Franklin Resources, Inc.

Franklin Resources, Inc. Earnings Recaps

BEN Financials 2 recaps
Q1 2026 Jan 30, 2026

Franklin Templeton delivered robust quarterly results, achieving record long-term inflows of $118.6 billion, which reflects a strong demand for diversified investment solutions amidst a volatile market environment.

Key takeaways
  • Long-term net inflows of $28 billion marked the ninth consecutive quarter of positive flows, driven by strong performance across equity, multi-asset, and alternative strategies.
  • Assets under management rose to $1.68 trillion, bolstered by the acquisition of Apira and sustained client demand.
  • Alternatives fundraising reached $10.8 billion, with $9.5 billion attributed to private market assets, underscoring growing institutional interest in alternative investments.
  • A strong institutional pipeline remains, with $20.4 billion in won but unfunded mandates, indicating ongoing demand for Franklin Templeton's investment capabilities.
Q4 2025 Nov 8, 2025

Franklin Resources reported strong momentum in its fiscal 2025 results, achieving key strategic milestones and recognition as Asset Manager of the Year, reflecting solid growth in its alternative investment business.

Key takeaways
  • Over 50% of mutual funds, ETFs, and composites outperformed peers and benchmarks, enhancing investment performance across public markets.
  • The acquisition of Apera Asset Management increased private credit AUM to $95 billion, significantly bolstering Franklin’s capabilities in European markets.
  • The firm raised $22.9 billion in private market fundraising, on track to reach a 5-year goal of $100 billion, with expectations for fiscal 2026 to see fundraising increase to $25–30 billion.
  • Franklin's wealth management offerings are gaining traction, now contributing over 20% to private market fundraising and expected to rise to 25-30% in the coming years.