Welcome to our dedicated page for Franklin Resources news (Ticker: BEN), a resource for investors and traders seeking the latest updates and insights on Franklin Resources stock.
Franklin Resources Inc (NYSE: BEN), a global leader in asset management through its Franklin Templeton operations, maintains this dedicated news hub for investors and financial professionals. Access verified updates including earnings announcements, strategic partnerships, and market insights from one of the world's most established investment managers.
This curated collection provides essential information about BEN's global initiatives across equity funds, fixed income strategies, and alternative investments. Users will find official press releases alongside third-party analysis of the company's portfolio management decisions and regulatory developments.
The repository features updates on leadership changes, dividend declarations, and significant asset allocation shifts. Content is organized to help stakeholders track the company's responses to market trends and evolving investor needs.
Bookmark this page for streamlined access to BEN's latest financial disclosures and expert commentary on its position in the competitive asset management landscape. Check regularly for updates that could impact long-term investment strategies and market perceptions.
Franklin Resources [NYSE:BEN] has scheduled the release of its second quarter operating results for Friday, May 2, 2025, at approximately 8:30 a.m. Eastern Time. The company will provide written commentary on the results through their investor relations website.
A live teleconference will be held at 11:00 a.m. Eastern Time, featuring CEO Jenny Johnson, CFO/COO Matthew Nicholls, and EVP Adam Spector to address questions. The call can be accessed through the investor website or by dialing specific numbers for North American and international participants.
A replay will be available from 2:00 p.m. Eastern Time on May 2 through May 9, 2025, via phone or the investor website.
Franklin Resources (NYSE: BEN) reported preliminary assets under management (AUM) of $1.53 trillion at March 31, 2025, down from $1.57 trillion in February 2025. The decrease was attributed to negative market performance and preliminary long-term net outflows of $4 billion.
Key AUM breakdown by asset class as of March 2025:
- Equity: $597.6 billion
- Fixed Income: $445.4 billion
- Alternative: $250.9 billion
- Multi-Asset: $177.2 billion
- Cash Management: $62.5 billion
Western Asset Management experienced $7 billion in long-term net outflows, while the rest of Franklin's operations saw $3 billion in net inflows. For the quarter ended March 31, 2025, the company reported total long-term net outflows of $26 billion, with Western Asset Management accounting for $34 billion in outflows.
Franklin Templeton's Voice of the American Workplace Survey reveals critical insights into employee priorities and workplace dynamics. The survey found that 49% of workers prioritize mental health protection, while 54% fear maintaining their desired retirement lifestyle. 70% of respondents emphasize the importance of financial security.
Key findings show that 88% of employers report employees would leave jobs if dissatisfied, even without alternatives. 76% of employees note their organizations struggle with meeting increased pay demands. While 90% of employers view retirement planning as collaborative, 59% of workers don't fully understand their benefits.
The survey highlights that 92% of employers believe investing in employees' financial futures drives loyalty, and 87% see retirement plans as important for talent attraction. Work-life balance remains paramount, with 50% citing it as their top priority and 78% preferring good work-life balance over salary increases. Mental health benefits emerged as the most utilized benefit at 41%.
Western Asset Inflation-Linked Opportunities & Income Fund (WIW) has announced its distribution details for March 31, 2025, and fiscal year 2025. The Fund operates under a managed distribution policy that aims to deliver long-term total return potential through fixed monthly distributions per common share.
The Fund has indicated that it has distributed more than its income and net realized capital gains, suggesting that a portion of the distribution may represent a return of capital to shareholders. While a return of capital reduces a shareholder's tax basis in their Fund shares, it is not taxable.
The Fund's distribution rates and performance metrics are calculated through February 28, 2025, with distributions potentially sourced from net investment income, realized capital gains, and return of capital. The Board of Directors maintains the authority to terminate or suspend the managed distribution policy, which could impact the Fund's market price.
Franklin BSP Realty Trust (NYSE: FBRT) has announced a definitive agreement to acquire NewPoint Holdings JV , a private commercial real estate finance company. The transaction is expected to close in Q3 2025.
The strategic acquisition will expand FBRT's capabilities by adding agency and mortgage servicing to its existing commercial real estate lending products. Key benefits include:
- Access to agency originations through NewPoint's approval with three government sponsored entities
- Integration of NewPoint's $54.7 billion servicing portfolio
- Expected accretion to GAAP earnings per share in H1 2026
- Enhanced market presence and wider geographic footprint
The acquisition will be financed through existing cash, debt, and equity issuance. FBRT will operate the acquired business through a taxable REIT subsidiary.
Franklin Resources (NYSE: BEN) reported preliminary assets under management (AUM) of $1.58 trillion at February 28, 2025, unchanged from January 31, 2025. The company experienced:
- Positive market impact offset by $10 billion in long-term net outflows, primarily from Western Asset Management
- Western Asset Management's AUM decreased from $256 billion to $249 billion, affected by positive markets but impacted by $10 billion in long-term net outflows and $600 million in cash management net outflows
- Excluding Western Asset Management, preliminary long-term net flows were flat
Western Asset Inflation-Linked Opportunities & Income Fund (WIW) has announced its distribution details for February 28, 2025. The Fund operates under a managed distribution policy that aims to deliver long-term total return potential through fixed monthly distributions per common share.
The distributions may be sourced from net investment income, realized capital gains, or return of capital. The Fund estimates it has distributed more than its income and net realized capital gains, indicating that a portion of the distribution may represent a return of capital to shareholders. This return of capital reduces a shareholder's tax basis in their Fund shares but is not taxable.
The Fund calculates its performance metrics through January 31, 2025, including Average Annual Total Return, Annual NAV Total Return, Annualized Distribution Rate, and Cumulative Total Return. The Board of Directors maintains the authority to terminate or suspend the managed distribution policy, which could impact the Fund's market price.
Templeton Dragon Fund (TDF) has announced three key initiatives aimed at reducing the fund's discount to net asset value (NAV) and benefiting shareholders:
1. A five-basis point management fee reduction effective March 1, 2025
2. Implementation of a managed distribution plan offering quarterly distributions of $0.10 per share (3.8% NAV-based and 4.6% market price-based annualized distribution as of January 31, 2025)
3. Introduction of an open-market share repurchase program allowing the fund to purchase up to 10% of common shares to reduce market price discount to NAV
The first quarterly distribution under the managed plan is expected around March 31, 2025. The repurchase program will be executed at management's discretion based on factors including discount level, performance, market conditions, and cash availability.
Templeton Emerging Markets Fund (EMF) has announced three key initiatives aimed at reducing the fund's discount to net asset value (NAV):
- A five-basis point reduction in investment management fee, effective March 1, 2025
- Implementation of a managed distribution plan offering quarterly distributions of $0.22 per share (6.1% based on NAV and 7.2% based on market price as of January 31, 2025)
- Introduction of an open-market share repurchase program allowing purchases of up to 10% of common shares
The managed distribution plan will commence around March 31, 2025, potentially including long-term capital gains and/or return of capital to maintain the fixed rate. The share repurchase program will be executed at management's discretion based on factors including discount level, performance, market conditions, and cash availability.
Franklin Templeton has launched the Franklin Crypto Index ETF (EZPZ), an exchange-traded product providing exposure to bitcoin and ether price movements. The ETF tracks the CF Institutional Digital Asset Index, weighted approximately 82% to bitcoin and 18% to ether, with custody managed by Coinbase.
The ETP features a sponsor fee of 0.19%, which will be waived for investors until August 31, 2025. EZPZ is Franklin Templeton's third digital asset ETP, following the Franklin Bitcoin ETF (EZBC) launched on January 11, 2024, and the Franklin Ethereum ETF (EZET) launched on July 23, 2024.
The index includes the largest digital assets complying with major financial jurisdictions' regulations and standards. The ETP intends to add new coins as they become eligible for index inclusion, aiming to represent beta for crypto.
