Earnings summaries and quarterly performance for FRANKLIN RESOURCES.
Executive leadership at FRANKLIN RESOURCES.
Board of directors at FRANKLIN RESOURCES.
Research analysts who have asked questions during FRANKLIN RESOURCES earnings calls.
Michael Cyprys
Morgan Stanley
4 questions for BEN
William Katz
TD Cowen
4 questions for BEN
Alexander Blostein
Goldman Sachs
3 questions for BEN
Benjamin Budish
Barclays PLC
3 questions for BEN
Daniel Fannon
Jefferies Financial Group Inc.
3 questions for BEN
Brian Bedell
Deutsche Bank
2 questions for BEN
Glenn Schorr
Evercore ISI
2 questions for BEN
Patrick Davitt
Autonomous Research
2 questions for BEN
Brennan Hawken
UBS Group AG
1 question for BEN
Craig Siegenthaler
Bank of America
1 question for BEN
Dan Fannon
Jefferies & Company Inc.
1 question for BEN
John Dunn
Evercore ISI
1 question for BEN
Kenneth Worthington
JPMorgan Chase & Co.
1 question for BEN
Recent press releases and 8-K filings for BEN.
- Franklin Resources’s Benji Technology Platform has been integrated onto the Canton Blockchain, giving global institutional clients seamless access to tokenized investment products on-chain.
- The integration expands Canton's Global Collateral Network, enhancing liquidity and collateral mobility for market makers and institutions such as QCP.
- The Benji platform, which powered the world’s first U.S.-registered mutual fund on blockchain in 2021, now supports a wider range of tokenized retail, wealth and institutional products.
- This move underscores Canton Network’s position as a public, permissionless blockchain for institutional finance, combining privacy, compliance and interoperability.
- Franklin Templeton ended Q4 2025 with $1.66 trillion in AUM, up 3.1% QoQ and down 1.0% YoY.
- Adjusted revenue rose 13.9% QoQ to $1,815 million, while adjusted net income increased 35.7% QoQ to $357.5 million and adjusted EPS to $0.67.
- Q4 long-term net flows were –$11.9 billion, with total net flows of –$4.7 billion, driven by $84.6 billion in inflows and $96.5 billion in outflows.
- Alternative AUM grew to $263.9 billion, with $7.8 billion fundraised in the quarter (including $7.2 billion in private markets).
- Completed the acquisition of Apera Asset Management on October 1, adding $6.1 billion in private credit AUM.
- Franklin Templeton ended Q4 FY2025 with ending AUM of $1.66 trillion, up 3.1% QoQ, and delivered $1.82 billion in adjusted operating revenues and $357.5 million in adjusted net income (EPS $0.67).
- For FY2025, average AUM rose 2.6% to $1.61 trillion, generating $6.7 billion in adjusted operating revenues and $364.6 million in adjusted performance fees, while ending AUM was flat at $1.66 trillion (-1% YoY).
- Long-term net flows reached $343.9 billion, including $44.5 billion excluding Western Asset, and alternatives & multi-asset strategies contributed $25.7 billion in FY2025.
- The firm bolstered its private markets platform by acquiring APIRA, lifting alternatives AUM to $270 billion and private credit AUM to $95 billion, and raised $22.9 billion in private markets in FY2025, targeting $25–30 billion in FY2026.
- Entering FY2026, Franklin Templeton plans to maintain or reduce adjusted expenses versus FY2025, pursue an operating margin above 30%, and continue investments in technology, AI, and tokenization innovations.
- Franklin Resources reported preliminary Q4 FY2025 net income of $117.6 million or $0.21 per diluted share, up from $92.3 million ( $0.15 EPS) in Q3 and reversing a prior-year Q4 net loss of $84.7 million ( –$0.19 EPS).
- Preliminary FY 2025 net income was $524.9 million or $0.91 per diluted share, versus $464.8 million ( $0.85 EPS) in FY 2024.
- Q4 adjusted net income was $357.5 million ( $0.67 adjusted EPS) and FY adjusted net income was $1,195.8 million ( $2.22 adjusted EPS), compared with $263.4 million ( $0.49 EPS) and $1,276.7 million ( $2.39 EPS) in the prior periods.
- Assets under management ended the quarter at $1.661 trillion, with long-term inflows of $84.6 billion (+12% Q-on-Q), long-term net outflows of $11.9 billion (ex-Western net inflows of $11.4 billion), record alternative AUM of $270 billion, and a healthy $20.4 billion institutional pipeline.
- Returned $930 million to shareholders in FY 2025 through dividends and repurchases, including $67.1 million of share buybacks in Q4; cash and investments totaled $6.7 billion at quarter end.
- Preliminary Q4 net income of $117.6 million or $0.21 per diluted share, up from $92.3 million ($0.15) in the prior quarter and a loss of $84.7 million ($0.19) a year ago.
- Fiscal year 2025 net income of $524.9 million or $0.91 per diluted share, a 13% increase from $464.8 million ($0.85) in FY 2024.
- Assets under management ended at $1.661 trillion, with long-term net outflows of $11.9 billion in Q4 despite positive flows excluding Western Asset.
- Cash and investments totaled $6.7 billion at September 30, 2025, and the company returned $930 million to shareholders through dividends and share repurchases in the fiscal year.
- Franklin Templeton preliminary AUM of $1.69 trillion at October 31, 2025, up from $1.66 trillion at September 30, 2025, driven by positive markets and the Apera Asset Management acquisition, partially offset by $2 billion in long-term net outflows (including $4 billion at Western Asset Management).
- Excluding Western Asset Management, the firm generated $2 billion in preliminary long-term net inflows for October 2025.
- Completed the acquisition of Apera Asset Management on October 1, 2025, adding €5 billion in AUM as of September 30, 2025.
- October 31, 2025 AUM by asset class: Equity $697.5 B, Fixed Income $437.1 B, Alternatives $269.7 B, Multi-Asset $196.4 B, Cash Management $88.1 B.
- Reported GAAP net income of $17.6 million and diluted EPS of $0.12, down from $24.4 million and $0.19 in Q2 2025.
- Generated Distributable Earnings of $26.7 million or $0.22 per share, compared to $29.0 million or $0.27 in Q2 2025.
- Core portfolio totaled $4.4 billion across 147 loans (75.0% multifamily), with $304.2 million in new commitments at a 511 bps spread.
- Agency segment originated $2.2 billion of new commitments and ended the quarter with a $47.3 billion servicing portfolio.
- Declared a $0.355 per share dividend, representing a 10.0% annualized yield on a $14.29 book value.
- Preliminary total AUM of $1.658 trillion at September 30, 2025, up from $1.6447 trillion at August 31, 2025
- September month preliminary long-term net outflows of $11 billion (quarterly outflows of $12 billion); excluding Western Asset, net inflows of $2 billion for the month and $11 billion for the quarter
- AUM by asset class includes Equity $685.9 billion, Fixed Income $437.1 billion, Alternatives $262.6 billion, Multi-Asset $194.1 billion and Cash Management $78.3 billion
- Completed acquisition of Apera Asset Management on October 1, 2025, adding €5 billion in AUM
- Franklin Templeton (NYSE: BEN) completed the acquisition of Apera Asset Management, increasing its global alternative credit AUM to over $90 billion and total alternative assets to approximately $270 billion as of September 30, 2025.
- Apera is a pan-European private credit firm founded in 2016 with €5 billion in AUM, providing senior secured private capital solutions to private equity-backed companies in Western Europe.
- The acquisition complements Franklin Templeton’s alternative credit platforms, including Benefit Street Partners in the U.S. and Alcentra in Europe, further diversifying its private credit capabilities.
- Franklin Resources’ preliminary month-end AUM was $1.62 trillion at July 31, 2025, up from $1.61 trillion at June 30, 2025.
- Results reflected positive market impact and flat preliminary long-term net inflows, inclusive of $3 billion net outflows at Western Asset Management.
- Excluding Western Asset Management, preliminary long-term net inflows were $3 billion.
- Western Asset Management’s preliminary AUM was $234 billion at July 31, 2025, down from $238 billion at June 30, 2025.
Quarterly earnings call transcripts for FRANKLIN RESOURCES.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more
Let Fintool AI Agent track FRANKLIN RESOURCES's earnings for you
Get instant analysis when filings drop