Franklin Resources Tops Q3 Estimates with $2.36B in Revenue, Record $1.8T AUM, and Rebrands as Franklin Templeton
BEN sits 56% above its 52-week low of $21.105.
Summary
Franklin Resources posted Q3 FY2026 revenue of $2.36B, a 34% beat over consensus, alongside adjusted EPS of $0.72 and record AUM of $1.8T. It also announced a name change to Franklin Templeton, Inc. effective August 17, 2026.
Updates
· SEC 10-Q — The 10-Q discloses a $100.0 million SEC civil penalty paid by Western Asset Management to resolve its investigation, and a July 30, 2026 amendment to its credit agreement increasing commitments to $1.5 billion with maturity extended to July 30, 2031.
Key Events · Earnings and Guidance · BEN
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Q3 Revenue Beat
Operating revenue reached $2.36 billion, exceeding the $1.76 billion consensus by 34%, as investment management fees grew 14% year-over-year.
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Record AUM and Inflows
Assets under management climbed to a record $1.8 trillion, supported by $18.4 billion in long-term net inflows across all asset classes and geographies.
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Adjusted EPS Growth
Adjusted diluted EPS rose 47% to $0.72 from $0.49 in the prior-year quarter, reflecting improved operating leverage and higher investment income.
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Corporate Rebranding
Effective August 17, 2026, the company will change its name to Franklin Templeton, Inc., aligning its legal name with its global brand; the BEN ticker remains unchanged.
Analysis · BEN · Finance
A standout Q3 saw Franklin Resources deliver operating revenue of $2.36 billion, handily beating the $1.76 billion consensus, while adjusted EPS climbed 47% year-over-year to $0.72. Assets under management hit a record $1.8 trillion, fueled by $18.4 billion in long-term net inflows that spanned every asset class and geography. In a move that aligns its legal identity with its global brand, the company announced it will become Franklin Templeton, Inc. effective August 17, 2026. The earnings beat and broad-based organic growth underscore the strength of its diversified platform, and the rebranding signals a unified go-to-market strategy. With top- and bottom-line outperformance and record AUM, the stock is likely to react positively.
How filings like this one have moved
In the 30 days to Oct 2, 2026, 36.5% of the 1055 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.56%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, BEN was trading at $33.00 on NYSE in the Finance sector, with a market capitalization of approximately $17.2B. The 52-week trading range was $21.11 to $34.92. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.