Franklin Resources (BEN) Equity Average (2009 - 2026)
Franklin Resources recorded quarterly Equity Average of $13.1 billion in Q1 2026, up 4.2% quarter-over-quarter from $12.6 billion in Q4 2025, and down 0.6% year-over-year from $13.2 billion in Q1 2025.
Franklin Resources' Equity Average history runs 18 years deep, the most recent figure standing at $13.1 billion for Q1 2026.
- In Q1 2026, Equity Average fell 0.6% year-over-year to $13.1 billion; the TTM figure through Mar 2026 stood at $13.1 billion (down 0.6% YoY), while the FY2025 annual figure 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.
- A 5-year average of $12.7 billion and a median of $12.6 billion in 2025 frame the typical range for Equity Average.
- Across the five-year window, Equity Average increased 8.95% in 2024 and slipped 9.66% in 2025, its largest moves.
- Franklin Resources' Equity Average stood at $12.4 billion in 2022, then rose by 1.33% to $12.6 billion in 2023, then rose by 5.13% to $13.2 billion in 2024, then slipped by 4.9% to $12.6 billion in 2025, then rose by 4.2% to $13.1 billion in 2026.
- According to Business Quant data, Equity Average over the past three periods registered $13.1 billion, $12.6 billion, and $12.1 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 56.51 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 14.44 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 54.71 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.75 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 41.02 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 6.38 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.97 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 6.32 Bn |
| 10 | Franklin Resources | 16.04 Bn | 17.45 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 |
| Mar 31, 2021 | 11.40 Bn |
| Dec 31, 2020 | 11.07 Bn |
| Sep 30, 2020 | 10.89 Bn |
| Jun 30, 2020 | 10.79 Bn |
| Mar 31, 2020 | 10.72 Bn |
| Dec 31, 2019 | 10.65 Bn |
| Sep 30, 2019 | 10.55 Bn |
| Jun 30, 2019 | 10.53 Bn |
| Mar 31, 2019 | 10.29 Bn |
| Dec 31, 2018 | 10.14 Bn |
| Sep 30, 2018 | 10.20 Bn |
| Jun 30, 2018 | 10.30 Bn |
| Mar 31, 2018 | 11.24 Bn |
| Dec 31, 2017 | 12.51 Bn |
| Sep 30, 2017 | 12.82 Bn |
| Jun 30, 2017 | 12.59 Bn |
| Mar 31, 2017 | 12.36 Bn |
| Dec 31, 2016 | 12.39 Bn |
| Sep 30, 2016 | 12.45 Bn |
| Jun 30, 2016 | 12.39 Bn |
| Mar 31, 2016 | 12.41 Bn |
| Dec 31, 2015 | 12.46 Bn |
| Sep 30, 2015 | 12.60 Bn |
| Jun 30, 2015 | 12.57 Bn |
| Mar 31, 2015 | 12.29 Bn |
| Dec 31, 2014 | 12.18 Bn |
| Sep 30, 2014 | 12.07 Bn |
| Jun 30, 2014 | 11.70 Bn |
| Mar 31, 2014 | 11.28 Bn |
| Dec 31, 2013 | 10.88 Bn |
| Sep 30, 2013 | 10.54 Bn |
| Jun 30, 2013 | 10.24 Bn |
| Mar 31, 2013 | 9.81 Bn |
| Dec 31, 2012 | 9.65 Bn |
| Sep 30, 2012 | 9.53 Bn |
| Jun 30, 2012 | 9.33 Bn |
| Mar 31, 2012 | 9.14 Bn |
| Jun 30, 2011 | 8.59 Bn |
| Mar 31, 2011 | 8.28 Bn |
| Dec 31, 2010 | 7.93 Bn |
| Sep 30, 2010 | 7.58 Bn |
| Jun 30, 2010 | 7.41 Bn |
| Mar 31, 2010 | 7.26 Bn |
| Dec 31, 2009 | 3.62 Bn |
| Sep 30, 2009 | 3.72 Bn |