BEN Franklin Resources
FY2025 10-K
Franklin Resources (BEN) filed its fiscal year 2025 10-K annual report with the SEC on Nov 10, 2025. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.
AI Filing AnalysisFY2025 10-K
Business Overview
- • Core business model: global investment management with $1.6 trillion AUM, offering equity, fixed income, alternatives, and multi-asset products
- • Emphasis on technology solutions and business innovation to meet evolving client goals and improve investment performance
Management Discussion & Analysis
- • Insufficient MD&A content provided to summarize key financial metrics or outlook
Risk Factors
- • Regulatory risk: Compliance complexity under Rule 12b-1 Plans (Investment Company Act of 1940) affecting distribution fees from U.S. mutual funds
- • Geopolitical risk: 7% decline in Asia-Pacific AUM to $165.8B due to stronger U.S. dollar versus Asian currencies (AUD, CAD, INR, JPY)
Financial SummaryXBRL
Revenue
$8.8B
Net Income
$525M
Operating Margin
6.9%
Net Margin
6.0%
ROE
4.3%
Total Assets
$32.4B
EPS (Diluted)
$0.91
Operating Cash Flow
$1.1B
Source: XBRL data from Franklin Resources FY2025 10-K filing on SEC EDGAR. All figures in USD.
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