Preferred Stock	—	—	—	—	—
Additional Paid In Capital	—	—	—	—	—
Noncontrolling Interest	—	—	—	—	—
Temporary Equity and Other	—	—	—	—	—
Total Liabilitiesand Equity	—	—	—	—	—

Income Statement

Revenue, expense, and profitability

6 accounts · 5 years

Revenue Not reported

Operating income Not reported

Net income $524.9M

Account	2025	2024	2023	2022	2021
IncomeStatement
Interest Expense Interest Expense	—	—	—	—	—
Income Tax Income Tax Expense	—	—	—	—	—
net Income Other Items Below Tax	—	—	—	—	—
net Income net Income	—	—	—	—	—
Earnings Per Share Diluted Eps	—	—	—	—	—
Earnings Per Share Basic Eps	—	—	—	—	—

Cash Flow Statement

Operating, investing, and financing flows

14 accounts · 5 years

Operating cash flow $1.1B

Investing cash flow $-2.3B

Financing cash flow $452.4M

Account	2025	2024	2023	2022	2021
CashFlow
Operating Activities net Cash From Operating Activities	—	—	—	—	—
Operating Activities net Income	—	—	—	—	—
Operating Activities Depreciation and Amortization	—	—	—	—	—
Operating Activities Stock Based Compensation	—	—	—	—	—
Operating Activities Other Non Cash Items	—	—	—	—	—
Investing Activities net Cash From Investing Activities	—	—	—	—	—
Investing Activities Capital Expenditures	—	—	—	—	—
Investing Activities Other Investing Activities	—	—	—	—	—
Financing Activities net Cash From Financing Activities	—	—	—	—	—
Financing Activities Dividends Paid	—	—	—	—	—
Financing Activities Repurchase of Common Stock	—	—	—	—	—
Financing Activities Other Financing Activities	—	—	—	—	—
Cash Reconciliation Effect of Exchange Rate On Cash	—	—	—	—	—
Cash Reconciliation net Change In Cash	—	—	—	—	—

Key Ratios

Margins, returns, liquidity, leverage, efficiency

Computed at import · 5 years

Ratio	2025	2024	2023	2022	2021
Profitability
Gross margin	—	—	—	—	—
Operating margin	—	—	—	—	—
Net margin	—	—	—	—	—
FCF margin	—	—	—	—	—
Growth
Revenue CAGR (3y)	—	—	—	—	—
Returns
ROE	+4.3%	+3.7%	+7.4%	+11.3%	+16.3%
ROA	+1.6%	+1.4%	+2.9%	+4.6%	+7.6%
ROIC	—	—	—	—	—
Liquidity
Current ratio	—	—	—	—	—
Quick ratio	—	—	—	—	—
Leverage
D/E	1.51x	1.43x	1.39x	1.24x	1.02x
Interest coverage	—	—	—	—	—
Efficiency
Asset turnover	—	—	—	—	—
Cash conversion cycle	—	—	—	—	—

Valuation

Price against fundamentals

FY2025 fundamentals · no price

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Franklin Resources

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Margins, returns, liquidity, leverage, efficiency

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