Franklin Resources (BEN) Retained Earnings (2009 - 2026)
Franklin Resources' (BEN) quarterly Retained Earnings came in at $11.5 billion in Q2 2026, down 0.77% year-over-year from $11.6 billion in Q2 2025, and little changed quarter-over-quarter from $11.6 billion in Q1 2026.
Analysis
Franklin Resources (BEN) Retained Earnings (2009 - 2026) Analysis & Trends
Franklin Resources has disclosed Retained Earnings across 18 years of filings, most recently posting $11.5 billion for Q2 2026.
- In Q2 2026, Retained Earnings fell 0.77% year-over-year to $11.5 billion; the TTM figure through Jun 2026 stood at $11.5 billion (down 0.77% YoY), while the FY2025 annual figure was $11.5 billion, down 3.45% from the prior year.
- Retained Earnings came in at $11.5 billion for Q2 2026 at Franklin Resources, roughly flat from $11.6 billion in the prior quarter.
- In the past five years, Retained Earnings ranged from a high of $12.4 billion in Q4 2023 to a low of -$621.0 million in Q3 2022.
- Average Retained Earnings over 5 years is $9.9 billion, with a median of $11.8 billion recorded in 2024.
- The largest YoY upside for Retained Earnings was 3779.09% in 2022 against a maximum downside of 64.46% in 2022.
- Over 5 years, Retained Earnings stood at $12.1 billion in 2022, then advanced by 2.39% to $12.4 billion in 2023, then declined by 3.9% to $11.9 billion in 2024, then slipped by 3.18% to $11.5 billion in 2025, then slipped by 0.17% to $11.5 billion in 2026.
- Per Business Quant data, the three most recent Retained Earnings figures were $11.5 billion in Q2 2026, $11.6 billion in Q1 2026, and $11.5 billion in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 173.88 Bn | 160.24 Bn | - | 40.21 Bn |
| 2 | Spdr Gold Trust | 143.21 Bn | -414.80 Bn | - | - |
| 3 | World Gold Trust | 30.03 Bn | -73.04 Bn | - | - |
| 4 | Ishares Gold Trust | 27.84 Bn | -32.27 Bn | - | - |
| 5 | Principal Financial | 25.04 Bn | -27.21 Bn | 1.91 Bn | 18.54 Bn |
| 6 | iShares Silver Trust | 23.18 Bn | -5.03 Bn | - | - |
| 7 | Franklin Resources | 17.63 Bn | 15.39 Bn | - | 11.52 Bn |
| 8 | Invesco | 14.60 Bn | 14.32 Bn | 1.79 Bn | 6.27 Bn |
| 9 | Affiliated Managers | 9.57 Bn | 10.05 Bn | - | 7.91 Bn |
| 10 | Voya Financial | 9.43 Bn | 8.80 Bn | 1.34 Bn | -1.95 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 11.52 Bn |
| Mar 31, 2026 | 11.56 Bn |
| Dec 31, 2025 | 11.54 Bn |
| Sep 30, 2025 | 11.52 Bn |
| Jun 30, 2025 | 11.61 Bn |
| Mar 31, 2025 | 11.73 Bn |
| Dec 31, 2024 | 11.92 Bn |
| Sep 30, 2024 | 11.93 Bn |
| Jun 30, 2024 | 12.32 Bn |
| Mar 31, 2024 | 12.27 Bn |
| Dec 31, 2023 | 12.40 Bn |
| Sep 30, 2023 | -509.30 Mn |
| Jun 30, 2023 | 12.36 Bn |
| Mar 31, 2023 | 12.26 Bn |
| Dec 31, 2022 | 12.11 Bn |
| Sep 30, 2022 | -621.00 Mn |
| Jun 30, 2022 | 12.00 Bn |
| Mar 31, 2022 | -400.60 Mn |
| Dec 31, 2021 | -389.60 Mn |
| Sep 30, 2021 | -377.60 Mn |