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Franklin Resources BEN Long-term investments

Long-term investments at other companies

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InvescoIVZ
$1.32B+22.7%
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$3.17B-2.3%
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Principal Financial GroupPFG
$110.86B+5.3%

Other financials

Income statement

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Revenue$2.3B+8.7%
Operating income$323.3M+122%
Net income$268.2M+77.1%
EPS (diluted)$0.49+88.5%

Balance sheet

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Cash & equivalents$4.5B
Total debt$3.2B-11.5%
Total equity$12.1B-1.8%
Total assets$34.1B+6.6%

Cash flow

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Operating cash flow-$27.6M+44.9%
CapEx$31.2M-55.3%
Free cash flow--100%

Valuation

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Market cap$16.83B+29.4%
P/E22.9×-9.0×
P/S1.9×+0.4×

Profitability

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Operating margin9.3%
Net margin8.1%+2.5pp
FCF margin11%+1.6pp

Returns & leverage

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Return on equity6%+2.1pp
Debt / equity0.3×0.0×

Where this comes from

Reported directly by Franklin Resources in its filing.

Tagged under the XBRL concept us-gaap:Investments.

The official record: Franklin Resources’s 10-Q, filed April 28, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

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 4 years (2021 to 2025), Franklin Resources's long-term investments has grown at a 12.0% compound annual growth rate (CAGR), from $1.51B to $2.37B.
What does long-term investments mean?
Equity investments, venture capital, strategic stakes, and other investments with holding periods expected to exceed one year.