Growth Metrics

Franklin Resources (BEN) Equity Ratio (2016 - 2025)

Franklin Resources' Equity Ratio history spans 17 years, with the latest figure at 0.37 for Q4 2025.

  • For Q4 2025, Equity Ratio fell 8.75% year-over-year to 0.37; the TTM value through Dec 2025 reached 0.37, down 8.75%, while the annual FY2025 figure was 0.37, 8.53% down from the prior year.
  • Equity Ratio for Q4 2025 was 0.37 at Franklin Resources, roughly flat from 0.37 in the prior quarter.
  • Across five years, Equity Ratio topped out at 0.53 in Q1 2021 and bottomed at 0.37 in Q4 2025.
  • The 5-year median for Equity Ratio is 0.42 (2023), against an average of 0.43.
  • The largest annual shift saw Equity Ratio decreased 29.22% in 2021 before it fell 0.32% in 2025.
  • A 5-year view of Equity Ratio shows it stood at 0.49 in 2021, then fell by 12.29% to 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 dropped by 8.75% to 0.37 in 2025.
  • Per Business Quant, the three most recent readings for BEN's Equity Ratio are 0.37 (Q4 2025), 0.37 (Q3 2025), and 0.4 (Q2 2025).