Growth Metrics

Franklin Resources (BEN) Tax Rate (2016 - 2025)

Franklin Resources' Tax Rate history spans 17 years, with the latest figure at 23.24% for Q4 2025.

  • For Q4 2025, Tax Rate fell 265.0% year-over-year to 23.24%; the TTM value through Dec 2025 reached 28.29%, up 78.0%, while the annual FY2025 figure was 30.24%, 408.0% up from the prior year.
  • Tax Rate for Q4 2025 was 23.24% at Franklin Resources, down from 25.87% in the prior quarter.
  • Across five years, Tax Rate topped out at 72.83% in Q1 2025 and bottomed at 20.56% in Q3 2024.
  • The 5-year median for Tax Rate is 23.11% (2022), against an average of 22.8%.
  • The largest annual shift saw Tax Rate crashed -3871bps in 2024 before it soared 4646bps in 2025.
  • A 5-year view of Tax Rate shows it stood at 21.71% in 2021, then increased by 21bps to 26.32% in 2022, then dropped by -14bps to 22.61% in 2023, then increased by 15bps to 25.89% in 2024, then fell by -10bps to 23.24% in 2025.
  • Per Business Quant, the three most recent readings for BEN's Tax Rate are 23.24% (Q4 2025), 25.87% (Q3 2025), and 33.92% (Q2 2025).