Growth Metrics

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

Franklin Resources recorded quarterly Liabilities and Shareholders Equity of $34.1 billion in Q1 2026, up 4.79% quarter-over-quarter from $32.5 billion in Q4 2025, and up 6.63% year-over-year from $32.0 billion in Q1 2025.

Franklin Resources' Liabilities and Shareholders Equity history runs 18 years deep, the most recent figure standing at $34.1 billion for Q1 2026.

  • In Q1 2026, Liabilities and Shareholders Equity rose 6.63% year-over-year to $34.1 billion; the TTM figure through Mar 2026 stood at $131.6 billion (up 1.14% YoY), while the FY2025 annual figure 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.
  • A 5-year average of $30.9 billion and a median of $32.0 billion in 2025 frame the typical range for Liabilities and Shareholders Equity.
  • Across the five-year window, Liabilities and Shareholders Equity increased 19.31% in 2022 and retreated 2.79% in 2025, its largest moves.
  • Franklin Resources' Liabilities and Shareholders Equity stood at $29.3 billion in 2022, then advanced by 1.81% to $29.9 billion in 2023, then advanced by 8.45% to $32.4 billion in 2024, then gained by 0.49% to $32.5 billion in 2025, then increased by 4.79% to $34.1 billion in 2026.
  • According to Business Quant data, Liabilities and Shareholders Equity over the past three periods registered $34.1 billion, $32.5 billion, and $32.4 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Liabilities and Shareholders Equity (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 170.24 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 48.33 Bn
3 Kkr 84.94 Bn 132.45 Bn - 412.08 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 17.94 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 467.53 Bn
6 State Street 44.42 Bn 18.75 Bn - 392.17 Bn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 184.45 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 174.57 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 28.39 Bn
10 Franklin Resources 16.04 Bn 17.45 Bn 1.75 Bn 34.11 Bn

Historic Data

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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
Mar 31, 2021 21.87 Bn
Dec 31, 2020 21.23 Bn
Sep 30, 2020 21.68 Bn
Jun 30, 2020 15.62 Bn
Mar 31, 2020 14.67 Bn
Dec 31, 2019 15.00 Bn
Sep 30, 2019 14.53 Bn
Jun 30, 2019 14.46 Bn
Mar 31, 2019 14.24 Bn
Dec 31, 2018 13.95 Bn
Sep 30, 2018 14.38 Bn
Jun 30, 2018 15.53 Bn
Mar 31, 2018 17.69 Bn
Dec 31, 2017 18.07 Bn
Sep 30, 2017 17.53 Bn
Jun 30, 2017 17.48 Bn
Mar 31, 2017 17.21 Bn
Dec 31, 2016 16.21 Bn
Sep 30, 2016 16.10 Bn
Jun 30, 2016 16.00 Bn
Mar 31, 2016 15.89 Bn
Dec 31, 2015 16.16 Bn
Sep 30, 2015 16.34 Bn
Jun 30, 2015 16.67 Bn
Mar 31, 2015 16.49 Bn
Dec 31, 2014 16.30 Bn
Sep 30, 2014 16.36 Bn
Jun 30, 2014 16.69 Bn
Mar 31, 2014 16.14 Bn
Dec 31, 2013 15.91 Bn
Sep 30, 2013 15.39 Bn
Jun 30, 2013 15.32 Bn
Mar 31, 2013 14.81 Bn
Dec 31, 2012 14.35 Bn
Sep 30, 2012 14.75 Bn
Jun 30, 2012 13.63 Bn
Mar 31, 2012 13.66 Bn
Dec 31, 2011 13.41 Bn
Sep 30, 2011 13.78 Bn
Jun 30, 2011 13.15 Bn
Mar 31, 2011 12.83 Bn
Dec 31, 2010 12.39 Bn
Sep 30, 2010 10.71 Bn
Jun 30, 2010 10.41 Bn
Mar 31, 2010 9.52 Bn
Dec 31, 2009 9.22 Bn
Sep 30, 2009 9.47 Bn
Jun 30, 2009 9.24 Bn