Franklin Resources (BEN) Equity Ratio (2009 - 2026)
Franklin Resources recorded quarterly Equity Ratio of 0.39 in Q1 2026, down 4.31% quarter-over-quarter from 0.4 in Q4 2025, and down 6.39% year-over-year from 0.41 in Q1 2025.
Franklin Resources' Equity Ratio history runs 18 years deep, the most recent figure standing at 0.39 for Q1 2026.
- In Q1 2026, Equity Ratio fell 6.39% year-over-year to 0.39; the TTM figure through Mar 2026 stood at 0.39 (down 6.39% YoY), while the FY2025 annual figure 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.
- A 5-year average of 0.41 and a median of 0.41 in 2024 frame the typical range for Equity Ratio.
- Across the five-year window, Equity Ratio decreased 12.29% in 2022 and retreated 0.32% in 2025, its largest moves.
- Franklin Resources' Equity Ratio stood at 0.43 in 2022, then dropped by 1.13% to 0.42 in 2023, then decreased by 3.44% to 0.41 in 2024, then retreated by 1.49% to 0.4 in 2025, then decreased by 4.31% to 0.39 in 2026.
- According to Business Quant data, Equity Ratio over the past three periods registered 0.39, 0.4, and 0.37 for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 0.33 |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 0.17 |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 0.07 |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 0.48 |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 0.08 |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 0.03 |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 0.07 |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 0.29 |
| 10 | Franklin Resources | 16.04 Bn | 17.45 Bn | 1.75 Bn | 0.39 |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Mar 31, 2021 | 0.53 |
| Dec 31, 2020 | 0.53 |
| Sep 30, 2020 | 0.50 |
| Jun 30, 2020 | 0.70 |
| Mar 31, 2020 | 0.73 |
| Dec 31, 2019 | 0.72 |
| Sep 30, 2019 | 0.73 |
| Jun 30, 2019 | 0.73 |
| Mar 31, 2019 | 0.74 |
| Dec 31, 2018 | 0.72 |
| Sep 30, 2018 | 0.71 |
| Jun 30, 2018 | 0.66 |
| Mar 31, 2018 | 0.59 |
| Dec 31, 2017 | 0.67 |
| Sep 30, 2017 | 0.74 |
| Jun 30, 2017 | 0.73 |
| Mar 31, 2017 | 0.72 |
| Dec 31, 2016 | 0.76 |
| Sep 30, 2016 | 0.78 |
| Jun 30, 2016 | 0.77 |
| Mar 31, 2016 | 0.78 |
| Dec 31, 2015 | 0.77 |
| Sep 30, 2015 | 0.76 |
| Jun 30, 2015 | 0.76 |
| Mar 31, 2015 | 0.75 |
| Dec 31, 2014 | 0.75 |
| Sep 30, 2014 | 0.75 |
| Jun 30, 2014 | 0.71 |
| Mar 31, 2014 | 0.71 |
| Dec 31, 2013 | 0.70 |
| Sep 30, 2013 | 0.69 |
| Jun 30, 2013 | 0.68 |
| Mar 31, 2013 | 0.68 |
| Dec 31, 2012 | 0.66 |
| Sep 30, 2012 | 0.66 |
| Jun 30, 2012 | 0.68 |
| Mar 31, 2012 | 0.68 |
| Dec 31, 2011 | 0.67 |
| Jun 30, 2011 | 0.67 |
| Mar 31, 2011 | 0.66 |
| Dec 31, 2010 | 0.66 |
| Sep 30, 2010 | 0.72 |
| Jun 30, 2010 | 0.71 |
| Mar 31, 2010 | 0.78 |
| Dec 31, 2009 | 0.77 |
| Sep 30, 2009 | 0.01 |
| Jun 30, 2009 | 0.79 |