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NYSE · BENAsset ManagementUpdated Nov 5, 2026

Franklin Resources, Inc. ROE

Profitability, historical returns, and peer comparisons.

The ROE as of November 2026 (TTM) for Franklin Resources, Inc. (BEN) is 7.42%

According to Franklin Resources, Inc.’s latest financial reports and current stock price. The company's current ROE is 7.42%. This represents a change of 300.87% compared to the average of 1.85% of the last 4 quarters.

Franklin Resources, Inc. (BEN) Historical ROE (quarterly & annually)

How has BEN ROE performed in the past?

The mean historical ROE of Franklin Resources, Inc. over the last ten years is 9.86%. The current 7.42% ROE has changed -24.83% with respect to the historical average. Over the past ten years (40 quarters), BEN's ROE was at its highest in in the September 2021 quarter at 5.93%. The ROE was at its lowest in in the December 2017 quarter at -4.96%.

Quarterly (TTM)
Annual

Average

9.86%

Median

9.58%

Minimum

3.72%

Maximum

16.32%

Franklin Resources, Inc. (BEN) ROE by Quarter and Year

Discovering the peaks and valleys of Franklin Resources, Inc. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 106.57%

Maximum Annual ROE = 16.32%

Minimum Annual Increase = -49.84%

Minimum Annual ROE = 3.72%

Quarterly (TTM)
Annual
YearROEChange
20254.35%16.95%
20243.72%-49.84%
20237.41%-34.20%
202211.26%-31.00%
202116.32%106.57%
20207.90%-34.56%
201912.07%56.31%
20187.72%-42.57%
201713.44%-7.06%
201614.47%-15.84%

Franklin Resources, Inc. (BEN) Average ROE

How has BEN ROE performed in the past?

The current ROE of Franklin Resources, Inc. (BEN) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

5.16%

5-year avg

8.61%

10-year avg

9.86%

Franklin Resources, Inc. (BEN) ROE vs. Peers

How is BEN’s ROE compared to its peers?

Franklin Resources, Inc.’s ROE is less than Northern Trust Corporation (18.41%), less than Affiliated Managers Group, Inc. (26.95%), less than BlackRock, Inc. (11.78%), less than SEI Investments Company (28.69%), less than Artisan Partners Asset Management Inc. (69.54%), less than Principal Financial Group, Inc. (16.49%), less than Ameriprise Financial, Inc. (68.69%), less than AllianceBernstein Holding L.P. (25.21%), less than T. Rowe Price Group, Inc. (19.88%), greater than Invesco Ltd. (-0.63%),

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