Franklin Resources (BEN) Retained Earnings (2009 - 2026)
Franklin Resources (BEN) reported Retained Earnings of -$489.0 million for Q1 2026, up 1.98% on a YoY basis from -$479.5 million in Q1 2025, and down 104.24% sequentially from $11.5 billion in Q4 2025.
Franklin Resources (BEN) Retained Earnings (2009 - 2026) Analysis & Trends
Franklin Resources (BEN) has 18 years of Retained Earnings data on file, last reported at -$489.0 million in Q1 2026.
- For the quarter ending Q1 2026, Retained Earnings rose 1.98% year-over-year to -$489.0 million; the trailing twelve-month figure through Mar 2026 stood at -$489.0 million (up 1.98% YoY), and the FY2025 full-year result was $11.5 billion, down 3.45% from the prior year.
- Retained Earnings retreated to -$489.0 million in Q1 2026, 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 $6.1 billion and a median of $11.5 billion in 2025 frame the typical range for Retained Earnings.
- Across the five-year window, Retained Earnings soared 3208.98% in 2022 and tumbled 103.91% in 2024, its largest moves.
- Tracing BEN's Retained Earnings over 5 years: stood at $12.1 billion in 2022, then gained by 2.39% to $12.4 billion in 2023, then dropped by 3.9% to $11.9 billion in 2024, then decreased by 3.18% to $11.5 billion in 2025, then sank by 104.24% to -$489.0 million in 2026.
- Business Quant data shows BEN's Retained Earnings at -$489.0 million in Q1 2026, $11.5 billion in Q4 2025, and $11.5 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | -678.00 Mn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | -323.73 Mn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | -3.14 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | - |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | -1.21 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | -636.60 Mn |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | -368.00 Mn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | -51.60 Mn |
| 10 | Franklin Resources | 16.77 Bn | 17.07 Bn | - | -489.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Jun 30, 2021 | -326.10 Mn |