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

33.34 1.13 +3.51%
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 equity

Alert me on Return on equity

Franklin Resources Inc's return on equity over the twelve months to 30 June 2026 was 5.84%, up 2.2 percentage points from fiscal 2025 (3.59%). Over the past ten years it has ranged from 3.35% (fiscal 2024) to 16.4% (fiscal 2015); the current reading is higher than 18% of that period. That is above the Asset Management industry median of 4.57% and below the Financial sector median of 9.01%.

Return on equity, annual

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Annual newest first

Period Return on equity Change (points)
FY2025 3.59% 0.24
FY2024 3.35% (3.45)
FY2023 6.80% (3.47)
FY2022 10.3% (5.19)
FY2021 15.5% 8.17
FY2020 7.29% (4.08)
FY2019 11.4% 4.92
FY2018 6.45% (6.78)
FY2017 13.2% (0.48)
FY2016 13.7% (2.67)

Against its own ten years

Low 3.35% High 16.4%
Ten-year median 10.3%
Current reading's percentile 18

Return on equity against peers

Company Return on equity
CRBG Corebridge Financial, Inc. compare 20.6%
TPG TPG Inc. compare 6.94%
ARCC Ares Capital Corporation compare 6.19%
BEN Franklin Resources Inc 5.84%
CG Carlyle Group Inc. compare 5.22%
OWL Blue Owl Capital Inc. compare 1.63%
PS Pershing Square Inc. compare 0.00%
IVZ Invesco Ltd. compare −2.81%
EQH Equitable Holdings, Inc. compare −406.7%
Asset Management industry median 4.57%
Financial sector median 9.01%
Market median 0.51%

What Return on equity is

ROE shows how much profit a company earns for its shareholders on the equity they have in the business.

Annual: Net Income Allotted to Shareholders ÷ Average Common Equity; TTM: Net Income Allotted to Shareholders ÷ Average Common Equity (latest quarter)

The full definition of Return on equity →

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