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.

Revenue
+14.3%
EPS
+106.7%
Free cash flow
−55.7%
Total debt
+28.5%

Quarter to June 2026, against a year earlier

32.40 1.47 −4.34%
Market cap
$16.4B
P/E
22.0×
Fwd P/E
16.0×
Dividend yield
4.07%
F-score
5/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

Franklin Resources Inc (BEN) Return on assets

Alert me on 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 1.40% and above the Financial sector median of 1.15%.

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

Low 1.38% High 12.4%
Ten-year median 4.74%
Current reading's percentile 18

Return on assets against peers

Company Return on assets
ARCC Ares Capital Corporation compare 2.85%
BEN Franklin Resources Inc 2.21%
TPG TPG Inc. compare 1.94%
CG Carlyle Group Inc. compare 1.37%
OWL Blue Owl Capital Inc. compare 0.77%
CRBG Corebridge Financial, Inc. compare 0.54%
EQH Equitable Holdings, Inc. compare 0.45%
IVZ Invesco Ltd. compare −1.13%
PS Pershing Square Inc. compare −16.2%
Asset Management industry median 1.40%
Financial sector median 1.15%
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)

The full definition of Return on assets →

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