Growth Metrics

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

Franklin Resources recorded quarterly Accumulated Expenses of $1.4 billion in Q1 2026, up 15.08% quarter-over-quarter from $1.2 billion in Q4 2025, and up 6.54% year-over-year from $1.3 billion in Q1 2025.

Franklin Resources' Accumulated Expenses history runs 18 years deep, the most recent figure standing at $1.4 billion for Q1 2026.

  • In Q1 2026, Accumulated Expenses rose 6.54% year-over-year to $1.4 billion; the TTM figure through Mar 2026 stood at $1.4 billion (up 6.54% YoY), while the FY2025 annual figure 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.
  • A 5-year average of $1.4 billion and a median of $1.4 billion in 2026 frame the typical range for Accumulated Expenses.
  • Across the five-year window, Accumulated Expenses advanced 26.41% in 2022 and retreated 7.84% in 2025, its largest moves.
  • Franklin Resources' Accumulated Expenses stood at $1.1 billion in 2022, then climbed by 10.04% to $1.2 billion in 2023, then decreased by 2.76% to $1.1 billion in 2024, then climbed by 6.49% to $1.2 billion in 2025, then gained by 15.08% to $1.4 billion in 2026.
  • According to Business Quant data, Accumulated Expenses over the past three periods registered $1.4 billion, $1.2 billion, and $1.8 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn -
2 Blackstone 92.68 Bn 91.63 Bn -
3 Kkr 84.94 Bn 132.45 Bn -
4 Brookfield Asset Management 77.34 Bn 77.68 Bn -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn
6 State Street 44.42 Bn 18.75 Bn -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn
8 Northern Trust 31.21 Bn 31.21 Bn -
9 Ares Management 28.85 Bn 32.22 Bn -
10 Franklin Resources 16.04 Bn 17.45 Bn 1.75 Bn

Historic Data

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DateValue
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
Mar 31, 2021 1.05 Bn
Dec 31, 2020 964.00 Mn
Sep 30, 2020 1.06 Bn
Jun 30, 2020 439.80 Mn
Mar 31, 2020 339.10 Mn
Dec 31, 2019 353.80 Mn
Sep 30, 2019 502.40 Mn
Jun 30, 2019 460.00 Mn
Mar 31, 2019 342.10 Mn
Dec 31, 2018 218.90 Mn
Sep 30, 2018 405.60 Mn
Jun 30, 2018 405.90 Mn
Mar 31, 2018 291.70 Mn
Dec 31, 2017 211.10 Mn
Sep 30, 2017 396.60 Mn
Jun 30, 2017 359.80 Mn
Mar 31, 2017 276.20 Mn
Dec 31, 2016 191.80 Mn
Sep 30, 2016 357.40 Mn
Jun 30, 2016 355.00 Mn
Mar 31, 2016 306.40 Mn
Dec 31, 2015 209.80 Mn
Sep 30, 2015 433.20 Mn
Jun 30, 2015 428.80 Mn
Mar 31, 2015 317.80 Mn
Dec 31, 2014 238.90 Mn
Sep 30, 2014 465.10 Mn
Jun 30, 2014 435.80 Mn
Mar 31, 2014 331.80 Mn
Dec 31, 2013 250.90 Mn
Sep 30, 2013 444.50 Mn
Jun 30, 2013 388.60 Mn
Mar 31, 2013 312.90 Mn
Dec 31, 2012 242.10 Mn
Sep 30, 2012 400.50 Mn
Jun 30, 2012 378.95 Mn
Mar 31, 2012 301.80 Mn
Dec 31, 2011 228.04 Mn
Sep 30, 2011 400.90 Mn
Jun 30, 2011 375.09 Mn
Mar 31, 2011 279.87 Mn
Dec 31, 2010 196.14 Mn
Sep 30, 2010 330.88 Mn
Jun 30, 2010 280.26 Mn
Mar 31, 2010 201.45 Mn
Dec 31, 2009 158.82 Mn
Sep 30, 2009 210.79 Mn
Jun 30, 2009 180.93 Mn