Franklin Templeton (BEN) Return on Assets [ROA] (2009 - 2026)
Franklin Templeton's Return on Assets [ROA] came in at 3.23% for fiscal Q3 2026 (quarter ended Jun 30, 2026), up 2.29 percentage points from 0.94% a year earlier and up 0.24 percentage points from the prior quarter.
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Analysis
Franklin Templeton (BEN) Return on Assets [ROA] (2009 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Franklin Templeton's Return on Assets [ROA] was 1.69%, down 0.25 percentage points from FY2024.
- Return on Assets [ROA] has declined in each of the last four fiscal years, with a five-year change of -2.65 percentage points (FY2020 to FY2025).
- Going back by fiscal year, Return on Assets [ROA] was 1.94% in FY2024 (-1.58 pp), 3.53% in FY2023 (-1.58 pp), 5.11% in FY2022 (-4.03 pp) and 9.14% in FY2021 (+4.79 pp).
- The fiscal Q3 2026 figure represents the highest quarterly Return on Assets [ROA] since fiscal Q2 2024.
- Year-over-year, Return on Assets [ROA] has increased for three consecutive quarters, with an average year-over-year change of -0.43 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Assets [ROA] over five years came in fiscal Q1 2022 (a gain of 5.25 percentage points), and the weakest in fiscal Q1 2023 (a drop of 5.80 percentage points).
- Business Quant data shows BEN's Return on Assets [ROA] at 3.00% (Q2 2026), 2.04% (Q1 2026) and 1.69% (Q4 2025) in the three fiscal quarters before Q3 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 4.12% |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | 16.25% |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 13.90% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | 1.02% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 1.33% |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 16.12% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 0.89% |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 18.58% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 21.76% |
| 10 | Franklin Templeton | 16.66 Bn | 7.14 Bn | - | 3.23% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 3.23% |
| Mar 31, 2026 | 3.00% |
| Dec 31, 2025 | 2.04% |
| Sep 30, 2025 | 1.69% |
| Jun 30, 2025 | 0.94% |
| Mar 31, 2025 | 1.30% |
| Dec 31, 2024 | 1.80% |
| Sep 30, 2024 | 1.85% |
| Jun 30, 2024 | 3.03% |
| Mar 31, 2024 | 3.24% |
| Dec 31, 2023 | 3.72% |
| Sep 30, 2023 | 3.40% |
| Jun 30, 2023 | 3.01% |
| Mar 31, 2023 | 2.98% |
| Dec 31, 2022 | 3.34% |
| Sep 30, 2022 | 4.79% |
| Jun 30, 2022 | 7.00% |
| Mar 31, 2022 | 8.34% |
| Dec 31, 2021 | 9.13% |
| Sep 30, 2021 | 8.86% |
API Access
Franklin Templeton Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=BEN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "BEN", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=BEN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();