Franklin Resources (BEN) Accumulated Expenses (2009 - 2026)
Franklin Resources' (BEN) quarterly Accumulated Expenses came in at $1.4 billion in Q1 2026, up 6.54% year-on-year from $1.3 billion in Q1 2025, and up 15.08% quarter-over-quarter from $1.2 billion in Q4 2025.
Franklin Resources (BEN) Accumulated Expenses (2009 - 2026) Analysis & Trends
Franklin Resources has disclosed Accumulated Expenses across 18 years of filings, most recently posting $1.4 billion for Q1 2026.
- Accumulated Expenses for Q1 2026 came in at $1.4 billion, up 6.54% year-over-year; the trailing twelve-month figure through Mar 2026 was $1.4 billion (up 6.54% YoY), and the FY2025 annual result was $1.8 billion, down 2.28% from the prior year.
- Accumulated Expenses came in at $1.4 billion for Q1 2026 at Franklin Resources, up from $1.2 billion in the prior quarter.
- In the past five years, Accumulated Expenses ranged from a high of $1.8 billion in Q3 2024 to a low of $1.0 billion in Q1 2022.
- The 5-year median for Accumulated Expenses is $1.4 billion (2026), against an average of $1.4 billion.
- Across the five-year window, Accumulated Expenses gained 26.41% in 2022 and fell 7.84% in 2025, its largest moves.
- Franklin Resources' Accumulated Expenses stood at $1.1 billion in 2022, then advanced by 10.04% to $1.2 billion in 2023, then retreated by 2.76% to $1.1 billion in 2024, then advanced by 6.49% to $1.2 billion in 2025, then rose by 15.08% to $1.4 billion in 2026.
- The last three Accumulated Expenses figures came in at $1.4 billion (Q1 2026), $1.2 billion (Q4 2025), and $1.8 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - |
| 10 | Franklin Resources | 17.12 Bn | 18.53 Bn | 1.75 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.39 Bn |
| Dec 31, 2025 | 1.21 Bn |
| Sep 30, 2025 | 1.76 Bn |
| Jun 30, 2025 | 1.61 Bn |
| Mar 31, 2025 | 1.30 Bn |
| Dec 31, 2024 | 1.13 Bn |
| Sep 30, 2024 | 1.80 Bn |
| Jun 30, 2024 | 1.69 Bn |
| Mar 31, 2024 | 1.41 Bn |
| Dec 31, 2023 | 1.16 Bn |
| Sep 30, 2023 | 1.67 Bn |
| Jun 30, 2023 | 1.46 Bn |
| Mar 31, 2023 | 1.21 Bn |
| Dec 31, 2022 | 1.06 Bn |
| Sep 30, 2022 | 1.46 Bn |
| Jun 30, 2022 | 1.23 Bn |
| Mar 31, 2022 | 1.01 Bn |
| Dec 31, 2021 | 906.00 Mn |
| Sep 30, 2021 | 1.18 Bn |
| Jun 30, 2021 | 976.40 Mn |