Franklin Resources, Inc. (BEN) Return on Assets (ROA): 2.38%
Is Franklin Resources, Inc.’s return on assets (ROA) high or low?
Franklin Resources, Inc.'s return on assets (ROA) of 2.38% is 35% below its 5-year average of 3.64%, near the low end of its 5-year range (1.43%–7.58%).
As of Saturday, June 13, 2026. 56.07% above its 12-month average of 1.52%.
BEN Return on Assets (ROA) Chart
BEN Average Return on Assets (ROA) Chart
BEN Current vs Average Return on Assets (ROA) Chart
BEN Return on Assets (ROA) Metrics
RETURN ON ASSETS (ROA)
2.38%
RETURN ON ASSETS (ROA) AVG TTM
1.52%
RETURN ON ASSETS (ROA) AVG 3Y
2.64%
RETURN ON ASSETS (ROA) AVG 5Y
3.64%
RETURN ON ASSETS (ROA) AVG 10Y
6.20%
RETURN ON ASSETS (ROA) AVG 15Y
8.58%
RETURN ON ASSETS (ROA) AVG 20Y
9.87%
CURRENT VS TTM AVG
+56.07%
CURRENT VS 3Y AVG
-10.02%
CURRENT VS 5Y AVG
-34.62%
CURRENT VS 10Y AVG
-61.64%
CURRENT VS 15Y AVG
-72.28%
CURRENT VS 20Y AVG
-75.88%
BEN Competitors' Return on Assets (ROA)
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Franklin Resources, Inc. (BEN) | $16.70B | 2.38% | 1.52% | 2.64% | 3.64% |
| Global Payments Inc. (GPN) | $16.03B | -1.10% | 2.99% | 2.04% | 1.94% |
| Brown & Brown, Inc. (BRO) | $20.33B | 3.87% | 4.57% | 4.95% | 5.19% |
| Assurant, Inc. (AIZ) | $12.93B | 2.80% | 2.29% | 1.83% | 2.05% |
| SoFi Technologies, Inc. (SOFI) | $21.27B | 1.07% | 1.17% | -0.09% | -1.38% |
| Loews Corporation (L) | $22.25B | 2.18% | 1.83% | 1.64% | 1.22% |
| Principal Financial Group, Inc. (PFG) | $24.00B | 0.47% | 0.42% | 0.66% | 0.60% |
| KeyCorp (KEY) | $24.61B | 1.03% | 0.45% | 0.60% | 0.77% |
| Synchrony Financial (SYF) | $24.68B | 2.96% | 2.96% | 2.68% | 2.76% |
| Willis Towers Watson Public Limited Company (WTW) | $24.80B | 5.62% | 2.55% | 2.98% | 4.42% |
Asset Efficiency
ROA
2.4%
ROE
6.7%
Franklin Resources, Inc. Return on Assets (ROA) Formula & Definition
ROA = Net Income / Total Assets
Return on assets measures how efficiently a company generates profit from its total assets.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
Franklin Resources, Inc. Return on Assets (ROA) FAQ
- What is the return on assets (ROA) for Franklin Resources, Inc. (BEN)?
- The return on assets (ROA) for BEN stock is 2.38%.
- Is Franklin Resources, Inc.'s return on assets (ROA) high or low?
- Franklin Resources, Inc.'s return on assets (ROA) of 2.38% is 35% below its 5-year average of 3.64%, near the low end of its 5-year range (1.43%–7.58%).
- What is the TTM average return on assets (ROA) for Franklin Resources, Inc. (BEN)?
- The TTM average return on assets (ROA) for BEN stock is 1.52%.
- What is the 3Y average return on assets (ROA) for Franklin Resources, Inc. (BEN)?
- The 3Y average return on assets (ROA) for BEN stock is 2.64%.
- What is the 5Y average return on assets (ROA) for Franklin Resources, Inc. (BEN)?
- The 5Y average return on assets (ROA) for BEN stock is 3.64%.
- What is the 10Y average return on assets (ROA) for Franklin Resources, Inc. (BEN)?
- The 10Y average return on assets (ROA) for BEN stock is 6.20%.
- What is the 15Y average return on assets (ROA) for Franklin Resources, Inc. (BEN)?
- The 15Y average return on assets (ROA) for BEN stock is 8.58%.
- What is the 20Y average return on assets (ROA) for Franklin Resources, Inc. (BEN)?
- The 20Y average return on assets (ROA) for BEN stock is 9.87%.
Franklin Resources, Inc. Return on Assets (ROA) History
| DATE | RETURN ON ASSETS (ROA) |
|---|---|
| 2025-09-30 | 1.62% |
| 2024-09-30 | 1.43% |
| 2023-09-30 | 2.93% |
| 2022-09-30 | 4.60% |
| 2021-09-30 | 7.58% |
| 2020-09-30 | 3.68% |
| 2019-09-30 | 8.23% |
| 2018-09-30 | 5.31% |
| 2017-09-30 | 9.68% |
| 2016-09-30 | 10.73% |
| 2015-09-30 | 12.46% |
| 2014-09-30 | 14.58% |
| 2013-09-30 | 13.97% |
| 2012-09-30 | 13.09% |
| 2011-09-30 | 13.96% |
| 2010-09-30 | 13.50% |
| 2009-09-30 | 9.47% |
| 2008-09-30 | 17.31% |
| 2007-09-30 | 17.85% |
| 2006-09-30 | 13.34% |
| 2005-09-30 | 11.89% |
| 2004-09-30 | 8.59% |
| 2003-09-30 | 7.21% |
| 2002-09-30 | 6.74% |
| 2001-09-30 | 7.74% |
| 2000-09-30 | 13.90% |
| 1999-09-30 | 11.64% |
| 1998-09-30 | 14.38% |
| 1997-09-30 | 14.02% |
| 1996-09-30 | 13.26% |
Related Metrics
About Franklin Resources, Inc.
Franklin Resources, Inc. is a publicly traded holding company specializing in investment management. Operating through its various subsidiaries, the firm provides a comprehensive range of financial services to a diverse clientele, including individual investors, institutions, pension funds, trusts, and partnerships. It designs and offers a suite of mutual funds, spanning strategies in equity, fixed income, balanced portfolios, and multi-asset classes. The company actively allocates capital across public stock markets, bond markets, and alternative investment opportunities. Founded in 1947, Franklin Resources is headquartered in San Mateo, California, with an additional operational center located in Hyderabad, India.
- Sector
- Financial Services
- Industry
- Asset Management
- CEO
- Jennifer Johnson