Franklin Resources annual return on assets (roa)
2009
2010
2011
2012
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2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Franklin Resources Return on Assets (ROA) Growth & History (BEN)
Franklin Resources's return on assets (roa) was 1.62% for fiscal 2025.
View full Franklin Resources company overviewFranklin Resources annual return on assets (roa) history
| Fiscal year | Period ended | Return on assets (ROA) | Change (percentage points) |
|---|---|---|---|
| 2025 | 2025-09-30 | 1.62% | +0.13 pp |
| 2024 | 2024-09-30 | 1.49% | −1.55 pp |
| 2023 | 2023-09-30 | 3.03% | −1.91 pp |
| 2022 | 2022-09-30 | 4.95% | −3.04 pp |
| 2021 | 2021-09-30 | 7.99% | +3.58 pp |
| 2020 | 2020-09-30 | 4.41% | −3.86 pp |
| 2019 | 2019-09-30 | 8.27% | +3.48 pp |
| 2018 | 2018-09-30 | 4.79% | −5.30 pp |
| 2017 | 2017-09-30 | 10.09% | −0.56 pp |
| 2016 | 2016-09-30 | 10.65% | −1.80 pp |
| 2015 | 2015-09-30 | 12.45% | −2.57 pp |
| 2014 | 2014-09-30 | 15.02% | +0.75 pp |
| 2013 | 2013-09-30 | 14.27% | +0.73 pp |
| 2012 | 2012-09-30 | 13.54% | −2.17 pp |
| 2011 | 2011-09-30 | 15.71% | +1.38 pp |
| 2010 | 2010-09-30 | 14.33% | +4.71 pp |
| 2009 | 2009-09-30 | 9.62% | — |
Franklin Resources quarterly return on assets (roa)
Q2.10
Q3.10
Q4.10
Q1.11
Q2.11
Q3.11
Q4.11
Q1.12
Q2.12
Q3.12
Q4.12
Q1.13
Q2.13
Q3.13
Q4.13
Q1.14
Q2.14
Q3.14
Q4.14
Q1.15
Q2.15
Q3.15
Q4.15
Q1.16
Q2.16
Q3.16
Q4.16
Q1.17
Q2.17
Q3.17
Q4.17
Q1.18
Q2.18
Q3.18
Q4.18
Q1.19
Q2.19
Q3.19
Q4.19
Q1.20
Q2.20
Q3.20
Q4.20
Q1.21
Q2.21
Q3.21
Q4.21
Q1.22
Q2.22
Q3.22
Q4.22
Q1.23
Q2.23
Q3.23
Q4.23
Q1.24
Q2.24
Q3.24
Q4.24
Q1.25
Q2.25
Q3.25
Q4.25
Q1.26
Q2.26
Q3.26
| Fiscal quarter | Period ended | Return on assets (ROA) | Change (percentage points) |
|---|---|---|---|
| Q3 2026 | 2026-06-30 | 2.36% | +1.38 pp |
| Q2 2026 | 2026-03-31 | 2.22% | +0.97 pp |
| Q1 2026 | 2025-12-31 | 1.90% | +0.69 pp |
| Q4 2025 | 2025-09-30 | 1.62% | +0.13 pp |
| Q3 2025 | 2025-06-30 | 0.98% | −1.68 pp |
| Q2 2025 | 2025-03-31 | 1.25% | −1.65 pp |
| Q1 2025 | 2024-12-31 | 1.21% | −2.06 pp |
| Q4 2024 | 2024-09-30 | 1.49% | −1.55 pp |
| Q3 2024 | 2024-06-30 | 2.66% | −0.17 pp |
| Q2 2024 | 2024-03-31 | 2.90% | −0.19 pp |
| Q1 2024 | 2023-12-31 | 3.27% | −0.43 pp |
| Q4 2023 | 2023-09-30 | 3.03% | −1.91 pp |
| Q3 2023 | 2023-06-30 | 2.84% | −3.97 pp |
| Q2 2023 | 2023-03-31 | 3.09% | −4.90 pp |
| Q1 2023 | 2022-12-31 | 3.70% | −4.69 pp |
| Q4 2022 | 2022-09-30 | 4.95% | −3.04 pp |
| Q3 2022 | 2022-06-30 | 6.80% | +0.38 pp |
| Q2 2022 | 2022-03-31 | 7.99% | +1.99 pp |
| Q1 2022 | 2021-12-31 | 8.39% | +4.01 pp |
| Q4 2021 | 2021-09-30 | 7.99% | +3.58 pp |
| Q3 2021 | 2021-06-30 | 6.42% | −0.40 pp |
| Q2 2021 | 2021-03-31 | 6.00% | −0.79 pp |
| Q1 2021 | 2020-12-31 | 4.38% | −4.39 pp |
| Q4 2020 | 2020-09-30 | 4.41% | −3.86 pp |
| Q3 2020 | 2020-06-30 | 6.82% | −2.46 pp |
| Q2 2020 | 2020-03-31 | 6.79% | −2.90 pp |
| Q1 2020 | 2019-12-31 | 8.78% | −1.36 pp |
| Q4 2019 | 2019-09-30 | 8.27% | +3.48 pp |
| Q3 2019 | 2019-06-30 | 9.28% | +5.12 pp |
| Q2 2019 | 2019-03-31 | 9.70% | +5.71 pp |
| Q1 2019 | 2018-12-31 | 10.14% | +6.21 pp |
| Q4 2018 | 2018-09-30 | 4.79% | −5.30 pp |
| Q3 2018 | 2018-06-30 | 4.16% | −6.25 pp |
| Q2 2018 | 2018-03-31 | 3.99% | −6.76 pp |
| Q1 2018 | 2017-12-31 | 3.93% | −6.70 pp |
| Q4 2017 | 2017-09-30 | 10.09% | −0.56 pp |
| Q3 2017 | 2017-06-30 | 10.42% | +0.54 pp |
| Q2 2017 | 2017-03-31 | 10.75% | +0.43 pp |
| Q1 2017 | 2016-12-31 | 10.62% | −1.19 pp |
| Q4 2016 | 2016-09-30 | 10.65% | −1.80 pp |
| Q3 2016 | 2016-06-30 | 9.87% | −4.02 pp |
| Q2 2016 | 2016-03-31 | 10.32% | −4.35 pp |
| Q1 2016 | 2015-12-31 | 11.81% | −2.76 pp |
| Q4 2015 | 2015-09-30 | 12.45% | −2.57 pp |
| Q3 2015 | 2015-06-30 | 13.89% | −0.18 pp |
| Q2 2015 | 2015-03-31 | 14.66% | +0.28 pp |
| Q1 2015 | 2014-12-31 | 14.57% | −0.22 pp |
| Q4 2014 | 2014-09-30 | 15.02% | +0.75 pp |
| Q3 2014 | 2014-06-30 | 14.08% | −0.66 pp |
| Q2 2014 | 2014-03-31 | 14.39% | +0.08 pp |
| Q1 2014 | 2013-12-31 | 14.79% | +0.62 pp |
| Q4 2013 | 2013-09-30 | 14.27% | +0.73 pp |
| Q3 2013 | 2013-06-30 | 14.74% | +0.88 pp |
| Q2 2013 | 2013-03-31 | 14.30% | −0.07 pp |
| Q1 2013 | 2012-12-31 | 14.17% | −0.59 pp |
| Q4 2012 | 2012-09-30 | 13.54% | −2.17 pp |
| Q3 2012 | 2012-06-30 | 13.85% | −2.11 pp |
| Q2 2012 | 2012-03-31 | 14.37% | −1.18 pp |
| Q1 2012 | 2011-12-31 | 14.76% | +0.03 pp |
| Q4 2011 | 2011-09-30 | 15.71% | +1.38 pp |
| Q3 2011 | 2011-06-30 | 15.96% | +1.31 pp |
| Q2 2011 | 2011-03-31 | 15.55% | +0.82 pp |
| Q1 2011 | 2010-12-31 | 14.72% | — |
| Q4 2010 | 2010-09-30 | 14.33% | — |
| Q3 2010 | 2010-06-30 | 14.66% | — |
| Q2 2010 | 2010-03-31 | 14.73% | — |
Franklin Resources return on assets (roa) trends
Over the last five fiscal years, Franklin Resources's return on assets (roa) decreased from 4.41% to 1.62%, a change of −2.79 percentage points. The latest reported quarter, Q3 2026, shows 2.36%.
About the metric
What return on assets means
Return on assets measures profit relative to the assets used to generate it. It can help compare operating efficiency over time, although normal ROA differs substantially between asset-light and asset-intensive industries.
Calculation and source
How return on assets is calculated
TickerStat calculates annual ROA as reported net income divided by average total assets. Quarterly observations use trailing-12-month net income and average assets over the corresponding one-year period. Fiscal periods can differ from calendar years, so exact period-end dates are included.
Review Franklin Resources source filings ↗Community posts
Franklin Templeton agrees majority investment in Stoneshield Capital
Franklin Templeton ($BEN), through its real-estate subsidiary Clarion Partners, agreed to acquire a majority stake in European investment manager Stoneshield Capital. Stoneshield manages approximately $9 billion in assets across areas inclu ...