Franklin Resources, Inc.

Franklin Resources, Inc.verified

BEN

Price:

$21.96

Market Cap:

$11.50B

Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Hyderabad, India.[Read more]

Industry

Asset Management

IPO Date

1983-09-23

Stock Exchange

NYSE

Ticker

BEN

The ROE as of November 2024 (TTM) for Franklin Resources, Inc. (BEN) is 3.70%

According to Franklin Resources, Inc.’s latest financial reports and current stock price. The company's current ROE is 3.70%. This represents a change of 296.38% compared to the average of 0.93% 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 11.15%. The current 3.70% ROE has changed -66.81% 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

11.15%

Median

11.66%

Minimum

3.72%

Maximum

17.19%

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 = 17.19%

Minimum Annual Increase = -49.84%

Minimum Annual ROE = 3.72%

Quarterly (TTM)
Annual
YearROEChange
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%
201517.19%-16.49%

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

7.46%

5-year avg

9.32%

10-year avg

11.15%

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

How is BEN’s ROE compared to its peers?

Franklin Resources, Inc.’s ROE is less than BlackRock, Inc. (15.40%), less than Main Street Capital Corporation (18.43%), less than Blackstone Inc. (32.22%), less than Ares Capital Corporation (13.09%), less than Janus Henderson Group plc (9.02%), less than State Street Corporation (8.56%), less than Northern Trust Corporation (13.67%), greater than Principal Financial Group, Inc. (-1.86%), greater than Invesco Ltd. (-1.61%), less than T. Rowe Price Group, Inc. (21.26%), less than Ameriprise Financial, Inc. (43.34%), less than Affiliated Managers Group, Inc. (15.78%), less than Ares Management Corporation (23.14%),

Build a custom stock screener for Franklin Resources, Inc. (BEN) and other stocks

One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Franklin Resources, Inc. using the financials and key metrics that matter to you in a single view.

The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:

Custom stock screener in Wisesheets

Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.

Get your free trial here.

Franklin Resources, Inc. (BEN) and other stocks custom spreadsheet templates

The easiest way to analyze a company like Franklin Resources, Inc. or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.

Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.

Custom stock templates in Wisesheets

Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.

Frequently asked questions❓

What is the ROE?

How can you use the ROE?

What is Franklin Resources, Inc.'s ROE?

How is the ROE calculated for Franklin Resources, Inc. (BEN)?

What is the highest ROE for Franklin Resources, Inc. (BEN)?

What is the 3-year average ROE for Franklin Resources, Inc. (BEN)?

What is the 5-year average ROE for Franklin Resources, Inc. (BEN)?

How does the current ROE for Franklin Resources, Inc. (BEN) compare to its historical average?