Franklin Resources (BEN) EBITDA Margin (2009 - 2026)
Franklin Resources' (BEN) quarterly EBITDA Margin came in at 9.15% in Q2 2026, up 168.0% year-over-year from 3.41% in Q2 2025, and down 35.05% quarter-over-quarter from 14.09% in Q1 2026.
Analysis
Franklin Resources (BEN) EBITDA Margin (2009 - 2026) Analysis & Trends
Franklin Resources has disclosed EBITDA Margin across 18 years of filings, most recently posting 9.15% for Q2 2026.
- In Q2 2026, EBITDA Margin rose 168.0% year-over-year to 9.15%; the TTM figure through Jun 2026 stood at 9.71% (up 545.0% YoY), while the FY2025 annual figure was 6.89%, up 208.0% from the prior year.
- EBITDA Margin came in at 9.15% for Q2 2026 at Franklin Resources, down from 14.09% in the prior quarter.
- In the past five years, EBITDA Margin ranged from a high of 22.25% in Q1 2022 to a low of 6.82% in Q3 2024.
- Average EBITDA Margin over 5 years is 11.08%, with a median of 10.43% recorded in 2023.
- Year-over-year, EBITDA Margin tumbled 2385 bps in 2024 and surged 1046 bps in 2025.
- Over 5 years, EBITDA Margin stood at 9.86% in 2022, then climbed by 5 bps to 10.37% in 2023, then decreased by 6 bps to 9.73% in 2024, then rose by 24 bps to 12.08% in 2025, then dropped by 24 bps to 9.15% in 2026.
- Per Business Quant data, the three most recent EBITDA Margin figures were 9.15% in Q2 2026, 14.09% in Q1 2026, and 12.08% in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 166.84 Bn | 152.97 Bn | - | 34.74% |
| 2 | Spdr Gold Trust | 146.01 Bn | -412.00 Bn | - | - |
| 3 | Ishares Gold Trust | 30.54 Bn | -29.57 Bn | - | - |
| 4 | World Gold Trust | 29.53 Bn | -73.54 Bn | - | - |
| 5 | Principal Financial | 24.58 Bn | -28.39 Bn | 1.91 Bn | 33.33% |
| 6 | iShares Silver Trust | 22.65 Bn | -5.56 Bn | - | - |
| 7 | Franklin Resources | 17.60 Bn | 13.88 Bn | - | 9.15% |
| 8 | Invesco | 14.52 Bn | 13.60 Bn | 1.79 Bn | 19.95% |
| 9 | Affiliated Managers | 9.42 Bn | 9.01 Bn | - | 54.30% |
| 10 | Voya Financial | 9.29 Bn | 6.93 Bn | 1.34 Bn | 28.32% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 9.15% |
| Mar 31, 2026 | 14.09% |
| Dec 31, 2025 | 12.08% |
| Sep 30, 2025 | 3.64% |
| Jun 30, 2025 | 7.47% |
| Mar 31, 2025 | 6.90% |
| Dec 31, 2024 | 9.73% |
| Sep 30, 2024 | -6.82% |
| Jun 30, 2024 | 10.48% |
| Mar 31, 2024 | 6.01% |
| Dec 31, 2023 | 10.37% |
| Sep 30, 2023 | 17.03% |
| Jun 30, 2023 | 15.99% |
| Mar 31, 2023 | 13.24% |
| Dec 31, 2022 | 9.86% |
| Sep 30, 2022 | 17.97% |
| Jun 30, 2022 | 19.92% |
| Mar 31, 2022 | 22.25% |
| Dec 31, 2021 | 25.08% |
| Sep 30, 2021 | 24.37% |