Franklin Resources Inc
BEN Financial Asset Management
Franklin Resources Inc’s revenue for fiscal 2025 (year ended September 2025) was $8.8 billion, up 3.45% from fiscal 2024. In the quarter to June 2026, revenue grew 14.3%, EPS grew 106.7%, free cash flow fell 55.7% and total debt rose 28.5%, each against the same quarter a year earlier. Member of the S&P 500; dividend growth for five consecutive years, revenue growth for three; insiders bought in the last twelve months.
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Franklin Resources Inc (BEN) Return on assets
Franklin Resources Inc's return on assets over the twelve months to 30 June 2026 was 2.21%, up 0.8 percentage points from fiscal 2025 (1.46%). Over the past ten years it has ranged from 1.38% (fiscal 2024) to 12.4% (fiscal 2015); the current reading is higher than 18% of that period. That is above the Asset Management industry median of 1.55% and above the Financial sector median of 1.18%.
Return on assets, annual
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Annual newest first
| Period | Return on assets | Change (points) |
|---|---|---|
| FY2025 | 1.46% | 0.08 |
| FY2024 | 1.38% | (1.53) |
| FY2023 | 2.91% | (1.83) |
| FY2022 | 4.74% | (2.91) |
| FY2021 | 7.65% | 3.32 |
| FY2020 | 4.33% | (3.86) |
| FY2019 | 8.19% | 3.51 |
| FY2018 | 4.68% | (5.34) |
| FY2017 | 10.0% | (0.56) |
| FY2016 | 10.6% | (1.80) |
Against its own ten years
Return on assets against peers
| Company | Return on assets |
|---|---|
| SEIC SEI Investments Company compare | 23.8% |
| ARCC Ares Capital Corporation compare | 3.22% |
| BEN Franklin Resources Inc | 2.21% |
| TPG TPG Inc. compare | 1.82% |
| CG Carlyle Group Inc. compare | 1.37% |
| OWL Blue Owl Capital Inc. compare | 0.66% |
| CRBG Corebridge Financial, Inc. compare | 0.22% |
| EQH Equitable Holdings, Inc. compare | −0.31% |
| IVZ Invesco Ltd. compare | −1.10% |
| Asset Management industry median | 1.55% |
| Financial sector median | 1.18% |
| Market median | 0.00% |
What Return on assets is
ROA tells an investor how much profit a company earns for shareholders from the assets it uses to run its business.
Annual: Net Income Allotted to Shareholders ÷ Average Assets; TTM: Net Income Allotted to Shareholders ÷ Average Assets (latest quarter)
More on BEN
- Revenue
- Net income
- EPS (diluted)
- EBITDA
- Free cash flow
- Operating cash flow
- Gross margin
- Operating margin
- Net margin
- Free cash flow margin
- P/E ratio
- P/S ratio
- P/B ratio
- Price to free cash flow
- Return on equity
- Return on invested capital
- Debt to equity
- Current ratio
- Total debt
- Shares outstanding
- Book value per share
- Revenue growth
- Piotroski F-score
- The full statement