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BEN Franklin Resources Inc.

Financials, filed as FRANKLIN RESOURCES INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 1 Owner
  • $458K
  • 1 new

In 2026 Q2 Polen Capital Management opened a position in Franklin Resources.

Who owns BEN

Sorted by value, long equity only, as of 2026 Q2.

History
Polen Capital Management <0.01% New <0.01% 13,760 $458K History

Insider trades

Open-market buys and sales by BEN's executives, directors and 10% owners in the last 12 months, from their Form 4s

All BEN insider trades
  • $2.1M bought by 1 insider
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales
  1. Charles B Johnson 10% owner
    Buy
    $1.1M 50,000 shares at $21.20 +0.1% to stake
    Traded Nov 20, 2025 Filed Nov 21, 2025
  2. Charles B Johnson 10% owner
    Buy
    $1.1M 50,000 shares at $21.49 +0.1% to stake
    Traded Nov 18, 2025 Filed Nov 19, 2025

Also filed in the last 12 months, not counted as buying or selling: 30 stock grants, 11 share withholdings for taxes, and 11 gifts.

Congress

2 members of Congress traded BEN in the last three years: 1 buy and 3 sales. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  2. Thomas H. Kean, Jr. R-NJ-7 Sell $15K–$50K Sep 3, 2025 filed Oct 14, 2025
  3. Thomas H. Kean, Jr. R-NJ-7 Partial sale $1K–$15K Apr 28, 2025 filed May 15, 2025
  4. Thomas H. Kean, Jr. R-NJ-7 Partial sale $1K–$15K Dec 16, 2024 filed Jan 22, 2025

SEC filings

Recent issuer filings from EDGAR, 22 shown.

Filed Form Detail Links
SCHEDULE 13G/A —
SCHEDULE 13D/A —
SCHEDULE 13D/A —
SCHEDULE 13D/A —
SCHEDULE 13D/A —
SCHEDULE 13G/A —
SCHEDULE 13D/A —
SCHEDULE 13D/A —
8-K 2.03,8.01,9.01
SCHEDULE 13D/A —
424B5 —
424B5 —
SCHEDULE 13D/A —
8-K 2.02,5.03,7.01,9.01
10-Q
8-K 1.01,1.02,2.03,9.01
SCHEDULE 13G —
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G —
SCHEDULE 13G —

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $7.85B $8.48B $8.77B
Net income $882.8M $464.8M $524.9M
Net margin * 11.2% 5.5% 6.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $30.12B $32.46B $32.37B
Total equity $11.92B $12.51B $12.08B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.14B $0.971B $1.07B
Cash from investing -$3.58B -$2.42B -$2.34B
Cash from financing $2.03B $1.42B $0.452B
Net change in cash -$380.1M $6.5M -$835M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.