Franklin Resources (BEN) Equity Average (2009 - 2026)
Franklin Resources' (BEN) quarterly Equity Average came in at $13.1 billion in Q1 2026, down 0.6% year-on-year from $13.2 billion in Q1 2025, and up 4.2% quarter-over-quarter from $12.6 billion in Q4 2025.
Franklin Resources (BEN) Equity Average (2009 - 2026) Analysis & Trends
Franklin Resources has disclosed Equity Average across 18 years of filings, most recently posting $13.1 billion for Q1 2026.
- Equity Average for Q1 2026 came in at $13.1 billion, down 0.6% year-over-year; the trailing twelve-month figure through Mar 2026 was $13.1 billion (down 0.6% YoY), and the FY2025 annual result was $12.7 billion, down 1.82% from the prior year.
- Equity Average came in at $13.1 billion for Q1 2026 at Franklin Resources, up from $12.6 billion in the prior quarter.
- In the past five years, Equity Average ranged from a high of $13.6 billion in Q2 2024 to a low of $12.1 billion in Q3 2025.
- The 5-year median for Equity Average is $12.6 billion (2025), against an average of $12.7 billion.
- Across the five-year window, Equity Average grew 8.95% in 2024 and decreased 9.66% in 2025, its largest moves.
- Franklin Resources' Equity Average stood at $12.4 billion in 2022, then increased by 1.33% to $12.6 billion in 2023, then increased by 5.13% to $13.2 billion in 2024, then decreased by 4.9% to $12.6 billion in 2025, then increased by 4.2% to $13.1 billion in 2026.
- The last three Equity Average figures came in at $13.1 billion (Q1 2026), $12.6 billion (Q4 2025), and $12.1 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 56.51 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 14.44 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 54.71 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 41.02 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 6.38 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 12.97 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 6.29 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 6.32 Bn |
| 10 | Franklin Resources | 17.12 Bn | 18.53 Bn | 1.75 Bn | 13.12 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 13.12 Bn |
| Dec 31, 2025 | 12.59 Bn |
| Sep 30, 2025 | 12.14 Bn |
| Jun 30, 2025 | 12.68 Bn |
| Mar 31, 2025 | 13.20 Bn |
| Dec 31, 2024 | 13.24 Bn |
| Sep 30, 2024 | 13.44 Bn |
| Jun 30, 2024 | 13.61 Bn |
| Mar 31, 2024 | 13.11 Bn |
| Dec 31, 2023 | 12.59 Bn |
| Sep 30, 2023 | 12.54 Bn |
| Jun 30, 2023 | 12.49 Bn |
| Mar 31, 2023 | 12.50 Bn |
| Dec 31, 2022 | 12.43 Bn |
| Sep 30, 2022 | 12.29 Bn |
| Jun 30, 2022 | 12.24 Bn |
| Mar 31, 2022 | 12.19 Bn |
| Dec 31, 2021 | 12.00 Bn |
| Sep 30, 2021 | 11.62 Bn |
| Jun 30, 2021 | 11.47 Bn |