Non-Current Assets
Investments
Franklin Resources 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), Investments shows an upward trend with a 12.7% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalHigher is better
VolatilityModerate
First reportedQ4 2015
Last reportedQ2 2026Apr 28, 2026
How to read this metric
Growth indicates successful capital accumulation and reinvestment, while a decline may signal asset liquidation or poor investment performance.
Detailed definition
The aggregate value of long-term investment assets, including bonds, equities, real estate, and other financial instrume...
Peer comparison
Standard for insurance and financial services; peers with larger asset bases will show significantly higher investment totals.
Metric ID:
non_current_assets_investmentsHistorical 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 | $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% |
Range$1.40B – $2.62B
CAGR+10.3%
Avg YoY Growth+14.1%
Median YoY Growth+7.3%
Current Streak2 quarters growth
Investments at Other Companies
Frequently Asked Questions
- What is Franklin Resources's investments?
- Franklin Resources (BEN) reported investments of $2.57B in Q1 2026.
- How has Franklin Resources's investments changed year-over-year?
- Franklin Resources's investments increased by 15.3% year-over-year, from $2.23B to $2.57B.
- What is the long-term trend for Franklin Resources's investments?
- Over 5 years (2020 to 2025), Franklin Resources's investments has grown at a 12.7% compound annual growth rate (CAGR), from $1.30B to $2.37B.
- What does investments mean?
- The total value of all long-term investments held by the company.