Franklin Resources (BEN) Liabilities and Shareholders Equity (2009 - 2026)

Franklin Resources' (BEN) quarterly Liabilities and Shareholders Equity came in at $34.1 billion in Q1 2026, up 6.63% year-on-year from $32.0 billion in Q1 2025, and up 4.79% quarter-over-quarter from $32.5 billion in Q4 2025.

Franklin Resources (BEN) Liabilities and Shareholders Equity (2009 - 2026) Analysis & Trends

Franklin Resources has disclosed Liabilities and Shareholders Equity across 18 years of filings, most recently posting $34.1 billion for Q1 2026.

  • Liabilities and Shareholders Equity for Q1 2026 came in at $34.1 billion, up 6.63% year-over-year; the trailing twelve-month figure through Mar 2026 was $131.6 billion (up 1.14% YoY), and the FY2025 annual result was $32.4 billion, changed 0.3% from the prior year.
  • Liabilities and Shareholders Equity came in at $34.1 billion for Q1 2026 at Franklin Resources, up from $32.5 billion in the prior quarter.
  • In the past five years, Liabilities and Shareholders Equity ranged from a high of $34.1 billion in Q1 2026 to a low of $25.8 billion in Q1 2022.
  • The 5-year median for Liabilities and Shareholders Equity is $32.0 billion (2025), against an average of $30.9 billion.
  • Across the five-year window, Liabilities and Shareholders Equity grew 19.31% in 2022 and fell 2.79% in 2025, its largest moves.
  • Franklin Resources' Liabilities and Shareholders Equity stood at $29.3 billion in 2022, then gained by 1.81% to $29.9 billion in 2023, then gained by 8.45% to $32.4 billion in 2024, then rose by 0.49% to $32.5 billion in 2025, then grew by 4.79% to $34.1 billion in 2026.
  • The last three Liabilities and Shareholders Equity figures came in at $34.1 billion (Q1 2026), $32.5 billion (Q4 2025), and $32.4 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Liabilities and Shareholders Equity (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 170.24 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 48.33 Bn
3 Kkr 86.45 Bn 133.96 Bn - 412.08 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 467.53 Bn
5 State Street 46.95 Bn 21.27 Bn - 392.17 Bn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 184.45 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 174.57 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 91.94 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 28.39 Bn
10 Franklin Resources 17.12 Bn 18.53 Bn 1.75 Bn 34.11 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 34.11 Bn
Dec 31, 2025 32.55 Bn
Sep 30, 2025 32.37 Bn
Jun 30, 2025 32.55 Bn
Mar 31, 2025 31.99 Bn
Dec 31, 2024 32.39 Bn
Sep 30, 2024 32.46 Bn
Jun 30, 2024 33.25 Bn
Mar 31, 2024 32.91 Bn
Dec 31, 2023 29.87 Bn
Sep 30, 2023 30.12 Bn
Jun 30, 2023 30.23 Bn
Mar 31, 2023 29.09 Bn
Dec 31, 2022 29.34 Bn
Sep 30, 2022 28.06 Bn
Jun 30, 2022 27.60 Bn
Mar 31, 2022 25.83 Bn
Dec 31, 2021 25.00 Bn
Sep 30, 2021 24.17 Bn
Jun 30, 2021 23.13 Bn