Franklin Resources Inc Long-term Investment Intensity

Latest as of June 2026: 50.3%

Franklin Resources Inc long-term investment intensity. Franklin Resources Inc (BEN) has a Long-term Investment Intensity of 50.3% as of June 2026. Long-term investments of $18.24 Billion represent 50.3% of total assets of $36.28 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Read BEN current and long-term liabilities for a breakdown of total debt and financial obligations.

LT Investment Intensity

50.3%
LT Investments / Total Assets

Long-term Investments

$18.24 Billion
USD

Total Assets

$36.28 Billion
USD

Country

USA
NYSE

Long-term Investment Intensity of Franklin Resources Inc (2009–2025)

Long-term investment intensity of Franklin Resources Inc from 2009 to 2025. This chart shows how Franklin Resources Inc's Long-term Investment Intensity has evolved across 16 annual periods from 2009 to 2025. As of June 2026, the intensity stands at 50.3%, reflecting long-term investments of $18.24 Billion against total assets of $36.28 Billion USD.

Franklin Resources Inc Long-term Investment Intensity by Year (2009–2025)

Franklin Resources Inc long-term investment intensity by year from 2009 to 2025. The table below presents the year-by-year Long-term Investment Intensity for Franklin Resources Inc from 2009 to 2025, covering 16 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For the complete balance sheet picture, see Franklin Resources Inc assets under control.

Year LT Investment Intensity LT Investments (USD) Total Assets Change (pp)
2025 45.3% $14.65 Billion $32.37 Billion ▲ +4.1 pp
2024 41.2% $13.37 Billion $32.46 Billion ▲ +1.8 pp
2023 39.4% $11.86 Billion $30.12 Billion ▲ +33.5 pp
2022 5.9% $1.65 Billion $28.06 Billion ▼ -0.4 pp
2021 6.2% $1.51 Billion $24.17 Billion ▲ +0.4 pp
2020 5.9% $1.27 Billion $21.68 Billion ▼ -4.8 pp
2019 10.7% $1.56 Billion $14.53 Billion ▲ +0.8 pp
2018 9.9% $1.43 Billion $14.38 Billion ▲ +2.0 pp
2017 7.9% $1.39 Billion $17.53 Billion ▼ -7.1 pp
2016 15.0% $2.42 Billion $16.10 Billion ▼ 0.0 pp
2015 15.1% $2.46 Billion $16.34 Billion ▼ -0.8 pp
2013 15.8% $2.44 Billion $15.39 Billion ▼ -1.7 pp
2012 17.5% $2.58 Billion $14.75 Billion ▲ +12.1 pp
2011 5.4% $747.35 Million $13.78 Billion ▼ -2.2 pp
2010 7.6% $811.31 Million $10.71 Billion ▼ -7.4 pp
2009 15.0% $1.42 Billion $9.47 Billion —
pp = percentage points