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

Franklin Resources (BEN) reported Short-term Investments of $1.1 billion for Q1 2026, up 75.72% on a YoY basis from $636.4 million in Q1 2025, and up 5.2% sequentially from $1.1 billion in Q4 2025.

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

Franklin Resources (BEN) has 18 years of Short-term Investments data on file, last reported at $1.1 billion in Q1 2026.

  • For the quarter ending Q1 2026, Short-term Investments rose 75.72% year-over-year to $1.1 billion; the trailing twelve-month figure through Mar 2026 stood at $1.1 billion (up 75.72% YoY), and the FY2025 full-year result was $1.2 billion, up 40.75% from the prior year.
  • Short-term Investments grew to $1.1 billion in Q1 2026, from $1.1 billion in the prior quarter.
  • In the past five years, Short-term Investments ranged from a high of $1.2 billion in Q3 2025 to a low of $589.3 million in Q1 2022.
  • A 5-year average of $870.4 million and a median of $872.8 million in 2023 frame the typical range for Short-term Investments.
  • Across the five-year window, Short-term Investments retreated 29.27% in 2025 and soared 75.72% in 2026, its largest moves.
  • Tracing BEN's Short-term Investments over 5 years: stood at $969.6 million in 2022, then retreated by 7.78% to $894.2 million in 2023, then retreated by 9.76% to $806.9 million in 2024, then surged by 31.74% to $1.1 billion in 2025, then gained by 5.2% to $1.1 billion in 2026.
  • Business Quant data shows BEN's Short-term Investments at $1.1 billion in Q1 2026, $1.1 billion in Q4 2025, and $1.2 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn
2 BlackRock 161.01 Bn 148.08 Bn -
3 Blackstone 97.77 Bn 96.72 Bn -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn
5 State Street 51.30 Bn 51.30 Bn -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn
7 Northern Trust 32.93 Bn 32.93 Bn -
8 Raymond James Financial 32.59 Bn 17.67 Bn -
9 Price T Rowe 24.70 Bn 21.13 Bn -
10 Franklin Resources 16.77 Bn 17.07 Bn -

Historic Data

Download Data
DateValue
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
Jun 30, 2021 635.10 Mn