Company / Return on Assets (ROA)
Franklin Resources Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
1.6%
FY2025
5-year range
1.4% / 7.6%
FY2021-FY2025
Trend
+13.3%
vs FY2024
Sector context
#175 of 402
Financials
What the data says
At 1.6%, Franklin Resources's return on assets (roa) ranks #175 of 402 in the Financials sector. Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 1.4% in FY2024 to 14.8% in FY2016.
Based on SEC 10-K filings.
1.6% in FY2025 with a 5-year CAGR of -2.1%.
Declined from 6.1% to 1.6% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- -1.2pp
- 5-Year Change
- -2.1pp
- 10-Year Change
- -
Sector benchmark
#175 of 402 in FinancialsTop 44% of 402This company 1.6% Sector average 2.8%
▼
-41.3% below sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) increased 13.3% year-over-year.
- Currently 1.1pp below the Financials sector average.
- Peak return on assets (roa) was recorded in FY2016.
- Lowest return on assets (roa) in the period was in FY2024.
Company context
Key Data Points
- Altman Z-Score 0.88 (distress zone, below 1.8 threshold)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 1.6% | +13.3% |
| FY2024 | 1.4% | -76.5% |
| FY2023 | 6.1% | +113.3% |
| FY2022 | 2.9% | -62.4% |
| FY2021 | 7.6% | +106.0% |
| FY2020 | 3.7% | -55.3% |
| FY2019 | 8.2% | +55.0% |
| FY2018 | 5.3% | -54.3% |
| FY2017 | 11.6% | -21.6% |
| FY2016 | 14.8% | +12.5% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026