Company / Return on Equity (ROE)
Franklin Resources Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
4.3%
FY2025
5-year range
3.7% / 16.3%
FY2021-FY2025
Trend
+16.9%
vs FY2024
Sector context
#333 of 390
Financials
What the data says
Franklin Resources's return on equity (roe) of 4.3% is lower than 85% of companies in the Financials sector (FY2025). Return on Equity (ROE) has fluctuated over the past 10 years, ranging from 3.7% in FY2024 to 20.0% in FY2016.
Based on SEC 10-K filings.
4.3% in FY2025 with a 5-year CAGR of -3.6%.
Declined from 15.4% to 4.3% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- -2.6pp
- 5-Year Change
- -3.6pp
- 10-Year Change
- -
Sector benchmark
Bottom 15% in FinancialsTop 85% of 390This company 4.3% Sector average 17.6%
▼
-75.2% below sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) increased 16.9% year-over-year.
- Currently 13.2pp below the Financials sector average.
- Peak return on equity (roe) was recorded in FY2016.
- Lowest return on equity (roe) 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 Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 4.3% | +16.9% |
| FY2024 | 3.7% | -75.8% |
| FY2023 | 15.4% | +120.8% |
| FY2022 | 7.0% | -57.4% |
| FY2021 | 16.3% | +106.6% |
| FY2020 | 7.9% | -34.5% |
| FY2019 | 12.1% | +56.3% |
| FY2018 | 7.7% | -52.1% |
| FY2017 | 16.1% | -19.3% |
| FY2016 | 20.0% | +10.0% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026