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Franklin Resources BEN Invested capital

Discontinued — last reported Q2 '26

Invested capital at other companies

Oneok logo
OneokOKE
8.6%-0.2pp
Rithm Capital logo
Rithm CapitalRITM
3.2%0.0pp
Citigroup logo
CitigroupC
32.6%+2.0pp
Morgan Stanley logo
Morgan StanleyMS
16.9%+0.4pp
Wells Fargo & Company logo
Wells Fargo & CompanyWFC
20.5%-0.7pp
American Express logo
American ExpressAXP
49.1%-10.0pp

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$17.59B+34.9%
P/E24×-8.0×
P/S+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

Calculated from Franklin Resources’s reported figures.

The source filing: Franklin Resources’s 10-Q, filed April 28, 2026. Open the filing →

Filed
Apr 28, 2026, 8:36 AM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q1 2026
Accession
0000038777-26-000101

FAQ

What is Franklin Resources's invested capital?
Franklin Resources (BEN) reported invested capital of $15.36B in Q1 2026.
How has Franklin Resources's invested capital changed year-over-year?
Franklin Resources's invested capital decreased by 4.0% year-over-year, from $16.01B to $15.36B.
What is the long-term trend for Franklin Resources's invested capital?
Over 4 years (2021 to 2025), Franklin Resources's invested capital has grown at a 10.1% compound annual growth rate (CAGR), from $10.49B to $15.44B.
What does invested capital mean?
Total debt plus shareholders' equity minus cash, at the quarter end. The capital actually put to work in the operating business — the denominator of return on invested capital (ROIC).

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