Franklin Resources (BEN) FY2025 10-K Annual Report
Franklin Resources (BEN) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Nov 10, 2025. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
Franklin Resources FY2025 10-K Analysis
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)
Franklin Resources FY2025 Key Financial MetricsXBRL
Revenue
$8.8B
▲ +3.5% YoY
Net Income
$525M
▲ +12.9% YoY
Operating Margin
6.9%
▲ +208bp YoY
Net Margin
6.0%
▲ +50bp YoY
ROE
4.3%
▲ +63bp YoY
Total Assets
$32.4B
▼ -0.3% YoY
EPS (Diluted)
$0.91
▲ +7.1% YoY
Operating Cash Flow
$1.1B
▲ +9.8% YoY
Source: XBRL data from Franklin Resources FY2025 10-K filing on SEC EDGAR. All figures in USD.
Get deeper insights on Franklin Resources
Access full AI analysis, insider trading data, fund holdings, and cross-signal detection on SignalX.