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
DateValue
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