Franklin Resources (BEN) Long-Term Investments (2009 - 2026)

Franklin Resources has reported Long-Term Investments for 18 years, with the latest figure at $2.7 billion in Q2 2026.

• Long-Term Investments for Q2 2026 came in at $2.7 billion, up 391.63% year-over-year; the trailing twelve-month figure through Jun 2026 was $2.7 billion (up 391.63% YoY), and the FY2025 annual result was $2.4 billion, up 331.56% from the prior year.
• Long-Term Investments advanced to $2.7 billion in Q2 2026, from $673.3 million in the prior quarter.
• Over five years, Long-Term Investments peaked at $2.7 billion in Q2 2026 and troughed at $542.1 million in Q1 2023.
• A 5-year average of $870.5 million and a median of $587.9 million in 2023 frame the typical range for Long-Term Investments.
• The widest annual swing landed in 2023, when Long-Term Investments sank 45.02%; it then surged 391.63% in 2026.
• A 5-year view of Long-Term Investments shows it stood at $978.5 million in 2022, then sank by 43.64% to $551.5 million in 2023, then advanced by 3.99% to $573.5 million in 2024, then rose by 3.77% to $595.1 million in 2025, then jumped by 354.86% to $2.7 billion in 2026.
• Per Business Quant data, the three most recent Long-Term Investments figures were $2.7 billion in Q2 2026, $673.3 million in Q1 2026, and $595.1 million in Q4 2025.