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Franklin Resources (BEN) Long-Term Investments (2016 - 2025)

Franklin Resources' Long-Term Investments history spans 17 years, with the latest figure at $545.0 million for Q1 2025.

  • For Q1 2025, Long-Term Investments fell 7.78% year-over-year to $545.0 million; the TTM value through Mar 2025 reached $545.0 million, down 7.78%, while the annual FY2024 figure was $550.1 million, 5.95% down from the prior year.
  • Long-Term Investments for Q1 2025 was $545.0 million at Franklin Resources, down from $573.5 million in the prior quarter.
  • Across five years, Long-Term Investments topped out at $672.1 million in Q4 2021 and bottomed at $22.4 million in Q1 2021.
  • The 5-year median for Long-Term Investments is $550.1 million (2024), against an average of $407.6 million.
  • The largest YoY upside for Long-Term Investments was 2760.0% in 2021 against a maximum downside of 92.22% in 2021.
  • A 5-year view of Long-Term Investments shows it stood at $672.1 million in 2021, then tumbled by 90.37% to $64.7 million in 2022, then surged by 752.4% to $551.5 million in 2023, then grew by 3.99% to $573.5 million in 2024, then decreased by 4.97% to $545.0 million in 2025.
  • Per Business Quant, the three most recent readings for BEN's Long-Term Investments are $545.0 million (Q1 2025), $573.5 million (Q4 2024), and $550.1 million (Q3 2024).