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Net loans at other companies

Virtus Investment Partners logo
Virtus Investment PartnersVRTS
$104.4M-7.5%
Invesco logo
InvescoIVZ
$911.1M+14.7%
Affiliated Managers Group logo
Affiliated Managers GroupAMG
$871.4M+49.8%
T Rowe Price Group logo
T Rowe Price GroupTROW
$909.9M-2.6%
Victory Capital Holdings, Inc. logo
Victory Capital Holdings, Inc.VCTR

Other financials

Income statement

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Revenue$2.3B+8.7%
Operating income$323.3M+122%
Net income$268.2M+77.1%
EPS (diluted)$0.49+88.5%

Balance sheet

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Cash & equivalents$4.5B
Total debt$3.2B-11.5%
Total equity$12.1B-1.8%
Total assets$34.1B+6.6%

Cash flow

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Operating cash flow-$27.6M+44.9%
CapEx$31.2M-55.3%
Free cash flow--100%

Valuation

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Market cap$16.88B+30.2%
P/E23×-8.8×
P/S1.9×+0.4×

Profitability

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Operating margin9.3%
Net margin8.1%+2.5pp
FCF margin11%+1.6pp

Returns & leverage

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Return on equity6%+2.1pp
Debt / equity0.3×0.0×

Where this comes from

Reported directly by Franklin Resources in its filing.

Tagged under the XBRL concept us-gaap:AccountsReceivableNet.

The official record: Franklin Resources’s 10-Q, filed April 28, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Franklin Resources's net loans?
Franklin Resources (BEN) reported net loans of $1.43B in Q1 2026.
How has Franklin Resources's net loans changed year-over-year?
Franklin Resources's net loans decreased by 1.9% year-over-year, from $1.45B to $1.43B.
What is the long-term trend for Franklin Resources's net loans?
Over 4 years (2021 to 2025), Franklin Resources's net loans has grown at a 1.9% compound annual growth rate (CAGR), from $1.43B to $1.54B.
What does net loans mean?
This represents the total outstanding loan portfolio held by the firm, adjusted for the allowance for credit losses. It reflects the core lending activity and credit risk exposure of the institution's balance sheet.