Franklin Resources (BEN) Invested Capital (2009 - 2026)
Franklin Resources recorded quarterly Invested Capital of $15.4 billion in Q1 2026, little changed quarter-over-quarter from $15.5 billion in Q4 2025, and down 2.8% year-over-year from $15.8 billion in Q1 2025.
Franklin Resources' Invested Capital history runs 18 years deep, the most recent figure standing at $15.4 billion for Q1 2026.
- In Q1 2026, Invested Capital fell 2.8% year-over-year to $15.4 billion; the TTM figure through Mar 2026 stood at $15.4 billion (down 2.8% YoY), while the FY2025 annual figure 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.
- A 5-year average of $15.7 billion and a median of $15.7 billion in 2023 frame the typical range for Invested Capital.
- Across the five-year window, Invested Capital climbed 5.16% in 2024 and decreased 10.8% in 2025, its largest moves.
- Franklin Resources' Invested Capital stood at $15.9 billion in 2022, then declined by 1.52% to $15.7 billion in 2023, then advanced by 2.07% to $16.0 billion in 2024, then slipped by 3.45% to $15.5 billion in 2025, then slipped by 0.44% to $15.4 billion in 2026.
- According to Business Quant data, Invested Capital over the past three periods registered $15.4 billion, $15.5 billion, and $14.4 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 69.22 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 8.37 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 30.50 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.59 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 53.75 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 8.75 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.99 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 12.75 Bn |
| 10 | Franklin Resources | 16.04 Bn | 17.45 Bn | 1.75 Bn | 15.39 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 15.39 Bn |
| Dec 31, 2025 | 15.46 Bn |
| Sep 30, 2025 | 14.44 Bn |
| Jun 30, 2025 | 14.87 Bn |
| Mar 31, 2025 | 15.83 Bn |
| Dec 31, 2024 | 16.01 Bn |
| Sep 30, 2024 | 16.02 Bn |
| Jun 30, 2024 | 16.67 Bn |
| Mar 31, 2024 | 16.62 Bn |
| Dec 31, 2023 | 15.68 Bn |
| Sep 30, 2023 | 15.60 Bn |
| Jun 30, 2023 | 15.90 Bn |
| Mar 31, 2023 | 15.81 Bn |
| Dec 31, 2022 | 15.93 Bn |
| Sep 30, 2022 | 15.68 Bn |
| Jun 30, 2022 | 15.67 Bn |
| Mar 31, 2022 | 15.58 Bn |
| Dec 31, 2021 | 15.59 Bn |
| Sep 30, 2021 | 15.21 Bn |
| Jun 30, 2021 | 14.91 Bn |
| Mar 31, 2021 | 15.01 Bn |
| Dec 31, 2020 | 15.03 Bn |
| Sep 30, 2020 | 13.89 Bn |
| Jun 30, 2020 | 11.60 Bn |
| Mar 31, 2020 | 11.38 Bn |
| Dec 31, 2019 | 11.46 Bn |
| Sep 30, 2019 | 11.24 Bn |
| Jun 30, 2019 | 11.26 Bn |
| Mar 31, 2019 | 11.20 Bn |
| Dec 31, 2018 | 10.77 Bn |
| Sep 30, 2018 | 10.90 Bn |
| Jun 30, 2018 | 10.89 Bn |
| Mar 31, 2018 | 11.45 Bn |
| Dec 31, 2017 | 13.13 Bn |
| Sep 30, 2017 | 13.98 Bn |
| Jun 30, 2017 | 14.08 Bn |
| Mar 31, 2017 | 13.85 Bn |
| Dec 31, 2016 | 13.64 Bn |
| Sep 30, 2016 | 13.93 Bn |
| Jun 30, 2016 | 13.81 Bn |
| Mar 31, 2016 | 13.85 Bn |
| Dec 31, 2015 | 13.77 Bn |
| Sep 30, 2015 | 13.84 Bn |
| Jun 30, 2015 | 14.06 Bn |
| Mar 31, 2015 | 14.03 Bn |
| Dec 31, 2014 | 13.35 Bn |
| Sep 30, 2014 | 13.41 Bn |
| Jun 30, 2014 | 13.12 Bn |
| Mar 31, 2014 | 12.67 Bn |
| Dec 31, 2013 | 12.28 Bn |
| Sep 30, 2013 | 11.88 Bn |
| Jun 30, 2013 | 11.65 Bn |
| Mar 31, 2013 | 11.34 Bn |
| Dec 31, 2012 | 10.80 Bn |
| Sep 30, 2012 | 11.33 Bn |
| Jun 30, 2012 | 9.97 Bn |
| Mar 31, 2012 | 10.32 Bn |
| Dec 31, 2011 | 9.91 Bn |
| Sep 30, 2011 | 998.20 Mn |
| Jun 30, 2011 | 9.66 Bn |
| Mar 31, 2011 | 9.32 Bn |
| Dec 31, 2010 | 9.03 Bn |
| Sep 30, 2010 | 8.63 Bn |
| Jun 30, 2010 | 8.33 Bn |
| Mar 31, 2010 | 7.38 Bn |
| Dec 31, 2009 | 7.14 Bn |
| Sep 30, 2009 | 103.40 Mn |
| Jun 30, 2009 | 7.35 Bn |