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