balance equationreview2026-06-30
Difference 1480800000 exceeds tolerance 36243000.000. Presentation or filing-vintage differences need review.
Revenue
$2.36B
Fiscal year ended 2026-06-30Net income
$171.50M
Fiscal year ended 2026-06-30Total assets
$36.24B
Fiscal year ended 2026-06-30FRANKLIN TEMPLETON INC (BEN) reported revenue of $2.36B and net income of $171.50M for the fiscal year ended 2026-06-30. This page shows 10 annual periods of income statement, balance sheet and cash flow figures normalized from FRANKLIN TEMPLETON INC’s SEC filings, each linked to the filing it came from. It is classified by the SEC under Investment Advice.
Banks, brokers and insurers present a top line that is not comparable with an operating company’s revenue: it is reported net of interest expense, or as premiums earned, depending on the filer. The figures are the filer’s own and are traceable to the filing; the comparison across classes is what does not hold.
Income
| Metric | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.36B | $2.29B | $2.33B | $2.34B | $2.06B | $2.11B | $2.25B | $2.21B | $2.12B | $2.15B |
| Cost of revenue | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| Gross profit | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| Operating income | $215.80M | $323.30M | $281.00M | $85.40M | $154.10M | $145.60M | $219.00M | -$150.70M | $222.50M | $129.30M |
| Net income | $171.50M | $268.20M | $255.50M | $117.60M | $92.30M | $151.40M | $163.60M | -$84.70M | $174.00M | $124.20M |
| Research & development | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| Weighted-average diluted shares | shares 516.00M | shares 518.20M | shares 518.30M | Unavailable | shares 516.50M | shares 519.90M | shares 518.20M | Unavailable | shares 517.20M | shares 519.20M |
| Pretax income | $370.90M | $445.70M | $451.80M | $254.30M | $176.60M | $42.70M | $313.20M | -$46.20M | $300.10M | $238.10M |
| Income tax expense | $115.60M | $99.10M | $105.00M | $65.80M | $59.90M | $31.10M | $81.10M | $9.50M | $68.10M | $62.80M |
| Diluted EPS | $0.31 | $0.49 | $0.46 | Unavailable | $0.15 | $0.26 | $0.29 | Unavailable | $0.32 | $0.23 |
| Selling, general & administrative | $868.20M | $731.60M | $736.50M | $742.60M | $664.40M | $680.90M | $697.50M | $693.00M | $661.20M | $679.40M |
| General & administrative | $312.80M | $187.60M | $195.60M | $222.80M | $183.70M | $182.80M | $185.20M | $196.10M | $180.10M | $195.10M |
| Selling & marketing | $555.40M | $544.00M | $540.90M | $519.80M | $480.70M | $498.10M | $512.30M | $496.90M | $481.10M | $484.30M |
Balance
| Metric | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| Total assets | $36.24B | $34.11B | $32.55B | $32.37B | $32.55B | $31.99B | $32.39B | $32.46B | $33.25B | $32.91B |
| Current assets | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| Total liabilities | $21.84B | $19.49B | $18.16B | $18.18B | $18.12B | $16.81B | $17.05B | $17.90B | $18.35B | $18.07B |
| Current liabilities | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| Total equity incl. NCI | $12.92B | $13.14B | $13.10B | $13.01B | $13.05B | $13.16B | $13.23B | $13.24B | $13.64B | $13.58B |
| Temporary (mezzanine) equity | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| Inventory | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| Accounts receivable | $1.57B | $1.43B | $1.45B | $1.54B | $1.72B | $1.45B | $1.39B | $1.48B | $1.57B | $1.45B |
| Goodwill | $6.30B | $6.30B | $6.29B | $6.21B | $6.21B | $6.20B | $6.19B | $6.21B | $6.20B | $6.20B |
| Long-term debt | $2.40B | $2.25B | $2.36B | $2.36B | $2.67B | $2.67B | $2.78B | $2.78B | $3.04B | $3.04B |
| Accounts payable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
Cash flow
| Metric | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $581.20M | -$27.60M | -$255.10M | -$20.70M | $1.28B | -$50.10M | -$145.20M | $558.20M | $528.40M | $136.60M |
| Capital expenditures | Unavailable | Unavailable | Unavailable | $31.20M | $14.00M | $37.50M | $71.80M | $69.80M | $46.10M | $41.70M |
| Investing cash flow | -$1.66B | -$1.36B | -$317.20M | -$441.40M | -$880.70M | -$364.10M | -$656.50M | -$1.20B | -$811.90M | -$273.20M |
| Financing cash flow | $1.27B | $1.49B | $487.40M | $88.50M | -$16.40M | $292.40M | $87.90M | $909.20M | $274.30M | $391.10M |
| Net change in cash | $191.90M | $84.20M | -$89.10M | -$383.10M | $417.90M | -$106.00M | -$763.80M | $297.20M | -$12.60M | $244.70M |
| Stock-based compensation | $22.60M | $52.80M | $75.60M | $44.80M | $50.10M | $46.70M | $73.20M | $51.50M | $62.60M | $65.20M |
| Common dividends paid | $176.20M | $176.40M | $170.20M | $171.10M | $173.20M | $173.20M | $166.20M | $167.10M | $167.90M | $165.70M |
| Common share repurchases | $345.80M | $57.10M | $41.90M | $67.10M | $157.40M | $10.00M | $5.80M | $102.40M | $101.50M | $11.70M |
| Depreciation & amortization | $32.10M | $29.40M | $28.80M | $31.10M | $33.50M | $30.50M | $30.20M | $30.00M | $29.00M | $31.80M |
Derived
| Metric | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 |
|---|---|---|---|---|---|---|---|---|---|---|
| Free cash flow | Unavailable | Unavailable | Unavailable | -$51.90M | $1.27B | -$87.60M | -$217.00M | $488.40M | $482.30M | $94.90M |
| Gross margin | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| Operating margin | 9.2% | 14.1% | 12.1% | 3.6% | 7.5% | 6.9% | 9.7% | -6.8% | 10.5% | 6.0% |
| FCF margin | Unavailable | Unavailable | Unavailable | -2.2% | 61.4% | -4.1% | -9.6% | 22.1% | 22.7% | 4.4% |
| SBC / revenue | 1.0% | 2.3% | 3.2% | 1.9% | 2.4% | 2.2% | 3.3% | 2.3% | 2.9% | 3.0% |
| Current ratio | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| Revenue YoY growth | 14.3% | 8.7% | 3.4% | 6.0% | -2.8% | -1.9% | 13.1% | 11.3% | 7.8% | 11.7% |
| Net margin | 7.3% | 11.7% | 11.0% | 5.0% | 4.5% | 7.2% | 7.3% | -3.8% | 8.2% | 5.8% |
| R&D / revenue | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| CapEx / revenue | Unavailable | Unavailable | Unavailable | 1.3% | 0.7% | 1.8% | 3.2% | 3.2% | 2.2% | 1.9% |
| Long-term debt / equity | 0.19x | Unavailable | Unavailable | 0.18x | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| Effective tax rate | 31.2% | 22.2% | 23.2% | 25.9% | 33.9% | 72.8% | 25.9% | Unavailable | 22.7% | 26.4% |
Amounts are abbreviated; the exact reported value is carried in each cell. — means unavailable, not zero. Open BEN in the interactive workspace to inspect any figure back to its filing.
Source filings
10-Q · Filed 2026-07-31View SEC filing
10-Q · Filed 2026-04-28View SEC filing
10-Q · Filed 2026-01-30View SEC filing
10-K · Filed 2025-11-10View SEC filing
10-Q · Filed 2025-08-01View SEC filing
10-Q · Filed 2025-05-02View SEC filing
Reconciliation checks needing review
16 periods on this page do not reconcile under this site’s normalization. Read that as a limitation here before an observation about the company: the figures are the filer’s own, the filings linked above are authoritative, and a difference usually means the concepts this site selected do not match how this filer presents its statements. Nothing is adjusted to make a check pass.
balance equationreview2026-03-31
Difference 1478900000 exceeds tolerance 34109800.000. Presentation or filing-vintage differences need review.
balance equationreview2025-12-31
Difference 1291900000 exceeds tolerance 32549100.000. Presentation or filing-vintage differences need review.
balance equationreview2025-09-30
Difference 1182000000 exceeds tolerance 32368300.000. Presentation or filing-vintage differences need review.
balance equationreview2025-06-30
Difference 1380500000 exceeds tolerance 32552200.000. Presentation or filing-vintage differences need review.
balance equationreview2025-03-31
Difference 2016900000 exceeds tolerance 31989800.000. Presentation or filing-vintage differences need review.
balance equationreview2024-12-31
Difference 2106000000 exceeds tolerance 32390000.000. Presentation or filing-vintage differences need review.
balance equationreview2024-09-30
Difference 1321800000 exceeds tolerance 32464500.000. Presentation or filing-vintage differences need review.
balance equationreview2024-06-30
Difference 1266200000 exceeds tolerance 33254900.000. Presentation or filing-vintage differences need review.
balance equationreview2024-03-31
Difference 1253900000 exceeds tolerance 32907700.000. Presentation or filing-vintage differences need review.
balance equationreview2023-12-31
Difference 1078500000 exceeds tolerance 29865800.000. Presentation or filing-vintage differences need review.
balance equationreview2023-09-30
Difference 1026100000 exceeds tolerance 30121200.000. Presentation or filing-vintage differences need review.