Franklin Resources INC

Market Movers (8-K)

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NYSE
Franklin Templeton announces robust preliminary fourth quarter and fiscal year 2026 financial results, showcasing substantial growth in net income, earnings per share, and assets under management.
Better than expected
NYSE
Franklin Resources, Inc. has completed a public offering of $750 million in 5.500% unsecured notes due 2036, with net proceeds intended for revolving credit facility repayment and general corporate purposes.
Capital raise
NYSE
Franklin Resources, Inc. announced its third fiscal quarter results, reporting net income of $171.5 million, or $0.31 per diluted share, and will change its corporate name to Franklin Templeton, Inc. effective August 17, 2026.
NYSE
Franklin Resources, Inc. has amended and restated its credit agreement, increasing aggregate commitments and extending the maturity date.
NYSE
Franklin Resources announced special one-time equity awards and carried interest allocations for its CEO, Co-Presidents, CFO, and Executive Chairman, effective July 21, 2026, to ensure leadership stability and align compensation with long-term performance.
NYSE
Western Asset Management Company, a subsidiary of Franklin Resources, has settled an SEC investigation regarding trade allocations for $100 million, while the DOJ has closed its inquiry.

Quarterly Earnings (10-Q)

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NYSE
Franklin Resources, Inc. (BEN) announced robust financial results for the third quarter of fiscal year 2026, with significant increases in operating income and net income attributable to shareholders.
Better than expected
NYSE
Franklin Resources, Inc. (BEN) announced its Q2 2026 financial results, showing significant year-over-year growth in net income and diluted EPS, driven by increased assets under management and improved investment performance.
Better than expected
NYSE
Franklin Resources, Inc. reported a significant 56% increase in net income attributable to the company for the first fiscal quarter ended December 31, 2025, driven by strong AUM growth and strategic acquisitions.
Capital raise
Better than expected
NYSE
Franklin Resources, Inc. reported a substantial decrease in net income and diluted earnings per share for the three and nine months ended June 30, 2025, primarily driven by lower average assets under management and increased operating expenses, alongside ongoing legal proceedings.
Worse than expected
NYSE
Franklin Resources' Q2 2025 results reveal a complex picture with decreased AUM and investment management fees offset by growth in sales and distribution fees.
Worse than expected
NYSE
Franklin Resources experienced a decrease in net income despite an increase in operating revenues, influenced by market fluctuations and ongoing integration of recent acquisitions.
Worse than expected

Annual Reports (10-K)

NYSE
Franklin Templeton, Inc. (BEN) announced its fiscal year 2026 results, showcasing a significant increase in Assets Under Management (AUM) to $1.8 trillion and a substantial rise in net income.
NYSE
Franklin Resources reports a 1% decrease in AUM to $1.66 trillion for fiscal year 2025, with a 13% rise in net income despite significant fixed income outflows.
Delay expected
NYSE
Franklin Resources, Inc. saw a significant 22% increase in assets under management (AUM) to $1.678 trillion, driven by market appreciation and the acquisition of Putnam Investments.
Worse than expected

Insider Trading (Form 4)

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NYSE
Matthew Nicholls, Co-President, CFO & COO of Franklin Resources Inc, sold 160,000 shares of common stock on November 11, 2026 for $36.20 per share.
NYSE
Franklin Templeton Inc reported changes in beneficial ownership of Franklin Resources Inc common stock on October 19, 2026.
NYSE
Jennifer M Johnson, Chief Executive Officer and a Director of Franklin Resources Inc, reported multiple transactions in common stock on October 19, 2026.
NYSE
Thomas C Merchant, EVP, General Counsel of Franklin Resources Inc, reported multiple transactions in common stock on October 13, 2026.
NYSE
Terrence Murphy, Co-President, Public Markets of Franklin Resources Inc, reported multiple transactions in common stock on October 13, 2026.
NYSE
Matthew Nicholls, Co-President, CFO & COO of Franklin Resources Inc, reported multiple transactions in common stock on October 13, 2026.

Proxy Statements (Def-14A)

NYSE
Franklin Resources reports $1.66 trillion AUM for fiscal year 2025, highlighting strategic diversification, strong alternatives fundraising, and a 20.3% CEO compensation increase.
Capital raise
Worse than expected
NYSE
Franklin Resources achieved record assets under management of $1.68 trillion and saw a 25% increase in long-term gross inflows, while also exceeding cost savings targets from the Putnam Investments acquisition.
Better than expected

Institutional Holdings (13F)

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NYSE
Franklin Resources Inc reported 14,954 holdings worth $473.6B for the period ended September 30, 2026.
NYSE
Franklin Resources Inc reported 14,877 holdings worth $461.9B for the period ended June 30, 2026.
NYSE
Franklin Resources Inc. has filed its quarterly Form 13F, reporting holdings as of March 31, 2026, with a total portfolio value of over $408 billion.
NYSE
Franklin Resources Inc. has filed its Q4 2025 13F-HR, revealing over $407 billion in managed assets across 14,263 positions.
NYSE
Franklin Resources Inc. has filed its Q3 2025 13F-HR report, revealing over $401 billion in managed assets across 14,148 holdings.
NYSE
Franklin Resources Inc. and its affiliates reported over $377 billion in managed assets across 13,663 equity positions for the quarter ended June 30, 2025.

Schedule 13D - Activist Investments

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NYSE
Franklin Templeton, Inc. (FTI) has amended its Schedule 13D filing to report beneficial ownership of 93,329 Class S Common Stock shares in Clarion Partners Real Estate Income Fund Inc., representing 48.2% of the outstanding shares.
NYSE
Franklin Templeton, Inc. has amended its Schedule 13D filing to reflect its beneficial ownership of 66.6% of Clarion Partners Real Estate Income Fund Inc.'s Class S Common Stock.
NYSE
Franklin Templeton, Inc. and its subsidiaries report a combined beneficial ownership of 60.3% of Advisor Class Shares in Franklin BSP Private Credit Fund, totaling 6,597,084 shares.
NYSE
Franklin Templeton, Inc. has updated its beneficial ownership filing for Clarion Partners Real Estate Income Fund Inc., holding 68.2% of Class S Common Stock.
NYSE
Franklin Templeton, Inc. and its affiliates have amended their Schedule 13D filing, reporting a significant beneficial ownership of Class I Shares in Clarion Partners Real Estate Income Fund Inc.
NYSE
Franklin Resources, Inc. and its subsidiaries have amended their Schedule 13D filing to report beneficial ownership of 26.4% of Clarion Partners Real Estate Income Fund Inc.'s Class I Shares.

Schedule 13G - Passive Investments

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NYSE
Franklin Templeton, Inc. has reported a beneficial ownership of 5.1% in Vontier Corp, indicating a shift in its investment position.
NYSE
Franklin Templeton, Inc. and its subsidiaries have updated their beneficial ownership filing for Select Water Solutions, Inc., reporting a combined 7.0% stake.
NYSE
Franklin Templeton, Inc. and its affiliates have reported beneficial ownership of 5.7% of Ryerson Holding Corporation's common stock, as detailed in an amended Schedule 13G filing.
NYSE
Franklin Templeton, Inc. has filed a Schedule 13G, reporting beneficial ownership of 0.1% of Renew Energy Global PLC's Class A Ordinary Shares.
NYSE
Franklin Templeton, Inc. has disclosed a beneficial ownership of 7.4% in NRG Energy, Inc., holding over 15.5 million shares as of September 30, 2026.
NYSE
Franklin Templeton, Inc. has reported beneficial ownership of 6.0% of Jade Biosciences, Inc. common stock as of September 30, 2026.