Franklin Resources (BEN) Cash & Current Investments (2009 - 2026)
Franklin Resources (BEN) reported Cash & Current Investments of $1.2 billion for Q1 2026, up 34.29% on a YoY basis from $883.6 million in Q1 2025, and down 68.23% sequentially from $3.7 billion in Q4 2025.
Franklin Resources (BEN) Cash & Current Investments (2009 - 2026) Analysis & Trends
Franklin Resources (BEN) has 18 years of Cash & Current Investments data on file, last reported at $1.2 billion in Q1 2026.
- For the quarter ending Q1 2026, Cash & Current Investments rose 34.29% year-over-year to $1.2 billion; the trailing twelve-month figure through Mar 2026 stood at $1.2 billion (up 34.29% YoY), and the FY2025 full-year result was $4.3 billion, up 263.79% from the prior year.
- Cash & Current Investments fell to $1.2 billion in Q1 2026, from $3.7 billion in the prior quarter.
- In the past five years, Cash & Current Investments ranged from a high of $4.6 billion in Q2 2023 to a low of $754.1 million in Q1 2022.
- A 5-year average of $2.2 billion and a median of $1.3 billion in 2022 frame the typical range for Cash & Current Investments.
- Across the five-year window, Cash & Current Investments plunged 84.67% in 2022 and surged 491.22% in 2023, its largest moves.
- Tracing BEN's Cash & Current Investments over 5 years: stood at $1.4 billion in 2022, then declined by 19.55% to $1.2 billion in 2023, then jumped by 214.28% to $3.6 billion in 2024, then gained by 3.33% to $3.7 billion in 2025, then plunged by 68.23% to $1.2 billion in 2026.
- Business Quant data shows BEN's Cash & Current Investments at $1.2 billion in Q1 2026, $3.7 billion in Q4 2025, and $4.3 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,264.20 Bn | 1,219.61 Bn | 18.56 Bn | 44.59 Bn |
| 2 | BlackRock | 163.56 Bn | 150.41 Bn | - | 13.15 Bn |
| 3 | Blackstone | 103.62 Bn | 101.17 Bn | - | 2.45 Bn |
| 4 | Brookfield Asset Management | 76.05 Bn | 75.01 Bn | - | 1.05 Bn |
| 5 | Apollo Global Management | 74.04 Bn | 74.04 Bn | -409.00 Mn | - |
| 6 | State Street | 51.19 Bn | 51.19 Bn | - | - |
| 7 | Ameriprise Financial | 50.30 Bn | 41.03 Bn | 4.57 Bn | 9.27 Bn |
| 8 | Raymond James Financial | 33.84 Bn | 18.88 Bn | - | 14.96 Bn |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | - |
| 10 | Franklin Resources | 17.19 Bn | 16.01 Bn | - | 1.19 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.19 Bn |
| Dec 31, 2025 | 3.74 Bn |
| Sep 30, 2025 | 4.27 Bn |
| Jun 30, 2025 | 1.38 Bn |
| Mar 31, 2025 | 883.60 Mn |
| Dec 31, 2024 | 3.61 Bn |
| Sep 30, 2024 | 1.17 Bn |
| Jun 30, 2024 | 939.60 Mn |
| Mar 31, 2024 | 1.18 Bn |
| Dec 31, 2023 | 1.15 Bn |
| Sep 30, 2023 | 4.56 Bn |
| Jun 30, 2023 | 4.60 Bn |
| Mar 31, 2023 | 4.46 Bn |
| Dec 31, 2022 | 1.43 Bn |
| Sep 30, 2022 | 992.00 Mn |
| Jun 30, 2022 | 1.33 Bn |
| Mar 31, 2022 | 754.10 Mn |
| Dec 31, 2021 | 5.28 Bn |
| Sep 30, 2021 | 4.95 Bn |
| Jun 30, 2021 | 5.00 Bn |