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.
Follow BEN
Franklin Resources Inc (BEN) 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 4.79% and below the Financial sector median of 8.89%.
Return on equity, annual
Embed this chart
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
Return on equity against peers
| Company | Return on equity |
|---|---|
| SEIC SEI Investments Company compare | 29.0% |
| CRBG Corebridge Financial, Inc. compare | 7.39% |
| ARCC Ares Capital Corporation compare | 6.88% |
| TPG TPG Inc. compare | 6.47% |
| BEN Franklin Resources Inc | 5.84% |
| CG Carlyle Group Inc. compare | 5.22% |
| OWL Blue Owl Capital Inc. compare | 1.35% |
| IVZ Invesco Ltd. compare | −2.81% |
| EQH Equitable Holdings, Inc. compare | −168.3% |
| Asset Management industry median | 4.79% |
| Financial sector median | 8.89% |
| Market median | 1.35% |
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)
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 assets
- 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