Investing
Investment Proceeds
Franklin Resources Investment Proceeds increased by 8.8% to $237.90M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 23.7%, from $311.80M to $237.90M. Over 4 years (FY 2021 to FY 2025), Investment Proceeds shows an upward trend with a 8.1% CAGR.
Analysis
StatementCash Flow Statement
SectionInvesting
CategoryLiquidity
SignalContext dependent
VolatilityModerate
First reportedQ1 2014
Last reportedQ2 2026Apr 28, 2026
How to read this metric
An increase suggests the liquidation of assets to raise cash, while a decrease indicates a strategy of holding investments to maturity or reinvesting.
Detailed definition
This metric represents the cash inflows from the sale or maturity of marketable securities and other financial investmen...
Peer comparison
Often mirrors the purchase of investments; peers use these inflows to manage working capital fluctuations or fund strategic initiatives.
Metric ID:
proceeds_from_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 | $175.90M | $210.30M | $388.80M | $337.20M | $146.00M | $154.40M | $217.60M | $167.80M | $138.90M | $84.30M | $317.60M | $226.00M | $605.90M | $257.30M | $168.40M | $311.80M | $0.00 | $332.30M | $218.70M | $237.90M |
| QoQ Change | — | +19.6% | +84.9% | -13.3% | -56.7% | +5.8% | +40.9% | -22.9% | -17.2% | -39.3% | +276.7% | -28.8% | +168.1% | -57.5% | -34.6% | +85.2% | -100.0% | — | -34.2% | +8.8% |
| YoY Change | — | — | — | — | -17.0% | -26.6% | -44.0% | -50.2% | -4.9% | -45.4% | +46.0% | +34.7% | +336.2% | +205.2% | -47.0% | +38.0% | -100.0% | +29.1% | +29.9% | -23.7% |
Range$0.00 – $605.90M
CAGR+6.6%
Avg YoY Growth+22.5%
Median YoY Growth-10.9%
Investment Proceeds at Other Companies
Frequently Asked Questions
- What is Franklin Resources's investment proceeds?
- Franklin Resources (BEN) reported investment proceeds of $237.90M in Q1 2026.
- How has Franklin Resources's investment proceeds changed year-over-year?
- Franklin Resources's investment proceeds decreased by 23.7% year-over-year, from $311.80M to $237.90M.
- What is the long-term trend for Franklin Resources's investment proceeds?
- Over 4 years (2021 to 2025), Franklin Resources's investment proceeds has grown at a 8.1% compound annual growth rate (CAGR), from $594.00M to $812.50M.
- What does investment proceeds mean?
- Cash received from selling or maturing financial investments.