Franklin Resources BEN
NYSE BEN
$34.13 -0.52 (-1.50%)
As of: Sep 9, 2026 · 3:59 PM EDT

Franklin Resources (BEN) Retained Earnings (2009 - 2026)

Franklin Resources' (BEN) quarterly Retained Earnings came in at $11.5 billion in Q2 2026, down 0.77% year-over-year from $11.6 billion in Q2 2025, and little changed quarter-over-quarter from $11.6 billion in Q1 2026.

Analysis

Franklin Resources (BEN) Retained Earnings (2009 - 2026) Analysis & Trends

Franklin Resources has disclosed Retained Earnings across 18 years of filings, most recently posting $11.5 billion for Q2 2026.

  • In Q2 2026, Retained Earnings fell 0.77% year-over-year to $11.5 billion; the TTM figure through Jun 2026 stood at $11.5 billion (down 0.77% YoY), while the FY2025 annual figure was $11.5 billion, down 3.45% from the prior year.
  • Retained Earnings came in at $11.5 billion for Q2 2026 at Franklin Resources, roughly flat from $11.6 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.
  • Average Retained Earnings over 5 years is $9.9 billion, with a median of $11.8 billion recorded in 2024.
  • The largest YoY upside for Retained Earnings was 3779.09% in 2022 against a maximum downside of 64.46% in 2022.
  • Over 5 years, Retained Earnings stood at $12.1 billion in 2022, then advanced by 2.39% 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 slipped by 0.17% to $11.5 billion in 2026.
  • Per Business Quant data, the three most recent Retained Earnings figures were $11.5 billion in Q2 2026, $11.6 billion in Q1 2026, and $11.5 billion in Q4 2025.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 BlackRock 173.88 Bn 160.24 Bn - 40.21 Bn
2 Spdr Gold Trust 143.21 Bn -414.80 Bn - -
3 World Gold Trust 30.03 Bn -73.04 Bn - -
4 Ishares Gold Trust 27.84 Bn -32.27 Bn - -
5 Principal Financial 25.04 Bn -27.21 Bn 1.91 Bn 18.54 Bn
6 iShares Silver Trust 23.18 Bn -5.03 Bn - -
7 Franklin Resources 17.63 Bn 15.39 Bn - 11.52 Bn
8 Invesco 14.60 Bn 14.32 Bn 1.79 Bn 6.27 Bn
9 Affiliated Managers 9.57 Bn 10.05 Bn - 7.91 Bn
10 Voya Financial 9.43 Bn 8.80 Bn 1.34 Bn -1.95 Bn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 11.52 Bn
Mar 31, 2026 11.56 Bn
Dec 31, 2025 11.54 Bn
Sep 30, 2025 11.52 Bn
Jun 30, 2025 11.61 Bn
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 12.36 Bn
Mar 31, 2023 12.26 Bn
Dec 31, 2022 12.11 Bn
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