Franklin Templeton
BEN
32.48
+0.04
+0.12%
Franklin Templeton
US · BEN
#1074 by market cap
Listed 1970
32.48
+0.04
+0.12%
Live - 5344 symbols - heartbeat 181s ago
· 2026-10-08 08:05
Pre-market
32.04
-1.37%
After-hours
32.40
-0.25%
Overnight
32.48
0.00%
- Market cap
- 16.50B
- P/E (TTM)i
- 22.10
- P/Bi
- 1.41
- EPSi
- 0.91
- Div yieldi
- 4.03%
- 52W posi
- 78%
Reader sentiment
Are you bullish or bearish on BEN?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Financial Health how this is computed
Weak
- Altman Z-Score is 1.55, below the 1.8 "distress zone" threshold.
- Most reliable for industrial/manufacturing companies; less meaningful for banks, insurers and other financials.
Revenue annual, last 8 years
Latest year +3.45% YoY
Margins
- Gross margin
- 80.34%
- Operating margin
- 12.54%
- Net margin
- 5.38%
Key ratios & quality
- Altman Z-Scorei
- 1.55
Altman Z-Score below ~1.8 suggests financial distress risk, above ~3.0 suggests low risk; the model is most reliable for industrial/manufacturing companies and less meaningful for banks and other financial firms.
Income statement
| Line item | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 6.20B | 5.67B | 5.57B | 8.43B | 8.28B | 7.85B | 8.48B | 8.77B |
| Gross profit | 5.28B | 4.71B | 4.50B | 7.00B | 6.85B | 6.35B | 6.79B | 7.05B |
| Selling & admin expenses | 2.99B | 2.91B | 2.92B | 4.21B | 4.12B | 4.07B | 4.68B | 4.90B |
| Research & development | -- | -- | -- | -- | -- | -- | -- | -- |
| Operating profit | 2.04B | 1.53B | 1.24B | 2.06B | 1.95B | 1.44B | 1.16B | 1.10B |
| Pretax profit | 2.22B | 1.65B | 1.02B | 2.44B | 1.73B | 1.34B | 823.20M | 786.80M |
| Tax | 1.47B | 442.30M | 230.80M | 349.60M | 396.20M | 312.30M | 215.30M | 237.90M |
| Net profit | 742.70M | 1.21B | 787.10M | 2.09B | 1.33B | 1.03B | 607.90M | 548.90M |
| Basic EPS | 1 | 2 | 2 | 4 | 3 | 2 | 1 | 1 |
| Diluted EPS | 1.39 | 2.35 | 1.59 | 3.57 | 2.53 | 1.72 | 0.85 | 0.91 |
| Line item | 2025-03 | 2025-06 | 2025-09 | 2025-12 | 2026-03 | 2026-06 |
|---|---|---|---|---|---|---|
| Revenue | 2.11B | 2.06B | 2.34B | 2.33B | 2.29B | 2.36B |
| Gross profit | 1.67B | 1.64B | 1.92B | 1.90B | 1.84B | 1.91B |
| Selling & admin expenses | 1.17B | 1.16B | 1.34B | 1.32B | 1.26B | 1.47B |
| Research & development | -- | -- | -- | -- | -- | -- |
| Operating profit | 220.90M | 204.10M | 340.90M | 368.50M | 365.40M | 228.90M |
| Pretax profit | 42.70M | 176.60M | 254.30M | 451.80M | 445.70M | 370.90M |
| Tax | 31.10M | 59.90M | 65.80M | 105.00M | 99.10M | 115.60M |
| Net profit | 11.60M | 116.70M | 188.50M | 346.80M | 346.60M | 255.30M |
| Basic EPS | 0 | 0 | 0 | 0 | 0 | 0 |
| Diluted EPS | 0.26 | 0.15 | 0.21 | 0.46 | 0.49 | 0.31 |
Balance sheet
| Line item | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Total current assets | 7.76B | 6.80B | 5.22B | 6.08B | 6.05B | 5.75B | 5.89B | 5.12B |
| Cash & ST investments | 6.91B | 5.96B | 3.99B | 4.65B | 4.78B | 4.40B | 4.41B | 3.57B |
| Inventory | -- | -- | -- | -- | -- | -- | -- | -- |
| Total assets | 14.38B | 14.53B | 21.68B | 24.17B | 28.06B | 30.12B | 32.46B | 32.37B |
| Total current liabilities | 1.39B | 1.27B | 1.74B | 1.73B | 1.64B | 1.39B | 1.82B | 1.89B |
| Short-term debt | -- | -- | -- | -- | -- | -- | -- | -- |
| Long-term debt | 728.50M | 747.70M | 5.82B | 7.07B | 8.83B | 11.28B | 12.12B | 12.30B |
| Total liabilities | 3,132,000,000.00 | 3,161,300,000.00 | 10,273,500,000.00 | 11,424,800,000.00 | 14,235,900,000.00 | 16,547,300,000.00 | 17,899,700,000.00 | 18,179,500,000.00 |
| Total equity | 11.25B | 11.37B | 11.41B | 12.74B | 13.82B | 13.57B | 14.56B | 14.19B |
| Retained earnings | 10.22B | 10.29B | 10.47B | 11.55B | 12.05B | 12.38B | 11.93B | 11.52B |
| Line item | 2025-03 | 2025-06 | 2025-09 | 2025-12 | 2026-03 | 2026-06 |
|---|---|---|---|---|---|---|
| Total current assets | 4.99B | 5.68B | 5.12B | 4.93B | 5.00B | 5.33B |
| Cash & ST investments | 3.54B | 3.96B | 3.57B | 3.48B | 3.57B | 3.76B |
| Inventory | -- | -- | -- | -- | -- | -- |
| Total assets | 31.99B | 32.55B | 32.37B | 32.55B | 34.11B | 36.24B |
| Total current liabilities | 1.26B | 2.04B | 1.89B | 1.44B | 1.29B | 1.88B |
| Short-term debt | -- | -- | -- | -- | -- | -- |
| Long-term debt | 12.20B | 12.24B | 12.30B | 13.22B | 14.41B | 15.74B |
| Total liabilities | 16,811,800,000.00 | 18,117,300,000.00 | 18,179,500,000.00 | 18,156,700,000.00 | 19,494,500,000.00 | 21,842,300,000.00 |
| Total equity | 15.18B | 14.43B | 14.19B | 14.39B | 14.62B | 14.40B |
| Retained earnings | 11.73B | 11.61B | 11.52B | 11.54B | 11.56B | 11.52B |
Cash flow
| Line item | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | 2.23B | 268.50M | 1.08B | 1.25B | 1.96B | 1.09B | 971.30M | 1.07B |
| Depreciation & amortization | 76.40M | 93.40M | 128.50M | 310.60M | 377.80M | 445.40M | 454.70M | 531.80M |
| Free cash flow | 2.12B | 34.80M | 979.60M | 1.17B | 1.87B | 940.40M | 794.20M | 911.60M |
| Dividends paid | -2.12B | -518.60M | -533.20M | -559.70M | -583.10M | -607.30M | -656.40M | -683.70M |
| Stock buybacks / issuance | -1.40B | -731.20M | -197.60M | -185.90M | -155.70M | -233.00M | -253.60M | -216.20M |
| Ending cash balance | 6.91B | 6.21B | 3.99B | 4.65B | 4.78B | 4.40B | 4.41B | 3.57B |
| Line item | 2025-03 | 2025-06 | 2025-09 | 2025-12 | 2026-03 | 2026-06 |
|---|---|---|---|---|---|---|
| Operating cash flow | -50.10M | 1.28B | -20.70M | -255.10M | -27.60M | 581.20M |
| Depreciation & amortization | 143.00M | 145.70M | 100.30M | 83.90M | 80.00M | 82.80M |
| Free cash flow | -87.60M | 1.27B | -51.90M | -255.10M | -27.60M | 566.20M |
| Dividends paid | -173.20M | -173.20M | -171.10M | -170.20M | -176.40M | -176.20M |
| Stock buybacks / issuance | 200.00K | -157.40M | -53.20M | -41.90M | -44.10M | -345.80M |
| Ending cash balance | 3.54B | 3.96B | 3.57B | 3.48B | 3.57B | 3.76B |
Returns & efficiency
| Line item | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| ROE %i | 6.63 | 11.96 | 7.83 | 16.44 | 10.91 | 7.23 | 3.54 | 3.84 |
| ROA %i | 4.68 | 8.19 | 4.51 | 7.90 | 4.74 | 2.91 | 1.38 | 1.46 |
| ROIC %i | 5.97 | 11.09 | 6.20 | 10.73 | 6.63 | 4.23 | 2.05 | 2.11 |
| 5-year avg ROE %i | 14.79 | 12.80 | 10.92 | 11.32 | 10.75 | 10.87 | 9.19 | 8.39 |
| EBIT margin %i | 35.83 | 28.96 | 18.89 | 30.02 | 22.09 | 19.61 | 10.86 | 10.05 |
| FCF / sales %i | 33.60 | -- | 16.49 | 13.84 | 22.55 | 12.61 | 9.37 | 10.39 |
| Current ratioi | 5.58 | 5.37 | 3.00 | 3.51 | 3.70 | 4.13 | 3.24 | 2.71 |
| Quick ratioi | 5.58 | 5.37 | 3.00 | 3.51 | 3.70 | 4.13 | 3.24 | 2.71 |
| Debt / assetsi | 5.06 | 5.15 | 29.69 | 31.40 | 33.37 | 39.02 | 40.31 | 41.09 |
| LT debt / equityi | 7.36 | 7.55 | 63.66 | 67.62 | 81.59 | 98.62 | 104.63 | 110.12 |
| Interest coveragei | 46.49 | 67.71 | 31.48 | 29.62 | 18.61 | 12.44 | 9.47 | 9.29 |
| Revenue CAGR (3Y) %i | -7.93 | -5.03 | -4.51 | 10.74 | 13.44 | 12.14 | 0.21 | 1.96 |
| Net income CAGR (3Y) %i | -27.85 | -11.53 | -22.20 | 33.80 | 2.61 | 3.38 | -36.68 | -25.93 |
| FCF CAGR (3Y) %i | -0.92 | -72.26 | -2.61 | -18.11 | 277.12 | -1.35 | -12.02 | -21.25 |
| Line item | 2025-03 | 2025-06 | 2025-09 | 2025-12 | 2026-03 | 2026-06 |
|---|---|---|---|---|---|---|
| ROE %i | 2.84 | 2.16 | 3.84 | 4.58 | 5.54 | 6.34 |
| ROA %i | 1.10 | 0.82 | 1.46 | 1.73 | 2.05 | 2.21 |
| ROIC %i | 1.64 | 1.27 | 2.11 | 2.44 | 2.81 | 3.06 |
| 5-year avg ROE %i | -- | -- | -- | -- | -- | -- |
| EBIT margin %i | 8.10 | 6.73 | 10.05 | 11.50 | 15.72 | 17.29 |
| FCF / sales %i | 7.66 | 16.81 | 10.39 | 9.87 | 10.34 | 2.48 |
| Current ratioi | 3.96 | 2.79 | 2.71 | 3.42 | 3.88 | 2.84 |
| Quick ratioi | 3.96 | 2.79 | 2.71 | 3.42 | 3.88 | 2.84 |
| Debt / assetsi | 41.24 | 40.69 | 41.09 | 43.64 | 45.13 | 46.11 |
| LT debt / equityi | 106.86 | 108.54 | 110.12 | 117.06 | 126.97 | 142.36 |
| Interest coveragei | 7.45 | 6.14 | 9.29 | 11.04 | 15.55 | 18.11 |
| Revenue CAGR (3Y) %i | -- | -- | -- | -- | -- | -- |
| Net income CAGR (3Y) %i | -- | -- | -- | -- | -- | -- |
| FCF CAGR (3Y) %i | -- | -- | -- | -- | -- | -- |
Revenue breakdown most recent period
Business
Investment Management and Related Services100.00%
Quote time 2026-10-08 08:05:15 · For reference only, not investment advice and not tailored to your situation.