Franklin Resources

BEN Financials Market cap $17.0B as of Sep 14, 2026 16:00 ET S&P 500

Q3 FY26 Apr 1 – Jun 30, 2026 reported Jul 31, 2026

Revenue$2.36B +14% year over year

Gross profit$1.08B 46% margin

Operating profit$0.22B 9% margin

Net profit$0.17B 7% margin

The numbers behind the diagram

All figures in billions of U.S. dollars, for Q3 FY26 (period ends Jun 30, 2026).
Item	Value	Share of revenue	Year over year
Revenue	2.36	100%	+14%
Investment advisory	1.87	79%	+14%
Sales & distribution fees	0.41	17%	+15%
Shareholder service	0.07	3%	+24%
Service other	0.01	1%	+18%
Cost of revenue	−1.27	54%
Gross profit	1.08	46% margin	+6pp
Sales & marketing	−0.56	24%	+0pp
G&A	−0.31	13%	+4pp
Operating profit	0.22	9% margin	+2pp
Other income, net	0.07
Tax	−0.12
Net profit	0.17	7% margin	+3pp

Figures are rounded to the precision shown, so a column can differ slightly from its own total.

Filing on EDGAR This quarter on its own page

All figures in billions of U.S. dollars, for Q2 FY26 (period ends Mar 31, 2026).
Item	Value	Share of revenue	Year over year
Revenue	2.30	100%	+9%
Investment advisory	1.82	79%	+9%
Sales & distribution fees	0.40	17%	+9%
Shareholder service	0.07	3%	+11%
Service other	0.01	1%	−9%
Cost of revenue	−1.24	54%
Gross profit	1.06	46% margin	+7pp
Sales & marketing	−0.54	24%	+0pp
G&A	−0.19	8%	+0pp
Operating profit	0.32	14% margin	+7pp
Other income, net	0.04
Tax	−0.10
Net profit	0.27	12% margin	+5pp

Figures are rounded to the precision shown, so a column can differ slightly from its own total.

Filing on EDGAR This quarter on its own page

All figures in billions of U.S. dollars, for Q1 FY26 (period ends Dec 31, 2025).
Item	Value	Share of revenue	Year over year
Revenue	2.33	100%	+3%
Investment advisory	1.85	79%	+3%
Sales & distribution fees	0.39	17%	+4%
Shareholder service	0.07	3%	+12%
Service other	0.02	1%	+47%
Cost of revenue	−1.31	56%
Gross profit	1.02	44% margin	+3pp
Sales & marketing	−0.54	23%	+0pp
G&A	−0.20	9%	+0pp
Operating profit	0.28	12% margin	+2pp
Other income, net	0.08
Tax	−0.11
Net profit	0.26	11% margin	+4pp

Figures are rounded to the precision shown, so a column can differ slightly from its own total.

Filing on EDGAR This quarter on its own page

All figures in billions of U.S. dollars, for Q4 FY25 (period ends Sep 30, 2025).
Item	Value	Share of revenue	Year over year
Revenue	2.34	100%	+6%
Investment advisory	1.87	80%	+6%
Sales & distribution fees	0.38	16%	+4%
Shareholder service	0.08	3%	+18%
Service other	0.01	1%	+40%
Cost of revenue	−1.52	65%
Gross profit	0.83	35% margin	+11pp
Sales & marketing	−0.52	22%	+0pp
G&A	−0.22	10%	+1pp
Operating profit	0.09	4% margin	+10pp
Other income, net	0.10
Tax	−0.07
Net profit	0.12	5% margin	+9pp

Figures are rounded to the precision shown, so a column can differ slightly from its own total.

Filing on EDGAR This quarter on its own page

Financial health

The balance sheet, the quarter's capital flow, the debt schedule and the capital structure of the quarter shown above.

Every set of results we hold, newest first. Open one on its own page.

Quarter	Period	Reported	Revenue	Year over year	Operating margin	Net profit	Net margin
Q3 FY26 Apr 1 – Jun 30, 2026 reported Jul 31, 2026 Operating margin 9% Net profit $0.17B	Apr 1 – Jun 30, 2026	Jul 31, 2026	$2.36B	+14%	9%	$0.17B	7%
Q2 FY26 Jan 1 – Mar 31, 2026 reported Apr 28, 2026 Operating margin 14% Net profit $0.27B	Jan 1 – Mar 31, 2026	Apr 28, 2026	$2.30B	+9%	14%	$0.27B	12%
Q1 FY26 Oct 1 – Dec 31, 2025 reported Jan 30, 2026 Operating margin 12% Net profit $0.26B	Oct 1 – Dec 31, 2025	Jan 30, 2026	$2.33B	+3%	12%	$0.26B	11%
Q4 FY25 Jul 1 – Sep 30, 2025 reported Nov 10, 2025 Operating margin 4% Net profit $0.12B	Jul 1 – Sep 30, 2025	Nov 10, 2025	$2.34B	+6%	4%	$0.12B	5%