Franklin Resources BEN
NYSE BEN
$34.31 +0.34 (+1.00%)
At close: Aug 21, 2026 · 4:00 PM EDT

Franklin Resources (BEN) Short-term Investments (2009 - 2026)

Franklin Resources (BEN) posted quarterly Short-term Investments of $1.0 billion for Q2 2026, down 3.04% year-over-year from $1.1 billion in Q2 2025, and down 6.31% on a QoQ basis from $1.1 billion in Q1 2026.

Franklin Resources (BEN) Short-term Investments (2009 - 2026) Analysis & Trends

Franklin Resources has reported Short-term Investments for 18 years, with the latest figure at $1.0 billion in Q2 2026.

  • Short-term Investments for Q2 2026 came in at $1.0 billion, down 3.04% year-over-year; the trailing twelve-month figure through Jun 2026 was $1.0 billion (down 3.04% YoY), and the FY2025 annual result was $1.2 billion, up 40.75% from the prior year.
  • Short-term Investments declined to $1.0 billion in Q2 2026, from $1.1 billion in the prior quarter.
  • Over five years, Short-term Investments peaked at $1.2 billion in Q3 2025 and troughed at $589.3 million in Q1 2022.
  • A 5-year average of $880.3 million and a median of $883.5 million in 2023 frame the typical range for Short-term Investments.
  • The widest annual swing landed in 2025, when Short-term Investments retreated 29.27%; it then soared 75.72% in 2026.
  • A 5-year view of Short-term Investments shows it stood at $969.6 million in 2022, then dropped by 7.78% to $894.2 million in 2023, then dropped by 9.76% to $806.9 million in 2024, then surged by 31.74% to $1.1 billion in 2025, then fell by 1.44% to $1.0 billion in 2026.
  • Per Business Quant data, the three most recent Short-term Investments figures were $1.0 billion in Q2 2026, $1.1 billion in Q1 2026, and $1.1 billion in Q4 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 179.54 Bn 165.67 Bn -
2 Blackstone 114.83 Bn 112.32 Bn -
3 Kkr 97.26 Bn -179.81 Bn -
4 Brookfield 93.07 Bn 45.66 Bn -
5 Brookfield Asset Management 83.46 Bn 81.96 Bn -
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn
7 State Street 51.66 Bn 51.66 Bn -
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn
9 Raymond James Financial 33.99 Bn 20.74 Bn -
10 Franklin Resources 17.67 Bn 13.96 Bn -

Historic Data

Download Data
DateValue
Jun 30, 2026 1.05 Bn
Mar 31, 2026 1.12 Bn
Dec 31, 2025 1.06 Bn
Sep 30, 2025 1.18 Bn
Jun 30, 2025 1.08 Bn
Mar 31, 2025 636.40 Mn
Dec 31, 2024 806.90 Mn
Sep 30, 2024 838.00 Mn
Jun 30, 2024 720.40 Mn
Mar 31, 2024 899.70 Mn
Dec 31, 2023 894.20 Mn
Sep 30, 2023 872.80 Mn
Jun 30, 2023 867.30 Mn
Mar 31, 2023 987.10 Mn
Dec 31, 2022 969.60 Mn
Sep 30, 2022 613.50 Mn
Jun 30, 2022 660.80 Mn
Mar 31, 2022 589.30 Mn
Dec 31, 2021 731.90 Mn
Sep 30, 2021 588.30 Mn