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

Franklin Resources has disclosed Long-Term Investments across 18 years of filings, most recently posting $2.6 billion for Q1 2026.

• Long-Term Investments for Q1 2026 came in at $2.6 billion, up 371.5% year-over-year; the trailing twelve-month figure through Mar 2026 was $2.6 billion (up 371.5% YoY), and the FY2025 annual result 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.
• The 5-year median for Long-Term Investments is $564.6 million (2022), against an average of $875.3 million.
• Across the five-year window, Long-Term Investments surged 1023.83% in 2022 and declined 7.78% in 2025, its largest moves.
• Franklin Resources' Long-Term Investments stood at $358.0 million in 2022, then surged by 54.05% to $551.5 million in 2023, then rose by 3.99% to $573.5 million in 2024, then grew by 3.77% to $595.1 million in 2025, then surged by 331.81% to $2.6 billion in 2026.
• The last three Long-Term Investments figures came in at $2.6 billion (Q1 2026), $595.1 million (Q4 2025), and $2.4 billion (Q3 2025), per Business Quant data.