Company / Shareholders' Equity
Franklin Resources Shareholders' Equity History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Shareholders' Equity
$12.1B
FY2025
5-year range
$11.2B / $12.5B
FY2021-FY2025
Trend
-3.4%
vs FY2024
Sector context
#65 of 399
Financials
What the data says
Franklin Resources's shareholders' equity of $12.1B is higher than 84% of companies in the Financials sector (FY2025). Shareholders' Equity has fluctuated over the past 10 years, ranging from $9.9B in FY2018 to $12.6B in FY2017.
Based on SEC 10-K filings.
$12.1B in FY2025 with a 5-year CAGR of +3.6%. Top quartile in the Financials sector.
Remained stable around $12.1B over the past 2 years.
Financials sector context is included.
Shareholders' Equity over time
Growth rates
- 3-Year CAGR
- +1.7%
- 5-Year CAGR
- +3.6%
- 10-Year CAGR
- -
Sector benchmark
+5.9% above sector average
Key checks
Key Insights
- 5-year CAGR of +3.6%, indicating consistent growth.
- In FY2025, shareholders' equity decreased 3.4% year-over-year.
- Ranks #65 out of 399 companies in the Financials sector.
- Peak shareholders' equity was recorded in FY2017.
Company context
Key Data Points
- Altman Z-Score 0.88 (distress zone, below 1.8 threshold)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Shareholders' EquityValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $12.1B | -3.4% |
| FY2024 | $12.5B | +5.0% |
| FY2023 | $11.9B | +3.9% |
| FY2022 | $11.5B | +2.2% |
| FY2021 | $11.2B | +11.0% |
| FY2020 | $10.1B | +2.1% |
| FY2019 | $9.9B | +0.1% |
| FY2018 | $9.9B | -21.6% |
| FY2017 | $12.6B | +5.7% |
| FY2016 | $11.9B | +0.8% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026