Investing
Investment Purchases
Franklin Resources Investment Purchases increased by 39.5% to $369.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 323.7%, from $87.10M to $369.00M. Over 4 years (FY 2021 to FY 2025), Investment Purchases shows an upward trend with a 7.7% 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 may indicate a strategy to earn interest on excess cash, while a decrease may suggest a need for cash for operations or debt repayment.
Detailed definition
This metric captures the cash outflow for the purchase of marketable securities, such as stocks, bonds, or other financi...
Peer comparison
Standard for large-cap companies with significant cash reserves; peers manage these portfolios to balance liquidity needs with yield generation.
Metric ID:
purchases_of_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 | $256.30M | $145.60M | $321.70M | $54.20M | $300.60M | $249.90M | $234.40M | $270.30M | $160.40M | $92.70M | $267.40M | $233.60M | $451.00M | $175.70M | $458.00M | $87.10M | $359.30M | $132.80M | $264.60M | $369.00M |
| QoQ Change | — | -43.2% | +120.9% | -83.2% | +454.6% | -16.9% | -6.2% | +15.3% | -40.7% | -42.2% | +188.5% | -12.6% | +93.1% | -61.0% | +160.7% | -81.0% | +312.5% | -63.0% | +99.2% | +39.5% |
| YoY Change | — | — | — | — | +17.3% | +71.6% | -27.1% | +398.7% | -46.6% | -62.9% | +14.1% | -13.6% | +181.2% | +89.5% | +71.3% | -62.7% | -20.3% | -24.4% | -42.2% | +323.7% |
Range$54.20M – $458.00M
CAGR+8.0%
Avg YoY Growth+54.2%
Median YoY Growth+0.3%
Current Streak2 quarters growth
Investment Purchases at Other Companies
Frequently Asked Questions
- What is Franklin Resources's investment purchases?
- Franklin Resources (BEN) reported investment purchases of $369.00M in Q1 2026.
- How has Franklin Resources's investment purchases changed year-over-year?
- Franklin Resources's investment purchases increased by 323.7% year-over-year, from $87.10M to $369.00M.
- What is the long-term trend for Franklin Resources's investment purchases?
- Over 4 years (2021 to 2025), Franklin Resources's investment purchases has grown at a 7.7% compound annual growth rate (CAGR), from $770.40M to $1.04B.
- What does investment purchases mean?
- Cash used to buy financial assets or securities.