Purchase Of Investments By Consolidated Collateralized Loan Obligations
Franklin Resources Purchase Of Investments By Consolidated Collateralized Loan Obligations increased by 31.3% to $2.24B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 17.3%, from $1.91B to $2.24B. Over 4 years (FY 2021 to FY 2025), Purchase Of Investments By Consolidated Collateralized Loan Obligations shows an upward trend with a 15.7% CAGR.
Analysis
How to read this metric
An increase suggests expansion of the CLO portfolio, while a decrease indicates a slowdown in new investment activity within these specific vehicles.
Detailed definition
Reflects the cash outflows used by consolidated collateralized loan obligations (CLOs) to acquire new debt instruments o...
Peer comparison
Specific to asset managers with significant CLO or structured product management businesses; peers like Blackstone or KKR may report similar consolidated figures.
investing_purchase_of_investments_by_consolidated_collat_f3e034Historical Data
| Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.08B | $923.60M | $839.20M | $1.33B | $1.03B | $793.30M | $822.50M | $1.28B | $1.37B | $898.50M | $794.00M | $1.50B | $1.80B | $2.21B | $1.29B | $1.91B | $1.68B | $1.66B | $1.71B | $2.24B |
| QoQ Change | — | -14.1% | -9.1% | +58.6% | -22.7% | -22.8% | +3.7% | +55.0% | +7.3% | -34.3% | -11.6% | +89.0% | +20.3% | +22.5% | -41.6% | +47.8% | -11.9% | -1.4% | +2.9% | +31.3% |
| YoY Change | — | — | — | — | -4.4% | -14.1% | -2.0% | -4.2% | +33.0% | +13.3% | -3.5% | +17.7% | +31.9% | +146.1% | +62.6% | +27.2% | -6.8% | -25.0% | +32.1% | +17.3% |
Purchase Of Investments By Consolidated Collateralized Loan Obligations at Other Companies
Frequently Asked Questions
- What is Franklin Resources's purchase of investments by consolidated collateralized loan obligations?
- Franklin Resources (BEN) reported purchase of investments by consolidated collateralized loan obligations of $2.24B in Q1 2026.
- How has Franklin Resources's purchase of investments by consolidated collateralized loan obligations changed year-over-year?
- Franklin Resources's purchase of investments by consolidated collateralized loan obligations increased by 17.3% year-over-year, from $1.91B to $2.24B.
- What is the long-term trend for Franklin Resources's purchase of investments by consolidated collateralized loan obligations?
- Over 4 years (2021 to 2025), Franklin Resources's purchase of investments by consolidated collateralized loan obligations has grown at a 15.7% compound annual growth rate (CAGR), from $3.65B to $6.54B.
- What does purchase of investments by consolidated collateralized loan obligations mean?
- Cash spent by consolidated CLO entities to purchase new investment assets.