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| Date | Value |
|---|---|
| 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 |