KPIs & Operating Metrics(New)
Balance Sheet
Cash Flow Statement
Daily Values
Growth Metrics
Income Statement
Others
Ratios
Asset Utilization RatioAssets AverageEBIT MarginEBITDA MarginEBT MarginEnterprise ValueEquity AverageEquity RatioFCF MarginFCF Payout RatioGross MarginInterest Coverage RatioInvested CapitalNet MarginOperating MarginReturn on AssetsReturn on EquityReturn on Invested CapitalReturn on SalesTimes Interest Earned

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

Franklin Resources' Equity Average history spans 17 years, with the latest figure at $12.1 billion for Q4 2025.

  • For Q4 2025, Equity Average fell 8.55% year-over-year to $12.1 billion; the TTM value through Dec 2025 reached $12.1 billion, down 8.55%, while the annual FY2025 figure was $12.7 billion, 1.82% down from the prior year.
  • Equity Average for Q4 2025 was $12.1 billion at Franklin Resources, down from $12.6 billion in the prior quarter.
  • Across five years, Equity Average topped out at $13.6 billion in Q2 2024 and bottomed at $11.4 billion in Q1 2021.
  • The 5-year median for Equity Average is $12.5 billion (2023), against an average of $12.5 billion.
  • The largest annual shift saw Equity Average increased 8.95% in 2024 before it fell 8.55% in 2025.
  • A 5-year view of Equity Average shows it stood at $12.0 billion in 2021, then grew by 3.53% to $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 dropped by 8.55% to $12.1 billion in 2025.
  • Per Business Quant, the three most recent readings for BEN's Equity Average are $12.1 billion (Q4 2025), $12.6 billion (Q3 2025), and $13.1 billion (Q2 2025).