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
DateValue
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