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Franklin Resources BEN Return on equity

Return on equity at other companies

Virtus Investment Partners logo
Virtus Investment PartnersVRTS
12.6%-3.6pp
Invesco logo
InvescoIVZ
-0.6%-5.0pp
Affiliated Managers Group logo
Affiliated Managers GroupAMG
24%+11.2pp
T Rowe Price Group logo
T Rowe Price GroupTROW
20%+0.1pp
Hennessy Advisors logo
Hennessy AdvisorsHNNA
8.6%-2.0pp
Westwood Holdings Group logo
Westwood Holdings GroupWHG
6%+4.4pp

Other financials

Income statement

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Revenue$2.3B+8.7%
Operating income$323.3M+122%
Net income$268.2M+77.1%
EPS (diluted)$0.49+88.5%

Balance sheet

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Cash & equivalents$4.5B
Total debt$3.2B-11.5%
Total equity$12.1B-1.8%
Total assets$34.1B+6.6%

Cash flow

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Operating cash flow-$27.6M+44.9%
CapEx$31.2M-55.3%
Free cash flow--100%

Valuation

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Market cap$17.59B+34.9%
P/E24×-8.0×
P/S+0.4×

Profitability

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Operating margin9.3%
Net margin8.1%+2.5pp
FCF margin11%+1.6pp

Returns & leverage

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Debt / equity0.3×0.0×

Where this comes from

Calculated from Franklin Resources’s reported figures.

Based on trailing twelve months.

The source filing: Franklin Resources’s 10-Q, filed April 28, 2026. Open the filing →

Filed
Apr 28, 2026, 8:36 AM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q1 2026
Accession
0000038777-26-000101

FAQ

What is Franklin Resources's return on equity?
Franklin Resources (BEN) reported return on equity of 6% in Q1 2026.
How has Franklin Resources's return on equity changed year-over-year?
Franklin Resources's return on equity increased by 54.5% year-over-year, from 3.9% to 6%.
What is the long-term trend for Franklin Resources's return on equity?
Over 4 years (2021 to 2025), Franklin Resources's return on equity has grown at a -29.4% compound annual growth rate (CAGR), from 17.2% to 4.3%.
What does return on equity mean?
Trailing-twelve-month net income divided by average shareholders' equity (average of the start and end of the trailing-twelve-month window). Measures the profit generated on each dollar of shareholder capital.

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