BEN · Franklin Templeton Inc · Financials

$36.02 +0.16 (+0.45%) At close · Nov 13 Play latest call Q4 2026 earnings call transcript

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$18.41B

511.16M

Volume · Nov 13 3.79M Avg daily vol (3M) 3.82M

Income-statement, balance-sheet and cash-flow figures from SEC filings, plus a debt profile anchored in the latest 10-K and updated by each 10-Q and debt exhibit.

Pull these statements through the financial statements API or MCP →

Revenue

$9.42B +7.3%

FY2026

Net Income

$1.08B +104.9%

FY2026

Operating Margin

12.49% +5.6pp

FY2026

Diluted EPS

$1.97 +116.5%

FY2026

Operating Cash Flow

$836.7M -21.5%

FY2026

Chart any reported metric, KPI or segment over time — the full statement history lives here

Income Statement Balance Sheet Cash Flow Adjusted All Metrics

Annual Quarterly

Line Item	3Y	5Y	10Y	FY2026	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020	FY2019	FY2018	FY2017	FY2016	FY2015	FY2014	FY2013	FY2012	FY2011	FY2010	FY2009	FY2008	FY2007
Revenue	+6.3%	+2.2%	+3.6%	$9.42B	$8.77B	$8.48B	$7.85B	$8.28B	$8.43B	$5.57B	$5.77B	$6.32B	$6.39B	$6.62B	$7.95B	$8.49B	$7.99B	$7.1B	$7.14B	$5.85B	$4.19B	$6.03B	$6.21B
Selling & Marketing	+10.9%	+0.9%	0.0%	$2.2B	$2.01B	$1.86B	$1.61B	$1.85B	$2.11B	$1.7B	$1.82B	$2.04B	$2.13B	$2.21B	$2.76B	$3.09B	$3.04B	$2.74B	$2.71B	$2.28B	$1.55B	—	—
General & Administrative	+17.7%	+11.4%	+10.5%	$922.2M	$774.5M	$703.3M	$565M	$564.9M	$537.2M	$450.3M	$391.4M	$371.7M	$322.2M	$340.1M	$348.5M	$360.1M	$311.8M	$277.8M	$232.1M	$234.8M	$205.87M	—	—
Amortization of Intangibles	-16.5%	-3.1%	+34.3%	$198.4M	$406.5M	$338.2M	$341.1M	$282M	$232M	$54M	$14.7M	$1.8M	$3.9M	$10.4M	$20.1M	$20.8M	$20M	$10.6M	$10.9M	$10.4M	—	—	—
Depreciation & Amortization	+7.4%	+1.5%	+4.4%	$134M	$141.4M	$129.9M	$108.2M	$108.1M	$124.4M	$95.2M	$83.2M	$78.9M	$81.5M	$87.1M	$97.4M	$94.6M	$93.5M	$82.1M	$88.4M	$267.4M	$181.27M	$215.22M	$198.62M
Total Operating Expenses	+6.9%	+4.7%	+6.8%	$8.24B	$8.17B	$8.07B	$6.75B	$6.5B	$6.55B	$4.52B	$4.2B	$4.18B	$4.13B	$4.25B	$4.92B	$5.27B	$5.06B	$4.59B	$4.48B	$3.89B	$2.99B	$3.93B	$4.14B
Operating Income	+2.2%	-8.9%	-6.8%	$1.18B	$604.1M	$407.6M	$1.1B	$1.77B	$1.88B	$1.05B	$1.47B	$2.03B	$2.26B	$2.37B	$3.03B	$3.22B	$2.92B	$2.52B	$2.66B	$1.96B	$1.2B	$2.1B	$2.07B
Operating Margin	—	—	—	12.49%	6.89%	4.81%	14.04%	21.44%	22.25%	18.84%	25.4%	32.1%	35.42%	35.75%	38.09%	37.93%	36.58%	35.42%	37.25%	33.46%	28.67%	34.8%	33.32%
EBITDA	+2.7%	-8.1%	-6.1%	$1.31B	$745.5M	$537.5M	$1.21B	$1.88B	$2B	$1.14B	$1.55B	$2.11B	$2.35B	$2.45B	$3.13B	$3.32B	$3.01B	$2.6B	$2.75B	$2.23B	$1.38B	$2.31B	$2.27B
Interest Expense	-8.4%	+2.2%	+6.7%	$95.1M	$94.9M	$97.2M	$123.7M	$98.2M	$85.4M	$33.4M	$22.4M	$46.3M	$51.5M	$49.9M	$39.6M	$47.4M	$46.9M	$36.7M	$37.4M	$16.5M	$3.77M	$15.76M	$23.22M
Interest Income	—	—	—	—	—	—	—	—	$8.8M	$14.3M	$31M	$76.5M	$74.9M	$36.5M	$10.8M	$9.1M	$7.5M	$12.5M	$11M	$12.9M	$31.92M	$100.43M	—
Other Non-Operating Income	+45.5%	+5.0%	+18.4%	$726.5M	$182.7M	$415.6M	$235.7M	-$44.5M	$569.2M	-$31M	$180.9M	$187M	$284.8M	$134.1M	$800K	$188.4M	$105.3M	$163M	-$35.6M	$111.1M	$86.01M	$149.19M	$397.75M
Equity in Earnings of Unconsolidated Entities	+26.0%	-10.1%	+4.8%	$90.8M	$78M	$137.5M	$45.4M	$36.2M	$154.3M	-$98.1M	-$10.4M	$44.4M	$107.9M	$56.7M	-$63.2M	$68.1M	$74M	$68.6M	-$1.1M	$19.9M	$17.73M	$28.35M	$63.57M
Investment Income (Loss)	-31.0%	-32.2%	—	$13M	-$37.6M	$57.6M	$39.5M	-$75.4M	$90.9M	-$16.8M	-$9.7M	$6M	$23.6M	—	—	—	—	—	—	—	—	—	—
Pretax Income	+12.4%	-4.9%	-2.7%	$1.9B	$786.8M	$823.2M	$1.34B	$1.73B	$2.44B	$1.02B	$1.65B	$2.22B	$2.55B	$2.5B	$3.03B	$3.41B	$3.03B	$2.68B	$2.62B	$2.07B	$1.29B	—	—
Income Tax	+8.6%	+2.7%	-6.0%	$399.6M	$237.9M	$215.3M	$312.3M	$396.2M	$349.6M	$230.8M	$442.3M	$1.47B	$759.4M	$742.1M	$923.7M	$997.9M	$855.9M	$762.7M	$803.4M	$618.3M	$384.31M	$648.38M	$692.36M
Net Income	+6.8%	-10.1%	-4.6%	$1.08B	$524.9M	$464.8M	$882.8M	$1.29B	$1.83B	$798.9M	$1.2B	$764.4M	$1.7B	$1.73B	$2.04B	$2.38B	$2.15B	$1.93B	$1.92B	$1.45B	$896.78M	$1.59B	$1.77B
Net Margin	—	—	—	11.42%	5.98%	5.48%	11.25%	15.61%	21.73%	14.35%	20.71%	12.1%	26.54%	26.09%	25.61%	28.08%	26.93%	27.2%	26.94%	24.7%	21.38%	26.33%	28.57%
Net Income Attributable to Noncontrolling Interests	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	$5.81M	$7.51M	$11.61M	—
Net Income Available to Common Stockholders	+6.3%	-10.3%	-5.1%	$1.02B	$471.7M	$432.2M	$845.1M	$1.24B	$1.75B	$783.6M	$1.18B	$746.8M	$1.68B	$1.72B	$2.02B	$2.37B	$2.14B	$1.92B	$1.92B	$1.44B	$890.43M	$1.58B	—
Comprehensive Income	+1.1%	-11.2%	-4.9%	$1.03B	$497.3M	$554.6M	$994.5M	$1.05B	$1.86B	$822.9M	$1.14B	$678.7M	$1.77B	$1.69B	$1.84B	$2.26B	$2.09B	$1.95B	$1.79B	$1.52B	$993.78M	$1.34B	—
EPS (Basic) USD/shares	+4.6%	-11.3%	-3.9%	$1.97	$0.91	$0.85	$1.72	$2.53	$3.58	$1.59	$2.35	$1.39	$3.01	$2.94	$3.29	$3.79	$3.37	$2.99	$2.89	$6.36	$3.87	$6.68	$7.11
EPS (Diluted) USD/shares	+4.6%	-11.2%	-3.9%	$1.97	$0.91	$0.85	$1.72	$2.53	$3.57	$1.59	$2.35	$1.39	$3.01	$2.94	$3.29	$3.79	$3.37	$2.98	$2.87	$6.33	$3.85	$6.62	$7.03
Shares Outstanding (Basic Avg) shares	+1.6%	+1.0%	-1.3%	514.6M	516.7M	509.5M	490M	488.7M	489.9M	491.9M	503.6M	537.4M	558.8M	583.8M	614.8M	624.8M	633.1M	641.4M	663.1M	226.1M	230.33M	236.4K	—
Shares Outstanding (Diluted Avg) shares	+1.6%	+1.0%	-1.2%	515.4M	517.4M	510.3M	490.8M	489.3M	490.6M	492.4M	504.3M	538M	559.1M	583.8M	614.9M	625.2M	634.1M	643.3M	666.3M	227.4M	231.45M	238.27K	—

Italic rows are computed from reported lines — open a row's info icon for its formula. Values reflect the latest filing (restatements included); per-share figures on today's split basis. Click a value for its source filing. 3Y/5Y/10Y columns are trailing CAGR from the newest fiscal year; blank where an endpoint is missing or negative.

Capital Returned to Shareholders

Cash spent on share repurchases and dividends per fiscal year, as reported on the cash-flow statement. Across FY2007–FY2026: $13.97B in buybacks, $11.92B in dividends.

Debt Profile

Reported borrowing balances, repayment dates and agreement terms, with links to the underlying filings.

Read debt and covenant terms in your AI or your code through MCP and the API →

Reported debt balances

Each amount keeps its reported scope. Related balance-sheet measures appear under the borrowing they describe.

Reported balance	As of	Amount	Source
Long-term debt, including current maturities	2026-09-30	USD 2,637,800,000	10-K filed 2026-11-09
Operating lease liabilities	2026-09-30	USD 977,900,000	10-K filed 2026-11-09

Instrument and agreement coverage is incomplete. Additional filings are awaiting review.

1 filing has incomplete source or extraction coverage. Verified observations are shown; missing observations do not establish that debt was unchanged.

Covenants

Covenant terms have not yet been verified for this profile.

The balance figures do not establish whether covenants apply or whether the company complies with them.

Loans, facilities and notes

The instrument breakdown is not yet verified. Read the debt note in the linked report for borrowing terms and maturity conditions.

Price & Valuation

Multiples computed on the strict TTM/EV methodology — today's snapshot against peers, and each ratio recomputed as of past filing dates.

Valuation

EV/Revenue

1.77×

Peer median 3.97×

EV/EBIT

14.17×

Peer median 13.20×

P/E (TTM)

18.28×

Peer median 17.42×

Price/Sales (TTM)

1.96×

Peer median 4.04×

Price/Book

1.55×

Peer median 2.55×

Peer medians compare against the 43 similar-size Asset Management companies (of 138 listed).

Valuation over time computed as of each quarter's filing date

Revenue Breakdown

Annual revenue as the company disaggregates it in its own XBRL filings. Years a component wasn't reported show a dash.

Share mode is each component's slice of the reported components that year — issuers rarely tag every revenue dollar, so slices need not sum to total revenue.

By Geography (USD)

Component	FY2026	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020	FY2019
United States	$6,874,900,000	$6,614,200,000	$6,357,800,000	$5,880,800,000	$6,126,200,000	$5,979,000,000	$3,594,800,000	$3,396,200,000
Luxembourg	$1,559,000,000	$1,295,700,000	$1,237,500,000	$1,132,200,000	$1,279,900,000	$1,507,900,000	$1,302,900,000	$1,533,500,000
Asia Pacific	$382,300,000	$327,800,000	$308,900,000	$308,800,000	$337,200,000	$387,900,000	$321,400,000	$254,500,000
Europe, Middle East and Africa Excluding Luxembourg	$302,900,000	$279,000,000	$305,800,000	$270,500,000	$234,800,000	$212,400,000	$107,200,000	$96,400,000
Americas Excluding United States	$296,200,000	$254,000,000	$268,000,000	$257,100,000	$297,200,000	$338,300,000	$240,200,000	$388,800,000

By Product & Service (USD)

Component	FY2026	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020	FY2019
Investment Advisory Management And Administrative Service	$7,478,900,000	$6,981,800,000	$6,822,200,000	$6,452,900,000	$6,616,800,000	$6,541,600,000	$3,981,700,000	$3,985,200,000
Sales and Distribution Fees	$1,593,700,000	$1,474,700,000	$1,381,000,000	$1,203,700,000	$1,415,000,000	$1,635,500,000	$1,362,000,000	$1,444,600,000
Shareholder Service	$289,400,000	$264,500,000	$229,300,000	$152,700,000	$193,000,000	$211,200,000	$195,100,000	$216,300,000
Service Other	$53,300,000	$49,700,000	$45,500,000	$40,100,000	$50,500,000	$37,200,000	$27,700,000	$23,300,000

Key facts CIK 38777 CUSIP 354613101 13F (30d) 585 filings 517 filers Visit website Investor relations