Skip to content
Screener

Franklin Resources BEN Return on invested capital

Return on invested capital at other companies

Virtus Investment Partners logo
Virtus Investment PartnersVRTS
9.8%-4.5pp
Invesco logo
InvescoIVZ
-3.6%-8.4pp
Affiliated Managers Group logo
Affiliated Managers GroupAMG
19.9%+5.3pp
T Rowe Price Group logo
T Rowe Price GroupTROW
22.7%0.0pp
Westwood Holdings Group logo
Westwood Holdings GroupWHG
2.3%+1.6pp
APA
Artisan Partners Asset Management Inc.APAM
79%+4.3pp

Other financials

Income statement

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

Balance sheet

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

Cash flow

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

Valuation

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

Profitability

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

Returns & leverage

See full
Return on equity6%+2.1pp
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 invested capital?
Franklin Resources (BEN) reported return on invested capital of 4% in Q1 2026.
How has Franklin Resources's return on invested capital changed year-over-year?
Franklin Resources's return on invested capital increased by 52.9% year-over-year, from 2.6% to 4%.
What is the long-term trend for Franklin Resources's return on invested capital?
Over 4 years (2021 to 2025), Franklin Resources's return on invested capital has grown at a -36.0% compound annual growth rate (CAGR), from 15.8% to 2.7%.
What does return on invested capital mean?
Net operating profit after tax (operating income taxed at the effective rate) divided by average invested capital (debt plus equity minus cash). Measures the after-tax return on all capital put to work in the business, independent of capital structure.

Ask your AI about Franklin Resources's return on invested capital.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude