Financing
Proceeds from debt of consolidated investment products
Franklin Resources Proceeds from debt of consolidated investment products decreased by 18.9% to $2.06B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 16.6%, from $2.47B to $2.06B. Over 4 years (FY 2021 to FY 2025), Proceeds from debt of consolidated investment products shows an upward trend with a 19.7% CAGR.
Analysis
StatementCash Flow Statement
SectionFinancing
CategoryRisk
SignalContext dependent
VolatilityVolatile
First reportedQ1 2016
Last reportedQ2 2026Apr 28, 2026
How to read this metric
Reflects the leverage levels within consolidated investment vehicles rather than the parent company's own financial health.
Detailed definition
Cash inflows from debt issued by investment products that the company is required to consolidate for accounting purposes...
Peer comparison
Highly specific to firms with significant consolidated investment products; often excluded from core corporate leverage analysis.
Metric ID:
financing_proceeds_from_issuance_of_debt_by_consolidated_94f804Historical Data
20 periods
| 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 | $139.40M | $1.30B | $1.73B | $1.29B | $1.33B | $539.20M | $955.30M | $1.30B | $954.90M | $326.30M | $39.80M | $547.60M | $1.03B | $2.73B | $794.40M | $2.47B | $1.92B | $845.70M | $2.54B | $2.06B |
| QoQ Change | — | +833.8% | +32.7% | -25.4% | +3.0% | -59.4% | +77.2% | +36.4% | -26.7% | -65.8% | -87.8% | >999% | +88.1% | +164.9% | -70.9% | +211.2% | -22.4% | -55.9% | +200.4% | -18.9% |
| YoY Change | — | — | — | — | +852.9% | -58.6% | -44.7% | +1.1% | -28.1% | -39.5% | -95.8% | -58.0% | +7.9% | +736.4% | >999% | +351.4% | +86.1% | -69.0% | +219.8% | -16.6% |
Range$39.80M – $2.73B
CAGR+76.3%
Avg YoY Growth+233.8%
Median YoY Growth-7.8%
Proceeds from debt of consolidated investment products at Other Companies
Frequently Asked Questions
- What is Franklin Resources's proceeds from debt of consolidated investment products?
- Franklin Resources (BEN) reported proceeds from debt of consolidated investment products of $2.06B in Q1 2026.
- How has Franklin Resources's proceeds from debt of consolidated investment products changed year-over-year?
- Franklin Resources's proceeds from debt of consolidated investment products decreased by 16.6% year-over-year, from $2.47B to $2.06B.
- What is the long-term trend for Franklin Resources's proceeds from debt of consolidated investment products?
- Over 4 years (2021 to 2025), Franklin Resources's proceeds from debt of consolidated investment products has grown at a 19.7% compound annual growth rate (CAGR), from $2.94B to $6.03B.
- What does proceeds from debt of consolidated investment products mean?
- Cash raised by consolidated funds through debt issuance.