Franklin Resources (BEN) Equity Ratio (2009 - 2026)

Franklin Resources' (BEN) quarterly Equity Ratio came in at 0.39 in Q1 2026, down 6.39% year-on-year from 0.41 in Q1 2025, and down 4.31% quarter-over-quarter from 0.4 in Q4 2025.

Franklin Resources (BEN) Equity Ratio (2009 - 2026) Analysis & Trends

Franklin Resources has disclosed Equity Ratio across 18 years of filings, most recently posting 0.39 for Q1 2026.

  • Equity Ratio for Q1 2026 came in at 0.39, down 6.39% year-over-year; the trailing twelve-month figure through Mar 2026 was 0.39 (down 6.39% YoY), and the FY2025 annual result was 0.37, down 8.53% from the prior year.
  • Equity Ratio came in at 0.39 for Q1 2026 at Franklin Resources, down from 0.4 in the prior quarter.
  • In the past five years, Equity Ratio ranged from a high of 0.47 in Q1 2022 to a low of 0.37 in Q3 2025.
  • The 5-year median for Equity Ratio is 0.41 (2024), against an average of 0.41.
  • Across the five-year window, Equity Ratio retreated 12.29% in 2022 and fell 0.32% in 2025, its largest moves.
  • Franklin Resources' Equity Ratio stood at 0.43 in 2022, then slipped by 1.13% to 0.42 in 2023, then retreated by 3.44% to 0.41 in 2024, then fell by 1.49% to 0.4 in 2025, then retreated by 4.31% to 0.39 in 2026.
  • The last three Equity Ratio figures came in at 0.39 (Q1 2026), 0.4 (Q4 2025), and 0.37 (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 0.33
2 Blackstone 96.85 Bn 95.80 Bn - 0.17
3 Kkr 86.45 Bn 133.96 Bn - 0.07
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 0.08
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 0.03
7 Northern Trust 31.92 Bn 31.92 Bn - 0.07
8 Raymond James Financial 30.62 Bn 19.37 Bn - 0.14
9 Ares Management 29.04 Bn 32.41 Bn - 0.29
10 Franklin Resources 17.12 Bn 18.53 Bn 1.75 Bn 0.39

Historic Data

Download Data
DateValue
Mar 31, 2026 0.39
Dec 31, 2025 0.40
Sep 30, 2025 0.37
Jun 30, 2025 0.37
Mar 31, 2025 0.41
Dec 31, 2024 0.41
Sep 30, 2024 0.41
Jun 30, 2024 0.41
Mar 31, 2024 0.41
Dec 31, 2023 0.42
Sep 30, 2023 0.42
Jun 30, 2023 0.41
Mar 31, 2023 0.43
Dec 31, 2022 0.43
Sep 30, 2022 0.44
Jun 30, 2022 0.45
Mar 31, 2022 0.47
Dec 31, 2021 0.49
Sep 30, 2021 0.49
Jun 30, 2021 0.49