Growth Metrics

Franklin Resources (BEN) Equity Average (2016 - 2025)

Franklin Resources (BEN) has disclosed Equity Average for 17 consecutive years, with $12.1 billion as the latest value for Q4 2025.

  • Quarterly Equity Average fell 8.55% to $12.1 billion in Q4 2025 from the year-ago period, while the trailing twelve-month figure was $12.1 billion through Dec 2025, down 8.55% year-over-year, with the annual reading at $12.7 billion for FY2025, 1.82% down from the prior year.
  • Equity Average hit $12.1 billion in Q4 2025 for Franklin Resources, down 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 $11.4 billion in Q1 2021.
  • Historically, Equity Average has averaged $12.5 billion across 5 years, with a median of $12.5 billion in 2023.
  • Biggest five-year swings in Equity Average: rose 8.95% in 2024 and later dropped 8.55% in 2025.
  • Year by year, Equity Average stood at $12.0 billion in 2021, then increased by 3.53% to $12.4 billion in 2022, then grew by 1.33% to $12.6 billion in 2023, then grew by 5.13% to $13.2 billion in 2024, then decreased by 8.55% to $12.1 billion in 2025.
  • Business Quant data shows Equity Average for BEN at $12.1 billion in Q4 2025, $12.6 billion in Q3 2025, and $13.1 billion in Q2 2025.