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Franklin Resources (BEN) Invested Capital (2016 - 2025)

Franklin Resources (BEN) has disclosed Invested Capital for 17 consecutive years, with $14.5 billion as the latest value for Q4 2025.

  • Quarterly Invested Capital fell 9.48% to $14.5 billion in Q4 2025 from the year-ago period, while the trailing twelve-month figure was $14.5 billion through Dec 2025, down 9.48% year-over-year, with the annual reading at $14.4 billion for FY2025, 9.88% down from the prior year.
  • Invested Capital hit $14.5 billion in Q4 2025 for Franklin Resources, roughly flat from $14.4 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.
  • Historically, Invested Capital has averaged $15.6 billion across 5 years, with a median of $15.7 billion in 2022.
  • Biggest five-year swings in Invested Capital: skyrocketed 31.83% in 2021 and later fell 9.88% in 2025.
  • Year by year, Invested Capital stood at $15.6 billion in 2021, then increased by 2.15% to $15.9 billion in 2022, then fell by 1.52% to $15.7 billion in 2023, then rose by 2.07% to $16.0 billion in 2024, then decreased by 9.48% to $14.5 billion in 2025.
  • Business Quant data shows Invested Capital for BEN at $14.5 billion in Q4 2025, $14.4 billion in Q3 2025, and $15.7 billion in Q2 2025.