secwatch.observer — SEC 8-K summary
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Issuer:     FRANKLIN RESOURCES INC (BEN)
CIK:        0000038777
Form:       8-K
Filed at:   2026-07-31T12:36:53+00:00
Accession:  0000038777-26-000215
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 5.03, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Franklin Resources Q3 net income $171.5M, AUM record $1.79T; name change to Franklin Templeton
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- GAAP diluted EPS $0.31 vs $0.15 YoY; adjusted EPS $0.72 vs $0.49 YoY.
- Revenue $2.36B, up 14% YoY; operating income $215.8M (GAAP), adjusted $508.9M.
- AUM record $1.79T; long-term net inflows $18.4B in quarter, $63.3B fiscal YTD.
- Alternative AUM record $294.2B; private markets fundraising $11.8B in quarter.
- Company to change name to Franklin Templeton, Inc. effective Aug 17, 2026; ticker BEN unchanged.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/38777/000003877726000215/0000038777-26-000215-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/38777/000003877726000215/ben-20260731.htm
  HTML page:      https://secwatch.observer/filing/0000038777-26-000215

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