Franklin Resources Inc 's ROA from the third quarter of 2026 to the third quarter of 2025 and 5 Year Period

Return on Assets, Quarterly Results, Trends, Rankings, Statistics

What is Franklin Resources Inc 's ROA in the third quarter of 2026?
Franklin Resources Inc achieved a return on average assets (ROA) of 3.37 % in its third quarter of 2026, which is below Franklin Resources Inc 's average return on assets, which stands at 10.2%.

Despite the company's net income deteriorating, Franklin Resources Inc was able to improve its ROA compared to the second quarter of 2026.

However, within the Financial sector 231 other companies had a higher return on assets. While Return on assets, overall ranking has advanced in the Jun 30 2026 quarter, so far to 1586, from total ROA ranking in the second quarter of 2026 at 2134.

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Return on Assets ROA▼

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Return On Assets	(Jun 30 2026) III. Quarter	(Mar 31 2026) II. Quarter	(Dec 31 2025) I. Quarter	(Sep 30 2025) IV. Quarter	(Jun 30 2025) III. Quarter
Y / Y Total Assets Change	11.34 %	6.63 %	10.52 %	10.52 %	7.4 %
Y / Y Net Income Change	118.77 %	2887.93 %	49.42 %	-	-49.7 %
Net Income (TTM) in million	1,137	999	664	549	305
Return On Assets (TTM)	3.37 %	3.04 %	2.05 %	1.74 %	0.99 %
BEN's Total Ranking	# 1586	# 2134	# 1928	# 2210	# 2037
Total Assets (TTM) in million	36,243	34,110	32,368	32,368	32,552
Seq. Total Assets Change	6.25 %	5.38 %	0 %	-0.56 %	1.76 %
Seq. Net Income Change	-26.34 %	-0.06 %	83.98 %	61.53 %	906.03 %

BEN's 5 Years Annual ROA >> Back to BEN Management Effectiveness >> Compare BEN ROA to its Competitors

Return On Assets Company Ranking
Within:	No.
Industry	# 41
Sector	# 232
Overall	# 1498

Return On Assets Statistics
High	Average	Low
19.39 %	10.2 %	0.94 %
(Dec. 31. 2007)		(Jun 30 2025)

News about Franklin Resources Inc Return on Assets ROA

Unraveling Franklin Resources Inc A Tale of Misleading Information and Economic Flux

In a turbulent twist for Franklin Resources, Inc. (NYSE: BEN), recent allegations of disseminating materially misleading business information have surfaced, shaking the investor community to its core. Rosen Law Firm, an esteemed global investor rights law firm, is spearheading an investigation into potential securities claims on behalf of shareholders who placed their trust and capital in the company.As this legal inquiry unfolds, it s crucial to delve into Franklin Resources recent financial dynamics, recorded in the third quarter of 2024. Corporate customers of the firm have noted a significant uptick in their cost of revenue, climbing by 4.53% year-on-year. Sequentially, this metric grew moderately by 1.81%. The company’s revenue increased by 4.16% in the same time frame. However, it s the swell in spending and investments by corporate clients that is striking, echoing a broader 4.53% rise in cost of sales from the corresponding period a year prior.

Financial Statements
Franklin Resources Inc 's Assets	$ 36,243 million	BEN's Balance sheet
Franklin Resources Inc 's Income	$ 255 million	Quarterly BEN's Income Statement
BEN's Income by Division		See BEN's Income by Division

Annual Return On Assets	(Sep 30 2025) FY 2025	(Sep 30 2024) FY 2024	(Sep 30 2023) FY 2023	(Sep 30 2022) FY 2022	(Sep 30 2021) FY 2021
Y / Y Total Assets Change	-1.62 %	39.63 %	-18.69 %	13.85 %	19.57 %
Total Assets in million	28,815	29,288	20,975	25,796	22,658
Y / Y Net Income Change	-9.71 %	-40.73 %	-23.06 %	-36.35 %	166.12 %
Net Income in million	549	608	1,026	1,333	2,095
Annual Return On Assets	1.9 %	2.08 %	4.89 %	5.17 %	9.24 %

BEN's 5 Years Annual ROA >> Back to BEN Management Effectiveness >> Compare BEN ROA to its Competitors

Comment on BEN's ROA in the fiscal year ending 2025

In the fiscal year 2025 Franklin Resources Inc 's ROA decreased compared to previous year to 1.9 %, due to deterioration of net income -9.71 % to $548.90 million, from $607.90 million a year ago, as BEN's assets were $28,814.80 million.

More Return On Assets Ratios
BEN's' Return on Assets at Yahoo Finance
Investment Services Industry Return On Assets Trends and Statistics
Financial Sector Roa Statistics
Roa Trends for overall market
BEN's Roa Ratio versus Investment Services Industry, Financial Sector and overall Market
Highest Ranking Return On Assets
Lowest Ranking Return On Assets
Subscribers only: Roa for BEN's Competitors
Subscribers only: Roa for Franklin Resources Inc 's Suppliers
Subscribers only: Return On Assets for BEN's Customers

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Companies with similar Return On Assets at Jun 30 2026, within Financial Sector	ROA
White Mountains Insurance Group ltd	9.15 %
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Date modified: 2026-09-12T06:12:15+00:00

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