Franklin Resources BEN
NYSE BEN
$34.13 -0.52 (-1.50%)
As of: Sep 9, 2026 · 3:59 PM EDT

Franklin Resources (BEN) Tax Rate (2009 - 2026)

Franklin Resources' (BEN) quarterly Tax Rate came in at 31.17% in Q2 2026, down 275.0% year-over-year from 17.81% in Q2 2025, and up 40.17% quarter-over-quarter from 22.23% in Q1 2026.

Analysis

Franklin Resources (BEN) Tax Rate (2009 - 2026) Analysis & Trends

Franklin Resources has disclosed Tax Rate across 18 years of filings, most recently posting 31.17% for Q2 2026.

  • In Q2 2026, Tax Rate fell 275.0% year-over-year to 31.17%; the TTM figure through Jun 2026 stood at 25.32% (down 1203.0% YoY), while the FY2025 annual figure was 30.24%, up 408.0% from the prior year.
  • Tax Rate came in at 31.17% for Q2 2026 at Franklin Resources, up from 22.23% 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.
  • Average Tax Rate over 5 years is 25.12%, with a median of 25.41% recorded in 2023.
  • Year-over-year, Tax Rate soared 4646 bps in 2025 and tumbled 5060 bps in 2026.
  • Over 5 years, Tax Rate stood at 26.32% in 2022, then fell by 14 bps to 22.61% in 2023, then grew by 15 bps to 25.89% in 2024, then declined by 10 bps to 23.24% in 2025, then soared by 34 bps to 31.17% in 2026.
  • Per Business Quant data, the three most recent Tax Rate figures were 31.17% in Q2 2026, 22.23% in Q1 2026, and 23.24% in Q4 2025.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 166.84 Bn 152.97 Bn - 24.90%
2 Spdr Gold Trust 146.01 Bn -412.00 Bn - -
3 Ishares Gold Trust 30.54 Bn -29.57 Bn - -
4 World Gold Trust 29.53 Bn -73.54 Bn - -
5 Principal Financial 24.58 Bn -28.39 Bn 1.91 Bn 13.30%
6 iShares Silver Trust 22.65 Bn -5.56 Bn - -
7 Franklin Resources 17.60 Bn 13.88 Bn - 31.17%
8 Invesco 14.52 Bn 13.60 Bn 1.79 Bn 25.58%
9 Affiliated Managers 9.42 Bn 9.01 Bn - 22.77%
10 Voya Financial 9.29 Bn 6.93 Bn 1.34 Bn 47.06%
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 31.17%
Mar 31, 2026 22.23%
Dec 31, 2025 23.24%
Sep 30, 2025 25.87%
Jun 30, 2025 33.92%
Mar 31, 2025 72.83%
Dec 31, 2024 25.89%
Sep 30, 2024 -20.56%
Jun 30, 2024 22.69%
Mar 31, 2024 26.38%
Dec 31, 2023 22.61%
Sep 30, 2023 18.14%
Jun 30, 2023 25.43%
Mar 31, 2023 25.38%
Dec 31, 2022 26.32%
Sep 30, 2022 19.08%
Jun 30, 2022 28.59%
Mar 31, 2022 22.97%
Dec 31, 2021 21.71%
Sep 30, 2021 -0.65%