Franklin Resources (BEN) Retained Earnings (2009 - 2026)
Franklin Resources' (BEN) quarterly Retained Earnings came in at $11.6 billion in Q1 2026, down 1.44% year-on-year from $11.7 billion in Q1 2025, and little changed quarter-over-quarter from $11.5 billion in Q4 2025.
Franklin Resources (BEN) Retained Earnings (2009 - 2026) Analysis & Trends
Franklin Resources has disclosed Retained Earnings across 18 years of filings, most recently posting $11.6 billion for Q1 2026.
- Retained Earnings for Q1 2026 came in at $11.6 billion, down 1.44% year-over-year; the trailing twelve-month figure through Mar 2026 was $11.6 billion (down 1.44% YoY), and the FY2025 annual result 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.
- The 5-year median for Retained Earnings is $11.6 billion (2026), against an average of $6.9 billion.
- Across the five-year window, Retained Earnings jumped 3779.09% in 2022 and sank 103.85% in 2023, its largest moves.
- Franklin Resources' Retained Earnings stood at -$496.3 million in 2022, then soared by 2598.97% 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 grew by 0.18% to $11.6 billion in 2026.
- The last three Retained Earnings figures came in at $11.6 billion (Q1 2026), $11.5 billion (Q4 2025), and -$447.1 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 39.18 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | -15.77 Mn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 14.08 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 5.16 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 28.43 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 17.07 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 14.49 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | -1.66 Bn |
| 10 | Franklin Resources | 17.12 Bn | 18.53 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 |