| Fiscal period | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|
| Period End Date | 9/30/2024 | 9/30/2023 | 9/30/2022 | 9/30/2021 | 9/30/2020 | 9/30/2019 | 9/30/2018 | 9/30/2017 | 9/30/2016 | 9/30/2015 |
|---|
| Underwriting and distribution fees | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Sales and distribution fees | 1,381.00 | 1,203.70 | 1,415.00 | 1,635.50 | 1,362.00 | 1,444.60 | 1,599.80 | 1,705.60 | 1,806.40 | 2,252.40 |
| Shareholder servicing fees | 229.30 | 152.70 | 193.00 | 211.20 | 195.10 | 216.30 | 221.90 | 225.70 | 243.60 | 262.80 |
| Investment management fees | 6,822.20 | 6,452.90 | 6,616.80 | 6,541.60 | 3,981.70 | 3,985.20 | 4,367.50 | 4,359.20 | 4,471.70 | 5,327.80 |
| Other, net | 45.50 | 40.10 | 50.50 | 37.20 | 27.70 | 128.40 | 129.90 | 101.70 | 96.30 | 105.70 |
| Consolidated sponsored investment products income, net | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Total operating revenues | 8,478.00 | 7,849.40 | 8,275.30 | 8,425.50 | 5,566.50 | 5,774.50 | 6,319.10 | 6,392.20 | 6,618.00 | 7,948.70 |
| Underwriting and distribution | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Amortization of intangible assets | 338.20 | 341.10 | 282.00 | 232.00 | 54.00 | -- | -- | -- | -- | -- |
| Amortization of deferred sales commissions | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Information systems, technology and occupancy | 620.10 | 505.00 | 500.20 | 486.10 | 288.40 | 258.50 | 243.90 | 219.80 | 207.30 | 224.30 |
| Compensation and benefits | 3,831.10 | 3,494.00 | 3,089.80 | 2,971.30 | 1,873.90 | 1,584.70 | 1,390.60 | 1,333.70 | 1,360.90 | 1,453.30 |
| Occupancy | 325.40 | 228.90 | 218.90 | 218.10 | 147.90 | 133.60 | 128.60 | 121.30 | 134.10 | 132.70 |
| General, administrative and other | 703.30 | 565.00 | 564.90 | 537.20 | 450.30 | 420.70 | 397.70 | 322.20 | 340.10 | 348.50 |
| Advertising and promotion | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Sales, distribution and marketing | 1,863.10 | 1,613.10 | 1,845.60 | 2,105.80 | 1,703.10 | 1,819.60 | 2,039.70 | 2,130.90 | 2,209.90 | 2,762.30 |
| Other | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| September11, 2001 recovery, net | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Provision for governmental investigations, proceedings and actions, net | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Impairment of intangible assets | (389.20) | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Total Operating Expenses | 8,070.40 | 6,747.10 | 6,501.40 | 6,550.50 | 4,517.60 | 4,217.10 | 4,200.50 | 4,127.90 | 4,252.30 | 4,921.10 |
| Operating Income( Loss) | 407.60 | 1,102.30 | 1,773.90 | 1,875.00 | 1,048.90 | 1,557.40 | 2,118.60 | 2,264.30 | 2,365.70 | 3,027.60 |
| Interest Expense | 97.20 | 123.70 | 98.20 | 85.40 | 33.40 | 24.70 | 48.70 | 51.50 | 49.90 | 39.60 |
| Consolidated sponsored investment products (losses) gains, net | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Investment and other income, net | 395.50 | 340.00 | 91.10 | 264.70 | (38.40) | 115.10 | 145.30 | 336.30 | 184.00 | 40.40 |
| Investment and other income of consolidated investment products,net | 149.90 | 115.80 | (17.70) | 421.10 | 70.20 | -- | -- | -- | -- | -- |
| Expenses of consolidated investment products | (32.60) | (18.70) | (19.70) | (31.20) | (29.40) | -- | -- | -- | -- | -- |
| Income before taxes on income | 823.20 | 1,415.70 | 1,729.40 | 2,444.20 | 1,017.90 | 1,647.80 | 2,215.20 | 2,549.10 | 2,499.80 | 3,028.40 |
| Taxes on income | 215.30 | 312.30 | 396.20 | 349.60 | 230.80 | 442.30 | 1,472.50 | 759.40 | 742.10 | 923.70 |
| Current expense:Federal | 212.00 | 148.10 | 174.60 | 226.70 | 154.90 | 343.40 | 1,343.70 | 585.00 | 582.80 | 733.90 |
| Current expense:State | 54.00 | 55.60 | 45.00 | 50.30 | 28.80 | 37.00 | 38.00 | 65.30 | 47.50 | 83.10 |
| Current expense:Foreign | 73.90 | 67.10 | 78.60 | 68.90 | 54.20 | 66.80 | 141.10 | 100.20 | 102.80 | 121.10 |
| Deferred expense | (124.60) | 41.50 | 98.00 | 3.70 | (7.10) | (4.90) | (50.30) | 8.90 | 9.00 | (14.40) |
| Income before cumulative effect of an accounting change, net of tax | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Cumulative effect of an accounting change, net of tax | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Net income | 607.90 | 1,103.40 | 1,333.20 | 2,094.60 | 787.10 | 1,205.50 | 742.70 | 1,789.70 | 1,757.70 | 2,104.70 |
| Redeemable noncontrolling interests | 127.90 | 135.50 | (46.90) | 94.10 | 48.60 | 6.20 | (12.80) | 53.00 | 1.60 | (6.10) |
| Less : net income (loss) attributable to Nonredeemable noncontrolling interests | 15.20 | 85.10 | 88.20 | 169.30 | (60.40) | 3.60 | (8.90) | 40.00 | 29.40 | 75.50 |
| Net Income Attributable to Franklin Resources, Inc | 464.80 | 882.80 | 1,291.90 | 1,831.20 | 798.90 | 1,195.70 | 764.40 | 1,696.70 | 1,726.70 | 2,035.30 |
| Less: Allocation of earnings to participating nonvested stock and stock unit awards | 32.60 | 37.70 | 54.10 | 77.70 | 15.30 | 10.90 | 17.60 | 12.40 | 10.90 | 12.00 |
| Net Income (Loss) Available to Common Shareholders | 432.20 | 845.10 | 1,237.80 | 1,753.50 | 783.60 | 1,184.80 | 746.80 | 1,684.30 | 1,715.80 | 2,023.30 |
| Income before cumulative effect of an accounting change | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Cumulative effect of an accounting change | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Net Earnings Per Share (Basic) | 0.85 | 1.72 | 2.53 | 3.58 | 1.59 | 2.35 | 1.39 | 3.01 | 2.94 | 3.29 |
| Income before cumulative effect of an accounting change | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Cumulative effect of an accounting change | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Net Earnings Per Share (Diluted) | -- | 1.72 | 2.53 | 3.57 | 1.59 | 2.35 | 1.39 | 3.01 | 2.94 | 3.29 |
| Weighted Average Shares Outstanding (Basic) | 509.50 | 490.00 | 488.70 | 489.90 | 491.90 | 503.60 | 537.40 | 558.80 | 583.80 | 614.80 |
| Weighted Average Shares Outstanding (Diluted) | 510.30 | 490.80 | 489.30 | 490.60 | 492.40 | 504.30 | 538.00 | 559.10 | 583.80 | 614.90 |