secwatch.observer — SEC 8-K summary
======================================

Issuer:     FRANKLIN RESOURCES INC (BEN)
CIK:        0000038777
Form:       8-K
Filed at:   2026-01-30T23:59:59+00:00
Accession:  0000038777-26-000032
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Franklin Resources Q1 net income $255.5M ($0.46 EPS) vs $163.6M y/y; AUM $1.684T
--------------------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/38777/000003877726000032/0000038777-26-000032-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/38777/000003877726000032/ben-20260130.htm
  HTML page:      https://secwatch.observer/filing/0000038777-26-000032

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer