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

Franklin Resources (BEN) reported Accumulated Expenses of $1.4 billion for Q1 2026, up 6.54% on a YoY basis from $1.3 billion in Q1 2025, and up 15.08% sequentially from $1.2 billion in Q4 2025.

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

Franklin Resources (BEN) has 18 years of Accumulated Expenses data on file, last reported at $1.4 billion in Q1 2026.

  • For the quarter ending Q1 2026, Accumulated Expenses rose 6.54% year-over-year to $1.4 billion; the trailing twelve-month figure through Mar 2026 stood at $1.4 billion (up 6.54% YoY), and the FY2025 full-year result was $1.8 billion, down 2.28% from the prior year.
  • Accumulated Expenses advanced to $1.4 billion in Q1 2026, 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 gained 26.41% in 2022 and fell 7.84% in 2025, its largest moves.
  • Tracing BEN's Accumulated Expenses over 5 years: stood at $1.1 billion in 2022, then gained by 10.04% to $1.2 billion in 2023, then fell by 2.76% to $1.1 billion in 2024, then gained by 6.49% to $1.2 billion in 2025, then increased by 15.08% to $1.4 billion in 2026.
  • Business Quant data shows BEN's Accumulated Expenses at $1.4 billion in Q1 2026, $1.2 billion in Q4 2025, and $1.8 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn
2 BlackRock 161.01 Bn 148.08 Bn -
3 Blackstone 97.77 Bn 96.72 Bn -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn
5 State Street 51.30 Bn 51.30 Bn -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn
7 Northern Trust 32.93 Bn 32.93 Bn -
8 Raymond James Financial 32.59 Bn 17.67 Bn -
9 Price T Rowe 24.70 Bn 21.13 Bn -
10 Franklin Resources 16.77 Bn 17.07 Bn -

Historic Data

Download Data
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