Franklin Resources, Inc.
Franklin Resources, Inc. is classed by the SEC under Investment Advice (industry code 6282), based in San Mateo, CA. In its latest annual figures on file, for the fiscal year ended 2025-09-30, it reported revenue of $8.8 billion and a profit of $472 million (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a asset management business: prior from its industry code (SEC 6282, Investment Advice); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 4.5 out of ten, 9 of 9 metrics filed: past 5.2 out of ten, present 4.4 out of ten, future 4.0 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 7.2 out of ten. No warning events in its filings since 2017. 72nd percentile among 48 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 4.4 out of ten. +5.1% a year over 8 filed years; profitable in 8 of 8. 44th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 5.0 out of ten. Share count grew 1.9% a year. 87% of cash flow returned. Insiders: 0 sales, 2 purchases. 50th percentile among 36 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 3.5 out of ten. ROE 4%: 4¢ of profit per shareholder dollar. Leverage 63%: owes 63¢ per asset dollar. 35th percentile among 44 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 4.7 out of ten. bottom 46% of 42 in its family; net margin 6%. 46th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 4.8 out of ten. bottom 48% of 34 in its family for leadership; chief executive since 2020. 48th percentile among 34 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 4.1 out of ten. bottom 41% of 41 in its family for room to expand. 41st percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 4.5 out of ten. bottom 45% of 41 in its family for growth drivers. 45th percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 3.3 out of ten. bottom 33% of 40 in its family for expectations against reality. 33rd percentile among 40 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2025-11-10 for the period ended 2025-09-30 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-07-31 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-07-31 (on EDGAR). Newest filing: Form SCHEDULE 13G/A, 2026-10-07. Filings on record since 1994. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2025: Investment Advisory Management and Administrative Service 80%, Sales and Distribution Fees 17%, Shareholder Service 3%, Service Other 1%. By geography: United States 75%, Luxembourg 15%, Asia Pacific 4%, Europe, Middle East and Africa, Excluding Luxembourg 3%, Americas excluding United States 3%. As tagged in its annual report (Form 10-K, filed 2025-11-10).
Who runs it
Johnson, Jennifer M (Chief Executive Officer); Johnson, Gregory E (Executive Chairman); Johnson, Charles B (Chairman of the Board); Gamba, Daniel (Co-President, Chief Commercial); Murphy, Terrence (Co-President, Public Markets); Nicholls, Matthew (Co-President, CFO & COO); Oshita, Lindsey Harumi (Chief Accounting Officer); Merchant, Thomas C (EVP, General Counsel); Sethi, Alok (EVP, Head of Global Operations); Spector, Adam Benjamin (EVP, Head Global Distribution); and 8 more. 18 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-05.
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