Franklin Resources (BEN) Cash & Current Investments (2009 - 2026)
Franklin Resources' (BEN) quarterly Cash & Current Investments came in at $68.3 million in Q1 2026, down 72.37% year-on-year from $247.2 million in Q1 2025, and down 97.44% quarter-over-quarter from $2.7 billion in Q4 2025.
Franklin Resources (BEN) Cash & Current Investments (2009 - 2026) Analysis & Trends
Franklin Resources has disclosed Cash & Current Investments across 18 years of filings, most recently posting $68.3 million for Q1 2026.
- Cash & Current Investments for Q1 2026 came in at $68.3 million, down 72.37% year-over-year; the trailing twelve-month figure through Mar 2026 was $68.3 million (down 72.37% YoY), and the FY2025 annual result was $485.8 million, down 55.81% from the prior year.
- Cash & Current Investments came in at $68.3 million for Q1 2026 at Franklin Resources, down from $2.7 billion in the prior quarter.
- In the past five years, Cash & Current Investments ranged from a high of $4.1 billion in Q3 2022 to a low of $68.3 million in Q1 2026.
- The 5-year median for Cash & Current Investments is $1.1 billion (2024), against an average of $1.8 billion.
- Across the five-year window, Cash & Current Investments sank 96.22% in 2022 and jumped 2006.37% in 2023, its largest moves.
- Franklin Resources' Cash & Current Investments stood at $3.5 billion in 2022, then slumped by 92.78% to $256.0 million in 2023, then jumped by 996.88% to $2.8 billion in 2024, then slipped by 4.84% to $2.7 billion in 2025, then tumbled by 97.44% to $68.3 million in 2026.
- The last three Cash & Current Investments figures came in at $68.3 million (Q1 2026), $2.7 billion (Q4 2025), and $485.8 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 160.20 Bn | 150.57 Bn | - | 9.84 Bn |
| 2 | Blackstone | 96.40 Bn | 95.35 Bn | - | 2.45 Bn |
| 3 | Kkr | 85.87 Bn | 133.39 Bn | - | - |
| 4 | Apollo Global Management | 79.90 Bn | 98.63 Bn | 5.04 Bn | 851.00 Mn |
| 5 | State Street | 46.62 Bn | 20.95 Bn | - | 8.49 Bn |
| 6 | Ameriprise Financial | 42.78 Bn | 42.65 Bn | 4.57 Bn | 128.00 Mn |
| 7 | Northern Trust | 32.35 Bn | 32.35 Bn | - | - |
| 8 | Ares Management | 30.25 Bn | 33.62 Bn | - | 869.31 Mn |
| 9 | Raymond James Financial | 30.24 Bn | 18.99 Bn | - | 11.29 Bn |
| 10 | Franklin Resources | 16.61 Bn | 18.02 Bn | 1.75 Bn | 68.30 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 68.30 Mn |
| Dec 31, 2025 | 2.67 Bn |
| Sep 30, 2025 | 485.80 Mn |
| Jun 30, 2025 | 3.25 Bn |
| Mar 31, 2025 | 247.20 Mn |
| Dec 31, 2024 | 2.81 Bn |
| Sep 30, 2024 | 1.10 Bn |
| Jun 30, 2024 | 219.20 Mn |
| Mar 31, 2024 | 275.80 Mn |
| Dec 31, 2023 | 256.00 Mn |
| Sep 30, 2023 | 3.69 Bn |
| Jun 30, 2023 | 3.73 Bn |
| Mar 31, 2023 | 3.47 Bn |
| Dec 31, 2022 | 3.55 Bn |
| Sep 30, 2022 | 4.13 Bn |
| Jun 30, 2022 | 372.90 Mn |
| Mar 31, 2022 | 164.80 Mn |
| Dec 31, 2021 | 4.54 Bn |
| Sep 30, 2021 | 289.40 Mn |
| Jun 30, 2021 | 4.36 Bn |