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Screener Weekly Summary Pricing

Franklin Resources Inc BEN

Financial  —  Asset Management
33.02 0.47 1.44% as of 25 Sep
Market cap
$16.5B
P/E
22.5×
S&P 500 Member Dividend Champion (5y) Insider Buys (last 12m)
Indexes indicate stock being part of an index,
Growth Flags show if company had growth for consecutive years,
Insider Buys alert about insiders buying in the last 12 month
Overview Business Profile Financial Analysis Income Statement Balance Sheet Cash Flow Metrics & Ratios 10-Q 10-K

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 3.04% and below the Financial sector median of 4.85%.

Return on invested capital, annual

Annual

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

Low 1.22% High 31.5%
Ten-year median 8.23%
Current reading's percentile 18

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 3.04%
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)

The full definition of Return on invested capital →

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