Franklin Resources (BEN) Q4 2025 10-Q Quarterly Report
Franklin Resources (BEN) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Jan 30, 2026 for the fiscal period ending Dec 31, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
Franklin Resources Q4 2025 10-Q Analysis
Management Discussion & Analysis
- • Revenue $2,327.1M, up 3% YoY from $2,251.6M; net income $255.5M vs $163.6M (+56%); operating margin 12.1% vs 9.7% YoY
- • Adjusted operating margin 25.0% vs 24.5% YoY; adjusted net income $378.4M vs $320.5M; adjusted diluted EPS $0.70 vs $0.59
- • Best segment: Equity AUM up 12% YoY to $697.2B; worst: Fixed Income AUM down 7% YoY to $437.7B
- • Operating cash flow negative $255.1M vs negative $145.2M prior year; cash & equivalents $2.64B, down from $3.05B; financing cash flow increased to $487.4M from $87.9M
- • Management acquired Apera for €65.2M; outlook cautious on macro and regulatory risks; focus on expense management, investments in personnel, tech; quarterly dividend $0.33 per share maintained
Risk Factors
- • Carried-forward risks include business, financial condition, operational impacts without material changes since last 10-K
- • Potential for unidentified or currently immaterial risks evolving to adversely affect operations or financial results
- • General disclaimer that disclosed risks may already be developing or materialized without specific updates
- • No new or updated regulatory, legal, operational, or financial risk factors disclosed this quarter
Franklin Resources Q4 2025 Quarterly FinancialsXBRL
Revenue
$2.3B
▲ +3.4% YoY
Net Income
$256M
▲ +56.2% YoY
Operating Margin
12.1%
▲ +235bp YoY
Net Margin
11.0%
▲ +371bp YoY
ROE
2.1%
▲ +79bp YoY
Total Assets
$32.5B
▲ +0.5% YoY
EPS (Diluted)
$0.46
▲ +58.6% YoY
Operating Cash Flow
-$255M
▼ -75.7% YoY
Source: XBRL data from Franklin Resources Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.
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