Franklin Resources BEN
NYSE BEN
$34.31 +0.34 (+1.00%)
At close: Aug 21, 2026 · 4:00 PM EDT

Franklin Resources (BEN) Accumulated Expenses (2009 - 2026)

Franklin Resources (BEN) posted quarterly Accumulated Expenses of $1.7 billion for Q2 2026, up 7.17% year-over-year from $1.6 billion in Q2 2025, and up 24.74% on a QoQ basis from $1.4 billion in Q1 2026.

Franklin Resources (BEN) Accumulated Expenses (2009 - 2026) Analysis & Trends

Franklin Resources has reported Accumulated Expenses for 18 years, with the latest figure at $1.7 billion in Q2 2026.

  • Accumulated Expenses for Q2 2026 came in at $1.7 billion, up 7.17% year-over-year; the trailing twelve-month figure through Jun 2026 was $1.7 billion (up 7.17% YoY), and the FY2025 annual result was $1.8 billion, down 2.28% from the prior year.
  • Accumulated Expenses improved to $1.7 billion in Q2 2026, from $1.4 billion in the prior quarter.
  • Over five years, Accumulated Expenses peaked at $1.8 billion in Q3 2024 and troughed at $1.0 billion in Q1 2022.
  • A 5-year average of $1.4 billion and a median of $1.4 billion in 2024 frame the typical range for Accumulated Expenses.
  • The widest annual swing landed in 2022, when Accumulated Expenses gained 26.41%; it then fell 7.84% in 2025.
  • A 5-year view of Accumulated Expenses shows it stood at $1.1 billion in 2022, then grew by 10.04% to $1.2 billion in 2023, then slipped by 2.76% to $1.1 billion in 2024, then grew by 6.49% to $1.2 billion in 2025, then jumped by 43.55% to $1.7 billion in 2026.
  • Per Business Quant data, the three most recent Accumulated Expenses figures were $1.7 billion in Q2 2026, $1.4 billion in Q1 2026, and $1.2 billion in Q4 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 179.54 Bn 165.67 Bn -
2 Blackstone 114.83 Bn 112.32 Bn -
3 Kkr 97.26 Bn -179.81 Bn -
4 Brookfield 93.07 Bn 45.66 Bn -
5 Brookfield Asset Management 83.46 Bn 81.96 Bn -
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn
7 State Street 51.66 Bn 51.66 Bn -
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn
9 Raymond James Financial 33.99 Bn 20.74 Bn -
10 Franklin Resources 17.67 Bn 13.96 Bn -

Historic Data

Download Data
DateValue
Jun 30, 2026 1.73 Bn
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