Franklin Resources (BEN) Invested Capital (2009 - 2026)

Franklin Resources has disclosed Invested Capital across 18 years of filings, most recently posting $15.4 billion for Q1 2026.

• Invested Capital for Q1 2026 came in at $15.4 billion, down 2.8% year-over-year; the trailing twelve-month figure through Mar 2026 was $15.4 billion (down 2.8% YoY), and the FY2025 annual result was $14.4 billion, down 9.88% from the prior year.
• Invested Capital came in at $15.4 billion for Q1 2026 at Franklin Resources, roughly flat from $15.5 billion in the prior quarter.
• In the past five years, Invested Capital ranged from a high of $16.7 billion in Q2 2024 to a low of $14.4 billion in Q3 2025.
• The 5-year median for Invested Capital is $15.7 billion (2023), against an average of $15.7 billion.
• Across the five-year window, Invested Capital advanced 5.16% in 2024 and retreated 10.8% in 2025, its largest moves.
• Franklin Resources' Invested Capital stood at $15.9 billion in 2022, then dropped by 1.52% to $15.7 billion in 2023, then gained by 2.07% to $16.0 billion in 2024, then decreased by 3.45% to $15.5 billion in 2025, then decreased by 0.44% to $15.4 billion in 2026.
• The last three Invested Capital figures came in at $15.4 billion (Q1 2026), $15.5 billion (Q4 2025), and $14.4 billion (Q3 2025), per Business Quant data.