Operating
Net (Gains) Losses On Investments
Franklin Resources Net (Gains) Losses On Investments decreased by 140.7% to -$20.70M in Q1 2026 compared to the prior quarter. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
StatementCash Flow Statement
SectionOperating
CategoryProfitability
SignalHigher is better
VolatilityVolatile
First reportedQ1 2019
Last reportedQ2 2026Apr 28, 2026
How to read this metric
Positive values indicate successful proprietary investing, while negative values reflect market downturns or poor investment performance.
Detailed definition
This represents the realized and unrealized gains or losses on the company's proprietary investment portfolio. These fig...
Peer comparison
Common for financial institutions; compared against market benchmarks and peer investment performance.
Metric ID:
operating_net_gains_losses_on_investmentsHistorical Data
15 periods
| Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q1 '24 | Q4 '24 | Q1 '25 | Q3 '25 | Q1 '26 | Q2 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $16.20M | $7.80M | $25.80M | -$23.10M | -$35.60M | -$42.50M | $45.50M | $3.00M | $13.80M | $60.10M | $40.30M | -$57.10M | -$31.40M | -$8.60M | -$20.70M |
| QoQ Change | — | -51.9% | +230.8% | -189.5% | -54.1% | -19.4% | +207.1% | -93.4% | +360.0% | +335.5% | -32.9% | -241.7% | +45.0% | +72.6% | -140.7% |
| YoY Change | — | — | — | — | -319.8% | -644.9% | +76.4% | +113.0% | +138.8% | +32.1% | — | -195.0% | — | +84.9% | — |
Range-$57.10M – $60.10M
CAGR+7.3%
Avg YoY Growth-89.3%
Median YoY Growth+54.2%
Net (Gains) Losses On Investments at Other Companies
Frequently Asked Questions
- What is Franklin Resources's net (gains) losses on investments?
- Franklin Resources (BEN) reported net (gains) losses on investments of -$20.70M in Q1 2026.
- What does net (gains) losses on investments mean?
- The profit or loss generated from the company's own investment holdings.