Franklin Resources INC
Market Movers (8-K)
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.
NYSE
Franklin Resources, Inc. announced robust financial results for its second fiscal quarter ended March 31, 2026, with significant increases in net income and earnings per share compared to the prior year.
Better than expected
NYSE
Franklin Resources' stockholders approved an increase of 30 million shares for employee and universal stock incentive plans and re-elected its board of directors at the annual meeting.
Quarterly Earnings (10-Q)
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 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)
NYSE
Terrence Murphy, Co-President, Public Markets of Franklin Resources Inc, received 229,850 shares of common stock on July 21, 2026.
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Matthew Nicholls, Co-President, CFO & COO of Franklin Resources Inc, received 229,850 shares of common stock on July 21, 2026.
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Daniel Gamba, Co-President, Chief Commercial of Franklin Resources Inc, received 229,850 shares of common stock on July 21, 2026.
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Jennifer M Johnson, Chief Executive Officer and a Director of Franklin Resources Inc, received 229,850 shares of common stock on July 21, 2026.
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Franklin Resources Inc reported changes in beneficial ownership of Franklin Resources Inc common stock on July 20, 2026.
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Karen Matsushima King, a Director at Franklin Resources Inc., has reported changes in her beneficial ownership of company stock.
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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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.
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Franklin Resources Inc. has filed its Q4 2025 13F-HR, revealing over $407 billion in managed assets across 14,263 positions.
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Franklin Resources Inc. has filed its Q3 2025 13F-HR report, revealing over $401 billion in managed assets across 14,148 holdings.
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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.
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Franklin Resources Inc's latest 13F filing reveals \$347.6 billion in managed assets as of March 31, 2025, with a diverse portfolio spanning over 13,788 positions.
NYSE
Franklin Resources Inc's latest 13F filing reveals \$360.14 billion in managed securities across 12,207 holdings as of December 31, 2024.
Schedule 13D - Activist Investments
NYSE
Franklin Resources, Inc. and its subsidiary BSP Fund HoldCo have updated their Schedule 13D filing, confirming a 46.6% beneficial ownership of Class I Shares in Franklin BSP Lending Fund.
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Franklin Resources, Inc. and its subsidiary, BSP Fund HoldCo, have reported a beneficial ownership of 49.7% in Franklin BSP Lending Fund's Class I Shares.
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Franklin Resources, Inc. and its subsidiaries have amended their Schedule 13D filing to report beneficial ownership of 27.5% of Clarion Partners Real Estate Income Fund Inc.'s Class I Shares.
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Franklin Resources, Inc. and its subsidiary HoldCo have amended their Schedule 13D filing to report beneficial ownership of 75,000 Class I Shares in Franklin BSP Lending Fund.
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Franklin Resources, Inc. and its subsidiary HoldCo have updated their Schedule 13D filing to report beneficial ownership of 75,000 Class I Shares in Franklin BSP Lending Fund.
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Franklin Resources Inc. and its subsidiary BSP Fund HoldCo have reported a beneficial ownership of 59.6% in Franklin BSP Lending Fund's Class I Shares.
Schedule 13G - Passive Investments
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Franklin Resources, Inc. and its subsidiary Franklin Advisers, Inc. have disclosed beneficial ownership of 5.0% of U.S. Gold Corp.'s common stock, including exercisable warrants.
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Franklin Resources, Inc. and its subsidiary Franklin Mutual Advisers, LLC have disclosed beneficial ownership of 6.0% of TWFG, Inc.'s Class A Common Stock as of June 30, 2026.
NYSE
Franklin Resources, Inc. and its subsidiaries have reported beneficial ownership of 7.3% of Ryerson Holding Corporation's common stock as of June 30, 2026.
NYSE
Franklin Resources, Inc. has filed an amended Schedule 13G, reporting beneficial ownership of 2.8% of PPL Corp's common stock as of June 30, 2026.
NYSE
Franklin Resources, Inc. has amended its Schedule 13G filing to reflect its beneficial ownership of Oil States International, Inc. common stock.
NYSE
Franklin Resources, Inc. has disclosed beneficial ownership of 6.2% of NRG Energy, Inc. common stock as of June 30, 2026.