Franklin Templeton (BEN) Return on Equity [ROE] (2009 - 2026)
Franklin Templeton's Return on Equity [ROE] came in at 8.73% for fiscal Q3 2026 (quarter ended Jun 30, 2026), up 6.40 percentage points from 2.32% a year earlier and up 1.12 percentage points from the prior quarter.
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Analysis
Franklin Templeton (BEN) Return on Equity [ROE] (2009 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Franklin Templeton's Return on Equity [ROE] was 4.18%, down 0.53 percentage points from FY2024.
- Return on Equity [ROE] has declined in each of the last four fiscal years, with a five-year change of -3.17 percentage points (FY2020 to FY2025).
- Going back by fiscal year, Return on Equity [ROE] was 4.71% in FY2024 (-3.54 pp), 8.26% in FY2023 (-2.80 pp), 11.06% in FY2022 (-7.41 pp) and 18.47% in FY2021 (+11.12 pp).
- The fiscal Q3 2026 figure represents the highest quarterly Return on Equity [ROE] since fiscal Q1 2024.
- Year-over-year, Return on Equity [ROE] has increased for three consecutive quarters, with an average year-over-year change of -0.81 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Equity [ROE] over five years came in fiscal Q1 2022 (a gain of 11.17 percentage points), and the weakest in fiscal Q1 2023 (a drop of 11.00 percentage points).
- Business Quant data shows BEN's Return on Equity [ROE] at 7.61% (Q2 2026), 5.08% (Q1 2026) and 4.21% (Q4 2025) in the three fiscal quarters before Q3 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 12.43% |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | 16.25% |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 33.23% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | 3.12% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 7.09% |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 34.49% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 10.61% |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 21.60% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 23.59% |
| 10 | Franklin Templeton | 16.66 Bn | 7.14 Bn | - | 8.73% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 8.73% |
| Mar 31, 2026 | 7.61% |
| Dec 31, 2025 | 5.08% |
| Sep 30, 2025 | 4.21% |
| Jun 30, 2025 | 2.32% |
| Mar 31, 2025 | 3.18% |
| Dec 31, 2024 | 4.41% |
| Sep 30, 2024 | 4.52% |
| Jun 30, 2024 | 7.36% |
| Mar 31, 2024 | 7.75% |
| Dec 31, 2023 | 8.85% |
| Sep 30, 2023 | 8.19% |
| Jun 30, 2023 | 7.16% |
| Mar 31, 2023 | 6.97% |
| Dec 31, 2022 | 7.70% |
| Sep 30, 2022 | 10.85% |
| Jun 30, 2022 | 15.28% |
| Mar 31, 2022 | 17.37% |
| Dec 31, 2021 | 18.70% |
| Sep 30, 2021 | 18.02% |
API Access
Franklin Templeton Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=BEN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=BEN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();