Franklin Resources (BEN) Tax Rate (2009 - 2026)
Franklin Resources (BEN) posted quarterly Tax Rate of 31.17% for Q2 2026, down 275.0% year-over-year from 17.81% in Q2 2025, and up 40.17% on a QoQ basis from 22.23% in Q1 2026.
Franklin Resources (BEN) Tax Rate (2009 - 2026) Analysis & Trends
Franklin Resources has reported Tax Rate for 18 years, with the latest figure at 31.17% in Q2 2026.
- Tax Rate for Q2 2026 came in at 31.17%, down 275.0% year-over-year; the trailing twelve-month figure through Jun 2026 was 25.32% (down 1203.0% YoY), and the FY2025 annual result was 30.24%, up 408.0% from the prior year.
- Tax Rate grew to 31.17% in Q2 2026, from 22.23% in the prior quarter.
- Over five years, Tax Rate peaked at 72.83% in Q1 2025 and troughed at 20.56% in Q3 2024.
- A 5-year average of 25.12% and a median of 25.41% in 2023 frame the typical range for Tax Rate.
- The widest annual swing landed in 2025, when Tax Rate surged 4646 bps; it then plunged 5060 bps in 2026.
- A 5-year view of Tax Rate shows it stood at 26.32% in 2022, then decreased by 14 bps to 22.61% in 2023, then rose by 15 bps to 25.89% in 2024, then retreated by 10 bps to 23.24% in 2025, then surged 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.
Powered by 
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 24.90% |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 16.11% |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | 17.91% |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 12.14% |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 15.94% |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 21.96% |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 22.82% |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 25.59% |
| 10 | Franklin Resources | 17.52 Bn | 13.81 Bn | - | 31.17% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 31.17% |
| Jun 30, 2026 | 31.17% |
| Jun 30, 2026 | 31.17% |
| 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% |