Form 8-K · Current report

Franklin Resources 8-K, filed Nov 6, 2026

Filed
CIK
0000038777
Accession no.
0000038777-26-000287
AI-generated summary

Summary

Franklin Resources reported preliminary fourth-quarter and fiscal-year 2026 results, with quarterly net income of $380.1 million, or $0.72 per diluted share, and full-year net income of $1,075.3 million, or $1.97 per diluted share. The company said assets under management rose 8% year over year to $1.8 trillion on $20.8 billion of quarterly and $84.1 billion of full-year long-term net inflows.

Key points

  • Franklin Resources reported preliminary fourth-quarter net income of $380.1 million, or $0.72 per diluted share, and preliminary fiscal-year 2026 net income of $1,075.3 million, or $1.97 per diluted share.
  • Preliminary adjusted net income was $493.4 million, or $0.94 per diluted share, for the quarter and $1,642.6 million, or $3.07 per diluted share, for the fiscal year.
  • Long-term net inflows were $20.8 billion in the quarter and $84.1 billion for the fiscal year, which included $11.7 billion of long-term net outflows at Western Asset Management.
  • Alternative assets under management reached $304.6 billion, ETF AUM rose 73% to $84.6 billion, and the company returned $1.2 billion to shareholders through dividends and share repurchases.

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
  • 7.01Regulation FD Disclosure
  • 9.01Financial Statements and Exhibits

From the filing

Item 2.02 Results of Operations and Financial Condition. On November 6, 2026, Franklin Templeton, Inc. (the “Company”) issued a press release announcing the preliminary financial results for the Company’s fourth fiscal quarter and fiscal year ended September 30, 2026. A copy of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference. Item 7.01 Regulation FD Disclosure. The Company also posted a fourth quarter and fiscal year earnings commentary on its internet website, available via investors.franklintempleton.com. The contents of the Company’s website referenced herein and in the exhibit are not incorporated into this Current Report on Form 8-K. …

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

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