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
Download Data| Date | Value |
|---|---|
| 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 |