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) Invested Capital (2016 - 2025)

Franklin Resources' Invested Capital history spans 17 years, with the latest figure at $14.5 billion for Q4 2025.

  • For Q4 2025, Invested Capital fell 9.48% year-over-year to $14.5 billion; the TTM value through Dec 2025 reached $14.5 billion, down 9.48%, while the annual FY2025 figure was $14.4 billion, 9.88% down from the prior year.
  • Invested Capital for Q4 2025 was $14.5 billion at Franklin Resources, roughly flat from $14.4 billion in the prior quarter.
  • Across five years, Invested Capital topped out at $16.7 billion in Q2 2024 and bottomed at $13.6 billion in Q1 2024.
  • The 5-year median for Invested Capital is $15.7 billion (2022), against an average of $15.5 billion.
  • The largest annual shift saw Invested Capital soared 31.83% in 2021 before it decreased 14.08% in 2024.
  • A 5-year view of Invested Capital shows it stood at $15.6 billion in 2021, then grew by 2.15% to $15.9 billion in 2022, then decreased by 1.52% to $15.7 billion in 2023, then increased by 2.07% to $16.0 billion in 2024, then dropped by 9.48% to $14.5 billion in 2025.
  • Per Business Quant, the three most recent readings for BEN's Invested Capital are $14.5 billion (Q4 2025), $14.4 billion (Q3 2025), and $15.7 billion (Q2 2025).