Franklin Resources (BEN) Enterprise Value (2009 - 2026)
Franklin Resources' (BEN) quarterly Enterprise Value came in at $14.6 billion in Q2 2026, up 55.67% year-over-year from $9.4 billion in Q2 2025, and up 45.57% quarter-over-quarter from $10.1 billion in Q1 2026.
Analysis
Franklin Resources (BEN) Enterprise Value (2009 - 2026) Analysis & Trends
Franklin Resources has disclosed Enterprise Value across 18 years of filings, most recently posting $14.6 billion for Q2 2026.
- In Q2 2026, Enterprise Value rose 55.67% year-over-year to $14.6 billion; the TTM figure through Jun 2026 stood at $14.6 billion (up 55.67% YoY), while the FY2025 annual figure was $9.0 billion, up 16.04% from the prior year.
- Enterprise Value came in at $14.6 billion for Q2 2026 at Franklin Resources, up from $10.1 billion in the prior quarter.
- In the past five years, Enterprise Value ranged from a high of $14.6 billion in Q2 2026 to a low of $7.5 billion in Q3 2022.
- Average Enterprise Value over 5 years is $9.8 billion, with a median of $9.6 billion recorded in 2023.
- Year-over-year, Enterprise Value dropped 29.05% in 2022 and surged 55.67% in 2026.
- Over 5 years, Enterprise Value stood at $10.7 billion in 2022, then climbed by 8.78% to $11.6 billion in 2023, then dropped by 21.32% to $9.1 billion in 2024, then rose by 9.39% to $10.0 billion in 2025, then surged by 46.78% to $14.6 billion in 2026.
- Per Business Quant data, the three most recent Enterprise Value figures were $14.6 billion in Q2 2026, $10.1 billion in Q1 2026, and $10.0 billion in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 166.84 Bn | 152.97 Bn | - |
| 2 | Spdr Gold Trust | 146.01 Bn | -412.00 Bn | - |
| 3 | Ishares Gold Trust | 30.54 Bn | -29.57 Bn | - |
| 4 | World Gold Trust | 29.53 Bn | -73.54 Bn | - |
| 5 | Principal Financial | 24.58 Bn | -28.39 Bn | 1.91 Bn |
| 6 | iShares Silver Trust | 22.65 Bn | -5.56 Bn | - |
| 7 | Franklin Resources | 17.60 Bn | 13.88 Bn | - |
| 8 | Invesco | 14.52 Bn | 13.60 Bn | 1.79 Bn |
| 9 | Affiliated Managers | 9.42 Bn | 9.01 Bn | - |
| 10 | Voya Financial | 9.29 Bn | 6.93 Bn | 1.34 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 14.65 Bn |
| Mar 31, 2026 | 10.06 Bn |
| Dec 31, 2025 | 9.98 Bn |
| Sep 30, 2025 | 8.96 Bn |
| Jun 30, 2025 | 9.41 Bn |
| Mar 31, 2025 | 8.74 Bn |
| Dec 31, 2024 | 9.12 Bn |
| Sep 30, 2024 | 7.72 Bn |
| Jun 30, 2024 | 8.84 Bn |
| Mar 31, 2024 | 11.85 Bn |
| Dec 31, 2023 | 11.60 Bn |
| Sep 30, 2023 | 8.66 Bn |
| Jun 30, 2023 | 9.78 Bn |
| Mar 31, 2023 | 10.00 Bn |
| Dec 31, 2022 | 10.66 Bn |
| Sep 30, 2022 | 7.53 Bn |
| Jun 30, 2022 | 8.64 Bn |
| Mar 31, 2022 | 10.11 Bn |
| Dec 31, 2021 | 12.54 Bn |
| Sep 30, 2021 | 10.61 Bn |