SEC filings
Franklin Resources (BEN)
Recent filings Franklin Resources made with the SEC, newest first. Most have a short AI-generated summary, and every one links to the original.
CIK 0000038777All filings on SEC.gov
8-KCurrent report
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant; Other Events
Franklin Resources completed a $750 million public offering of 5.500% unsecured notes due 2036 and intends to use the net proceeds to repay roughly $700 million of outstanding revolving borrowings under its credit agreement, with the…
10-QQuarterly report
Quarterly report
Franklin Resources reported fiscal third-quarter results for the period ended June 30, 2026, with operating revenues of $2,358.4 million, net income attributable to the company of $171.5 million, and diluted earnings per share of $0.31, up…
8-KCurrent report
Results of Operations and Financial Condition; Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year …
Franklin Resources reported third-quarter fiscal 2026 net income of $171.5 million, or $0.31 per diluted share, and adjusted net income of $386.3 million, or $0.72 per diluted share, with assets under management reaching a record $1.8…
8-KCurrent report
Entry into a Material Definitive Agreement; Termination of a Material Definitive Agreement …
Franklin Resources entered into a Second Amended and Restated Credit Agreement on July 30, 2026 with Bank of America, N.A. as administrative agent and other lenders, providing a $1.5 billion five-year revolving credit facility with the…
8-KCurrent report
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
Franklin Resources granted one-time retention equity awards of roughly $15 million each to CEO Jennifer M. Johnson, Daniel Gamba, Terrence J. Murphy and Matthew Nicholls, and allocated carried interest incentives to Johnson and Executive…
Readster writes AI-generated summaries of public filings for research purposes only. Summaries can be incomplete or wrong — check the original filing on SEC.gov before relying on it. Nothing here is investment, legal or medical advice.
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