Every material Form 8-K Franklin Resources filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Franklin Resources entered a joinder agreement on December 11, 2025 that raised the commitments under its senior unsecured revolving credit facility by $400 million to $1.5 billion. On December 17, 2025, its board also authorized up to 20.8 million additional shares for repurchase, bringing the total available to 40.0 million, and the company announced a quarterly dividend of $0.33 per share, a 3.1% increase.
Credit facility commitments rose by $400 million, from $1.1 billion to $1.5 billion, under an agreement with Bank of America, N.A. as administrative agent
Board authorized up to 20.8 million additional shares for repurchase; about 19.2 million shares remained available at November 30, 2025
Quarterly dividend of $0.33 per share, up 3.1%, payable January 9, 2026 to holders of record on December 30, 2025
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.
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%.
Franklin Resources said Daniel Gamba will become Chief Commercial Officer effective October 15, 2025, overseeing global sales, marketing and product strategy, and that Terrence Murphy, Matthew Nicholls and Gamba will be named Co-Presidents on the same date. Adam Spector will resign as Executive Vice President and Head of Global Distribution, and CEO Jennifer M. Johnson will give up the title of President while remaining CEO. The filing lays out Gamba's pay package, including a $9.1 million restricted stock grant tied to forfeited deferred compensation.
Gamba's start date is October 15, 2025; he previously worked at Northern Trust and BlackRock
Gamba's fiscal 2026 pay includes a $700,000 base salary and a minimum annual bonus of $5.5 million
One-time awards include a $3.362 million bonus and a $9.1 million restricted stock grant tied to forfeited compensation
Spector's resignation is effective October 15, 2025; he will remain CEO of Fiduciary Trust International
Franklin Resources reported fiscal third-quarter results for the period ended June 30, 2025, furnished in an 8-K with a press release. GAAP net income attributable to the company fell 47% from a year earlier to $92.3 million, or $0.15 per diluted share, and operating revenues dropped 3% to $2,064.0 million. Shareholders are also weighing the $157.4 million spent on share repurchases and $9.3 billion in long-term net outflows.
Operating revenues were $2,064.0 million, down 3% from $2,122.9 million a year earlier and 2% from $2,111.4 million in the prior quarter.
Net income attributable to Franklin Resources was $92.3 million, or $0.15 per diluted share, versus $174.0 million, or $0.32, a year earlier.
Adjusted diluted EPS, a non-GAAP measure, was $0.49, compared with $0.60 a year earlier and $0.47 in the prior quarter.
Long-term net outflows were $9.3 billion; total AUM was $1,611.8 billion at June 30, 2025.
Franklin Resources reported fiscal second-quarter results for the period ended March 31, 2025, with net income attributable to the company of $151.4 million, or $0.26 per diluted share, up from $124.2 million a year earlier but down from $163.6 million in the prior quarter. Operating revenues were $2.11 billion, down 2% year over year and 6% from the prior quarter, while long-term net outflows of $26.2 billion, including $33.6 billion at Western Asset Management, reduced total assets under management to $1,540.6 billion.
Net income attributable to Franklin Resources was $151.4 million, or $0.26 per diluted share, versus $124.2 million, or $0.23, a year earlier and $163.6 million, or $0.29, in the prior quarter.
Operating revenues were $2,111.4 million, down 2% year over year and 6% from the prior quarter; operating income was $145.6 million, up 13% year over year.
Adjusted diluted earnings per share were $0.47, compared with $0.56 a year earlier and $0.59 in the prior quarter; the company cited a $41.4 million seed investment loss.
Long-term net outflows were $26.2 billion, and ending assets under management were $1,540.6 billion at March 31, 2025.
Franklin Resources reported net income attributable to the company of $163.6 million, or $0.29 per diluted share, for the quarter ended December 31, 2024. That was down 35% from a year earlier but improved from a net loss of $84.7 million in the prior quarter, while operating revenues rose 13% year over year. Long-term net outflows of $50.0 billion, including $67.9 billion at Western Asset Management, reduced total assets under management to $1,575.7 billion, and the company's revenue depends on those assets.
Net income attributable to Franklin Resources was $163.6 million, or $0.29 per diluted share, versus a net loss of $84.7 million in the prior quarter and $251.3 million a year earlier.
Operating revenues were $2,251.6 million, up 13% from $1,991.1 million a year earlier and up 2% from $2,211.2 million in the prior quarter.
Adjusted diluted earnings per share were $0.59, flat from the prior quarter and down 9% from $0.65 a year earlier. The company says these are non-GAAP measures.
Long-term net outflows were $50.0 billion, including $67.9 billion at Western Asset Management; total assets under management ended the quarter at $1,575.7 billion, down from $1,678.6 billion.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Franklin Resources filing is on SEC EDGAR ↗. 8-K briefs of other companies →