Franklin Resources Inc (BEN) Return on Investment ROI from the third quarter of 2026 to third quarter of 2025 and for the year 2026, average high and low, overall ranking from Jun 30 2026 to Jun 30 2025 - CSIMarket
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Franklin Resources Inc   (NYSE: BEN)
    Sector • Financial    Industry • Investment Services
   Industry • Investment Services
   Sector • Financial


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

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

What is Franklin Resources Inc's ROI in the third quarter of 2026?
Franklin Resources Inc achieved a return on average invested assets (ROI) of 3.45 % in its third quarter of 2026, which is below Franklin Resources Inc's average return on investment, which stands at 11.62%.

Despite the deterioration in its net income, company has improved ROI compared to the second quarter of 2026.

Within the Financial sector 331 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the second quarter of 2026 from 1876 to 1904.

Definition and Formula of Return on Investment


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Return On Investment (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 Investment Change TTM 3.3 % -0.93 % -3.9 % 9.15 % 26.01 %
Y / Y Net Income Change TTM 273.22 % 137.76 % 62.49 % 211.34 % 31.34 %
Investment (TTM) in Millions 35,415 33,524 31,545 31,545 31,624
Return On Investment (TTM) 3.45 % 3.11 % 2.11 % 1.73 % 0.95 %
BEN's Overall Ranking # 1904 # 1876 # 1684 # 1459 # 1785
Seq. Investment Change TTM 2.96 % 1.79 % -0.72 % -0.72 % -1.26 %
Seq. Net Income Change TTM 13.88 % 50.48 % 20.9 % 80.14 % -27.45 %
Net Income (TTM) in Millions 1,137 999 664 549 305

BEN Company Profile >> Back to BEN Roi Comparisons >> See Annual BEN Return On Investment



Return On Investment BEN's Ranking
Within: No.
Industry # 39
Sector # 332
Overall # 1904

Return On Investment Statistics
High Average Low
24.3 %
11.62 %
0.95 %
(Dec. 31. 2007)   (Jun 30 2025)







Financial Statements
Franklin Resources Inc's III. Quarter Investments $ 35,415 Millions BEN's Balance sheet
Franklin Resources Inc's III. Quarter Income $ 255 Millions Quarterly BEN's Income Statement
BEN's Income by Division See BEN's Income by Division


BEN Annual Return On Investment (Sep 30 2025)
2025		 (Sep 30 2024)
2024		 (Sep 30 2023)
2023		 (Sep 30 2022)
2022		 (Sep 30 2021)
2021
Total Investments in Millions 32,368 32,465 17,635 28,061 22,996
Y / Y Investment Growth -0.3 % 84.09 % -37.15 % 22.03 % 19.56 %
Net Income in Millions 549 608 1,026 1,333 2,095
Y / Y Net Income Growth -9.71 % -40.73 % -23.06 % -36.35 % 166.12 %
Annual Return On Investment 1.7 % 1.87 % 5.82 % 4.75 % 9.11 %


Annual Roi Comment
In the fiscal year 2025 ROI decreased relative to the previous year to 1.7 %, due to deterioration of net income.

Definition and Formula of Return on Investment

Other ROI Ratios
Investment Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
BEN's Roi Ratio versus Investment Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for BEN's Competitors
Subscribers only: Roi for Franklin Resources Inc's Suppliers
Subscribers only: Return On Investment for BEN's Customers

Other Ratios
BEN's Roa BEN's Inventory Turnover Ratio BEN's Growth Rates BEN's Dividend Statistics
BEN's Profitability Ratios BEN's Asset Turnover Ratio BEN's Dividend Growth
BEN's Roe BEN's Valuation Ratios BEN's Financial Strength Ratios BEN's Dividend Payout Ratio



Companies with similar Return On Investment at Jun 30 2026, within Financial Sector ROI
American Integrity Insurance Group Inc   9.29 %
White Mountains Insurance Group ltd  9.26 %
Euronet Worldwide Inc   9.20 %
Uniti Group Inc   9.14 %
W R Berkley Corp  8.98 %
Cincinnati Financial Corporation  8.98 %
Kingstone Companies Inc   8.95 %
Robinhood Markets Inc   8.94 %
Amerisafe Inc   8.87 %
Omega Healthcare Investors Inc   8.79 %
Sba Communications Corporation  8.75 %
Renaissancere Holdings Ltd  8.70 %
Ategrity Specialty Insurance Company Holdings  8.70 %
Willis Towers Watson Plc  8.65 %
Cbl and Associates Properties Inc   8.56 %
Victory Capital Holdings Inc   8.32 %
Arrow Financial Corporation  8.14 %
Chicago Atlantic Real Estate Finance Inc   7.88 %
Palomar Holdings Inc   7.76 %
Berkshire Hathaway Inc  7.74 %
Carter bankshares inc   7.72 %
Lamar Advertising Co  7.63 %
The Bancorp Inc   7.54 %
First Real Estate Investment Trust Of New Jersey Inc   7.53 %
Unitedhealth Group Incorporated  7.51 %
Manhattan Bridge Capital Inc   7.41 %
Pathward Financial Inc   7.38 %
Nasdaq Inc   7.29 %
United Fire Group Inc  7.28 %
Agnc Investment Corp   7.27 %

Date modified: 2026-09-12T06:12:15+00:00



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