AI brief of an SEC Form 8-K · Franklin Resources (BEN)

Franklin Resources posts Q4 net income of $117.6 million, up from prior-year loss

Positive Impact 3 of 5 earnings Written later

Franklin Resources reported preliminary fourth-quarter results for the period ended September 30, 2025, with net income attributable to the company of $117.6 million, or $0.21 per diluted share, compared with a net loss of $84.7 million a year earlier. Operating revenues rose 6% year over year, while operating income fell from the prior quarter after a $202.2 million impairment of intangible assets, and the company reported $11.9 billion of long-term net outflows. For shareholders, the quarter shows a return to profit, while fiscal year adjusted diluted earnings per share declined to $2.22 from $2.39.

Key points

  • Q4 operating revenues were $2,343.7 million, up 6% from $2,211.2 million a year earlier and 14% from $2,064.0 million in the prior quarter.
  • Q4 net income attributable to Franklin Resources was $117.6 million, or $0.21 per diluted share, versus a net loss of $84.7 million, or $0.19 per share, in Q4 fiscal 2024.
  • Q4 operating income was $85.4 million, down 45% from $154.1 million in the prior quarter, after a $202.2 million impairment of intangible assets.
  • Q4 adjusted diluted earnings per share were $0.67, up from $0.49 in the prior quarter and $0.59 a year earlier; fiscal year adjusted net income was $1,195.8 million, down 6%.

The filing

CompanyFranklin Resources (BEN)
Form8-K, current report
Filed with the SECNov 7, 2025, 8:41 AM ET
Accession number0000038777-25-000234

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:11 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 07, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.