Event-Driven Stocks

FRANKLIN RESOURCES INC

Other · SEC filings ↗ · Compare ⊕

Signs● 4 gooddetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$8.77B$8.48B$7.85B$8.28B$8.43B$5.57B
Operating income$604.1M$407.6M$1.10B$1.77B$1.88B$1.05B
Net income$524.9M$464.8M$882.8M$1.29B$1.83B$798.9M
Total assets$32.37B$32.46B$30.12B$28.06B$24.17B$21.68B
Total liabilities$18.18B$17.90B$16.55B$14.24B$11.42B$10.27B
Equity$12.08B$12.51B$11.92B$11.47B$11.22B$10.11B
EPS (diluted)$0.91$0.85$1.72$2.53$3.57$1.59
Shares out.521.0M523.7M494.6M499.6M501.8M504.6M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
6.9%
Net margin
6.0%
Return on equity
4.3%
Return on assets
1.6%
Return on capital (ROCE)
—
Liabilities / assets
56.2%
Debt / equity
1.51×
Book value / share
$23.18
Revenue growth (YoY)
3.5%
Net income growth (YoY)
12.9%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Accruals / assets
−1.7%clean
Piotroski F-Score
7/8strong

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
87
/ 100
Profitability 100Growth 100Catalyst 33Earnings quality 100Financial strength 100

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

● 4 good
  • Operating margin is positive
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (3)