Franklin Templeton Holdings Trust annual return on equity
2024
2025
2026
Franklin Templeton Holdings Trust Return on Equity (ROE) Growth & History (FGDL)
Franklin Templeton Holdings Trust's return on equity was 61.50% for fiscal 2026.
View full Franklin Templeton Holdings Trust company overviewFranklin Templeton Holdings Trust annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2026 | 2026-03-31 | 61.50% | +23.66 pp |
| 2025 | 2025-03-31 | 37.84% | +29.69 pp |
| 2024 | 2024-03-31 | 8.14% | — |
Franklin Templeton Holdings Trust quarterly return on equity
Q2.24
Q3.24
Q4.24
Q1.25
Q2.25
Q3.25
Q4.25
Q1.26
Q2.26
Q3.26
Q4.26
Q1.27
| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q1 2027 | 2026-06-30 | −20.56% | −27.14 pp |
| Q4 2026 | 2026-03-31 | 10.68% | −11.56 pp |
| Q3 2026 | 2025-12-31 | 16.32% | +19.04 pp |
| Q2 2026 | 2025-09-30 | 18.73% | +1.98 pp |
| Q1 2026 | 2025-06-30 | 6.58% | −0.12 pp |
| Q4 2025 | 2025-03-31 | 22.24% | +13.08 pp |
| Q3 2025 | 2024-12-31 | −2.72% | −15.01 pp |
| Q2 2025 | 2024-09-30 | 16.75% | +18.37 pp |
| Q1 2025 | 2024-06-30 | 6.71% | — |
| Q4 2024 | 2024-03-31 | 9.16% | — |
| Q3 2024 | 2023-12-31 | 12.29% | — |
| Q2 2024 | 2023-09-30 | −1.62% | — |
Franklin Templeton Holdings Trust return on equity trends
Between the periods ended 2024-03-31 and 2026-03-31, Franklin Templeton Holdings Trust's return on equity increased from 8.14% to 61.50%, a change of +53.36 percentage points. The latest reported quarter, Q1 2027, shows −20.56%.
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.
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