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
DateValue
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%