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
DateValue
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