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 invested capital
Franklin Resources Inc's return on invested capital over the twelve months to 30 June 2026 was 2.27%, up 0.5 percentage points from fiscal 2025 (1.74%). Over the past ten years it has ranged from 1.22% (fiscal 2024) to 31.5% (fiscal 2018); the current reading is higher than 18% of that period. That is below the Asset Management industry median of 2.97% and below the Financial sector median of 4.85%.
Return on invested capital, annual
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Annual newest first
| Period | Return on invested capital | Change (points) |
|---|---|---|
| FY2025 | 1.74% | 0.52 |
| FY2024 | 1.22% | (2.33) |
| FY2023 | 3.55% | (3.23) |
| FY2022 | 6.78% | (1.45) |
| FY2021 | 8.23% | 3.07 |
| FY2020 | 5.16% | (11.77) |
| FY2019 | 16.9% | (14.56) |
| FY2018 | 31.5% | 4.71 |
| FY2017 | 26.8% | 2.65 |
| FY2016 | 24.1% | (5.99) |
Against its own ten years
Return on invested capital against peers
| Company | Return on invested capital |
|---|---|
| SEIC SEI Investments Company compare | 19.3% |
| TPG TPG Inc. compare | 7.97% |
| CRBG Corebridge Financial, Inc. compare | 4.59% |
| CG Carlyle Group Inc. compare | 4.40% |
| OWL Blue Owl Capital Inc. compare | 3.63% |
| ARCC Ares Capital Corporation compare | 3.24% |
| BEN Franklin Resources Inc | 2.27% |
| EQH Equitable Holdings, Inc. compare | 0.00% |
| IVZ Invesco Ltd. compare | −1.34% |
| Asset Management industry median | 2.97% |
| Financial sector median | 4.85% |
| Market median | 0.00% |
What Return on invested capital is
Return on Invested Capital shows how much after-tax operating profit a company earns on the money its lenders and shareholders have put in.
TTM: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) (latest quarter) + Long Term Debt (Total) (latest quarter) + Current Part of Debt (latest quarter) − Cash & Short Term Investments (latest quarter)); Annual: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) + Long Term Debt (Total) + Current Part of Debt − Cash & Short Term Investments)
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 assets
- Debt to equity
- Current ratio
- Total debt
- Shares outstanding
- Book value per share
- Revenue growth
- Piotroski F-score
- The full statement