Franklin Resources Balance Sheet
BEN / Financials|15 years of annual SEC 10-K data (FY2011-FY2025)
Shows total assets, cash and equivalents, receivables, property and equipment, total debt, and shareholders' equity across 15 fiscal years. All figures from audited SEC 10-K filings.
Franklin Resources had $32.4B in total assets and $12.1B in shareholders' equity as of FY2025. Total debt stood at $2.4B as of FY2025.
Based on SEC 10-K filings.
Key Data Points
- Altman Z-Score 0.88 (distress zone, below 1.8 threshold)
Data sourced from SEC EDGAR filings. Not investment advice.
| Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 | FY2015 | FY2014 | FY2013 | FY2012 | FY2011 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | - | - | - | - | $4.6B | $4.0B | $6.2B | $6.9B | $8.4B | $7.6B | $6.3B | $6.1B | $5.8B | $5.0B | $5.2B |
| Accounts Receivable | $1.5B | $1.5B | $1.3B | $1.3B | $1.4B | $1.2B | $740.0M | $733.7M | $767.8M | $794.3M | $838.0M | $950.0M | $1.0B | $850.2M | $773.2M |
| Current Assets | - | - | - | - | - | - | - | - | - | - | - | - | - | - | $7.6B |
| PP&E (Net) | $949.1M | $946.4M | $800.1M | $743.3M | $770.0M | $813.8M | $683.7M | $535.0M | $523.2M | $510.1M | $530.7M | $564.1M | $582.7M | $589.7M | $589.7M |
| Goodwill | $6.2B | $6.2B | $5.8B | $4.5B | $4.5B | $4.5B | $2.1B | $1.8B | $1.7B | $1.7B | $1.7B | $1.7B | $1.5B | $1.5B | $1.5B |
| Total Assets | $32.4B | $32.5B | $30.1B | $28.1B | $24.2B | $21.7B | $14.5B | $14.4B | $17.5B | $16.1B | $16.3B | $16.4B | $15.4B | $14.8B | $13.8B |
| Current Liabilities | - | - | - | - | - | - | - | - | - | - | - | - | - | - | $1.3B |
| Total Debt | $2.4B | $2.8B | $3.1B | $3.4B | $3.4B | $2.0B | $696.9M | $695.9M | $1.0B | $1.4B | $1.3B | $1.2B | $1.2B | $1.6B | $998.2M |
| Shareholders' Equity | $12.1B | $12.5B | $11.9B | $11.5B | $11.2B | $10.1B | $9.9B | $9.9B | $12.6B | $11.9B | $11.8B | $11.6B | $10.1B | $9.2B | $8.5B |