Franklin Resources (BEN) Tax Rate (2009 - 2026)
Franklin Resources (BEN) reported Tax Rate of 22.23% for Q1 2026, down 5060.0% on a YoY basis from 0.45% in Q1 2025, and down 4.33% sequentially from 23.24% in Q4 2025.
Franklin Resources (BEN) Tax Rate (2009 - 2026) Analysis & Trends
Franklin Resources (BEN) has 18 years of Tax Rate data on file, last reported at 22.23% in Q1 2026.
- For the quarter ending Q1 2026, Tax Rate fell 5060.0% year-over-year to 22.23%; the trailing twelve-month figure through Mar 2026 stood at 24.83% (down 630.0% YoY), and the FY2025 full-year result was 30.24%, up 408.0% from the prior year.
- Tax Rate fell to 22.23% in Q1 2026, from 23.24% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 72.83% in Q1 2025 to a low of 20.56% in Q3 2024.
- A 5-year average of 24.77% and a median of 25.38% in 2023 frame the typical range for Tax Rate.
- Across the five-year window, Tax Rate surged 4646 bps in 2025 and slumped 5060 bps in 2026, its largest moves.
- Tracing BEN's Tax Rate over 5 years: stood at 26.32% in 2022, then declined by 14 bps to 22.61% in 2023, then climbed by 15 bps to 25.89% in 2024, then dropped by 10 bps to 23.24% in 2025, then declined by 4 bps to 22.23% in 2026.
- Business Quant data shows BEN's Tax Rate at 22.23% in Q1 2026, 23.24% in Q4 2025, and 25.87% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | -1.22% |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 18.16% |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 13.55% |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 598.59% |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 21.16% |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 20.02% |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 24.99% |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 25.99% |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 23.43% |
| 10 | Franklin Resources | 16.77 Bn | 17.07 Bn | - | 22.23% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 22.23% |
| Mar 31, 2026 | 22.23% |
| Mar 31, 2026 | 22.23% |
| Dec 31, 2025 | 23.24% |
| Dec 31, 2025 | 23.24% |
| Dec 31, 2025 | 23.24% |
| Sep 30, 2025 | 25.87% |
| Sep 30, 2025 | 25.87% |
| Sep 30, 2025 | 25.87% |
| Jun 30, 2025 | 33.92% |
| Jun 30, 2025 | 33.92% |
| Jun 30, 2025 | 33.92% |
| Mar 31, 2025 | 72.83% |
| Mar 31, 2025 | 72.83% |
| Mar 31, 2025 | 72.83% |
| Dec 31, 2024 | 25.89% |
| Dec 31, 2024 | 25.89% |
| Dec 31, 2024 | 25.89% |
| Sep 30, 2024 | -20.56% |
| Sep 30, 2024 | -20.56% |