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
DateValue
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