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| Date | Value |
|---|---|
| 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 |