Franklin Resources (BEN) Gains from Investment Securities (2009 - 2026)

Franklin Resources' (BEN) quarterly Gains from Investment Securities came in at -$20.4 million in Q1 2026, up 81.04% year-on-year from -$11.3 million in Q1 2025, and down 7.94% quarter-over-quarter from -$18.9 million in Q4 2025.

Franklin Resources (BEN) Gains from Investment Securities (2009 - 2026) Analysis & Trends

Franklin Resources has disclosed Gains from Investment Securities across 18 years of filings, most recently posting -$20.4 million for Q1 2026.

  • Gains from Investment Securities for Q1 2026 came in at -$20.4 million, up 81.04% year-over-year; the trailing twelve-month figure through Mar 2026 was -$74.5 million (up 70.67% YoY), and the FY2025 annual result was -$174.4 million, down 1.28% from the prior year.
  • Gains from Investment Securities came in at -$20.4 million for Q1 2026 at Franklin Resources, down from -$18.9 million in the prior quarter.
  • In the past five years, Gains from Investment Securities ranged from a high of $14.5 million in Q3 2025 to a low of -$107.6 million in Q1 2025.
  • The 5-year median for Gains from Investment Securities is -$23.0 million (2022), against an average of -$28.0 million.
  • Across the five-year window, Gains from Investment Securities soared 313.51% in 2022 and tumbled 547.06% in 2023, its largest moves.
  • Franklin Resources' Gains from Investment Securities stood at -$17.8 million in 2022, then plunged by 77.53% to -$31.6 million in 2023, then changed by 0.0% to -$31.6 million in 2024, then soared by 40.19% to -$18.9 million in 2025, then decreased by 7.94% to -$20.4 million in 2026.
  • The last three Gains from Investment Securities figures came in at -$20.4 million (Q1 2026), -$18.9 million (Q4 2025), and $14.5 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn -
2 Blackstone 96.85 Bn 95.80 Bn -
3 Kkr 86.45 Bn 133.96 Bn -
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn
5 State Street 46.95 Bn 21.27 Bn -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn
7 Northern Trust 31.92 Bn 31.92 Bn -
8 Raymond James Financial 30.62 Bn 19.37 Bn -
9 Ares Management 29.04 Bn 32.41 Bn -
10 Franklin Resources 17.12 Bn 18.53 Bn 1.75 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 -20.40 Mn
Mar 31, 2026 -20.40 Mn
Dec 31, 2025 -18.90 Mn
Dec 31, 2025 -18.90 Mn
Sep 30, 2025 14.50 Mn
Sep 30, 2025 14.50 Mn
Jun 30, 2025 -49.70 Mn
Jun 30, 2025 -49.70 Mn
Mar 31, 2025 -107.60 Mn
Mar 31, 2025 -107.60 Mn
Dec 31, 2024 -31.60 Mn
Dec 31, 2024 -31.60 Mn
Sep 30, 2024 -36.90 Mn
Sep 30, 2024 -36.90 Mn
Jun 30, 2024 -77.90 Mn
Jun 30, 2024 -77.90 Mn
Mar 31, 2024 -25.80 Mn
Mar 31, 2024 -25.80 Mn
Dec 31, 2023 -31.60 Mn
Dec 31, 2023 -31.60 Mn