Franklin Resources annual return on equity
2008
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2021
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2024
2025
Franklin Resources Return on Equity (ROE) Growth & History (BEN)
Franklin Resources's return on equity was 4.27% for fiscal 2025.
View full Franklin Resources company overviewFranklin Resources annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2025 | 2025-09-30 | 4.27% | +0.46 pp |
| 2024 | 2024-09-30 | 3.81% | −3.74 pp |
| 2023 | 2023-09-30 | 7.55% | −3.84 pp |
| 2022 | 2022-09-30 | 11.38% | −5.78 pp |
| 2021 | 2021-09-30 | 17.16% | +9.18 pp |
| 2020 | 2020-09-30 | 7.98% | −4.09 pp |
| 2019 | 2019-09-30 | 12.07% | +5.29 pp |
| 2018 | 2018-09-30 | 6.79% | −7.03 pp |
| 2017 | 2017-09-30 | 13.82% | −0.71 pp |
| 2016 | 2016-09-30 | 14.52% | −2.85 pp |
| 2015 | 2015-09-30 | 17.38% | −4.64 pp |
| 2014 | 2014-09-30 | 22.02% | −0.29 pp |
| 2013 | 2013-09-30 | 22.31% | +0.52 pp |
| 2012 | 2012-09-30 | 21.79% | −1.88 pp |
| 2011 | 2011-09-30 | 23.67% | +4.85 pp |
| 2010 | 2010-09-30 | 18.83% | +6.63 pp |
| 2009 | 2009-09-30 | 12.20% | −9.85 pp |
| 2008 | 2008-09-30 | 22.05% | — |
Franklin Resources quarterly return on equity
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Q4.09
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Q1.13
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Q1.20
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Q3.20
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Q2.21
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Q4.24
Q1.25
Q2.25
Q3.25
Q4.25
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Q2.26
Q3.26
| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q3 2026 | 2026-06-30 | 1.44% | +0.69 pp |
| Q2 2026 | 2026-03-31 | 2.21% | +0.99 pp |
| Q1 2026 | 2025-12-31 | 2.11% | +0.80 pp |
| Q4 2025 | 2025-09-30 | 0.97% | +1.64 pp |
| Q3 2025 | 2025-06-30 | 0.75% | −0.60 pp |
| Q2 2025 | 2025-03-31 | 1.22% | +0.22 pp |
| Q1 2025 | 2024-12-31 | 1.31% | −0.79 pp |
| Q4 2024 | 2024-09-30 | −0.67% | −3.14 pp |
| Q3 2024 | 2024-06-30 | 1.35% | −0.56 pp |
| Q2 2024 | 2024-03-31 | 1.00% | −0.65 pp |
| Q1 2024 | 2023-12-31 | 2.10% | +0.67 pp |
| Q4 2023 | 2023-09-30 | 2.48% | +0.45 pp |
| Q3 2023 | 2023-06-30 | 1.91% | −0.31 pp |
| Q2 2023 | 2023-03-31 | 1.65% | −1.37 pp |
| Q1 2023 | 2022-12-31 | 1.43% | −2.55 pp |
| Q4 2022 | 2022-09-30 | 2.02% | −4.00 pp |
| Q3 2022 | 2022-06-30 | 2.22% | −1.87 pp |
| Q2 2022 | 2022-03-31 | 3.03% | −0.61 pp |
| Q1 2022 | 2021-12-31 | 3.98% | +0.61 pp |
| Q4 2021 | 2021-09-30 | 6.02% | +5.24 pp |
| Q3 2021 | 2021-06-30 | 4.09% | +1.19 pp |
| Q2 2021 | 2021-03-31 | 3.64% | +2.85 pp |
| Q1 2021 | 2020-12-31 | 3.37% | −0.14 pp |
| Q4 2020 | 2020-09-30 | 0.78% | −2.31 pp |
| Q3 2020 | 2020-06-30 | 2.90% | +0.42 pp |
| Q2 2020 | 2020-03-31 | 0.79% | −2.95 pp |
| Q1 2020 | 2019-12-31 | 3.51% | +0.70 pp |
| Q4 2019 | 2019-09-30 | 3.09% | −1.99 pp |
| Q3 2019 | 2019-06-30 | 2.48% | −1.55 pp |
| Q2 2019 | 2019-03-31 | 3.74% | −0.32 pp |
| Q1 2019 | 2018-12-31 | 2.81% | +7.59 pp |
| Q4 2018 | 2018-09-30 | 5.09% | +1.69 pp |
| Q3 2018 | 2018-06-30 | 4.04% | +0.70 pp |
| Q2 2018 | 2018-03-31 | 4.06% | +0.58 pp |
| Q1 2018 | 2017-12-31 | −4.79% | −8.47 pp |
| Q4 2017 | 2017-09-30 | 3.40% | −0.58 pp |
| Q3 2017 | 2017-06-30 | 3.34% | −0.45 pp |
| Q2 2017 | 2017-03-31 | 3.48% | +0.42 pp |
| Q1 2017 | 2016-12-31 | 3.68% | −0.11 pp |
| Q4 2016 | 2016-09-30 | 3.98% | +0.99 pp |
| Q3 2016 | 2016-06-30 | 3.79% | −0.43 pp |
| Q2 2016 | 2016-03-31 | 3.06% | −2.13 pp |
| Q1 2016 | 2015-12-31 | 3.79% | −1.10 pp |
| Q4 2015 | 2015-09-30 | 2.99% | −2.61 pp |
| Q3 2015 | 2015-06-30 | 4.22% | −1.01 pp |
| Q2 2015 | 2015-03-31 | 5.19% | −0.06 pp |
| Q1 2015 | 2014-12-31 | 4.90% | −0.97 pp |
| Q4 2014 | 2014-09-30 | 5.60% | +0.47 pp |
| Q3 2014 | 2014-06-30 | 5.22% | −0.53 pp |
| Q2 2014 | 2014-03-31 | 5.25% | −0.99 pp |
| Q1 2014 | 2013-12-31 | 5.87% | +0.18 pp |
| Q4 2013 | 2013-09-30 | 5.13% | −0.36 pp |
| Q3 2013 | 2013-06-30 | 5.75% | +0.53 pp |
| Q2 2013 | 2013-03-31 | 6.24% | +0.30 pp |
| Q1 2013 | 2012-12-31 | 5.69% | −0.04 pp |
| Q4 2012 | 2012-09-30 | 5.48% | +0.65 pp |
| Q3 2012 | 2012-06-30 | 5.22% | −0.67 pp |
| Q2 2012 | 2012-03-31 | 5.93% | −0.15 pp |
| Q1 2012 | 2011-12-31 | 5.72% | −0.60 pp |
| Q4 2011 | 2011-09-30 | 4.83% | −0.09 pp |
| Q3 2011 | 2011-06-30 | 5.89% | +1.02 pp |
| Q2 2011 | 2011-03-31 | 6.08% | +1.17 pp |
| Q1 2011 | 2010-12-31 | 6.32% | +1.50 pp |
| Q4 2010 | 2010-09-30 | 4.92% | +0.02 pp |
| Q3 2010 | 2010-06-30 | 4.87% | +0.74 pp |
| Q2 2010 | 2010-03-31 | 4.91% | — |
| Q1 2010 | 2009-12-31 | 4.82% | — |
| Q4 2009 | 2009-09-30 | 4.91% | — |
| Q3 2009 | 2009-06-30 | 4.13% | — |
Franklin Resources return on equity trends
Over the last five fiscal years, Franklin Resources's return on equity decreased from 7.98% to 4.27%, a change of −3.71 percentage points. The latest reported quarter, Q3 2026, shows 1.44%.
About the metric
What return on equity (ROE) means
Return on equity (ROE) measures how much net income a company generates relative to shareholders’ equity. It can help evaluate how efficiently equity capital is used, but unusually high or negative values may reflect leverage, losses, or a small equity base.
Calculation and source
How return on equity is calculated
TickerStat calculates ROE as SEC-reported net income divided by average stockholders’ equity at the beginning and end of the fiscal period. Periods with missing or non-positive average equity are omitted. Quarterly ROE uses quarterly net income and is not annualized. 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 ...