Franklin Resources Inc (BEN) — Long-term Investment Intensity
Franklin Resources Inc (BEN) has a Long-term Investment Intensity of 48.0% as of March 2026. Long-term investments of $16.38 Billion represent 48.0% of total assets of $34.11 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Check Franklin Resources Inc asset resilience ratio to evaluate the company's liquid asset resilience ratio.
LT Investment Intensity
Long-term Investments
Total Assets
Country
Franklin Resources Inc Long-term Investment Intensity (2009–2025)
This chart shows how Franklin Resources Inc's Long-term Investment Intensity has evolved across 16 annual periods from 2009 to 2025. As of March 2026, the intensity stands at 48.0%, reflecting long-term investments of $16.38 Billion against total assets of $34.11 Billion USD. For the complete balance sheet picture, see Franklin Resources Inc balance sheet assets.
Annual Long-term Investment Intensity for Franklin Resources Inc (2009–2025)
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. Read Franklin Resources Inc total liabilities for a breakdown of total debt and financial obligations.
| 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 | — |