Form 8-K · Current report

Franklin Resources 8-K, filed Jul 31, 2026

Filed
CIK
0000038777
Accession no.
0000038777-26-000215
AI-generated summary

Summary

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 trillion. The company also announced it will change its corporate name to Franklin Templeton, Inc., effective August 17, 2026, while its NYSE ticker symbol remains BEN.

Key points

  • Franklin Resources reported net income of $171.5 million, or $0.31 per diluted share, for the quarter ended June 30, 2026, compared with $268.2 million, or $0.49 per diluted share, in the previous quarter.
  • Adjusted net income was $386.3 million, or $0.72 per diluted share, and adjusted operating income was $508.9 million for the quarter.
  • Assets under management reached a record $1,791.6 billion at June 30, 2026, with $18.4 billion in long-term net inflows during the quarter.
  • The corporate name change to Franklin Templeton, Inc. will not affect the company’s corporate or capital structure, outstanding shares, CUSIP number, or stockholders’ voting or other rights, and the stock will continue trading on the NYSE under BEN.

Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.

Items reported

  • 2.02Results of Operations and Financial Condition
  • 5.03Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year
  • 7.01Regulation FD Disclosure
  • 9.01Financial Statements and Exhibits

From the filing

Item 2.02 Results of Operations and Financial Condition. On July 31, 2026, Franklin Resources, Inc. (the “Company”) issued a press release announcing the financial results for the Company’s third fiscal quarter ended June 30, 2026. A copy of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference. Item 5.03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year. Effective as of August 17, 2026 (“Effective Date”), the Company filed a Certificate of Amendment of Certificate of Incorporation with the Secretary of State of the State of Delaware to change its corporate name from “Franklin Resources, Inc.” to “Franklin Templeton, Inc.” as of the…

An excerpt of the text as filed with the SEC, cut for length.

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