Growth Metrics

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

Franklin Resources recorded quarterly Gains from Investment Securities of -$20.4 million in Q1 2026, down 7.94% quarter-over-quarter from -$18.9 million in Q4 2025, and up 81.04% year-over-year from -$11.3 million in Q1 2025.

Franklin Resources' Gains from Investment Securities history runs 18 years deep, the most recent figure standing at -$20.4 million for Q1 2026.

  • In Q1 2026, Gains from Investment Securities rose 81.04% year-over-year to -$20.4 million; the TTM figure through Mar 2026 stood at -$74.5 million (up 70.67% YoY), while the FY2025 annual figure 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.
  • A 5-year average of -$28.0 million and a median of -$23.0 million in 2022 frame the typical range for Gains from Investment Securities.
  • Across the five-year window, Gains from Investment Securities jumped 313.51% in 2022 and slumped 547.06% in 2023, its largest moves.
  • Franklin Resources' Gains from Investment Securities stood at -$17.8 million in 2022, then tumbled by 77.53% to -$31.6 million in 2023, then changed by 0.0% to -$31.6 million in 2024, then jumped by 40.19% to -$18.9 million in 2025, then slipped by 7.94% to -$20.4 million in 2026.
  • According to Business Quant data, Gains from Investment Securities over the past three periods registered -$20.4 million, -$18.9 million, and $14.5 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn -
2 Blackstone 92.68 Bn 91.63 Bn -
3 Kkr 84.94 Bn 132.45 Bn -
4 Brookfield Asset Management 77.34 Bn 77.68 Bn -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn
6 State Street 44.42 Bn 18.75 Bn -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn
8 Northern Trust 31.21 Bn 31.21 Bn -
9 Ares Management 28.85 Bn 32.22 Bn -
10 Franklin Resources 16.04 Bn 17.45 Bn 1.75 Bn

Historic Data

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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
Sep 30, 2023 -14.60 Mn
Sep 30, 2023 -14.60 Mn
Jun 30, 2023 -29.80 Mn
Jun 30, 2023 -29.80 Mn
Mar 31, 2023 -11.00 Mn
Mar 31, 2023 -11.00 Mn
Dec 31, 2022 -17.80 Mn
Dec 31, 2022 -17.80 Mn
Sep 30, 2022 7.90 Mn
Sep 30, 2022 7.90 Mn
Jun 30, 2022 -23.00 Mn
Jun 30, 2022 -23.00 Mn
Mar 31, 2022 -1.70 Mn
Mar 31, 2022 -1.70 Mn
Dec 31, 2021 -8.30 Mn
Dec 31, 2021 -8.30 Mn
Sep 30, 2021 -3.70 Mn
Sep 30, 2021 -3.70 Mn
Jun 30, 2021 -20.90 Mn
Jun 30, 2021 -20.90 Mn
Mar 31, 2021 3.00 Mn
Mar 31, 2021 3.00 Mn
Dec 31, 2020 5.60 Mn
Dec 31, 2020 5.60 Mn
Sep 30, 2020 27.60 Mn
Sep 30, 2020 27.60 Mn
Jun 30, 2020 -1.50 Mn
Jun 30, 2020 -1.50 Mn
Mar 31, 2020 -500,000.00
Mar 31, 2020 -500,000.00
Dec 31, 2019 3.10 Mn
Dec 31, 2019 3.10 Mn
Sep 30, 2019 9.90 Mn
Sep 30, 2019 9.90 Mn
Jun 30, 2019 -10.10 Mn
Jun 30, 2019 -10.10 Mn
Mar 31, 2019 -8.30 Mn
Mar 31, 2019 -8.30 Mn
Dec 31, 2018 -8.70 Mn
Dec 31, 2018 -8.70 Mn
Sep 30, 2018 300,000.00
Sep 30, 2018 300,000.00
Jun 30, 2018 -21.20 Mn
Jun 30, 2018 -21.20 Mn
Mar 31, 2018 -1.80 Mn
Mar 31, 2018 -1.80 Mn
Dec 31, 2017 -5.30 Mn
Dec 31, 2017 -5.30 Mn
Sep 30, 2017 -3.60 Mn
Sep 30, 2017 -3.60 Mn
Jun 30, 2017 10.40 Mn
Jun 30, 2017 10.40 Mn
Mar 31, 2017 -4.80 Mn
Mar 31, 2017 -4.80 Mn
Dec 31, 2016 12.90 Mn
Dec 31, 2016 12.90 Mn
Sep 30, 2016 -30.30 Mn
Sep 30, 2016 -30.30 Mn
Jun 30, 2016 300,000.00
Jun 30, 2016 300,000.00
Mar 31, 2016 19.00 Mn
Mar 31, 2016 19.00 Mn
Dec 31, 2015 7.20 Mn
Dec 31, 2015 7.20 Mn
Sep 30, 2015 6.40 Mn
Sep 30, 2015 6.40 Mn
Jun 30, 2015 34.80 Mn
Jun 30, 2015 34.80 Mn
Mar 31, 2015 -19.10 Mn
Mar 31, 2015 -19.10 Mn
Dec 31, 2014 9.50 Mn
Dec 31, 2014 9.50 Mn
Sep 30, 2014 -46.10 Mn
Sep 30, 2014 -46.10 Mn
Jun 30, 2014 51.30 Mn
Jun 30, 2014 51.30 Mn
Mar 31, 2014 -31.50 Mn
Mar 31, 2014 -31.50 Mn
Dec 31, 2013 20.20 Mn
Dec 31, 2013 20.20 Mn
Sep 30, 2013 -40.90 Mn
Sep 30, 2013 -40.90 Mn
Jun 30, 2013 9.00 Mn
Jun 30, 2013 9.00 Mn
Mar 31, 2013 31.40 Mn
Mar 31, 2013 31.40 Mn
Dec 31, 2012 -3.60 Mn
Dec 31, 2012 -3.60 Mn
Sep 30, 2012 -66.60 Mn
Sep 30, 2012 -66.60 Mn
Jun 30, 2012 13.30 Mn
Jun 30, 2012 13.30 Mn
Mar 31, 2012 8.20 Mn
Mar 31, 2012 8.20 Mn
Dec 31, 2011 13.20 Mn
Dec 31, 2011 13.20 Mn
Sep 30, 2011 -79.74 Mn
Sep 30, 2011 -79.74 Mn
Jun 30, 2011 9.64 Mn
Jun 30, 2011 9.64 Mn
Mar 31, 2011 28.23 Mn
Mar 31, 2011 28.23 Mn
Dec 31, 2010 26.97 Mn
Dec 31, 2010 26.97 Mn
Sep 30, 2010 3.61 Mn
Sep 30, 2010 3.61 Mn
Jun 30, 2010 3.50 Mn
Jun 30, 2010 3.50 Mn
Mar 31, 2010 407,000.00
Mar 31, 2010 407,000.00
Dec 31, 2009 1.72 Mn
Dec 31, 2009 1.72 Mn
Sep 30, 2009 9.89 Mn
Sep 30, 2009 9.89 Mn
Jun 30, 2009 600,000.00
Jun 30, 2009 600,000.00
Mar 31, 2009 -280,000.00
Mar 31, 2009 -280,000.00