Non-Current Assets

Net loans

Franklin Resources Net loans decreased by 1.3% to $1.43B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 1.9%, from $1.45B to $1.43B. Over 5 years (FY 2020 to FY 2025), Net loans shows an upward trend with a 4.6% CAGR.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryGrowth
SignalContext dependent
VolatilityModerate
First reportedQ4 2015
Last reportedQ2 2026Apr 28, 2026

How to read this metric

An increase suggests growth in lending activity, while a decrease may indicate tighter credit standards or reduced demand.

Detailed definition

This represents the total outstanding loan portfolio held by the firm, adjusted for the allowance for credit losses. It...

Peer comparison

Standard across banking and financial services firms; peers typically report this as a primary asset class.

Metric ID: bank_net_loans

Historical Data

20 periods
 Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Value$1.36B$1.43B$1.43B$1.37B$1.41B$1.26B$1.29B$1.30B$1.34B$1.35B$1.47B$1.45B$1.57B$1.48B$1.39B$1.45B$1.72B$1.54B$1.45B$1.43B
QoQ Change+4.9%+0.5%-4.5%+3.2%-10.6%+2.1%+0.7%+3.2%+0.5%+9.0%-1.4%+8.3%-5.8%-5.8%+4.3%+18.6%-10.5%-6.2%-1.3%
YoY Change+3.9%-11.4%-10.0%-5.1%-5.2%+6.6%+13.8%+11.4%+17.0%+9.7%-5.2%+0.2%+9.7%+4.2%+3.7%-1.9%
Range$1.26B$1.72B
CAGR+1.0%
Avg YoY Growth+2.6%
Median YoY Growth+3.8%
Current Streak3 quarters decline

Net loans at Other Companies

Frequently Asked Questions

What is Franklin Resources's net loans?
Franklin Resources (BEN) reported net loans of $1.43B in Q1 2026.
How has Franklin Resources's net loans changed year-over-year?
Franklin Resources's net loans decreased by 1.9% year-over-year, from $1.45B to $1.43B.
What is the long-term trend for Franklin Resources's net loans?
Over 5 years (2020 to 2025), Franklin Resources's net loans has grown at a 4.6% compound annual growth rate (CAGR), from $1.23B to $1.54B.
What does net loans mean?
The total value of loans owed to the company after accounting for expected losses.