Franklin Resources, Inc. (BEN) Return on Equity (ROE): 6.70%
Is Franklin Resources, Inc.’s return on equity (ROE) high or low?
Franklin Resources, Inc.'s return on equity (ROE) of 6.70% is 21% below its 5-year average of 8.49%, near the low end of its 5-year range (3.72%–16.32%).
As of Saturday, June 13, 2026. 66.05% above its 12-month average of 4.04%.
BEN Return on Equity (ROE) Chart
BEN Average Return on Equity (ROE) Chart
BEN Current vs Average Return on Equity (ROE) Chart
BEN Return on Equity (ROE) Metrics
RETURN ON EQUITY (ROE)
6.70%
RETURN ON EQUITY (ROE) AVG TTM
4.04%
RETURN ON EQUITY (ROE) AVG 3Y
6.69%
RETURN ON EQUITY (ROE) AVG 5Y
8.49%
RETURN ON EQUITY (ROE) AVG 10Y
10.53%
RETURN ON EQUITY (ROE) AVG 15Y
13.75%
RETURN ON EQUITY (ROE) AVG 20Y
15.05%
CURRENT VS TTM AVG
+66.05%
CURRENT VS 3Y AVG
+0.22%
CURRENT VS 5Y AVG
-21.11%
CURRENT VS 10Y AVG
-36.38%
CURRENT VS 15Y AVG
-51.28%
CURRENT VS 20Y AVG
-55.47%
BEN Competitors' Return on Equity (ROE)
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Franklin Resources, Inc. (BEN) | $16.70B | 6.70% | 4.04% | 6.69% | 8.49% |
| Global Payments Inc. (GPN) | $16.03B | -2.97% | 6.58% | 4.49% | 3.98% |
| Brown & Brown, Inc. (BRO) | $20.33B | 9.12% | 11.91% | 13.50% | 13.47% |
| Assurant, Inc. (AIZ) | $12.93B | 17.04% | 14.88% | 12.41% | 13.66% |
| SoFi Technologies, Inc. (SOFI) | $21.27B | 5.34% | 6.12% | 0.25% | -2.77% |
| Loews Corporation (L) | $22.25B | 9.99% | 8.61% | 8.02% | 5.93% |
| Principal Financial Group, Inc. (PFG) | $24.00B | 13.12% | 12.07% | 19.35% | 15.94% |
| KeyCorp (KEY) | $24.61B | 9.74% | 4.04% | 7.23% | 8.58% |
| Synchrony Financial (SYF) | $24.68B | 21.85% | 21.15% | 20.46% | 20.61% |
| Willis Towers Watson Public Limited Company (WTW) | $24.80B | 20.90% | 9.45% | 10.01% | 13.52% |
Return Analysis
ROE
6.7%
ROA
2.4%
Franklin Resources, Inc. Return on Equity (ROE) Formula & Definition
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
Franklin Resources, Inc. Return on Equity (ROE) FAQ
- What is the return on equity (ROE) for Franklin Resources, Inc. (BEN)?
- The return on equity (ROE) for BEN stock is 6.70%.
- Is Franklin Resources, Inc.'s return on equity (ROE) high or low?
- Franklin Resources, Inc.'s return on equity (ROE) of 6.70% is 21% below its 5-year average of 8.49%, near the low end of its 5-year range (3.72%–16.32%).
- What is the TTM average return on equity (ROE) for Franklin Resources, Inc. (BEN)?
- The TTM average return on equity (ROE) for BEN stock is 4.04%.
- What is the 3Y average return on equity (ROE) for Franklin Resources, Inc. (BEN)?
- The 3Y average return on equity (ROE) for BEN stock is 6.69%.
- What is the 5Y average return on equity (ROE) for Franklin Resources, Inc. (BEN)?
- The 5Y average return on equity (ROE) for BEN stock is 8.49%.
- What is the 10Y average return on equity (ROE) for Franklin Resources, Inc. (BEN)?
- The 10Y average return on equity (ROE) for BEN stock is 10.53%.
- What is the 15Y average return on equity (ROE) for Franklin Resources, Inc. (BEN)?
- The 15Y average return on equity (ROE) for BEN stock is 13.75%.
- What is the 20Y average return on equity (ROE) for Franklin Resources, Inc. (BEN)?
- The 20Y average return on equity (ROE) for BEN stock is 15.05%.
Franklin Resources, Inc. Return on Equity (ROE) History
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2025-09-30 | 4.35% |
| 2024-09-30 | 3.72% |
| 2023-09-30 | 7.41% |
| 2022-09-30 | 11.26% |
| 2021-09-30 | 16.32% |
| 2020-09-30 | 7.90% |
| 2019-09-30 | 12.07% |
| 2018-09-30 | 7.72% |
| 2017-09-30 | 13.44% |
| 2016-09-30 | 14.47% |
| 2015-09-30 | 17.19% |
| 2014-09-30 | 20.58% |
| 2013-09-30 | 21.35% |
| 2012-09-30 | 20.99% |
| 2011-09-30 | 22.56% |
| 2010-09-30 | 18.71% |
| 2009-09-30 | 11.75% |
| 2008-09-30 | 22.45% |
| 2007-09-30 | 24.18% |
| 2006-09-30 | 18.96% |
| 2005-09-30 | 18.61% |
| 2004-09-30 | 13.84% |
| 2003-09-30 | 11.67% |
| 2002-09-30 | 10.14% |
| 2001-09-30 | 12.19% |
| 2000-09-30 | 18.95% |
| 1999-09-30 | 16.06% |
| 1998-09-30 | 21.94% |
| 1997-09-30 | 23.41% |
| 1996-09-30 | 22.47% |
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