{"filings":[{"id":98108,"accession_number":"0000038777-26-000100","cik":38777,"company_name":"FRANKLIN RESOURCES INC","ticker":"BEN","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Franklin Resources Q2 net income up 77% YoY to $0.49 EPS; adjusted EPS $0.71; $16.9B long-term net inflows","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $268.2M ($0.49 diluted EPS) vs $151.4M ($0.26) YoY; adjusted net income $384.5M ($0.71 EPS) up 51% YoY.","Operating revenues $2.29B, up 9% YoY; operating income $323.3M, up 122%; adjusted operating margin 27.1% vs 23.4% YoY.","Long-term net inflows $16.9B including $13.2B private market fundraising; AUM $1.68T, up 9% YoY.","ETFs and Canvas reached record AUM: $4.5B and $5.3B net inflows respectively; Canvas up 27% QoQ.","Dividend declared $0.33/share, up 3% YoY; repurchased 2.3M shares for $57.1M in the quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":0.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":4622000000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16456908453.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113379,"accession_number":"0000038777-26-000051","cik":38777,"company_name":"FRANKLIN RESOURCES INC","ticker":"BEN","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Shareholders approve stock plan amendments increasing authorized shares by 30M","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Approved amendment to 1998 ESIP increasing authorized shares by 5,000,000.","Approved amendment to 2002 USIP increasing authorized shares by 25,000,000.","Elected all 11 director nominees; ratified PwC as auditor for fiscal 2026.","Advisory say-on-pay vote passed with ~93% support among votes cast."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":16456908453.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113378,"accession_number":"0000038777-26-000032","cik":38777,"company_name":"FRANKLIN RESOURCES INC","ticker":"BEN","form_type":"8-K","filed_at":"2026-01-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Franklin Resources Q1 net income $255.5M ($0.46 EPS) vs $163.6M y/y; AUM $1.684T","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Adjusted diluted EPS $0.70 vs $0.59 y/y; operating income $281M vs $219M, operating margin 12.1%.","Long-term net inflows $28.0B, excluding Western Asset outflows of $6.6B; record AUM in alternatives, ETFs.","Alternatives fundraising $10.8B; Lexington Co-Investment Partners VI closed at $4.6B; Apera Asset Management acquisition completed Oct 1.","Dividend declared $0.33/share (up 3% y/y); repurchased 1.8M shares for $41.9M during quarter.","AUM $1.684T at Dec 31, 2025, +7% y/y; cash and investments $5.1B."],"consensus_eps_estimate":null,"consensus_eps_actual":0.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":2327100000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":16456908453.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129762,"accession_number":"0000038777-25-000279","cik":38777,"company_name":"FRANKLIN RESOURCES INC","ticker":"BEN","form_type":"8-K","filed_at":"2025-12-17T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Franklin Resources raises quarterly dividend 3.1% to $0.33 and expands share buyback by 20.8M shares","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly dividend increased 3.1% to $0.33 per share; payable Jan 9, 2026 to holders of record Dec 30, 2025.","Board authorizes additional 20.8M shares for repurchase; total available rises to 40.0M shares.","Credit facility increased by $400M to $1.5B via Joinder Agreement dated Dec 11, 2025.","Company has raised its dividend every year since 1981."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":16456908453.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129761,"accession_number":"0000038777-25-000273","cik":38777,"company_name":"FRANKLIN RESOURCES INC","ticker":"BEN","form_type":"8-K","filed_at":"2025-12-15T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"DOJ prepared to resolve Western Asset investigation without criminal charges","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["DOJ informed Franklin Resources on Dec 13, 2025 it will not file criminal charges against Western Asset in United States v. Leech case.","Resolution discussions ongoing; additional time needed due to circumstances not attributable to Western Asset.","Western Asset's full cooperation with the DOJ investigation acknowledged.","Internal investigation into past trade allocations involving treasury derivatives continues."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":16456908453.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129760,"accession_number":"0000038777-25-000234","cik":38777,"company_name":"FRANKLIN RESOURCES INC","ticker":"BEN","form_type":"8-K","filed_at":"2025-11-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Franklin Q4 GAAP net income $117.6M ($0.21); adj EPS $0.67; AUM $1.66T; Western outflow $23.3B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income Q4 $117.6M ($0.21 diluted) vs net loss $84.7M (-$0.19) YoY; fiscal year net income $524.9M ($0.91) vs $464.8M ($0.85).","Adjusted net income Q4 $357.5M ($0.67 diluted) vs $315.2M ($0.59) YoY; FY adjusted net income $1,195.8M ($2.22) vs $1,276.7M ($2.39).","Revenue Q4 $2.34B up 6% YoY; operating income $85.4M vs operating loss $150.7M YoY.","AUM $1,661.2B; long-term net outflows $11.9B incl $23.3B Western; ex-Western net inflows $11.4B (8th consecutive quarter).","Alternative AUM record $270B after Apera acquisition; cash & investments $6.7B; $930M returned to shareholders in FY."],"consensus_eps_estimate":null,"consensus_eps_actual":0.91,"consensus_revenue_estimate":null,"consensus_revenue_actual":8770700000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16456908453.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146350,"accession_number":"0000038777-25-000189","cik":38777,"company_name":"FRANKLIN RESOURCES INC","ticker":"BEN","form_type":"8-K","filed_at":"2025-09-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Franklin Resources names Daniel Gamba CCO, appoints three Co-Presidents effective Oct 15","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Daniel Gamba appointed Chief Commercial Officer and Co-President, effective Oct. 15, 2025.","Compensation: base salary $700k, minimum bonus $5.5M, equity grants exceeding $13M.","Adam Spector steps down as EVP Head of Global Distribution, remains CEO of Fiduciary Trust International.","Terrence Murphy and Matthew Nicholls also appointed Co-Presidents; CEO Jennifer Johnson relinquishes President title.","Gamba previously led Northern Trust Asset Management ($1.3T AUM) and spent 20+ years at BlackRock."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":16456908453.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146349,"accession_number":"0000038777-25-000133","cik":38777,"company_name":"FRANKLIN RESOURCES INC","ticker":"BEN","form_type":"8-K","filed_at":"2025-08-01T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Franklin Q3 GAAP EPS $0.15 vs $0.32 YoY; long-term outflows $9.3B, AUM $1.61T","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $92.3M ($0.15 diluted EPS) vs $174.0M ($0.32) YoY, down 47% and 53% respectively.","Adjusted net income $263.4M, adj diluted EPS $0.49 vs $0.60 YoY, down 19% and 18% YoY.","Long-term net outflows $9.3B; excluding Western Asset Management, net inflows $7.8B. Institutional won-but-unfunded mandates record $24.4B.","Alternatives fundraising $6.2B in Q3, including $5.3B private markets. Agreed to acquire majority of Apera Asset Management (~$5.7B AUM).","AUM $1,611.8B, up 5% QoQ on $78B market gains. GAAP operating margin 7.5%, adjusted 23.7%. Repurchased 7.3M shares for $157.4M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":6427000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":16456908453.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146348,"accession_number":"0000038777-25-000127","cik":38777,"company_name":"FRANKLIN RESOURCES INC","ticker":"BEN","form_type":"8-K","filed_at":"2025-07-09T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Franklin Resources amends bylaws to add Delaware exclusive forum provision","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board adopted Amended and Restated Bylaws effective July 8, 2025.","New Section 7.9 designates Delaware Court of Chancery as sole forum for certain internal corporate actions.","Forum selection applies to derivative suits, breach of fiduciary duty claims, and other stockholder actions.","Board may consent to an alternative forum if it determines it is in the best interests of the company.","Amendment is a governance change; no financial or operational impact disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":16456908453.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164709,"accession_number":"0000038777-25-000074","cik":38777,"company_name":"FRANKLIN RESOURCES INC","ticker":"BEN","form_type":"8-K","filed_at":"2025-05-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Franklin Q2 adj EPS $0.47 vs $0.56 YoY; AUM down 6%; Western outflows $33.6B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $151.4M ($0.26 diluted EPS) vs $124.2M ($0.23) a year ago; adjusted EPS $0.47 vs $0.56.","Operating revenues $2,111.4M, down 2% YoY and 6% sequentially; operating margin 6.9%.","AUM $1,540.6B, down 6% YoY; long-term net outflows $26.2B, including $33.6B from Western Asset Management.","Excluding Western, long-term net inflows were $7.4B; multi-asset and alternatives combined $9.7B positive net flows.","Dividend declared $0.32/share (flat QoQ); repurchased 0.5M shares for $10M."],"consensus_eps_estimate":0.4987,"consensus_eps_actual":0.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":4363000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16456908453.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182430,"accession_number":"0000038777-25-000022","cik":38777,"company_name":"FRANKLIN RESOURCES INC","ticker":"BEN","form_type":"8-K","filed_at":"2025-02-07T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Franklin Resources announces annual meeting results; all 11 directors elected, auditor ratified","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 board nominees elected; vote tallies ranged from 407.5M (Geoffrey Y. Yang) to 422.9M (Jennifer M. Johnson) 'for' votes.","Broker non-votes of ~35.8M shares on director elections.","Ratification of PricewaterhouseCoopers as auditor for FY2025 approved with 451.2M for, 9.7M against.","Annual meeting held February 4, 2025; no other proposals voted upon."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":16456908453.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182429,"accession_number":"0000038777-25-000016","cik":38777,"company_name":"FRANKLIN RESOURCES INC","ticker":"BEN","form_type":"8-K","filed_at":"2025-01-31T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Franklin Resources Q1 net income $163.6M ($0.29 EPS), down 35% YoY; AUM $1.58T, long-term outflows $50B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $163.6M ($0.29 diluted EPS) vs $251.3M ($0.50) YoY; adjusted EPS $0.59 vs $0.65 YoY.","Operating revenues $2.25B, up 13% YoY; operating income $219M, up 6% YoY.","AUM $1.58T, down 6% QoQ; long-term net outflows $50B, driven by $67.9B outflows at Western Asset Management.","Excluding Western, long-term net inflows $18B; equity, multi-asset, alternatives combined positive $17B.","Dividend increased to $0.32/share from $0.31; shares repurchased $5.8M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":2251600000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16456908453.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199046,"accession_number":"0000038777-24-000177","cik":38777,"company_name":"FRANKLIN RESOURCES INC","ticker":"BEN","form_type":"8-K","filed_at":"2024-11-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Franklin Resources Q4 net loss $84.7M on $389M impairment; AUM record $1.68T","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $84.7M ($0.19 EPS) vs net income $295.5M YoY; operating loss $150.7M.","Adjusted EPS $0.59 (-30% YoY); adjusted operating income $451.6M.","$389.2M impairment of Western Asset Management intangible; long-term net outflows $31.3B.","Record AUM $1.68T (+22% YoY); Putnam AUM grew 21% to $180B.","Quarterly dividend $0.31/share; repurchased 4.9M shares for $102.4M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":8478000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":16456908453.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215086,"accession_number":"0000038777-24-000140","cik":38777,"company_name":"FRANKLIN RESOURCES INC","ticker":"BEN","form_type":"8-K","filed_at":"2024-08-21T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Western Asset appoints Buchanan CIO; Leech on leave after SEC Wells Notice; closes $2B strategy","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael Buchanan named CIO, succeeding Ken Leech who is on immediate leave of absence.","Leech received a Wells Notice from SEC staff related to past trade allocations involving Treasury derivatives.","Franklin Resources disclosed internal investigation into certain trade allocations; cooperating with parallel government investigations.","Western Asset to close its Macro Opportunities strategy, with approximately $2.0B in AUM as of July 31, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":16456908453.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215085,"accession_number":"0000038777-24-000112","cik":38777,"company_name":"FRANKLIN RESOURCES INC","ticker":"BEN","form_type":"8-K","filed_at":"2024-07-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Franklin Resources Q3 net income $174M (-24% YoY), adjusted EPS $0.60 (-5%); AUM $1.65T","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $174M ($0.32 diluted EPS); adjusted net income $326.4M ($0.60 adjusted EPS).","Operating revenues $2.12B (+8% YoY); operating margin 10.5% vs 16.0% a year ago.","Long-term net outflows $3.2B; positive net flows in alternatives and multi-asset; ETFs saw $3B inflows to $27B AUM.","Dividend declared $0.31/share (+3% YoY); repurchased 4.3M shares for $101.5M.","Strategic initiatives: AI platform collaboration with Microsoft, minority investment in Envestnet, and investment management platform consolidation."],"consensus_eps_estimate":null,"consensus_eps_actual":1.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":6266800000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":16456908453.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234333,"accession_number":"0000038777-24-000068","cik":38777,"company_name":"FRANKLIN RESOURCES INC","ticker":"BEN","form_type":"8-K","filed_at":"2024-04-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Franklin Resources Q2 GAAP EPS $0.23, down 54% QoQ; AUM $1.64T on Putnam deal, net inflows $6.9B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $124.2M ($0.23 diluted EPS), vs $251.3M ($0.50) prior quarter and $194.2M ($0.38) year ago.","Adjusted net income $306.6M ($0.56 adjusted EPS), vs $328.5M ($0.65) prior quarter and $316.7M ($0.61) year ago.","AUM $1,644.7B, up 13% QoQ; includes $148.3B from Putnam acquisition; long-term net inflows $6.9B (vs -$5.0B prior quarter).","Fixed income net inflows $8.3B; equity net outflows $5.3B; institutional unfunded pipeline nearly $20B.","Dividend declared $0.31/share, unchanged from prior quarter; repurchased 0.4M shares for $11.7M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":4143900000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":16456908453.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}