Franklin Resources (BEN) Liabilities and Shareholders Equity (2009 - 2026)
Franklin Resources (BEN) reported Liabilities and Shareholders Equity of $34.1 billion for Q1 2026, up 6.63% on a YoY basis from $32.0 billion in Q1 2025, and up 4.79% sequentially from $32.5 billion in Q4 2025.
Franklin Resources (BEN) Liabilities and Shareholders Equity (2009 - 2026) Analysis & Trends
Franklin Resources (BEN) has 18 years of Liabilities and Shareholders Equity data on file, last reported at $34.1 billion in Q1 2026.
- For the quarter ending Q1 2026, Liabilities and Shareholders Equity rose 6.63% year-over-year to $34.1 billion; the trailing twelve-month figure through Mar 2026 stood at $131.6 billion (up 1.14% YoY), and the FY2025 full-year result was $32.4 billion, changed 0.3% from the prior year.
- Liabilities and Shareholders Equity advanced to $34.1 billion in Q1 2026, 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 grew 19.31% in 2022 and fell 2.79% in 2025, its largest moves.
- Tracing BEN's Liabilities and Shareholders Equity over 5 years: stood at $29.3 billion in 2022, then rose by 1.81% to $29.9 billion in 2023, then rose by 8.45% to $32.4 billion in 2024, then increased by 0.49% to $32.5 billion in 2025, then advanced by 4.79% to $34.1 billion in 2026.
- Business Quant data shows BEN's Liabilities and Shareholders Equity at $34.1 billion in Q1 2026, $32.5 billion in Q4 2025, and $32.4 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 170.24 Bn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 48.33 Bn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 467.53 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 392.17 Bn |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 184.45 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 174.57 Bn |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 91.94 Bn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 14.39 Bn |
| 10 | Franklin Resources | 16.77 Bn | 17.07 Bn | - | 34.11 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |