Growth Metrics

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

Franklin Resources recorded quarterly Long-Term Investments of $2.6 billion in Q1 2026, up 331.81% quarter-over-quarter from $595.1 million in Q4 2025, and up 371.5% year-over-year from $545.0 million in Q1 2025.

Franklin Resources' Long-Term Investments history runs 18 years deep, the most recent figure standing at $2.6 billion for Q1 2026.

  • In Q1 2026, Long-Term Investments rose 371.5% year-over-year to $2.6 billion; the TTM figure through Mar 2026 stood at $2.6 billion (up 371.5% YoY), while the FY2025 annual figure was $2.4 billion, up 331.56% from the prior year.
  • Long-Term Investments came in at $2.6 billion for Q1 2026 at Franklin Resources, up 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 $175.4 million in Q1 2022.
  • A 5-year average of $875.3 million and a median of $564.6 million in 2022 frame the typical range for Long-Term Investments.
  • Across the five-year window, Long-Term Investments soared 1023.83% in 2022 and fell 7.78% in 2025, its largest moves.
  • Franklin Resources' Long-Term Investments stood at $358.0 million in 2022, then soared by 54.05% to $551.5 million in 2023, then gained by 3.99% to $573.5 million in 2024, then increased by 3.77% to $595.1 million in 2025, then soared by 331.81% to $2.6 billion in 2026.
  • According to Business Quant data, Long-Term Investments over the past three periods registered $2.6 billion, $595.1 million, and $2.4 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 14.57 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 32.75 Bn
3 Kkr 84.94 Bn 132.45 Bn - 77.47 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 2.39 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 3.10 Bn
6 State Street 44.42 Bn 18.75 Bn - 586.00 Mn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 2.51 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - -1.48 Bn
10 Franklin Resources 16.04 Bn 17.45 Bn 1.75 Bn 2.57 Bn

Historic Data

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DateValue
Mar 31, 2026 2.57 Bn
Dec 31, 2025 595.10 Mn
Sep 30, 2025 2.37 Bn
Jun 30, 2025 2.62 Bn
Mar 31, 2025 545.00 Mn
Dec 31, 2024 573.50 Mn
Sep 30, 2024 550.10 Mn
Jun 30, 2024 578.00 Mn
Mar 31, 2024 591.00 Mn
Dec 31, 2023 551.50 Mn
Sep 30, 2023 584.90 Mn
Mar 31, 2023 542.10 Mn
Dec 31, 2022 358.00 Mn
Sep 30, 2022 555.80 Mn
Jun 30, 2022 240.50 Mn
Mar 31, 2022 175.40 Mn
Dec 31, 2021 98.90 Mn
Sep 30, 2021 89.40 Mn
Jun 30, 2021 21.40 Mn
Mar 31, 2021 22.40 Mn
Dec 31, 2020 407.80 Mn
Sep 30, 2020 339.20 Mn
Jun 30, 2020 1.14 Bn
Mar 31, 2020 27.70 Mn
Dec 31, 2019 646.70 Mn
Sep 30, 2019 589.70 Mn
Jun 30, 2019 619.40 Mn
Mar 31, 2019 257.60 Mn
Dec 31, 2018 193.60 Mn
Sep 30, 2018 551.60 Mn
Jun 30, 2018 587.00 Mn
Mar 31, 2018 300.60 Mn
Dec 31, 2017 295.80 Mn
Sep 30, 2017 440.00 Mn
Jun 30, 2017 469.90 Mn
Mar 31, 2017 114.40 Mn
Dec 31, 2016 256.00 Mn
Sep 30, 2016 1.44 Bn
Jun 30, 2016 1.62 Bn
Mar 31, 2016 211.10 Mn
Dec 31, 2015 123.90 Mn
Sep 30, 2015 1.71 Bn
Jun 30, 2015 2.55 Bn
Mar 31, 2015 787.60 Mn
Dec 31, 2014 754.80 Mn
Sep 30, 2014 1.85 Bn
Jun 30, 2014 1.83 Bn
Mar 31, 2014 268.50 Mn
Dec 31, 2013 502.60 Mn
Sep 30, 2013 2.44 Bn
Jun 30, 2013 13.70 Mn
Mar 31, 2013 13.40 Mn
Dec 31, 2012 13.00 Mn
Sep 30, 2012 14.80 Mn
Jun 30, 2012 849.39 Mn
Mar 31, 2012 11.60 Mn
Dec 31, 2011 11.20 Mn
Sep 30, 2011 2.42 Bn
Jun 30, 2011 948.44 Mn
Mar 31, 2011 986.85 Mn
Dec 31, 2010 16.41 Mn
Sep 30, 2010 32.70 Mn
Jun 30, 2010 631.61 Mn
Mar 31, 2010 102.52 Mn
Dec 31, 2009 44.11 Mn
Sep 30, 2009 39.90 Mn
Jun 30, 2009 134.44 Mn