---
schema_version: "secwatch.filing_event.v1"
accession: "0001552781-26-000398"
form_type: "8-K"
ticker: "BEN"
cik: "0000038777"
company_name: "FRANKLIN RESOURCES INC"
filed_at: "2026-07-30T21:17:52+00:00"
generated_at: "2026-07-30T21:20:09.783460+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Franklin Resources enters $1.5B credit facility, extends maturity to 2031

## Summary
- New $1.5B revolving credit facility with option to increase by $500M, maturing July 30, 2031.
- Prior $1.5B facility terminated; $700M outstanding rolled into new facility.
- Interest rates based on debt rating: Term SOFR + 0.625%-1.25%, Base Rate + 0%-0.25%.
- Financial covenant: consolidated net leverage ratio ≤ 3.25x.
- Use of proceeds for general corporate purposes.

## SEC filing metadata
- accession: 0001552781-26-000398
- form_type: 8-K
- ticker: BEN
- cik: 0000038777
- company_name: FRANKLIN RESOURCES INC
- filed_at: 2026-07-30T21:17:52+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 1.01, 1.02, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/38777/000155278126000398/0001552781-26-000398-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/38777/000155278126000398/e26317_ben-8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001552781-26-000398
- JSON: https://secwatch.observer/filing/0001552781-26-000398.json
- Plain text: https://secwatch.observer/filing/0001552781-26-000398.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.