Long-term investments
Franklin Resources Long-term investments increased by 5.4% to $2.57B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 15.3%, from $2.23B to $2.57B. Over 5 years (FY 2020 to FY 2025), Long-term investments shows an upward trend with a 12.7% CAGR.
Analysis
How to read this metric
An increase may indicate strategic capital deployment or long-term asset accumulation, while a decrease could signal divestment or the reclassification of assets to support liquidity needs.
Detailed definition
Long-term investments represent financial assets held by the company with maturities or holding periods exceeding one ye...
Peer comparison
Peer financial institutions typically report these as non-current assets, with variations depending on the specific mix of held-to-maturity securities versus available-for-sale equity investments.
long_term_investmentsHistorical 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 | $1.62B | $1.51B | $1.66B | $1.40B | $1.66B | $1.65B | $2.05B | $2.38B | $2.25B | $2.22B | $2.32B | $2.38B | $2.22B | $2.34B | $2.39B | $2.23B | $2.62B | $2.37B | $2.44B | $2.57B |
| QoQ Change | — | -6.5% | +10.1% | -15.9% | +18.6% | -0.4% | +23.9% | +16.2% | -5.4% | -1.2% | +4.3% | +2.6% | -6.4% | +5.1% | +2.3% | -6.8% | +17.5% | -9.4% | +2.7% | +5.4% |
| YoY Change | — | — | — | — | +2.7% | +9.3% | +23.0% | +70.1% | +35.6% | +34.6% | +13.3% | -0.0% | -1.1% | +5.2% | +3.2% | -6.2% | +17.8% | +1.5% | +1.9% | +15.3% |
Long-term investments at Other Companies
Frequently Asked Questions
- What is Franklin Resources's long-term investments?
- Franklin Resources (BEN) reported long-term investments of $2.57B in Q1 2026.
- How has Franklin Resources's long-term investments changed year-over-year?
- Franklin Resources's long-term investments increased by 15.3% year-over-year, from $2.23B to $2.57B.
- What is the long-term trend for Franklin Resources's long-term investments?
- Over 5 years (2020 to 2025), Franklin Resources's long-term investments has grown at a 12.7% compound annual growth rate (CAGR), from $1.30B to $2.37B.
- What does long-term investments mean?
- Financial assets and securities that the company intends to hold for more than one year.