Franklin Resources Inc Stock Price, News & Analysis

Franklin Resources (NYSE: BEN) reported preliminary results for the quarter and fiscal year ended September 30, 2025. For Q4 2025, net income was $117.6 million and diluted EPS was $0.21; fiscal 2025 net income was $524.9 million and diluted EPS was $0.91. Q4 operating revenues were $2,343.7 million and adjusted net income was $357.5 million (adjusted diluted EPS $0.67).

Total AUM was $1,661.2 billion at Sept 30, 2025. Q4 long-term inflows were $84.6 billion and long-term net outflows were $11.9 billion. Cash and investments, including CIPs, were $6.7 billion. The company returned $930 million to shareholders in FY2025 and repurchased 2.6 million shares for $67.1 million in the quarter.

Franklin Templeton (NYSE:BEN) announced a multi-year strategic partnership with Wand AI to deploy agentic AI across its global platform, moving from pilots to enterprise production.

The collaboration uses Wand’s Autonomous Workforce and Agent Management technologies to embed intelligent agents across research, operations, and other workflows, with an emphasis on governance and control. Franklin Templeton expects Wand-powered agents in key enterprise workflows by 2026, aiming to improve investment research, operational efficiency, and digital transformation.

Franklin Templeton announced that Rich Nuzum will join Franklin Templeton Investment Solutions (FTIS) as Head of OCIO, reporting to Adam Petryk and based in New York, effective July 28.

Nuzum joins from Mercer after more than three decades in investment consulting. FTIS manages $93 billion as of June 2025 and will have Nuzum lead development and expansion of its OCIO business to broaden client access to Franklin Templeton’s public and private market capabilities.

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.