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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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% |