Annual Book Value
$13.00B$491.90M+3.93%
Summary
- Current Value
- As of today, BEN annual book value is $13.00B, up +3.93% on
- Historical Performance
- BEN annual book value is up +13.29% over the past 3 years, and up +28.53% over the past 5 years
- All-Time High Comparison
- BEN annual book value is currently at its all-time high
- 3-Year Low Comparison
- BEN annual book value is +13.29% above its 3-year low of $11.47B reached on an earlier date
- Sector Comparison
- BEN annual book value is higher than 94.14% of companies in Financial Services sector
Book Value Chart
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Series
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual Book Value | $13.00B | +3.9% | +13.3% | +28.5% | +68.2% | |
| Quarterly Book Value | $12.08B | -3.4% | +5.3% | +19.4% | +56.3% | |
| Price | $25.42 | +28.8% | -10.4% | -0.3% | -31.7% | |
| Annual Total Assets | $32.37B | -0.3% | +15.3% | +49.3% | +202.3% | |
| Annual Total Liabilities | $18.18B | +1.6% | +27.7% | +77.0% | +514.6% | |
| PB Ratio | 1.10 | +32.5% | -9.8% | -11.3% | -64.2% | |
| Annual Shareholders Equity | $12.08B | -3.4% | +5.3% | +19.4% | +56.3% | |
| Market Cap | $13B | +28.0% | -6.7% | +2.8% | -46.9% |
Book Value Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | $13.00B | at high | |
| 5Y | $13.00B | at high | |
| All | $13.00B | at high |
Book Value Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | $11.47B | N/A | +13.3% |
| 5Y | $10.11B | N/A | +28.5% |
| All | $10.07M | >+9999.0% |
Book Value History
FAQ
What is the current annual book value of BEN?
As of today, BEN annual book value is $13.00B
What is 1-year change in BEN annual book value?
BEN annual book value is up +3.93% year-over-year
What is 3-year change in BEN annual book value?
BEN annual book value is up +13.29% over the past 3 years
How far is BEN annual book value from its all-time high?
BEN annual book value is currently at its all-time high
How does BEN annual book value rank versus sector peers?
BEN annual book value is higher than 94.14% of companies in Financial Services sector
When is BEN next annual earnings release?
As of today, the next annual earnings release for BEN has not been scheduled
Quarterly Book Value
$12.08B$126.10M-1.03%
Summary
- Current Value
- As of today, BEN quarterly book value is $12.08B, down -1.03% on
- Historical Performance
- BEN quarterly book value is down -3.44% year-over-year, and up +5.26% over the past 3 years
- All-Time High Comparison
- BEN quarterly book value is currently -6.16% below its historical high of $12.87B set on
- 3-Year Low Comparison
- BEN quarterly book value is +3.53% above its 3-year low of $11.67B reached on an earlier date
- Sector Comparison
- BEN quarterly book value is higher than 93.44% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly Book Value | $12.08B | -1.0% | -3.4% | +5.3% | +19.4% | |
| Annual Book Value | $13.00B | – | +3.9% | +13.3% | +28.5% | |
| Price | $25.42 | +8.6% | +28.8% | -10.4% | -0.3% | |
| Quarterly Total Assets | $32.37B | -0.6% | -0.3% | +15.3% | +49.3% | |
| Quarterly Total Liabilities | $18.18B | +0.3% | +1.6% | +27.7% | +77.0% | |
| PB Ratio | 1.10 | +8.9% | +32.5% | -9.8% | -11.3% | |
| Quarterly Shareholders Equity | $12.08B | -1.0% | -3.4% | +5.3% | +19.4% | |
| Market Cap | $13B | +8.6% | +28.0% | -6.7% | +2.8% |
Quarterly Book Value Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | $12.46B | N/A | -3.1% |
| 3Y | $12.87B | -6.2% | |
| 5Y | $12.87B | -6.2% | |
| All | $12.87B | -6.2% |
Quarterly Book Value Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | $12.08B | at low | |
| 3Y | $11.67B | N/A | +3.5% |
| 5Y | $10.40B | N/A | +16.1% |
| All | $10.20M | >+9999.0% |
Quarterly Book Value History
FAQ
What is the current quarterly book value of BEN?
As of today, BEN quarterly book value is $12.08B
What is BEN quarterly book value most recent change?
BEN quarterly book value was down -1.03% on September 30, 2025
What is 1-year change in BEN quarterly book value?
BEN quarterly book value is down -3.44% year-over-year
How far is BEN quarterly book value from its all-time high?
BEN quarterly book value is currently -6.16% below its historical high of $12.87B set on June 30, 2024
How does BEN quarterly book value rank versus sector peers?
BEN quarterly book value is higher than 93.44% of companies in Financial Services sector
When is BEN next earnings release?
The next earnings release for BEN is on
Book Value Formula
Book Value = −
Data Sources & References
- BEN Official Website www.franklinresources.com
- Most Recent Quarterly Report (10-Q) www.sec.gov/Archives/edgar/data/38777/000003877725000238/0000038777-25-000238-index.htm
- Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/38777/000003877725000238/0000038777-25-000238-index.htm
- BEN Profile on Yahoo Finance finance.yahoo.com/quote/BEN
- BEN Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/ben