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

Franklin Resources (BEN) has 18 years of Long-Term Investments data on file, last reported at $2.6 billion in Q1 2026.

• For the quarter ending Q1 2026, Long-Term Investments rose 371.5% year-over-year to $2.6 billion; the trailing twelve-month figure through Mar 2026 stood at $2.6 billion (up 371.5% YoY), and the FY2025 full-year result was $2.4 billion, up 331.56% from the prior year.
• Long-Term Investments rose to $2.6 billion in Q1 2026, from $595.1 million in the prior quarter.
• In the past five years, Long-Term Investments ranged from a high of $2.6 billion in Q2 2025 to a low of $3.1 million in Q1 2023.
• A 5-year average of $830.2 million and a median of $578.0 million in 2024 frame the typical range for Long-Term Investments.
• Across the five-year window, Long-Term Investments plunged 99.61% in 2023 and surged 18964.52% in 2024, its largest moves.
• Tracing BEN's Long-Term Investments over 5 years: stood at $64.7 million in 2022, then soared by 752.4% to $551.5 million in 2023, then increased by 3.99% to $573.5 million in 2024, then climbed by 3.77% to $595.1 million in 2025, then jumped by 331.81% to $2.6 billion in 2026.
• Business Quant data shows BEN's Long-Term Investments at $2.6 billion in Q1 2026, $595.1 million in Q4 2025, and $2.4 billion in Q3 2025.