Franklin Resources BEN
NYSE BEN
$34.31 +0.34 (+1.00%)
At close: Aug 21, 2026 · 4:00 PM EDT

Franklin Resources (BEN) Cash & Current Investments (2009 - 2026)

Franklin Resources (BEN) posted quarterly Cash & Current Investments of $3.7 billion for Q2 2026, down 14.22% year-over-year from $4.3 billion in Q2 2025, and up 0.76% on a QoQ basis from $3.7 billion in Q1 2026.

Franklin Resources (BEN) Cash & Current Investments (2009 - 2026) Analysis & Trends

Franklin Resources has reported Cash & Current Investments for 18 years, with the latest figure at $3.7 billion in Q2 2026.

  • Cash & Current Investments for Q2 2026 came in at $3.7 billion, down 14.22% year-over-year; the trailing twelve-month figure through Jun 2026 was $3.7 billion (down 14.22% YoY), and the FY2025 annual result was $4.3 billion, up 2.9% from the prior year.
  • Cash & Current Investments advanced to $3.7 billion in Q2 2026, from $3.7 billion in the prior quarter.
  • Over five years, Cash & Current Investments peaked at $5.0 billion in Q1 2022 and troughed at $3.4 billion in Q1 2025.
  • A 5-year average of $4.2 billion and a median of $4.2 billion in 2023 frame the typical range for Cash & Current Investments.
  • The widest annual swing landed in 2025, when Cash & Current Investments declined 19.27%; it then gained 8.83% in 2026.
  • A 5-year view of Cash & Current Investments shows it stood at $4.5 billion in 2022, then fell by 6.55% to $4.2 billion in 2023, then slipped by 14.37% to $3.6 billion in 2024, then grew by 3.33% to $3.7 billion in 2025, then fell by 0.46% to $3.7 billion in 2026.
  • Per Business Quant data, the three most recent Cash & Current Investments figures were $3.7 billion in Q2 2026, $3.7 billion in Q1 2026, and $3.7 billion in Q4 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cash & Current Investments (Qtr)
1 BlackRock 179.54 Bn 165.67 Bn - 13.87 Bn
2 Blackstone 114.83 Bn 112.32 Bn - 2.51 Bn
3 Kkr 97.26 Bn -179.81 Bn - 277.07 Bn
4 Brookfield 93.07 Bn 45.66 Bn - 47.40 Bn
5 Brookfield Asset Management 83.46 Bn 81.96 Bn - 1.50 Bn
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn 25.37 Bn
7 State Street 51.66 Bn 51.66 Bn - -
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn 11.05 Bn
9 Raymond James Financial 33.99 Bn 20.74 Bn - 13.25 Bn
10 Franklin Resources 17.67 Bn 13.96 Bn - 3.72 Bn

Historic Data

Download Data
DateValue
Jun 30, 2026 3.72 Bn
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