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10-Q Filing

FRANKLIN RESOURCES INC CIK: 38777 Q2 2022
Filing Information
Form Type 10-Q
Accession Number 0000038777-22-000099
Period End Date 20220331
Filing Date 20220503
Fiscal Year 2022
Fiscal Period Q2
XBRL Instance ben-20220331_htm.xml
Balance Sheet 64 line items
Line Item Tag Value Unit Period
Receivables AccountsReceivableNet $1.37B USD Point-in-time
Receivables AccountsReceivableNet $1.43B USD Point-in-time
Investments Investments $1.51B USD Point-in-time
Investments Investments $1.40B USD Point-in-time
Total investments, at fair value InvestmentsFairValueDisclosure $588.30M USD Point-in-time
Total investments, at fair value InvestmentsFairValueDisclosure $589.30M USD Point-in-time
Property and equipment, net PropertyPlantAndEquipmentNet $744.00M USD Point-in-time
Property and equipment, net PropertyPlantAndEquipmentNet $770.00M USD Point-in-time
Goodwill Goodwill $4.72B USD Point-in-time
Goodwill Goodwill $4.46B USD Point-in-time
Intangible assets, net IntangibleAssetsNetExcludingGoodwill $4.72B USD Point-in-time
Intangible assets, net IntangibleAssetsNetExcludingGoodwill $4.71B USD Point-in-time
Operating lease right-of-use assets OperatingLeaseRightOfUseAsset $398.30M USD Point-in-time
Operating lease right-of-use assets OperatingLeaseRightOfUseAsset $448.40M USD Point-in-time
Other OtherAssets $376.30M USD Point-in-time
Other OtherAssets $332.10M USD Point-in-time
Total Assets Assets $24.17B USD Point-in-time
Total Assets Assets $25.83B USD Point-in-time
Compensation and benefits EmployeeRelatedLiabilitiesCurrentAndNoncurrent $1.18B USD Point-in-time
Compensation and benefits EmployeeRelatedLiabilitiesCurrentAndNoncurrent $1.01B USD Point-in-time
Accounts payable and accrued expenses AccountsPayableAndAccruedLiabilitiesCurrentAndNoncurrent $479.30M USD Point-in-time
Accounts payable and accrued expenses AccountsPayableAndAccruedLiabilitiesCurrentAndNoncurrent $504.70M USD Point-in-time
Commissions CommissionsPayableToBrokerDealersAndClearingOrganizations $259.80M USD Point-in-time
Commissions CommissionsPayableToBrokerDealersAndClearingOrganizations $229.70M USD Point-in-time
Income taxes AccruedIncomeTaxes $693.60M USD Point-in-time
Income taxes AccruedIncomeTaxes $591.80M USD Point-in-time
Debt LongTermDebt $3.39B USD Point-in-time
Debt LongTermDebt $3.40B USD Point-in-time
Deferred tax liabilities DeferredIncomeTaxLiabilitiesNet $311.70M USD Point-in-time
Deferred tax liabilities DeferredIncomeTaxLiabilitiesNet $252.30M USD Point-in-time
Operating lease liabilities OperatingLeaseLiability $462.60M USD Point-in-time
Operating lease liabilities OperatingLeaseLiability $518.40M USD Point-in-time
Other OtherLiabilities $306.90M USD Point-in-time
Other OtherLiabilities $354.30M USD Point-in-time
Total liabilities Liabilities $11.42B USD Point-in-time
Total liabilities Liabilities $12.51B USD Point-in-time
Commitments and Contingencies (Note 10) CommitmentsAndContingencies - USD Point-in-time
Commitments and Contingencies (Note 10) CommitmentsAndContingencies - USD Point-in-time
Redeemable Noncontrolling Interests TemporaryEquityCarryingAmountIncludingPortionAttributableToNoncontrollingInterests $933.00M USD Point-in-time
Redeemable Noncontrolling Interests TemporaryEquityCarryingAmountIncludingPortionAttributableToNoncontrollingInterests $1.14B USD Point-in-time
Preferred stock, $1.00 par value, 1,000,000 shares authorized; none issued PreferredStockValue - USD Point-in-time
Preferred stock, $1.00 par value, 1,000,000 shares authorized; none issued PreferredStockValue - USD Point-in-time
Common stock, $0.10 par value, 1,000,000,000 shares authorized; 500,374,393 and 501,807,677 shares issued and outstanding at March 31, 2022 and September 30, 2021 CommonStockValue $50.00M USD Point-in-time
Common stock, $0.10 par value, 1,000,000,000 shares authorized; 500,374,393 and 501,807,677 shares issued and outstanding at March 31, 2022 and September 30, 2021 CommonStockValue $50.20M USD Point-in-time
Retained earnings RetainedEarningsAccumulatedDeficit $11.89B USD Point-in-time
Retained earnings RetainedEarningsAccumulatedDeficit $11.55B USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-389.60M USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-400.60M USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-377.60M USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-348.50M USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-407.60M USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-314.70M USD Point-in-time
Total Franklin Resources, Inc. stockholders equity StockholdersEquity $11.22B USD Point-in-time
Total Franklin Resources, Inc. stockholders equity StockholdersEquity $11.54B USD Point-in-time
Nonredeemable noncontrolling interests MinorityInterest $648.90M USD Point-in-time
Nonredeemable noncontrolling interests MinorityInterest $587.20M USD Point-in-time
Total stockholders equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $11.81B USD Point-in-time
Total stockholders equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $12.19B USD Point-in-time
Total stockholders equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $12.20B USD Point-in-time
Total stockholders equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $11.52B USD Point-in-time
Total stockholders equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $11.28B USD Point-in-time
Total stockholders equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $10.87B USD Point-in-time
Total Liabilities, Redeemable Noncontrolling Interests and Stockholders Equity LiabilitiesAndStockholdersEquity $25.83B USD Point-in-time
Total Liabilities, Redeemable Noncontrolling Interests and Stockholders Equity LiabilitiesAndStockholdersEquity $24.17B USD Point-in-time
Income Statement 83 line items
Line Item Tag Value Unit Period
Operating revenues RevenueFromContractWithCustomerExcludingAssessedTax $2.08B USD 1 Quarter
Operating revenues RevenueFromContractWithCustomerExcludingAssessedTax $4.30B USD 2 Qtrs
Operating revenues RevenueFromContractWithCustomerExcludingAssessedTax $2.08B USD 1 Quarter
Operating revenues RevenueFromContractWithCustomerExcludingAssessedTax $4.07B USD 2 Qtrs
Compensation and benefits LaborAndRelatedExpense $1.56B USD 2 Qtrs
Compensation and benefits LaborAndRelatedExpense $752.50M USD 1 Quarter
Compensation and benefits LaborAndRelatedExpense $732.30M USD 1 Quarter
Compensation and benefits LaborAndRelatedExpense $1.46B USD 2 Qtrs
Sales, distribution and marketing SellingAndMarketingExpense $482.40M USD 1 Quarter
Sales, distribution and marketing SellingAndMarketingExpense $541.80M USD 1 Quarter
Sales, distribution and marketing SellingAndMarketingExpense $992.50M USD 2 Qtrs
Sales, distribution and marketing SellingAndMarketingExpense $1.05B USD 2 Qtrs
Information systems and technology CommunicationsAndInformationTechnology $234.00M USD 2 Qtrs
Information systems and technology CommunicationsAndInformationTechnology $126.90M USD 1 Quarter
Information systems and technology CommunicationsAndInformationTechnology $117.50M USD 1 Quarter
Information systems and technology CommunicationsAndInformationTechnology $250.70M USD 2 Qtrs
Occupancy OccupancyNet $53.80M USD 1 Quarter
Occupancy OccupancyNet $109.50M USD 2 Qtrs
Occupancy OccupancyNet $53.00M USD 1 Quarter
Occupancy OccupancyNet $109.30M USD 2 Qtrs
Amortization of intangible assets AmortizationOfIntangibleAssets $118.70M USD 2 Qtrs
Amortization of intangible assets AmortizationOfIntangibleAssets $116.10M USD 2 Qtrs
Amortization of intangible assets AmortizationOfIntangibleAssets $57.90M USD 1 Quarter
Amortization of intangible assets AmortizationOfIntangibleAssets $60.40M USD 1 Quarter
General, administrative and other GeneralAndAdministrativeExpense $116.90M USD 1 Quarter
General, administrative and other GeneralAndAdministrativeExpense $142.80M USD 1 Quarter
General, administrative and other GeneralAndAdministrativeExpense $258.00M USD 2 Qtrs
General, administrative and other GeneralAndAdministrativeExpense $240.50M USD 2 Qtrs
Total operating expenses OperatingExpenses $3.21B USD 2 Qtrs
Total operating expenses OperatingExpenses $3.28B USD 2 Qtrs
Total operating expenses OperatingExpenses $1.62B USD 1 Quarter
Total operating expenses OperatingExpenses $1.62B USD 1 Quarter
Operating Income OperatingIncomeLoss $865.40M USD 2 Qtrs
Operating Income OperatingIncomeLoss $1.02B USD 2 Qtrs
Operating Income OperatingIncomeLoss $463.00M USD 1 Quarter
Operating Income OperatingIncomeLoss $456.30M USD 1 Quarter
Investment and other income, net OtherNonoperatingIncomeExpense $84.70M USD 2 Qtrs
Investment and other income, net OtherNonoperatingIncomeExpense $144.30M USD 2 Qtrs
Investment and other income, net OtherNonoperatingIncomeExpense $67.10M USD 1 Quarter
Investment and other income, net OtherNonoperatingIncomeExpense $27.70M USD 1 Quarter
Interest expense InterestExpense $22.90M USD 1 Quarter
Interest expense InterestExpense $42.20M USD 2 Qtrs
Interest expense InterestExpense $15.90M USD 1 Quarter
Interest expense InterestExpense $45.60M USD 2 Qtrs
Expenses of consolidated investment products OtherNonoperatingExpense $6.60M USD 2 Qtrs
Expenses of consolidated investment products OtherNonoperatingExpense $1.10M USD 1 Quarter
Expenses of consolidated investment products OtherNonoperatingExpense $2.40M USD 1 Quarter
Other Income, Net NonoperatingIncomeExpense $157.20M USD 1 Quarter
Other Income, Net NonoperatingIncomeExpense $3.20M USD 1 Quarter
Other Income, Net NonoperatingIncomeExpense $285.40M USD 2 Qtrs
Other Income, Net NonoperatingIncomeExpense $141.40M USD 2 Qtrs
Income before taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $613.50M USD 1 Quarter
Income before taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $1.15B USD 2 Qtrs
Income before taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $1.16B USD 2 Qtrs
Income before taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $466.20M USD 1 Quarter
Taxes on income IncomeTaxExpenseBenefit $128.10M USD 1 Quarter
Taxes on income IncomeTaxExpenseBenefit $270.60M USD 2 Qtrs
Taxes on income IncomeTaxExpenseBenefit $107.10M USD 1 Quarter
Taxes on income IncomeTaxExpenseBenefit $258.20M USD 2 Qtrs
Net income ProfitLoss $903.90M USD 2 Qtrs
Net income ProfitLoss $359.10M USD 1 Quarter
Net income ProfitLoss $485.40M USD 1 Quarter
Net income ProfitLoss $880.20M USD 2 Qtrs
Redeemable noncontrolling interests NetIncomeLossAttributableToRedeemableNoncontrollingInterest $12.00M USD 1 Quarter
Redeemable noncontrolling interests NetIncomeLossAttributableToRedeemableNoncontrollingInterest $-49.70M USD 2 Qtrs
Redeemable noncontrolling interests NetIncomeLossAttributableToRedeemableNoncontrollingInterest $-57.20M USD 1 Quarter
Redeemable noncontrolling interests NetIncomeLossAttributableToRedeemableNoncontrollingInterest $30.70M USD 2 Qtrs
Nonredeemable noncontrolling interests NetIncomeLossAttributableToNonredeemableNoncontrollingInterest $122.40M USD 2 Qtrs
Nonredeemable noncontrolling interests NetIncomeLossAttributableToNonredeemableNoncontrollingInterest $91.60M USD 1 Quarter
Nonredeemable noncontrolling interests NetIncomeLossAttributableToNonredeemableNoncontrollingInterest $150.80M USD 2 Qtrs
Nonredeemable noncontrolling interests NetIncomeLossAttributableToNonredeemableNoncontrollingInterest $66.70M USD 1 Quarter
Net income attributable to Franklin Resources, Inc. NetIncomeLoss $349.60M USD 1 Quarter
Net income attributable to Franklin Resources, Inc. NetIncomeLoss $727.10M USD 2 Qtrs
Net income attributable to Franklin Resources, Inc. NetIncomeLoss $802.80M USD 2 Qtrs
Net income attributable to Franklin Resources, Inc. NetIncomeLoss $381.80M USD 1 Quarter
Basic EarningsPerShareBasic $0.68 USD 1 Quarter
Basic EarningsPerShareBasic $1.42 USD 2 Qtrs
Basic EarningsPerShareBasic $1.57 USD 2 Qtrs
Basic EarningsPerShareBasic $0.74 USD 1 Quarter
Diluted EarningsPerShareDiluted $0.68 USD 1 Quarter
Diluted EarningsPerShareDiluted $0.74 USD 1 Quarter
Diluted EarningsPerShareDiluted $1.42 USD 2 Qtrs
Diluted EarningsPerShareDiluted $1.57 USD 2 Qtrs
Cash Flow Statement 104 line items
Line Item Tag Value Unit Period
Net Income ProfitLoss $903.90M USD 2 Qtrs
Net Income ProfitLoss $359.10M USD 1 Quarter
Net Income ProfitLoss $485.40M USD 1 Quarter
Net Income ProfitLoss $880.20M USD 2 Qtrs
Stock-based compensation ShareBasedCompensation $112.50M USD 2 Qtrs
Stock-based compensation ShareBasedCompensation $86.20M USD 2 Qtrs
Amortization of deferred sales commissions AmortizationOfDeferredSalesCommissions $38.40M USD 2 Qtrs
Amortization of deferred sales commissions AmortizationOfDeferredSalesCommissions $35.00M USD 2 Qtrs
Depreciation and other amortization DepreciationDepletionAndAmortization $42.70M USD 2 Qtrs
Depreciation and other amortization DepreciationDepletionAndAmortization $44.80M USD 2 Qtrs
Amortization of intangible assets AmortizationOfIntangibleAssets $118.70M USD 2 Qtrs
Amortization of intangible assets AmortizationOfIntangibleAssets $116.10M USD 2 Qtrs
Amortization of intangible assets AmortizationOfIntangibleAssets $57.90M USD 1 Quarter
Amortization of intangible assets AmortizationOfIntangibleAssets $60.40M USD 1 Quarter
Net gains on investments NetGainsLossesOnInvestments $2.70M USD 2 Qtrs
Net gains on investments NetGainsLossesOnInvestments $51.50M USD 2 Qtrs
Income from investments in equity method investees IncomeLossFromEquityMethodInvestments $51.70M USD 2 Qtrs
Income from investments in equity method investees IncomeLossFromEquityMethodInvestments $45.90M USD 1 Quarter
Income from investments in equity method investees IncomeLossFromEquityMethodInvestments $27.00M USD 1 Quarter
Income from investments in equity method investees IncomeLossFromEquityMethodInvestments $84.40M USD 2 Qtrs
Net gains on investments of consolidated investment products GainsLossesOnInvestmentsOfConsolidatedInvestmentProducts $62.60M USD 2 Qtrs
Net gains on investments of consolidated investment products GainsLossesOnInvestmentsOfConsolidatedInvestmentProducts $140.50M USD 2 Qtrs
Net purchase of investments by consolidated investment products PurchaseAndLiquidationOfInvestmentsByConsolidatedInvestmentProducts $321.80M USD 2 Qtrs
Net purchase of investments by consolidated investment products PurchaseAndLiquidationOfInvestmentsByConsolidatedInvestmentProducts $242.50M USD 2 Qtrs
Deferred income taxes DeferredIncomeTaxExpenseBenefit $3.30M USD 2 Qtrs
Deferred income taxes DeferredIncomeTaxExpenseBenefit $-16.00M USD 2 Qtrs
Other OtherNoncashIncomeExpense $-10.00M USD 2 Qtrs
Other OtherNoncashIncomeExpense $8.60M USD 2 Qtrs
Increase in receivables and other assets IncreaseDecreaseInAccountsReceivableAndOtherOperatingAssets $121.60M USD 2 Qtrs
Increase in receivables and other assets IncreaseDecreaseInAccountsReceivableAndOtherOperatingAssets $112.70M USD 2 Qtrs
Decrease (increase) in investments, net IncreaseDecreaseInTradingSecurities $21.30M USD 2 Qtrs
Decrease (increase) in investments, net IncreaseDecreaseInTradingSecurities $-8.50M USD 2 Qtrs
Decrease in accrued compensation and benefits IncreaseDecreaseInEmployeeRelatedLiabilities $-162.20M USD 2 Qtrs
Decrease in accrued compensation and benefits IncreaseDecreaseInEmployeeRelatedLiabilities $-12.50M USD 2 Qtrs
Increase (decrease) in commissions payable IncreaseDecreaseInPayablesToBrokerDealers $11.30M USD 2 Qtrs
Increase (decrease) in commissions payable IncreaseDecreaseInPayablesToBrokerDealers $-30.10M USD 2 Qtrs
Decrease in income taxes payable IncreaseDecreaseInAccruedIncomeTaxesPayable $-104.90M USD 2 Qtrs
Decrease in income taxes payable IncreaseDecreaseInAccruedIncomeTaxesPayable $-38.90M USD 2 Qtrs
Increase (decrease) in accounts payable, accrued expenses and other liabilities IncreaseDecreaseInOtherOperatingLiabilities $45.60M USD 2 Qtrs
Increase (decrease) in accounts payable, accrued expenses and other liabilities IncreaseDecreaseInOtherOperatingLiabilities $-59.90M USD 2 Qtrs
Increase (decrease) in accounts payable and accrued expenses of consolidated investment products IncreaseDecreaseInOtherOperatingLiabilitiesOfConsolidatedInvestmentProducts $22.80M USD 2 Qtrs
Increase (decrease) in accounts payable and accrued expenses of consolidated investment products IncreaseDecreaseInOtherOperatingLiabilitiesOfConsolidatedInvestmentProducts $-16.80M USD 2 Qtrs
Net cash provided by operating activities NetCashProvidedByUsedInOperatingActivities $546.30M USD 2 Qtrs
Net cash provided by operating activities NetCashProvidedByUsedInOperatingActivities $270.50M USD 2 Qtrs
Purchase of investments PaymentsToAcquireInvestments $368.50M USD 2 Qtrs
Purchase of investments PaymentsToAcquireInvestments $375.90M USD 2 Qtrs
Liquidation of investments ProceedsFromSaleMaturityAndCollectionsOfInvestments $726.00M USD 2 Qtrs
Liquidation of investments ProceedsFromSaleMaturityAndCollectionsOfInvestments $207.80M USD 2 Qtrs
Purchase of investments by consolidated collateralized loan obligations PurchaseOfInvestmentsByConsolidatedCollateralizedLoanObligations $2.17B USD 2 Qtrs
Purchase of investments by consolidated collateralized loan obligations PurchaseOfInvestmentsByConsolidatedCollateralizedLoanObligations $1.66B USD 2 Qtrs
Liquidation of investments by consolidated collateralized loan obligations LiquidationOfInvestmentsByConsolidatedCollateralizedLoanObligations $524.70M USD 2 Qtrs
Liquidation of investments by consolidated collateralized loan obligations LiquidationOfInvestmentsByConsolidatedCollateralizedLoanObligations $1.06B USD 2 Qtrs
Decrease in loans receivable, net ProceedsFromPaymentsForLoansReceivablefromRelatedParties - USD 2 Qtrs
Decrease in loans receivable, net ProceedsFromPaymentsForLoansReceivablefromRelatedParties $42.70M USD 2 Qtrs
Additions of property and equipment, net PaymentsToAcquirePropertyPlantAndEquipment $42.50M USD 2 Qtrs
Additions of property and equipment, net PaymentsToAcquirePropertyPlantAndEquipment $20.80M USD 2 Qtrs
Acquisitions, net of cash acquired PaymentsToAcquireBusinessesNetOfCashAcquired $372.30M USD 2 Qtrs
Acquisitions, net of cash acquired PaymentsToAcquireBusinessesNetOfCashAcquired - USD 2 Qtrs
Payments of contingent consideration asset PaymentsOfContingentConsiderationAsset $12.60M USD 2 Qtrs
Payments of contingent consideration asset PaymentsOfContingentConsiderationAsset $10.60M USD 2 Qtrs
Net consolidation (deconsolidation) of investment products CashAndCashEquivalentsIncreaseDecreaseDueToConsolidationAndDeconsolidationOfInvestmentProducts $12.20M USD 2 Qtrs
Net consolidation (deconsolidation) of investment products CashAndCashEquivalentsIncreaseDecreaseDueToConsolidationAndDeconsolidationOfInvestmentProducts $-18.40M USD 2 Qtrs
Net cash used in investing activities NetCashProvidedByUsedInInvestingActivities $-1.28B USD 2 Qtrs
Net cash used in investing activities NetCashProvidedByUsedInInvestingActivities $-1.15B USD 2 Qtrs
Issuance of common stock ProceedsFromIssuanceOfCommonStock $11.00M USD 2 Qtrs
Issuance of common stock ProceedsFromIssuanceOfCommonStock $13.60M USD 2 Qtrs
Dividends paid on common stock PaymentsOfDividendsCommonStock $290.50M USD 2 Qtrs
Dividends paid on common stock PaymentsOfDividendsCommonStock $276.80M USD 2 Qtrs
Repurchase of common stock PaymentsForRepurchaseOfCommonStock $90.40M USD 2 Qtrs
Repurchase of common stock PaymentsForRepurchaseOfCommonStock $104.30M USD 2 Qtrs
Proceeds from issuance of debt ProceedsFromIssuanceOfSeniorLongTermDebt - USD 2 Qtrs
Proceeds from issuance of debt ProceedsFromIssuanceOfSeniorLongTermDebt $748.30M USD 2 Qtrs
Payment of debt issuance costs PaymentsOfDebtIssuanceCosts $6.70M USD 2 Qtrs
Payment of debt issuance costs PaymentsOfDebtIssuanceCosts - USD 2 Qtrs
Payment on debt RepaymentsOfDebt - USD 2 Qtrs
Payment on debt RepaymentsOfDebt $250.00M USD 2 Qtrs
Proceeds from debt of consolidated investment products ProceedsFromIssuanceOfDebtByConsolidatedInvestmentProducts $3.02B USD 2 Qtrs
Proceeds from debt of consolidated investment products ProceedsFromIssuanceOfDebtByConsolidatedInvestmentProducts $1.50B USD 2 Qtrs
Payments on debt of consolidated investment products PaymentsOnDebtByConsolidatedInvestmentProducts $488.70M USD 2 Qtrs
Payments on debt of consolidated investment products PaymentsOnDebtByConsolidatedInvestmentProducts $1.61B USD 2 Qtrs
Payment on contingent consideration liabilities PaymentForContingentConsiderationLiabilityFinancingActivities $4.10M USD 2 Qtrs
Payment on contingent consideration liabilities PaymentForContingentConsiderationLiabilityFinancingActivities - USD 2 Qtrs
Noncontrolling interests ProceedsFromPaymentsToMinorityShareholders $187.30M USD 2 Qtrs
Noncontrolling interests ProceedsFromPaymentsToMinorityShareholders $254.20M USD 2 Qtrs
Net cash provided by financing activities NetCashProvidedByUsedInFinancingActivities $1.33B USD 2 Qtrs
Net cash provided by financing activities NetCashProvidedByUsedInFinancingActivities $1.28B USD 2 Qtrs
Effect of exchange rate changes on cash and cash equivalents EffectOfExchangeRateOnCashAndCashEquivalents $-27.60M USD 2 Qtrs
Effect of exchange rate changes on cash and cash equivalents EffectOfExchangeRateOnCashAndCashEquivalents $14.90M USD 2 Qtrs
Increase in cash and cash equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $614.10M USD 2 Qtrs
Increase in cash and cash equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $367.50M USD 2 Qtrs
Cash and cash equivalents, beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $5.01B USD Point-in-time
Cash and cash equivalents, beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $3.99B USD Point-in-time
Cash and cash equivalents, beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $4.60B USD Point-in-time
Cash and cash equivalents, beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $4.65B USD Point-in-time
Cash and Cash Equivalents, End of Period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $5.01B USD Point-in-time
Cash and Cash Equivalents, End of Period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $3.99B USD Point-in-time
Cash and Cash Equivalents, End of Period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $4.60B USD Point-in-time
Cash and Cash Equivalents, End of Period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $4.65B USD Point-in-time
Cash paid for income taxes IncomeTaxesPaid $350.10M USD 2 Qtrs
Cash paid for income taxes IncomeTaxesPaid $319.20M USD 2 Qtrs
Cash paid for interest InterestPaidNet $62.80M USD 2 Qtrs
Cash paid for interest InterestPaidNet $54.70M USD 2 Qtrs
Cash paid for interest by consolidated investment products CashInterestPaidByConsolidatedInvestmentProducts $65.70M USD 2 Qtrs
Cash paid for interest by consolidated investment products CashInterestPaidByConsolidatedInvestmentProducts $44.30M USD 2 Qtrs
Stockholders Equity 66 line items
Line Item Tag Value Unit Period
Dividends declared per share CommonStockDividendsPerShareDeclared $0.28 USD 1 Quarter
Dividends declared per share CommonStockDividendsPerShareDeclared $0.29 USD 1 Quarter
Dividends declared per share CommonStockDividendsPerShareDeclared $0.28 USD 1 Quarter
Dividends declared per share CommonStockDividendsPerShareDeclared $0.29 USD 1 Quarter
Beginning balance StockholdersEquity $11.22B USD Point-in-time
Beginning balance StockholdersEquity $11.54B USD Point-in-time
Beginning balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $11.81B USD Point-in-time
Beginning balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $12.19B USD Point-in-time
Beginning balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $12.20B USD Point-in-time
Beginning balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $11.52B USD Point-in-time
Beginning balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $11.28B USD Point-in-time
Beginning balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $10.87B USD Point-in-time
Beginning balance MinorityInterest $648.90M USD Point-in-time
Beginning balance MinorityInterest $587.20M USD Point-in-time
Net income NetIncomeLossIncludingPortionAttributableToNonredeemableNoncontrollingInterest $537.30M USD 1 Quarter
Net income NetIncomeLossIncludingPortionAttributableToNonredeemableNoncontrollingInterest $376.10M USD 1 Quarter
Net income NetIncomeLossIncludingPortionAttributableToNonredeemableNoncontrollingInterest $416.30M USD 1 Quarter
Net income NetIncomeLossIncludingPortionAttributableToNonredeemableNoncontrollingInterest $473.40M USD 1 Quarter
Other comprehensive income (loss) OtherComprehensiveIncomeLossNetOfTax $59.10M USD 2 Qtrs
Other comprehensive income (loss) OtherComprehensiveIncomeLossNetOfTax $-33.80M USD 1 Quarter
Other comprehensive income (loss) OtherComprehensiveIncomeLossNetOfTax $92.90M USD 1 Quarter
Other comprehensive income (loss) OtherComprehensiveIncomeLossNetOfTax $-12.00M USD 1 Quarter
Other comprehensive income (loss) OtherComprehensiveIncomeLossNetOfTax $-11.00M USD 1 Quarter
Other comprehensive income (loss) OtherComprehensiveIncomeLossNetOfTax $-23.00M USD 2 Qtrs
Dividends declared on common stock DividendsCommonStockCash $143.70M USD 1 Quarter
Dividends declared on common stock DividendsCommonStockCash $144.00M USD 1 Quarter
Dividends declared on common stock DividendsCommonStockCash $148.90M USD 1 Quarter
Dividends declared on common stock DividendsCommonStockCash $148.30M USD 1 Quarter
Repurchase of common stock - Amount StockRepurchasedAndRetiredDuringPeriodValue $80.80M USD 1 Quarter
Repurchase of common stock - Amount StockRepurchasedAndRetiredDuringPeriodValue $21.70M USD 1 Quarter
Repurchase of common stock - Amount StockRepurchasedAndRetiredDuringPeriodValue $45.80M USD 1 Quarter
Repurchase of common stock - Amount StockRepurchasedAndRetiredDuringPeriodValue $45.60M USD 1 Quarter
Issuance of common stock - Amount StockIssuedDuringPeriodValueNewIssues $47.70M USD 1 Quarter
Issuance of common stock - Amount StockIssuedDuringPeriodValueNewIssues $18.60M USD 1 Quarter
Issuance of common stock - Amount StockIssuedDuringPeriodValueNewIssues $14.20M USD 1 Quarter
Issuance of common stock - Amount StockIssuedDuringPeriodValueNewIssues $33.70M USD 1 Quarter
Stock-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $11.20M USD 1 Quarter
Stock-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $42.10M USD 1 Quarter
Stock-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $7.40M USD 1 Quarter
Stock-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $48.20M USD 1 Quarter
Net subscriptions (distributions) and other MinorityInterestPeriodIncreaseDecrease $16.50M USD 1 Quarter
Net subscriptions (distributions) and other MinorityInterestPeriodIncreaseDecrease $-21.70M USD 1 Quarter
Net subscriptions (distributions) and other MinorityInterestPeriodIncreaseDecrease $93.30M USD 1 Quarter
Net subscriptions (distributions) and other MinorityInterestPeriodIncreaseDecrease $-27.80M USD 1 Quarter
Net deconsolidation of investment products ConsolidationDeconsolidationOfInvestmentProducts $-39.60M USD 1 Quarter
Net deconsolidation of investment products ConsolidationDeconsolidationOfInvestmentProducts $-31.60M USD 1 Quarter
Adjustment to fair value of redeemable noncontrolling interests MinorityInterestChangeInRedemptionValue $-188.50M USD 1 Quarter
Adjustment to fair value of redeemable noncontrolling interests MinorityInterestChangeInRedemptionValue $-52.30M USD 1 Quarter
Ending balance StockholdersEquity $11.22B USD Point-in-time
Ending balance StockholdersEquity $11.54B USD Point-in-time
Ending balance MinorityInterest $648.90M USD Point-in-time
Ending balance MinorityInterest $587.20M USD Point-in-time
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $11.81B USD Point-in-time
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $12.19B USD Point-in-time
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $12.20B USD Point-in-time
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $11.52B USD Point-in-time
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $11.28B USD Point-in-time
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $10.87B USD Point-in-time
Nonredeemable noncontrolling interests NetIncomeLossAttributableToNonredeemableNoncontrollingInterest $122.40M USD 2 Qtrs
Nonredeemable noncontrolling interests NetIncomeLossAttributableToNonredeemableNoncontrollingInterest $91.60M USD 1 Quarter
Nonredeemable noncontrolling interests NetIncomeLossAttributableToNonredeemableNoncontrollingInterest $150.80M USD 2 Qtrs
Nonredeemable noncontrolling interests NetIncomeLossAttributableToNonredeemableNoncontrollingInterest $66.70M USD 1 Quarter
Net income attributable to Franklin Resources, Inc. NetIncomeLoss $349.60M USD 1 Quarter
Net income attributable to Franklin Resources, Inc. NetIncomeLoss $727.10M USD 2 Qtrs
Net income attributable to Franklin Resources, Inc. NetIncomeLoss $802.80M USD 2 Qtrs
Net income attributable to Franklin Resources, Inc. NetIncomeLoss $381.80M USD 1 Quarter
Comprehensive Income 34 line items
Line Item Tag Value Unit Period
Net Income ProfitLoss $903.90M USD 2 Qtrs
Net Income ProfitLoss $359.10M USD 1 Quarter
Net Income ProfitLoss $485.40M USD 1 Quarter
Net Income ProfitLoss $880.20M USD 2 Qtrs
Currency translation adjustments, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-16.30M USD 1 Quarter
Currency translation adjustments, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $58.70M USD 2 Qtrs
Currency translation adjustments, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-23.20M USD 2 Qtrs
Currency translation adjustments, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-34.80M USD 1 Quarter
Net unrealized gains on defined benefit plans, net of tax OtherComprehensiveIncomeDefinedBenefitPlansNetUnamortizedGainLossArisingDuringPeriodNetOfTax $1.00M USD 1 Quarter
Net unrealized gains on defined benefit plans, net of tax OtherComprehensiveIncomeDefinedBenefitPlansNetUnamortizedGainLossArisingDuringPeriodNetOfTax $400.00K USD 2 Qtrs
Net unrealized gains on defined benefit plans, net of tax OtherComprehensiveIncomeDefinedBenefitPlansNetUnamortizedGainLossArisingDuringPeriodNetOfTax $200.00K USD 2 Qtrs
Net unrealized gains on defined benefit plans, net of tax OtherComprehensiveIncomeDefinedBenefitPlansNetUnamortizedGainLossArisingDuringPeriodNetOfTax $5.30M USD 1 Quarter
Other comprehensive income (loss) OtherComprehensiveIncomeLossNetOfTax $59.10M USD 2 Qtrs
Other comprehensive income (loss) OtherComprehensiveIncomeLossNetOfTax $-33.80M USD 1 Quarter
Other comprehensive income (loss) OtherComprehensiveIncomeLossNetOfTax $92.90M USD 1 Quarter
Other comprehensive income (loss) OtherComprehensiveIncomeLossNetOfTax $-12.00M USD 1 Quarter
Other comprehensive income (loss) OtherComprehensiveIncomeLossNetOfTax $-11.00M USD 1 Quarter
Other comprehensive income (loss) OtherComprehensiveIncomeLossNetOfTax $-23.00M USD 2 Qtrs
Total comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $451.60M USD 1 Quarter
Total comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $939.30M USD 2 Qtrs
Total comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $348.10M USD 1 Quarter
Total comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $880.90M USD 2 Qtrs
Redeemable noncontrolling interests NetIncomeLossAttributableToRedeemableNoncontrollingInterest $12.00M USD 1 Quarter
Redeemable noncontrolling interests NetIncomeLossAttributableToRedeemableNoncontrollingInterest $-49.70M USD 2 Qtrs
Redeemable noncontrolling interests NetIncomeLossAttributableToRedeemableNoncontrollingInterest $-57.20M USD 1 Quarter
Redeemable noncontrolling interests NetIncomeLossAttributableToRedeemableNoncontrollingInterest $30.70M USD 2 Qtrs
Nonredeemable noncontrolling interests NetIncomeLossAttributableToNonredeemableNoncontrollingInterest $122.40M USD 2 Qtrs
Nonredeemable noncontrolling interests NetIncomeLossAttributableToNonredeemableNoncontrollingInterest $91.60M USD 1 Quarter
Nonredeemable noncontrolling interests NetIncomeLossAttributableToNonredeemableNoncontrollingInterest $150.80M USD 2 Qtrs
Nonredeemable noncontrolling interests NetIncomeLossAttributableToNonredeemableNoncontrollingInterest $66.70M USD 1 Quarter
Comprehensive Income Attributable to Franklin Resources, Inc. ComprehensiveIncomeNetOfTax $348.00M USD 1 Quarter
Comprehensive Income Attributable to Franklin Resources, Inc. ComprehensiveIncomeNetOfTax $786.20M USD 2 Qtrs
Comprehensive Income Attributable to Franklin Resources, Inc. ComprehensiveIncomeNetOfTax $338.60M USD 1 Quarter
Comprehensive Income Attributable to Franklin Resources, Inc. ComprehensiveIncomeNetOfTax $779.80M USD 2 Qtrs

Data is extracted from SEC EDGAR XBRL filings. Values shown are as reported in the filing.

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