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
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