Franklin Resources (BEN) Retained Earnings (2009 - 2026)
Franklin Resources recorded quarterly Retained Earnings of $11.6 billion in Q1 2026, little changed quarter-over-quarter from $11.5 billion in Q4 2025, and down 1.44% year-over-year from $11.7 billion in Q1 2025.
Franklin Resources' Retained Earnings history runs 18 years deep, the most recent figure standing at $11.6 billion for Q1 2026.
- In Q1 2026, Retained Earnings fell 1.44% year-over-year to $11.6 billion; the TTM figure through Mar 2026 stood at $11.6 billion (down 1.44% YoY), while the FY2025 annual figure was -$447.1 million, down 103.75% from the prior year.
- Retained Earnings came in at $11.6 billion for Q1 2026 at Franklin Resources, roughly flat from $11.5 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.
- A 5-year average of $6.9 billion and a median of $11.6 billion in 2026 frame the typical range for Retained Earnings.
- Across the five-year window, Retained Earnings surged 3779.09% in 2022 and plunged 103.85% in 2023, its largest moves.
- Franklin Resources' Retained Earnings stood at -$496.3 million in 2022, then jumped by 2598.97% to $12.4 billion in 2023, then fell by 3.9% to $11.9 billion in 2024, then dropped by 3.18% to $11.5 billion in 2025, then increased by 0.18% to $11.6 billion in 2026.
- According to Business Quant data, Retained Earnings over the past three periods registered $11.6 billion, $11.5 billion, and -$447.1 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 39.18 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | -15.77 Mn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 14.08 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 180.00 Mn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 5.16 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 28.43 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 17.07 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | -1.66 Bn |
| 10 | Franklin Resources | 16.04 Bn | 17.45 Bn | 1.75 Bn | 11.56 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 11.56 Bn |
| Dec 31, 2025 | 11.54 Bn |
| Sep 30, 2025 | -447.10 Mn |
| Jun 30, 2025 | -413.20 Mn |
| 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 | -462.50 Mn |
| Mar 31, 2023 | 12.26 Bn |
| Dec 31, 2022 | -496.30 Mn |
| 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 |
| Jun 30, 2021 | -326.10 Mn |
| Mar 31, 2021 | -348.50 Mn |
| Dec 31, 2020 | -314.70 Mn |
| Sep 30, 2020 | -407.60 Mn |
| Jun 30, 2020 | -450.10 Mn |
| Mar 31, 2020 | -476.10 Mn |
| Dec 31, 2019 | -376.20 Mn |
| Sep 30, 2019 | -431.60 Mn |
| Jun 30, 2019 | -380.90 Mn |
| Mar 31, 2019 | -386.50 Mn |
| Dec 31, 2018 | -393.60 Mn |
| Sep 30, 2018 | -370.60 Mn |
| Jun 30, 2018 | -342.90 Mn |
| Mar 31, 2018 | -259.70 Mn |
| Dec 31, 2017 | -266.60 Mn |
| Sep 30, 2017 | -284.80 Mn |
| Jun 30, 2017 | -321.00 Mn |
| Mar 31, 2017 | -373.20 Mn |
| Dec 31, 2016 | -417.80 Mn |
| Sep 30, 2016 | -347.40 Mn |
| Jun 30, 2016 | -352.50 Mn |
| Mar 31, 2016 | -317.80 Mn |
| Dec 31, 2015 | -343.10 Mn |
| Sep 30, 2015 | -314.20 Mn |
| Jun 30, 2015 | -255.60 Mn |
| Mar 31, 2015 | -289.00 Mn |
| Dec 31, 2014 | -178.40 Mn |
| Sep 30, 2014 | -117.70 Mn |
| Jun 30, 2014 | -38.00 Mn |
| Mar 31, 2014 | -55.20 Mn |
| Dec 31, 2013 | -3.90 Mn |
| Sep 30, 2013 | 6.10 Mn |
| Jun 30, 2013 | -48.40 Mn |
| Mar 31, 2013 | 5.50 Mn |
| Dec 31, 2012 | 8.85 Bn |
| Sep 30, 2012 | 33.70 Mn |
| Jun 30, 2012 | -8.55 Mn |
| Mar 31, 2012 | 76.34 Mn |
| Dec 31, 2011 | 12.93 Mn |
| Sep 30, 2011 | 19.00 Mn |
| Jun 30, 2011 | 8.37 Bn |
| Mar 31, 2011 | 85.90 Mn |
| Dec 31, 2010 | 186.54 Mn |
| Jun 30, 2010 | 7.34 Bn |
| Mar 31, 2010 | 7.22 Bn |
| Dec 31, 2009 | 125.40 Mn |
| Sep 30, 2009 | 7.51 Bn |
| Jun 30, 2009 | 7.30 Bn |