Franklin Resources (BEN) Retained Earnings (2009 - 2026)
Franklin Resources (BEN) posted quarterly Retained Earnings of $11.5 billion for Q2 2026, down 0.77% year-over-year from $11.6 billion in Q2 2025, and little changed on a QoQ basis from $11.6 billion in Q1 2026.
Franklin Resources (BEN) Retained Earnings (2009 - 2026) Analysis & Trends
Franklin Resources has reported Retained Earnings for 18 years, with the latest figure at $11.5 billion in Q2 2026.
- Retained Earnings for Q2 2026 came in at $11.5 billion, down 0.77% year-over-year; the trailing twelve-month figure through Jun 2026 was $11.5 billion (down 0.77% YoY), and the FY2025 annual result was $11.5 billion, down 3.45% from the prior year.
- Retained Earnings held at $11.5 billion in Q2 2026, from $11.6 billion in the prior quarter.
- Over five years, Retained Earnings peaked at $12.4 billion in Q4 2023 and troughed at -$621.0 million in Q3 2022.
- A 5-year average of $9.9 billion and a median of $11.8 billion in 2024 frame the typical range for Retained Earnings.
- The largest YoY upside for Retained Earnings was 3779.09% in 2022 against a maximum downside of 64.46% in 2022.
- A 5-year view of Retained Earnings shows it stood at $12.1 billion in 2022, then grew by 2.39% to $12.4 billion in 2023, then retreated by 3.9% to $11.9 billion in 2024, then declined by 3.18% to $11.5 billion in 2025, then declined 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.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 40.21 Bn |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | -18.65 Mn |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | - |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | -950.00 Mn |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 16.67 Bn |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | - |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 29.38 Bn |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 17.71 Bn |
| 10 | Franklin Resources | 17.52 Bn | 13.81 Bn | - | 11.52 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 11.52 Bn |
| Mar 31, 2026 | -489.00 Mn |
| Dec 31, 2025 | 11.54 Bn |
| Sep 30, 2025 | 11.52 Bn |
| Jun 30, 2025 | 11.61 Bn |
| Mar 31, 2025 | -498.90 Mn |
| Dec 31, 2024 | 11.92 Bn |
| Sep 30, 2024 | 11.93 Bn |
| Jun 30, 2024 | 12.32 Bn |
| Mar 31, 2024 | -479.20 Mn |
| Dec 31, 2023 | 12.40 Bn |
| Sep 30, 2023 | -509.30 Mn |
| Jun 30, 2023 | -462.50 Mn |
| Mar 31, 2023 | 12.26 Bn |
| Dec 31, 2022 | 12.11 Bn |
| Sep 30, 2022 | -621.00 Mn |
| Jun 30, 2022 | -503.60 Mn |
| Mar 31, 2022 | -400.60 Mn |
| Dec 31, 2021 | -389.60 Mn |
| Sep 30, 2021 | -377.60 Mn |