Every material Form 8-K Franklin Resources filed with the SEC in 2026, 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 Templeton announced preliminary fourth quarter and full-year results for the period ended September 30, 2026, reporting a quarterly net income of $380.1 million, or $0.72 per diluted share, alongside $20.8 billion in long-term net inflows. Total assets under management reached $1.795 trillion, reflecting an 8% increase year-over-year.
Preliminary fourth quarter net income was $380.1 million, or $0.72 per diluted share, compared to $117.6 million, or $0.21 per diluted share, in the prior-year period.
Long-term net inflows were $20.8 billion for the quarter ended September 30, 2026, and $84.1 billion for the full fiscal year.
Total assets under management were $1.795 trillion as of September 30, 2026.
The company repurchased 2.5 million shares of its common stock for $86.1 million during the fourth quarter.
Franklin Resources reported third-quarter results for the period ended June 30, 2026, with operating revenues up 3% from the prior quarter and 14% from a year earlier. Net income fell 36% from the prior quarter to $171.5 million, though it rose 86% from the year-earlier quarter. The company also said it will change its corporate name to Franklin Templeton, Inc. effective August 17, 2026, with the stock continuing to trade under BEN.
Operating revenues were $2,358.4 million, up 3% from $2,294.9 million in the prior quarter and up 14% from $2,064.0 million a year earlier.
Net income attributable to the company was $171.5 million, or $0.31 per diluted share, compared with $268.2 million, or $0.49 per share, in the prior quarter.
Adjusted operating income of $508.9 million excludes a $100.0 million charge related to significant regulatory settlements.
The corporate name changes to Franklin Templeton, Inc. effective August 17, 2026; the NYSE ticker remains BEN.
Franklin Resources entered into a Second Amended and Restated Credit Agreement with Bank of America as administrative agent, replacing its existing $1.5 billion revolving credit agreement. The new five-year facility extends maturity to July 30, 2031, and allows an optional increase of up to $500 million; $700 million was outstanding at closing. The filing describes this as a refinancing and extension of existing borrowing capacity rather than a new source of cash beyond the amounts already drawn.
New five-year revolving credit facility with $1.5 billion of commitments, maturing July 30, 2031, with an option to increase by up to $500 million
$700 million outstanding under the facility as of July 30, 2026, rolled over from the terminated Original Credit Agreement, which was scheduled to mature April 30, 2030
Covenant requires a consolidated net leverage ratio of no greater than 3.25 to 1.00, tested quarterly
Effective July 21, 2026, the Compensation Committee granted one-time special retention equity awards to CEO Jennifer M. Johnson, Co-Presidents Daniel Gamba, Terrence J. Murphy and Matthew Nicholls, and carry incentive allocations to CEO Jennifer M. Johnson and Executive Chairman Gregory E. Johnson. The filing says the awards are meant to retain the core leadership team and that the carry incentives have no realizable value at grant, paying out only if fund performance exceeds pre-specified hurdles.
Each equity award has a grant-date fair value of approximately $15 million, split 50% performance stock units (fiscal years 2027 to 2029, payout range 0% to 187.5%) and 50% restricted stock units vesting August 31, 2031.
Carry incentives to the CEO and Executive Chairman vest over five years, with one-third eligible in years three, four and five.
The filing states the awards are not part of regular annual compensation; full award terms will be filed with the Form 10-K for the fiscal year ending September 30, 2026.
Franklin Resources reported second-quarter results for the period ended March 31, 2026, with net income attributable to the company of $268.2 million, or $0.49 per diluted share, up from $151.4 million, or $0.26, a year earlier. Operating revenues were $2,294.9 million, down 1% from the prior quarter but up 9% from a year earlier, and the company reported $16.9 billion in long-term net inflows.
Net income attributable to Franklin Resources was $268.2 million, or $0.49 per diluted share, versus $255.5 million, or $0.46, in the prior quarter and $151.4 million, or $0.26, a year earlier.
Operating revenues were $2,294.9 million, down 1% from $2,327.1 million in the prior quarter and up 9% from $2,111.4 million a year earlier.
Adjusted diluted earnings per share, a non-GAAP measure, were $0.71, compared with $0.70 in the prior quarter and $0.47 a year earlier.
Ending assets under management were $1,682.1 billion at March 31, 2026, and the company repurchased 2.3 million shares for $57.1 million during the quarter.
At its February 3, 2026 annual meeting, Franklin Resources stockholders elected all 11 directors, ratified PricewaterhouseCoopers LLP as auditor for the fiscal year ending September 30, 2026, and approved amendments that add 5,000,000 shares to the 1998 Employee Stock Investment Plan and 25,000,000 shares to the 2002 Universal Stock Incentive Plan. The added share authority could increase the number of shares available for issuance, which may dilute existing holders.
Stockholders approved an additional 25,000,000 shares for the 2002 Universal Stock Incentive Plan, with 369,232,427 votes for and 55,107,898 against.
Stockholders approved an additional 5,000,000 shares for the 1998 Employee Stock Investment Plan, with 422,037,543 votes for and 2,307,785 against.
All 11 director nominees were elected; Geoffrey Y. Yang received the fewest votes for, at 404,085,486, against 20,299,241 against.
PricewaterhouseCoopers LLP was ratified with 450,634,460 votes for and 9,318,703 against.
Franklin Resources reported first-quarter fiscal 2026 results for the quarter ended December 31, 2025, with net income attributable to the company of $255.5 million, or $0.46 per diluted share, up from $163.6 million, or $0.29, a year earlier. Operating revenues were $2,327.1 million, up 3% from a year earlier but down 1% from the prior quarter, and long-term net inflows were $28.0 billion. The company's own adjusted diluted earnings per share were $0.70, compared with $0.59 a year earlier.
Net income attributable to Franklin Resources was $255.5 million, or $0.46 per diluted share, versus $163.6 million, or $0.29, a year earlier and $117.6 million, or $0.21, in the prior quarter.
Operating revenues were $2,327.1 million, up 3% year over year and down 1% from the prior quarter; operating income was $281.0 million.
Long-term net inflows were $28.0 billion, compared with net outflows of $11.9 billion in the prior quarter; ending AUM was $1,684.0 billion.
Adjusted diluted earnings per share, a non-GAAP measure, were $0.70, versus $0.67 in the prior quarter and $0.59 a year earlier.
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 →