Growth Metrics

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

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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
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