---
schema_version: "secwatch.filing_event.v1"
accession: "0001552781-26-000423"
form_type: "8-K"
ticker: "BEN"
cik: "0000038777"
company_name: "FRANKLIN RESOURCES INC"
filed_at: "2026-08-10T20:15:40+00:00"
generated_at: "2026-08-10T20:17:29.371449+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.4
calibrated_materiality_score: 0.4
confidence: "high"
source: SEC EDGAR
---

# Franklin Resources closes $750M 5.5% notes offering due 2036

## Summary
- Issued $750M aggregate principal of 5.500% unsecured subordinated notes due Aug 10, 2036.
- Net proceeds to repay ~$700M of revolving borrowings under its credit agreement; remainder for general corporate purposes.
- Interest payable semi-annually Feb 10 and Aug 10, first payment Feb 10, 2027; maturity Aug 10, 2036.
- Notes redeemable at Treasury Rate plus 15 bps before May 10, 2036 (Par Call Date), then at par.
- Underwriters: BofA Securities, HSBC Securities (USA), Wells Fargo Securities; closing on Aug 10, 2026.

## SEC filing metadata
- accession: 0001552781-26-000423
- form_type: 8-K
- ticker: BEN
- cik: 0000038777
- company_name: FRANKLIN RESOURCES INC
- filed_at: 2026-08-10T20:15:40+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.4
- calibrated_materiality_score: 0.4
- confidence: high
- sec_items: 2.03, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/38777/000155278126000423/0001552781-26-000423-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/38777/000155278126000423/e26341_ben-8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001552781-26-000423
- JSON: https://secwatch.observer/filing/0001552781-26-000423.json
- Plain text: https://secwatch.observer/filing/0001552781-26-000423.txt

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