Franklin Resources Inc Stock Price, News & Analysis

Western Asset Inflation-Linked Opportunities & Income Fund (NYSE: WIW) announced estimated sources for its October 31, 2025 distribution and fiscal year-to-date allocations as of September 30, 2025. The October distribution is $0.0625 per share composed of an estimated 42.88% net investment income and 57.12% return of capital. Fiscal year-to-date distributions total $0.6190 per share with 48.47% net investment income and 51.53% return of capital. Key performance metrics as of 9/30/2025: 5-year average annual total return 1.59%, annualized distribution rate 7.66%, cumulative total return 6.81%, and cumulative FYTD distribution rate 6.32%. The Fund will issue Form 1099-DIV for tax reporting.

Fiduciary Trust International (NYSE:BEN) appointed Alice Pearl as trust counsel in its Los Angeles office effective October 29, 2025. Ms. Pearl joins from Kopple, Klinger & Elbaz where she advised ultra-high-net-worth and high-net-worth clients on trust administration, probate, transactional estate planning, and advanced tax and gift strategies. She will focus on trust and estate administration, transactional estate planning, and advanced tax and gift strategies to support the firm’s growing Southern California client base.

Ms. Pearl holds a J.D. from UCLA School of Law, a B.A. with high honors from UC Santa Barbara, is admitted to practice in California, and is a member of the California State Bar Trust and Estates Section.

Franklin Templeton (NYSE:BEN) launched two actively managed international equity ETFs on October 23, 2025: Putnam International Stock ETF (NYSE: PGRI) and Templeton International Insights ETF (NYSE: TINS).

PGRI pursues a high-conviction, quality-focused, bottom-up approach managed by Putnam teams in Boston, London, and Singapore. TINS follows a valuation-driven, long-term fundamental process managed by Templeton Global Investments with an 80-year global research legacy. Franklin Templeton states its ETF platform now spans over 70 ETFs and represents more than $50 billion in global ETF assets under management.

Franklin Resources (NYSE: BEN) reported preliminary month-end AUM of $1.658 trillion at September 30, 2025, up from $1.645 trillion at August 31, 2025. September reflected positive markets and preliminary long-term net outflows of $11 billion (including $13 billion at Western Asset Management). For the quarter ended Sept. 30, 2025, preliminary long-term net outflows were $12 billion (including $23 billion at Western). On Oct. 1, 2025, Franklin Templeton completed the acquisition of Apera Asset Management, which had €5 billion AUM as of Sept. 30, 2025.

Franklin Templeton (NYSE:BEN) has completed the acquisition of Apera Asset Management, a pan‑European private credit firm, effective October 3, 2025.

The deal brings Apera's reported €5 billion AUM (as of September 30, 2025) into Franklin Templeton, increasing the firm's global alternative credit AUM to over $90 billion and its total alternative asset strategies to approximately $270 billion as of September 30, 2025. Apera adds senior secured private capital capabilities across the UK, Germany, France and Luxembourg and complements existing platforms including Benefit Street Partners and Alcentra.

Franklin Resources (NYSE: BEN) will release its fourth quarter and fiscal year 2025 operating results on Friday, November 7, 2025 at approximately 8:30 a.m. ET. A written commentary will be posted at the same time on investors.franklinresources.com. A live teleconference with Jenny Johnson (President & CEO) and Matthew Nicholls (EVP, CFO & COO) will follow at 11:00 a.m. ET to answer questions. Access is available via the investor website or by dialing (+1) 877-407-0989 (North America) or (+1) 201-389-0921 (other locations). A replay will be available after 2:00 p.m. ET on November 7, 2025 through November 14, 2025 by phone (access code 13756384) or via the investor website. Analysts and investors should review SEC filings and may contact investorrelations@franklintempleton.com for clarifications.

Western Asset Inflation-Linked Opportunities & Income Fund (NYSE: WIW) has announced its distribution details for September 30, 2025. The Fund declared a monthly distribution of $0.0625 per share, with 45.45% sourced from net investment income and 54.55% from return of capital.

For the fiscal year-to-date ending August 31, 2025, the Fund has distributed $0.5565 per share, with 51.39% from net investment income and 48.61% from return of capital. The Fund's performance metrics show a 5-year average annual total return of 1.18% and an annualized distribution rate of 7.66% as of August 31, 2025.

Franklin Templeton (NYSE:BEN) has expanded its Canvas platform by introducing tax aware long-short strategies, starting with a U.S. Large Cap 130/30 structure. The enhancement aims to provide advisors with additional tools for personalized, tax-managed investing while targeting improved pre- and after-tax returns.

The platform combines long and short positions with leverage to potentially generate excess returns and enhance tax benefits through increased loss harvesting compared to traditional long-only direct indexing. Canvas currently manages $13.8 billion in assets, contributing to Franklin Templeton's total $155 billion in SMA assets under management as of June 30, 2025.

Franklin Templeton (NYSE:BEN) subsidiary Fiduciary Trust International has appointed Marc Balcer as senior portfolio manager at its Radnor, PA office. Balcer, who joins from Girard where he served as director of investment strategy, brings significant experience in managing portfolios for high-net-worth and institutional clients.

A CFA® and CFP® charterholder, Balcer's background includes co-founding Bluefin Investment Management and roles at Redstone Investment Management and Morgan Stanley. He holds a master's degree in nonprofit leadership from the University of Pennsylvania and brings a unique perspective from his experience in education and leadership development.