Franklin Templeton (BEN) Tax Rate (2009 - 2026)
Franklin Templeton (BEN) posted Tax Rate of 31.17% for fiscal Q3 2026 (quarter ended Jun 30, 2026), down 2.75 percentage points from 33.92% a year earlier but up 8.93 percentage points from the prior quarter.
Franklin Templeton (BEN) Tax Rate (2009 - 2026) Analysis & Trends
For the trailing twelve months through Jun 30, 2026, Tax Rate at Franklin Templeton was 25.32%, down 12.03 percentage points year-over-year; for FY2025 (ended Sep 30, 2025), it was 30.24%, up 4.08 percentage points from FY2024.
- Annual Tax Rate has increased for four consecutive fiscal years, with a five-year change of +7.56 percentage points (FY2020 to FY2025).
- In prior fiscal years, Franklin Templeton's Tax Rate was 26.15% in FY2024 (+2.81 pp), 23.34% in FY2023 (+0.43 pp), 22.91% in FY2022 (+8.61 pp) and 14.30% in FY2021 (-8.37 pp).
- Quarterly Tax Rate has run from a low of -20.56% in fiscal Q4 2024 to a high of 72.83% in fiscal Q2 2025 over five years.
- On a year-over-year basis, Tax Rate has declined in each of the last three quarters, with an average year-over-year change of +1.59 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Tax Rate in the past five years was fiscal Q2 2025, with a gain of 46.46 percentage points; the weakest was fiscal Q2 2026, with a drop of 50.60 percentage points.
- According to Business Quant data, Tax Rate for the three prior fiscal quarters was 22.23% (Q2 2026), 23.24% (Q1 2026) and 25.87% (Q4 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 24.90% |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 16.11% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | - |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 17.91% |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 12.14% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 15.94% |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 15.06% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 23.17% |
| 10 | Franklin Templeton | 16.66 Bn | 7.14 Bn | - | 31.17% |
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% |
| 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% |
| Jun 30, 2021 | 15.09% |
| Mar 31, 2021 | 20.88% |
Franklin Templeton Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=BEN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "BEN", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=BEN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();