Growth Metrics

Franklin Resources (BEN) Enterprise Value (2009 - 2026)

Franklin Resources recorded quarterly Enterprise Value of $1.4 billion in Q1 2026, up 159.76% quarter-over-quarter from -$2.4 billion in Q4 2025, and up 145.92% year-over-year from $573.6 million in Q1 2025.

Franklin Resources' Enterprise Value history runs 18 years deep, the most recent figure standing at $1.4 billion for Q1 2026.

  • In Q1 2026, Enterprise Value rose 145.92% year-over-year to $1.4 billion; the TTM figure through Mar 2026 stood at $1.4 billion (up 145.92% YoY), while the FY2025 annual figure was $696.2 million, up 213.04% from the prior year.
  • Enterprise Value came in at $1.4 billion for Q1 2026 at Franklin Resources, up from -$2.4 billion in the prior quarter.
  • In the past five years, Enterprise Value ranged from a high of $1.4 billion in Q1 2026 to a low of -$3.0 billion in Q1 2023.
  • A 5-year average of -$808.4 million and a median of $222.4 million in 2024 frame the typical range for Enterprise Value.
  • Across the five-year window, Enterprise Value plunged 976.12% in 2022 and jumped 213.04% in 2025, its largest moves.
  • Franklin Resources' Enterprise Value stood at -$2.7 billion in 2022, then jumped by 111.26% to $299.3 million in 2023, then slumped by 824.52% to -$2.2 billion in 2024, then slipped by 8.84% to -$2.4 billion in 2025, then jumped by 159.76% to $1.4 billion in 2026.
  • According to Business Quant data, Enterprise Value over the past three periods registered $1.4 billion, -$2.4 billion, and $696.2 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Enterprise Value (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - -9.62 Bn
2 Blackstone 92.68 Bn 91.63 Bn - -1.05 Bn
3 Kkr 84.94 Bn 132.45 Bn - 47.51 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 339.00 Mn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 18.73 Bn
6 State Street 44.42 Bn 18.75 Bn - -8.49 Bn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn -128.00 Mn
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - 3.37 Bn
10 Franklin Resources 16.04 Bn 17.45 Bn 1.75 Bn 1.41 Bn

Historic Data

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DateValue
Mar 31, 2026 1.41 Bn
Dec 31, 2025 -2.36 Bn
Sep 30, 2025 696.20 Mn
Jun 30, 2025 -2.40 Bn
Mar 31, 2025 573.60 Mn
Dec 31, 2024 -2.17 Bn
Sep 30, 2024 222.40 Mn
Jun 30, 2024 1.05 Bn
Mar 31, 2024 978.10 Mn
Dec 31, 2023 299.30 Mn
Sep 30, 2023 -2.66 Bn
Jun 30, 2023 -2.68 Bn
Mar 31, 2023 -3.03 Bn
Dec 31, 2022 -2.66 Bn
Sep 30, 2022 -2.61 Bn
Jun 30, 2022 621.60 Mn
Mar 31, 2022 973.30 Mn
Dec 31, 2021 -3.90 Bn
Sep 30, 2021 297.80 Mn
Jun 30, 2021 -3.81 Bn
Mar 31, 2021 -3.75 Bn
Dec 31, 2020 -3.58 Bn
Sep 30, 2020 -3.24 Bn
Jun 30, 2020 -6.32 Bn
Mar 31, 2020 -5.83 Bn
Dec 31, 2019 -5.30 Bn
Sep 30, 2019 -5.46 Bn
Jun 30, 2019 -5.10 Bn
Mar 31, 2019 -5.33 Bn
Dec 31, 2018 -6.33 Bn
Sep 30, 2018 -6.60 Bn
Jun 30, 2018 -6.33 Bn
Mar 31, 2018 -8.38 Bn
Dec 31, 2017 -8.65 Bn
Sep 30, 2017 -6.81 Bn
Jun 30, 2017 -6.96 Bn
Mar 31, 2017 -7.12 Bn
Dec 31, 2016 -7.61 Bn
Sep 30, 2016 -8.42 Bn
Jun 30, 2016 -8.20 Bn
Mar 31, 2016 -8.00 Bn
Dec 31, 2015 -8.22 Bn
Sep 30, 2015 -8.31 Bn
Jun 30, 2015 -8.35 Bn
Mar 31, 2015 -8.07 Bn
Dec 31, 2014 -7.81 Bn
Sep 30, 2014 -7.36 Bn
Jun 30, 2014 -7.51 Bn
Mar 31, 2014 -6.74 Bn
Dec 31, 2013 -6.55 Bn
Sep 30, 2013 -6.20 Bn
Jun 30, 2013 -5.45 Bn
Mar 31, 2013 -4.89 Bn
Dec 31, 2012 -5.02 Bn
Sep 30, 2012 -5.49 Bn
Jun 30, 2012 -5.25 Bn
Mar 31, 2012 -5.06 Bn
Dec 31, 2011 -4.65 Bn
Sep 30, 2011 -5.51 Bn
Jun 30, 2011 -5.31 Bn
Mar 31, 2011 -5.01 Bn
Dec 31, 2010 -5.12 Bn
Sep 30, 2010 -5.08 Bn
Jun 30, 2010 -4.33 Bn
Mar 31, 2010 -3.29 Bn
Dec 31, 2009 -2.82 Bn
Sep 30, 2009 -3.94 Bn
Jun 30, 2009 -3.72 Bn
Mar 31, 2009 -2.28 Bn