BEN Franklin Templeton Inc
NYSE, CIK 0000038777, fiscal year ends 09/30. Last price 31.06 on 2026-10-23, market value 15.8 billion dollars.
Machine-readable: BEN.json, BEN.md. Sections: Graham Defensive, Magic Formula, Momentum, Insider, Buffett Quality, Lynch GARP, Graham Enterprising, Piotroski F-Score, earnings record, insiders, filings and links.
| Philosophy | Score | Status | Current inputs as of | History used | Price | Verification | Rules |
|---|---|---|---|---|---|---|---|
| Graham Defensive | 45 partial, missing 2 |
partial: 2 | 2025-09-30 stale: Revenue |
2013–2025 | 2026-10-23 | 14 verified, 19 unverified | method |
| Magic Formula | n/a | insufficient data (no fresh current assets/liabilities (unclassified balance sheet)) | — | — | — | — | method |
| Momentum | 84 | ok | 2026-10-23 | — | 2026-10-23 | — | method |
| Insider | 0 | no open-market transactions in window | 2026-10-23 | — | — | — | method |
| Buffett Quality | 58 | ok | 2026-06-30 | 2016–2025 | 2026-10-23 | 0 verified, 47 unverified | method |
| Lynch GARP | 34 | ok | 2026-06-30 | 2020–2025 | 2026-10-23 | 0 verified, 5 unverified | method |
| Graham Enterprising | 43 partial, missing 1, 2, 7 |
partial: 1, 2, 7 | 2026-06-30 | 2020–2025 | 2026-10-23 | 0 verified, 8 unverified | method |
| Piotroski F-Score | 78 partial, missing 5, 6 |
partial: 5, 6 | — | 2024–2026 | — | 0 verified, 19 unverified | method |
Market value, source trail
| Input | Value | Unit | Period / date | Source |
|---|---|---|---|---|
| Traded price | 31.06 | USD per traded unit (share or ADS) | 2026-10-23 | Yahoo Finance |
| SEC shares outstanding | 508,076,910 | underlying shares | 2026-07-22 | SEC cover page 10-Q 0000038777-26-000217 (508,076,910 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/38777/000003877726000217/ben-20260630.htm 0000038777-26-000217 |
| Depositary ratio | 1.0 | underlying shares per traded unit | domestic 10-K filer; SEC shares are the traded units | |
| Market value price date × latest reported shares | 15,780,868,825 | USD | 2026-10-23 shares at 2026-07-22 | 31.06 (price 2026-10-23) / 1 x 508,076,910 (shares at 2026-07-22) = 15,780,868,825 |
Graham Defensive
| Test or factor | Value | Threshold | Points |
|---|---|---|---|
| 1 Adequate size | 8.77 revenue $B | >= 1 | 5.0 / 5 |
| 2 Balance sheet tests current assets/liabilities or equity not fresh | — | None / 30 | |
| 3 Positive earnings each of 10 years | 10 of 10 | 10 of 10 | 15.0 / 15 |
| 4 Dividends every year for 20 years | 20 of 20 XBRL check: 13 years agree, 7 unverified | 20 of 20 | 15.0 / 15 |
| 5 EPS growth, 3-yr avg now vs 10 yrs ago | 3.34 -> 1.16 (-65%) | >= +33% | 0.0 / 10 |
| 6 P/E on 3-year average EPS | 26.8 | <= 15 | 0.0 / 15 |
| 7 P/B <= 1.5, or P/E x P/B <= 22.5 | P/B 1.34, product 36.0 | <= 1.5 or <= 22.5 | 10.0 / 10 |
Inputs, 35 numbers with their sources
| Input | Value | Period | Source | Check |
|---|---|---|---|---|
| Price (close, per traded unit) | 31.06 | 2026-10-23 | Alpaca Market Data (consolidated SIP daily bar) | not cross-checked |
| Revenue | 8770700000.0 | 2025-09-30 stale | SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000038777-25-000238 | unverified |
| debt_incl_current | 2401900000.0 | 2026-06-30 | SEC XBRL LongTermDebt 0000038777-26-000217 | unverified |
| equity | 11738200000.0 | 2026-06-30 | SEC XBRL StockholdersEquity (companyfacts) 0000038777-26-000217 | unverified |
| Net income FY2016 | 1726700000.0 | 2016-09-30 history | SEC XBRL NetIncomeLoss 0000038777-18-000233 | unverified |
| Net income FY2017 | 1696700000.0 | 2017-09-30 history | SEC XBRL NetIncomeLoss 0000038777-19-000186 | unverified |
| Net income FY2018 | 764400000.0 | 2018-09-30 history | SEC XBRL NetIncomeLoss 0000038777-20-000203 | unverified |
| Net income FY2019 | 1195700000.0 | 2019-09-30 history | SEC XBRL NetIncomeLoss 0000038777-21-000205 | unverified |
| Net income FY2020 | 798900000.0 | 2020-09-30 history | SEC XBRL NetIncomeLoss 0000038777-22-000198 | unverified |
| Net income FY2021 | 1831200000.0 | 2021-09-30 history | SEC XBRL NetIncomeLoss 0000038777-23-000169 | unverified |
| Net income FY2022 | 1291900000.0 | 2022-09-30 history | SEC XBRL NetIncomeLoss 0000038777-24-000206 | unverified |
| Net income FY2023 | 882800000.0 | 2023-09-30 history | SEC XBRL NetIncomeLoss 0000038777-25-000238 | unverified |
| Net income FY2024 | 464800000.0 | 2024-09-30 history | SEC XBRL NetIncomeLoss 0000038777-25-000238 | unverified |
| Net income FY2025 | 524900000.0 | 2025-09-30 history | SEC XBRL NetIncomeLoss 0000038777-25-000238 | unverified |
| Dividend years (Yahoo) | [2002, 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026] | history | Yahoo Finance dividend history | verified (partly: XBRL covers 13 of 20 years) |
| Dividends per share FY2013 (XBRL) | 1.39 | 2013-09-30 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000038777-15-000278 | verified |
| Dividends per share FY2014 (XBRL) | 0.48 | 2014-09-30 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000038777-16-000609 | verified |
| Dividends per share FY2015 (XBRL) | 1.1 | 2015-09-30 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000038777-17-000268 | verified |
| Dividends per share FY2016 (XBRL) | 0.72 | 2016-09-30 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000038777-18-000233 | verified |
| Dividends per share FY2017 (XBRL) | 0.8 | 2017-09-30 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000038777-19-000186 | verified |
| Dividends per share FY2018 (XBRL) | 3.92 | 2018-09-30 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000038777-20-000203 | verified |
| Dividends per share FY2019 (XBRL) | 1.04 | 2019-09-30 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000038777-21-000205 | verified |
| Dividends per share FY2020 (XBRL) | 1.08 | 2020-09-30 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000038777-22-000198 | verified |
| Dividends per share FY2021 (XBRL) | 1.12 | 2021-09-30 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000038777-23-000169 | verified |
| Dividends per share FY2022 (XBRL) | 1.16 | 2022-09-30 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000038777-24-000206 | verified |
| Dividends per share FY2023 (XBRL) | 1.2 | 2023-09-30 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000038777-25-000238 | verified |
| Dividends per share FY2024 (XBRL) | 1.24 | 2024-09-30 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000038777-25-000238 | verified |
| Dividends per share FY2025 (XBRL) | 1.28 | 2025-09-30 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000038777-25-000238 | verified |
| EPS diluted FY2014 | 3.79 | 2014-09-30 history | SEC XBRL EarningsPerShareDiluted 0000038777-16-000609 | unverified |
| EPS diluted FY2015 | 3.29 | 2015-09-30 history | SEC XBRL EarningsPerShareDiluted 0000038777-17-000268 | unverified |
| EPS diluted FY2016 | 2.94 | 2016-09-30 history | SEC XBRL EarningsPerShareDiluted 0000038777-18-000233 | unverified |
| EPS diluted FY2023 | 1.72 | 2023-09-30 history | SEC XBRL EarningsPerShareDiluted 0000038777-25-000238 | unverified |
| EPS diluted FY2024 | 0.85 | 2024-09-30 history | SEC XBRL EarningsPerShareDiluted 0000038777-25-000238 | unverified |
| EPS diluted FY2025 | 0.91 | 2025-09-30 history | SEC XBRL EarningsPerShareDiluted 0000038777-25-000238 | unverified |
| Shares outstanding | 508076910.0 | 2026-07-22 | SEC cover page 10-Q 0000038777-26-000217 (508,076,910 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/38777/000003877726000217/ben-20260630.htm 0000038777-26-000217 | not cross-checked |
Magic Formula
insufficient data (no fresh current assets/liabilities (unclassified balance sheet)).
Momentum
| Test or factor | Value | Threshold | Points |
|---|---|---|---|
| 12-1 month return | 49.9 % (percentile 89.1) | 44.6 / 50 | |
| 6 month return | 18.2 % (percentile 76.6) | 15.3 / 20 | |
| Price / 52-week high | 0.877 | 13.2 / 15 | |
| Volatility penalty (60d annualised) | 22.7 % | 10.9 / 15 |
Inputs, 1 numbers with their sources
| Input | Value | Period | Source | Check |
|---|---|---|---|---|
| Adjusted close series (14 months) | 31.06 | 2026-10-23 | Yahoo Finance / Alpaca Market Data daily history | not cross-checked |
Insider
| Test or factor | Value | Threshold | Points |
|---|---|---|---|
| Open-market buy value / market cap (percentile among buyers) | 0.0 bp | 0.0 / 35 | |
| Distinct buyers | 0 | 0.0 / 25 | |
| Buyer seniority | 0.0 | 0.0 / 20 | |
| Recency (half-life 30d) | 0.0 | 0.0 / 10 | |
| Sales penalty (excludes 10b5-1 plan sales) | 0.0 bp | -0.0 / 0 |
Inputs, 0 numbers with their sources
| Input | Value | Period | Source | Check |
|---|
Buffett Quality
| Test or factor | Value | Threshold | Points |
|---|---|---|---|
| 1 Average return on equity (net income / year-end equity) | 8.8% over 8 yrs | >= 15% | 3.0 / 25 |
| 2 Profitable every year | 10 of 10 | all years | 15.0 / 15 |
| 3 Net income growth, 3-yr average now vs start of window | -10.9% a year | >= +10% | 0.0 / 10 |
| 4 Borrowings / 3-yr average earnings (years to repay) LongTermDebt (incl. current maturities) | 3.8 years | <= 4 | 15.0 / 15 |
| 5 Operating margin, 5-yr average | 13.9% | >= 20% | 4.9 / 10 |
| 6 Free cash flow / net income, 5-yr (operating cash flow minus capex) | 1.14 | >= 1.0 | 10.0 / 10 |
| 7 Owner-earnings yield (3-yr avg free cash flow / market cap) | 5.6% | >= 7% | 9.7 / 15 |
Inputs, 49 numbers with their sources
| Input | Value | Period | Source | Check |
|---|---|---|---|---|
| Price (close, per traded unit) | 31.06 | 2026-10-23 | Alpaca Market Data (consolidated SIP daily bar) | not cross-checked |
| Net income FY2018 | 764400000.0 | 2018-09-30 history | SEC XBRL NetIncomeLoss 0000038777-20-000203 | unverified |
| Equity at FY2018 end | 9899200000.0 | 2018-09-30 history | SEC XBRL StockholdersEquity 0000038777-19-000186 | unverified |
| Net income FY2019 | 1195700000.0 | 2019-09-30 history | SEC XBRL NetIncomeLoss 0000038777-21-000205 | unverified |
| Equity at FY2019 end | 9906500000.0 | 2019-09-30 history | SEC XBRL StockholdersEquity 0000038777-20-000203 | unverified |
| Net income FY2020 | 798900000.0 | 2020-09-30 history | SEC XBRL NetIncomeLoss 0000038777-22-000198 | unverified |
| Equity at FY2020 end | 10114500000.0 | 2020-09-30 history | SEC XBRL StockholdersEquity 0000038777-21-000205 | unverified |
| Net income FY2021 | 1831200000.0 | 2021-09-30 history | SEC XBRL NetIncomeLoss 0000038777-23-000169 | unverified |
| Equity at FY2021 end | 11223400000.0 | 2021-09-30 history | SEC XBRL StockholdersEquity 0000038777-22-000198 | unverified |
| Net income FY2022 | 1291900000.0 | 2022-09-30 history | SEC XBRL NetIncomeLoss 0000038777-24-000206 | unverified |
| Equity at FY2022 end | 11474600000.0 | 2022-09-30 history | SEC XBRL StockholdersEquity 0000038777-23-000169 | unverified |
| Net income FY2023 | 882800000.0 | 2023-09-30 history | SEC XBRL NetIncomeLoss 0000038777-25-000238 | unverified |
| Equity at FY2023 end | 11916900000.0 | 2023-09-30 history | SEC XBRL StockholdersEquity 0000038777-24-000206 | unverified |
| Net income FY2024 | 464800000.0 | 2024-09-30 history | SEC XBRL NetIncomeLoss 0000038777-25-000238 | unverified |
| Equity at FY2024 end | 12508100000.0 | 2024-09-30 history | SEC XBRL StockholdersEquity 0000038777-25-000238 | unverified |
| Net income FY2025 | 524900000.0 | 2025-09-30 history | SEC XBRL NetIncomeLoss 0000038777-25-000238 | unverified |
| Equity at FY2025 end | 12077800000.0 | 2025-09-30 history | SEC XBRL StockholdersEquity 0000038777-26-000217 | unverified |
| Net income FY2016 | 1726700000.0 | 2016-09-30 history | SEC XBRL NetIncomeLoss 0000038777-18-000233 | unverified |
| Net income FY2017 | 1696700000.0 | 2017-09-30 history | SEC XBRL NetIncomeLoss 0000038777-19-000186 | unverified |
| Net income FY2018 | 764400000.0 | 2018-09-30 history | SEC XBRL NetIncomeLoss 0000038777-20-000203 | unverified |
| Net income FY2019 | 1195700000.0 | 2019-09-30 history | SEC XBRL NetIncomeLoss 0000038777-21-000205 | unverified |
| Net income FY2020 | 798900000.0 | 2020-09-30 history | SEC XBRL NetIncomeLoss 0000038777-22-000198 | unverified |
| Net income FY2021 | 1831200000.0 | 2021-09-30 history | SEC XBRL NetIncomeLoss 0000038777-23-000169 | unverified |
| Net income FY2022 | 1291900000.0 | 2022-09-30 history | SEC XBRL NetIncomeLoss 0000038777-24-000206 | unverified |
| Net income FY2023 | 882800000.0 | 2023-09-30 history | SEC XBRL NetIncomeLoss 0000038777-25-000238 | unverified |
| Net income FY2024 | 464800000.0 | 2024-09-30 history | SEC XBRL NetIncomeLoss 0000038777-25-000238 | unverified |
| Net income FY2025 | 524900000.0 | 2025-09-30 history | SEC XBRL NetIncomeLoss 0000038777-25-000238 | unverified |
| debt_incl_current | 2401900000.0 | 2026-06-30 | SEC XBRL LongTermDebt 0000038777-26-000217 | unverified |
| Operating income FY2021 | 1875000000.0 | 2021-09-30 history | SEC XBRL OperatingIncomeLoss 0000038777-23-000169 | unverified |
| Revenue FY2021 | 8425500000.0 | 2021-09-30 history | SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000038777-23-000169 | unverified |
| Operating income FY2022 | 1773900000.0 | 2022-09-30 history | SEC XBRL OperatingIncomeLoss 0000038777-24-000206 | unverified |
| Revenue FY2022 | 8275300000.0 | 2022-09-30 history | SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000038777-24-000206 | unverified |
| Operating income FY2023 | 1102300000.0 | 2023-09-30 history | SEC XBRL OperatingIncomeLoss 0000038777-25-000238 | unverified |
| Revenue FY2023 | 7849400000.0 | 2023-09-30 history | SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000038777-25-000238 | unverified |
| Operating income FY2024 | 407600000.0 | 2024-09-30 history | SEC XBRL OperatingIncomeLoss 0000038777-25-000238 | unverified |
| Revenue FY2024 | 8478000000.0 | 2024-09-30 history | SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000038777-25-000238 | unverified |
| Operating income FY2025 | 604100000.0 | 2025-09-30 history | SEC XBRL OperatingIncomeLoss 0000038777-25-000238 | unverified |
| Revenue FY2025 | 8770700000.0 | 2025-09-30 history | SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000038777-25-000238 | unverified |
| Operating cash flow FY2021 | 1245400000.0 | 2021-09-30 history | SEC XBRL NetCashProvidedByUsedInOperatingActivities 0000038777-23-000169 | unverified |
| Capital expenditure FY2021 | 79300000.0 | 2021-09-30 history | SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000038777-23-000169 | unverified |
| Operating cash flow FY2022 | 1956700000.0 | 2022-09-30 history | SEC XBRL NetCashProvidedByUsedInOperatingActivities 0000038777-24-000206 | unverified |
| Capital expenditure FY2022 | 90300000.0 | 2022-09-30 history | SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000038777-24-000206 | unverified |
| Operating cash flow FY2023 | 1089200000.0 | 2023-09-30 history | SEC XBRL NetCashProvidedByUsedInOperatingActivities 0000038777-25-000238 | unverified |
| Capital expenditure FY2023 | 148800000.0 | 2023-09-30 history | SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000038777-25-000238 | unverified |
| Operating cash flow FY2024 | 971300000.0 | 2024-09-30 history | SEC XBRL NetCashProvidedByUsedInOperatingActivities 0000038777-25-000238 | unverified |
| Capital expenditure FY2024 | 177100000.0 | 2024-09-30 history | SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000038777-25-000238 | unverified |
| Operating cash flow FY2025 | 1066100000.0 | 2025-09-30 history | SEC XBRL NetCashProvidedByUsedInOperatingActivities 0000038777-25-000238 | unverified |
| Capital expenditure FY2025 | 154500000.0 | 2025-09-30 history | SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000038777-25-000238 | unverified |
| Shares outstanding | 508076910.0 | 2026-07-22 | SEC cover page 10-Q 0000038777-26-000217 (508,076,910 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/38777/000003877726000217/ben-20260630.htm 0000038777-26-000217 | not cross-checked |
Lynch GARP
| Test or factor | Value | Threshold | Points |
|---|---|---|---|
| 1 PEG: P/E divided by 5-yr EPS growth (in % points) earnings not positive in both years, or growth not positive: PEG undefined | — | <= 1.0 | 0.0 / 30 |
| 2 EPS growth, 5-yr compound rate | -10.6% a year | 12% to 35% a year | 0.0 / 20 |
| 3 P/E on latest annual EPS | 34.1 | <= 25 | 3.9 / 10 |
| 4 Borrowings / equity LongTermDebt (incl. current maturities) | 0.2 | <= 0.5 | 15.0 / 15 |
| 5 Years of the last 5 in which EPS rose | 2 of 5 | 5 of 5 | 6.0 / 15 |
| 6 Net cash (cash minus borrowings) / market cap | +8.6% | >= +10% | 9.6 / 10 |
Inputs, 6 numbers with their sources
| Input | Value | Period | Source | Check |
|---|---|---|---|---|
| Price (close, per traded unit) | 31.06 | 2026-10-23 | Alpaca Market Data (consolidated SIP daily bar) | not cross-checked |
| EPS diluted FY2025 | 0.91 | 2025-09-30 history | SEC XBRL EarningsPerShareDiluted 0000038777-25-000238 | unverified |
| EPS diluted FY2020 | 1.59 | 2020-09-30 history | SEC XBRL EarningsPerShareDiluted 0000038777-22-000198 | unverified |
| debt_incl_current | 2401900000.0 | 2026-06-30 | SEC XBRL LongTermDebt 0000038777-26-000217 | unverified |
| equity | 11738200000.0 | 2026-06-30 | SEC XBRL StockholdersEquity (companyfacts) 0000038777-26-000217 | unverified |
| cash | 3760900000.0 | 2026-06-30 | SEC XBRL CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents 0000038777-26-000217 | unverified |
Graham Enterprising
| Test or factor | Value | Threshold | Points |
|---|---|---|---|
| 1 Current ratio no fresh current assets/liabilities (unclassified balance sheet) | — | >= 1.5 | None / 15 |
| 2 Borrowings vs working capital no fresh current assets/liabilities | — | <= 1.1x | None / 15 |
| 3 No earnings deficit in the last 5 years | 5 of 5 profitable | 5 of 5 | 15.0 / 15 |
| 4 Pays a current dividend | yes | yes | 10.0 / 10 |
| 5 EPS higher than five years earlier | 1.59 -> 0.91 | higher | 0.0 / 10 |
| 6 Price / book value per share book value used because intangibles are not separated in the dataset (Graham uses net tangible assets) | 1.34 | <= 1.2 | 17.6 / 20 |
| 7 Price / net current asset value per share (current assets minus all liabilities) needs fresh current assets, total liabilities (or assets and equity of the same date) and share count | — | <= 0.67 | None / 15 |
Inputs, 11 numbers with their sources
| Input | Value | Period | Source | Check |
|---|---|---|---|---|
| Price (close, per traded unit) | 31.06 | 2026-10-23 | Alpaca Market Data (consolidated SIP daily bar) | not cross-checked |
| Net income FY2021 | 1831200000.0 | 2021-09-30 history | SEC XBRL NetIncomeLoss 0000038777-23-000169 | unverified |
| Net income FY2022 | 1291900000.0 | 2022-09-30 history | SEC XBRL NetIncomeLoss 0000038777-24-000206 | unverified |
| Net income FY2023 | 882800000.0 | 2023-09-30 history | SEC XBRL NetIncomeLoss 0000038777-25-000238 | unverified |
| Net income FY2024 | 464800000.0 | 2024-09-30 history | SEC XBRL NetIncomeLoss 0000038777-25-000238 | unverified |
| Net income FY2025 | 524900000.0 | 2025-09-30 history | SEC XBRL NetIncomeLoss 0000038777-25-000238 | unverified |
| Dividend years (Yahoo) | [2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026] | history | Yahoo Finance dividend history | not cross-checked |
| EPS diluted FY2025 | 0.91 | 2025-09-30 history | SEC XBRL EarningsPerShareDiluted 0000038777-25-000238 | unverified |
| EPS diluted FY2020 | 1.59 | 2020-09-30 history | SEC XBRL EarningsPerShareDiluted 0000038777-22-000198 | unverified |
| equity | 11738200000.0 | 2026-06-30 | SEC XBRL StockholdersEquity (companyfacts) 0000038777-26-000217 | unverified |
| Shares outstanding | 508076910.0 | 2026-07-22 | SEC cover page 10-Q 0000038777-26-000217 (508,076,910 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/38777/000003877726000217/ben-20260630.htm 0000038777-26-000217 | not cross-checked |
Piotroski F-Score
| Test or factor | Value | Threshold | Points |
|---|---|---|---|
| 1 Return on assets is positive | 1.6% | pass = 1 | 11.11111111111111 / 11.11111111111111 |
| 2 Operating cash flow is positive | 1,066M | pass = 1 | 11.11111111111111 / 11.11111111111111 |
| 3 Return on assets improved on the prior year | 1.4% -> 1.6% | pass = 1 | 11.11111111111111 / 11.11111111111111 |
| 4 Operating cash flow exceeds net income (accruals) | 1,066M vs 525M | pass = 1 | 11.11111111111111 / 11.11111111111111 |
| 5 Long-term debt / assets fell an input is not reported for one of the two years | — | pass = 1 | None / 11.11111111111111 |
| 6 Current ratio improved an input is not reported for one of the two years | — | pass = 1 | None / 11.11111111111111 |
| 7 No new shares issued (share count did not rise) | 519M -> 508M | pass = 1 | 11.11111111111111 / 11.11111111111111 |
| 8 Operating margin improved (stand-in for gross margin, which the dataset does not carry) | 4.8% -> 6.9% | pass = 1 | 11.11111111111111 / 11.11111111111111 |
| 9 Asset turnover (revenue / assets) improved | 0.26 -> 0.27 | pass = 1 | 11.11111111111111 / 11.11111111111111 |
Inputs, 19 numbers with their sources
| Input | Value | Period | Source | Check |
|---|---|---|---|---|
| net_income 2025-09-30 | 524900000.0 | 2025-09-30 history | SEC XBRL NetIncomeLoss 0000038777-25-000238 | unverified |
| total_assets 2025-09-30 | 32368300000.0 | 2025-09-30 history | SEC XBRL Assets 0000038777-26-000217 | unverified |
| cfo 2025-09-30 | 1066100000.0 | 2025-09-30 history | SEC XBRL NetCashProvidedByUsedInOperatingActivities 0000038777-25-000238 | unverified |
| net_income 2025-09-30 | 524900000.0 | 2025-09-30 history | SEC XBRL NetIncomeLoss 0000038777-25-000238 | unverified |
| net_income 2024-09-30 | 464800000.0 | 2024-09-30 history | SEC XBRL NetIncomeLoss 0000038777-25-000238 | unverified |
| total_assets 2025-09-30 | 32368300000.0 | 2025-09-30 history | SEC XBRL Assets 0000038777-26-000217 | unverified |
| total_assets 2024-09-30 | 32464500000.0 | 2024-09-30 history | SEC XBRL Assets 0000038777-25-000238 | unverified |
| cfo 2025-09-30 | 1066100000.0 | 2025-09-30 history | SEC XBRL NetCashProvidedByUsedInOperatingActivities 0000038777-25-000238 | unverified |
| net_income 2025-09-30 | 524900000.0 | 2025-09-30 history | SEC XBRL NetIncomeLoss 0000038777-25-000238 | unverified |
| shares_out 2026-07-22 | 508076910.0 | 2026-07-22 history | SEC XBRL EntityCommonStockSharesOutstanding (companyfacts) 0000038777-26-000217 | unverified |
| shares_out 2025-07-22 | 519195475.0 | 2025-07-22 history | SEC XBRL EntityCommonStockSharesOutstanding 0000038777-25-000135 | unverified |
| operating_income 2025-09-30 | 604100000.0 | 2025-09-30 history | SEC XBRL OperatingIncomeLoss 0000038777-25-000238 | unverified |
| operating_income 2024-09-30 | 407600000.0 | 2024-09-30 history | SEC XBRL OperatingIncomeLoss 0000038777-25-000238 | unverified |
| revenue 2025-09-30 | 8770700000.0 | 2025-09-30 history | SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000038777-25-000238 | unverified |
| revenue 2024-09-30 | 8478000000.0 | 2024-09-30 history | SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000038777-25-000238 | unverified |
| revenue 2025-09-30 | 8770700000.0 | 2025-09-30 history | SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000038777-25-000238 | unverified |
| revenue 2024-09-30 | 8478000000.0 | 2024-09-30 history | SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000038777-25-000238 | unverified |
| total_assets 2025-09-30 | 32368300000.0 | 2025-09-30 history | SEC XBRL Assets 0000038777-26-000217 | unverified |
| total_assets 2024-09-30 | 32464500000.0 | 2024-09-30 history | SEC XBRL Assets 0000038777-25-000238 | unverified |
Earnings record
| FY | Ended | Revenue, $M | Net income, $M | EPS diluted | Dividend | Filing |
|---|---|---|---|---|---|---|
| 2013 | 2013-09-30 | 7,985 | 2,150 | 3.37 | paid | 0000038777-15-000278 |
| 2014 | 2014-09-30 | 8,491 | 2,384 | 3.79 | paid | 0000038777-16-000609 |
| 2015 | 2015-09-30 | 7,949 | 2,035 | 3.29 | paid | 0000038777-17-000268 |
| 2016 | 2016-09-30 | 6,618 | 1,727 | 2.94 | paid | 0000038777-18-000233 |
| 2017 | 2017-09-30 | 6,392 | 1,697 | 3.01 | paid | 0000038777-19-000186 |
| 2018 | 2018-09-30 | 6,319 | 764 | 1.39 | paid | 0000038777-20-000203 |
| 2019 | 2019-09-30 | 5,774 | 1,196 | 2.35 | paid | 0000038777-21-000205 |
| 2020 | 2020-09-30 | 5,566 | 799 | 1.59 | paid | 0000038777-22-000198 |
| 2021 | 2021-09-30 | 8,426 | 1,831 | 3.57 | paid | 0000038777-23-000169 |
| 2022 | 2022-09-30 | 8,275 | 1,292 | 2.53 | paid | 0000038777-24-000206 |
| 2023 | 2023-09-30 | 7,849 | 883 | 1.72 | paid | 0000038777-25-000238 |
| 2024 | 2024-09-30 | 8,478 | 465 | 0.85 | paid | 0000038777-25-000238 |
| 2025 | 2025-09-30 | 8,771 | 525 | 0.91 | paid | 0000038777-25-000238 |
Insider transactions
No open-market transactions in the loaded quarters.
Filings and links
- SEC: filing index, 8-K, Form 4, XBRL companyfacts
- Prices: Yahoo Finance, Stooq
- Elsewhere: morningstar, finviz, stockanalysis, seeking alpha, openinsider, google news