Franklin Resources (BEN) Tax Rate (2009 - 2026)
Franklin Resources recorded quarterly Tax Rate of 22.23% in Q1 2026, down 4.33% quarter-over-quarter from 23.24% in Q4 2025, and down 5060.0% year-over-year from 0.45% in Q1 2025.
Franklin Resources' Tax Rate history runs 18 years deep, the most recent figure standing at 22.23% for Q1 2026.
- In Q1 2026, Tax Rate fell 5060.0% year-over-year to 22.23%; the TTM figure through Mar 2026 stood at 24.83% (down 630.0% YoY), while the FY2025 annual figure was 30.24%, up 408.0% from the prior year.
- Tax Rate came in at 22.23% for Q1 2026 at Franklin Resources, down 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 soared 4646 bps in 2025 and tumbled 5060 bps in 2026, its largest moves.
- Franklin Resources' Tax Rate stood at 26.32% in 2022, then retreated by 14 bps to 22.61% in 2023, then increased by 15 bps to 25.89% in 2024, then fell by 10 bps to 23.24% in 2025, then retreated by 4 bps to 22.23% in 2026.
- According to Business Quant data, Tax Rate over the past three periods registered 22.23%, 23.24%, and 25.87% for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 18.16 |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 13.55 |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 40.05 |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 15.80 |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 598.59 |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 21.16 |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 20.02 |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 24.99 |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 19.13 |
| 10 | Franklin Resources | 16.04 Bn | 17.45 Bn | 1.75 Bn | 22.23 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 22.23 |
| Mar 31, 2026 | 22.23 |
| Dec 31, 2025 | 23.24 |
| Dec 31, 2025 | 23.24 |
| Sep 30, 2025 | 25.87 |
| Sep 30, 2025 | 25.87 |
| Jun 30, 2025 | 33.92 |
| Jun 30, 2025 | 33.92 |
| Mar 31, 2025 | 72.83 |
| Mar 31, 2025 | 72.83 |
| Dec 31, 2024 | 25.89 |
| Dec 31, 2024 | 25.89 |
| Sep 30, 2024 | -20.56 |
| Sep 30, 2024 | -20.56 |
| Jun 30, 2024 | 22.69 |
| Jun 30, 2024 | 22.69 |
| Mar 31, 2024 | 26.38 |
| Mar 31, 2024 | 26.38 |
| Dec 31, 2023 | 22.61 |
| Dec 31, 2023 | 22.61 |
| Sep 30, 2023 | 18.14 |
| Sep 30, 2023 | 18.14 |
| Jun 30, 2023 | 25.43 |
| Jun 30, 2023 | 25.43 |
| Mar 31, 2023 | 25.38 |
| Mar 31, 2023 | 25.38 |
| Dec 31, 2022 | 26.32 |
| Dec 31, 2022 | 26.32 |
| Sep 30, 2022 | 19.08 |
| Sep 30, 2022 | 19.08 |
| Jun 30, 2022 | 28.59 |
| Jun 30, 2022 | 28.59 |
| Mar 31, 2022 | 22.97 |
| Mar 31, 2022 | 22.97 |
| Dec 31, 2021 | 21.71 |
| Dec 31, 2021 | 21.71 |
| Sep 30, 2021 | -0.65 |
| Sep 30, 2021 | -0.65 |
| Jun 30, 2021 | 15.09 |
| Jun 30, 2021 | 15.09 |
| Mar 31, 2021 | 20.88 |
| Mar 31, 2021 | 20.88 |
| Dec 31, 2020 | 26.52 |
| Dec 31, 2020 | 26.52 |
| Sep 30, 2020 | 36.62 |
| Sep 30, 2020 | 36.62 |
| Jun 30, 2020 | 5.97 |
| Jun 30, 2020 | 5.97 |
| Mar 31, 2020 | 42.86 |
| Mar 31, 2020 | 42.86 |
| Dec 31, 2019 | 21.88 |
| Dec 31, 2019 | 21.88 |
| Sep 30, 2019 | 21.85 |
| Sep 30, 2019 | 21.85 |
| Jun 30, 2019 | 38.43 |
| Jun 30, 2019 | 38.43 |
| Mar 31, 2019 | 22.52 |
| Mar 31, 2019 | 22.52 |
| Dec 31, 2018 | 24.86 |
| Dec 31, 2018 | 24.86 |
| Sep 30, 2018 | 1.45 |
| Sep 30, 2018 | 1.45 |
| Jun 30, 2018 | 20.53 |
| Jun 30, 2018 | 20.53 |
| Mar 31, 2018 | 23.72 |
| Mar 31, 2018 | 23.72 |
| Dec 31, 2017 | 187.77 |
| Dec 31, 2017 | 187.77 |
| Sep 30, 2017 | 27.63 |
| Sep 30, 2017 | 27.63 |
| Jun 30, 2017 | 28.61 |
| Jun 30, 2017 | 28.61 |
| Mar 31, 2017 | 30.68 |
| Mar 31, 2017 | 30.68 |
| Dec 31, 2016 | 32.42 |
| Dec 31, 2016 | 32.42 |
| Sep 30, 2016 | 25.66 |
| Sep 30, 2016 | 25.66 |
| Jun 30, 2016 | 28.88 |
| Jun 30, 2016 | 28.88 |
| Mar 31, 2016 | 33.49 |
| Mar 31, 2016 | 33.49 |
| Dec 31, 2015 | 31.20 |
| Dec 31, 2015 | 31.20 |
| Sep 30, 2015 | 35.96 |
| Sep 30, 2015 | 35.96 |
| Jun 30, 2015 | 28.93 |
| Jun 30, 2015 | 28.93 |
| Mar 31, 2015 | 27.48 |
| Mar 31, 2015 | 27.48 |
| Dec 31, 2014 | 31.14 |
| Dec 31, 2014 | 31.14 |
| Sep 30, 2014 | 28.79 |
| Sep 30, 2014 | 28.79 |
| Jun 30, 2014 | 28.46 |
| Jun 30, 2014 | 28.46 |
| Mar 31, 2014 | 30.17 |
| Mar 31, 2014 | 30.17 |
| Dec 31, 2013 | 29.77 |
| Dec 31, 2013 | 29.77 |
| Sep 30, 2013 | 29.44 |
| Sep 30, 2013 | 29.44 |
| Jun 30, 2013 | 27.19 |
| Jun 30, 2013 | 27.19 |
| Mar 31, 2013 | 27.19 |
| Mar 31, 2013 | 27.19 |
| Dec 31, 2012 | 29.52 |
| Dec 31, 2012 | 29.52 |
| Sep 30, 2012 | 25.71 |
| Sep 30, 2012 | 25.71 |
| Jun 30, 2012 | 30.07 |
| Jun 30, 2012 | 30.07 |
| Mar 31, 2012 | 29.29 |
| Mar 31, 2012 | 29.29 |
| Dec 31, 2011 | 28.96 |
| Dec 31, 2011 | 28.96 |
| Sep 30, 2011 | 36.36 |
| Sep 30, 2011 | 36.36 |
| Jun 30, 2011 | 30.41 |
| Jun 30, 2011 | 30.41 |
| Mar 31, 2011 | 26.97 |
| Mar 31, 2011 | 26.97 |
| Dec 31, 2010 | 29.75 |
| Dec 31, 2010 | 29.75 |
| Sep 30, 2010 | 31.95 |
| Sep 30, 2010 | 31.95 |
| Jun 30, 2010 | 27.31 |
| Jun 30, 2010 | 27.31 |
| Mar 31, 2010 | 29.50 |
| Mar 31, 2010 | 29.50 |
| Dec 31, 2009 | 30.48 |
| Dec 31, 2009 | 30.48 |
| Sep 30, 2009 | 26.46 |
| Sep 30, 2009 | 26.46 |
| Jun 30, 2009 | 27.47 |
| Jun 30, 2009 | 27.47 |
| Mar 31, 2009 | 38.11 |
| Mar 31, 2009 | 38.11 |