Franklin Resources (BEN) Enterprise Value (2009 - 2026)
Franklin Resources (BEN) posted quarterly Enterprise Value of -$2.2 billion for Q2 2026, up 24.27% year-over-year from -$1.8 billion in Q2 2025, and down 1.19% on a QoQ basis from -$2.2 billion in Q1 2026.
Franklin Resources (BEN) Enterprise Value (2009 - 2026) Analysis & Trends
Franklin Resources has reported Enterprise Value for 18 years, with the latest figure at -$2.2 billion in Q2 2026.
- Enterprise Value for Q2 2026 came in at -$2.2 billion, up 24.27% year-over-year; the trailing twelve-month figure through Jun 2026 was -$2.2 billion (up 24.27% YoY), and the FY2025 annual result was -$3.1 billion, down 9.2% from the prior year.
- Enterprise Value slipped to -$2.2 billion in Q2 2026, from -$2.2 billion in the prior quarter.
- Over five years, Enterprise Value peaked at -$1.4 billion in Q1 2025 and troughed at -$3.9 billion in Q1 2022.
- A 5-year average of -$2.9 billion and a median of -$3.0 billion in 2022 frame the typical range for Enterprise Value.
- The largest YoY upside for Enterprise Value was 53.38% in 2025 against a maximum downside of 61.92% in 2025.
- A 5-year view of Enterprise Value shows it stood at -$3.6 billion in 2022, then increased by 13.37% to -$3.1 billion in 2023, then surged by 51.99% to -$1.5 billion in 2024, then plunged by 61.92% to -$2.4 billion in 2025, then increased by 8.43% to -$2.2 billion in 2026.
- Per Business Quant data, the three most recent Enterprise Value figures were -$2.2 billion in Q2 2026, -$2.2 billion in Q1 2026, and -$2.4 billion in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Enterprise Value (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | -13.64 Bn |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | -1.14 Bn |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | -277.07 Bn |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | -47.40 Bn |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | -265.00 Mn |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | -4.90 Bn |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | - |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | -11.05 Bn |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | - |
| 10 | Franklin Resources | 17.52 Bn | 13.81 Bn | - | -2.24 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | -2.24 Bn |
| Mar 31, 2026 | 292.30 Mn |
| Dec 31, 2025 | -3.42 Bn |
| Sep 30, 2025 | -3.34 Bn |
| Jun 30, 2025 | -3.90 Mn |
| Mar 31, 2025 | -62.80 Mn |
| Dec 31, 2024 | -1.51 Bn |
| Sep 30, 2024 | -539.10 Mn |
| Jun 30, 2024 | -220.30 Mn |
| Mar 31, 2024 | -565.10 Mn |
| Dec 31, 2023 | -627.00 Mn |
| Sep 30, 2023 | -3.98 Bn |
| Jun 30, 2023 | -4.01 Bn |
| Mar 31, 2023 | -3.85 Bn |
| Dec 31, 2022 | -540.50 Mn |
| Sep 30, 2022 | -49.80 Mn |
| Jun 30, 2022 | -834.00 Mn |
| Mar 31, 2022 | -105.20 Mn |
| Dec 31, 2021 | -4.63 Bn |
| Sep 30, 2021 | -4.32 Bn |