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$36.02 +0.16 (+0.45%) At close · Nov 13 Play latest call Q4 2026 earnings call transcript
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$18.41B
Shares
511.16M
Volume · Nov 13 3.79M Avg daily vol (3M) 3.82M

The company's filings, earnings calls and investor events, most recent first. Search and read these filings from Claude or ChatGPT with the SEC filings MCP server →

Annual report New FY2026 Revenue $9.42B up 7.3% 10-K filed Nov 9, 2026 Quarterly report FY2026 Q3 Revenue $2.36B up 14.3% 10-Q filed Jul 31, 2026 Latest results Fiscal 2026 net income doubles as AUM reaches $1,795.1 billion 8-K filed Nov 6, 2026 Earnings call Q4 2026 earnings call Held Nov 6, 2026
2026
Nov 9
Annual report 10-K FY2026, ended Sep 30
AUM rose 8% to $1,795.1 billion

Franklin reported total AUM of $1,795.1 billion at September 30, 2026, up 8% from September 30, 2025. Long-term net inflows were $84.1 billion, and it acquired Apera Asset Management on October 1, 2025.

Revenue $9.42B ▲ 7.3% Net income $1.08B ▲ 104.9% Diluted EPS $1.97 ▲ 116.5%
Read from the MD&A section
4 source passages
Franklin is a holding company with subsidiaries operating under our Franklin Templeton® and/or subsidiary brand names. Our total AUM was $1,795.1 billion at September 30, 2026, 8% higher than at September 30, 2025. Simple monthly average AUM (“average AUM”) increased 8% during fiscal year 2026. AUM increased $133.9 billion or 8% during fiscal year 2026 primarily due to $84.1 billion of long-term net inflows, inclusive of $11.7 billion of long-term net outflows at Western Asset Management (“WAM”), the positive impact of $46.4 billion of net market change, distributions and other and $6.2 billion from acquisitions, partially offset by the $2.8 billion of cash management net outflows. On October 1, 2025, we acquired Apera Asset Management (“Apera”), a pan-European private credit firm. Open the document at this passage
Nov 6
Earnings call
Fiscal 2029 targets raised for private markets, ETFs and Canvas

Franklin Templeton raised fiscal 2029 targets to $150 billion for private markets fundraising, $200 billion for ETF AUM, and $100 billion for Canvas AUM, while targeting a 35% adjusted operating margin for the fourth fiscal quarter of 2029.

Read from the first part of this long document
6 source passages
Fiscal 2026 was a year of significant progress for Franklin Templeton. Given this momentum, we're increasing our fiscal 2029 private markets fundraising target to $150 billion from our original target of $100 billion established two years ago. Two years into our plan, Canvas AUM reached nearly $33 billion, or about two-thirds of our original $50 billion fiscal 2029 target. Given this momentum, we are doubling our fiscal 2029 target to $100 billion in AUM. Given this momentum, we are more than doubling our fiscal 2029 target to $200 billion. Together, the scaling of our growth business and continued operational efficiencies support increasing our adjusted operating margin goal to 35% for the fourth fiscal quarter of 2029. Open the document at this passage
Nov 6
Current report 8-K
Fiscal 2026 net income doubles as AUM reaches $1,795.1 billion

Franklin Templeton, Inc. reported preliminary fiscal 2026 net income of $1,075.3 million, up from $524.9 million, and ending AUM of $1,795.1 billion, up 8% year-over-year. Long-term net inflows were $84.1 billion.

Financial results, Regulation FD disclosure
4 source passages
Preliminary net income1 for the fiscal year ended September 30, 2026 was $1,075.3 million or $1.97 per diluted share, as compared to $524.9 million or $0.91 per diluted share for the prior fiscal year. AUM increased 8% year-over-year to $1.8 trillion, and our institutional pipeline of won-but-unfunded mandates remained strong at $22.0 billion. We generated $20.8 billion in long-term net inflows during the fourth quarter, bringing full-year long-term net inflows to $84.1 billion, with positive net flows in every quarter this fiscal year across all regions and in both retail and institutional channels. Total AUM was $1,795.1 billion at September 30, 2026, up $3.5 billion during the quarter due to $20.8 billion of long-term net inflows, offset by negative impact of $11.3 billion of net market change, distributions, and other and $6.0 billion of cash management net outflows. Open the document at this passage
Jul 31
Quarterly report 10-Q FY2026 Q3, ended Jun 30
Quarterly report for FY2026 Q3 AI summary on its way
Revenue $2.36B ▲ 14.3% Net income $171.5M ▲ 85.8% Diluted EPS $0.31 ▲ 106.7%
Jun 5
Current report 8-K Events of Jun 4
Other events AI summary on its way
Apr 28
Quarterly report 10-Q FY2026 Q2, ended Mar 31
Quarterly report for FY2026 Q2 AI summary on its way
Revenue $2.29B ▲ 8.7% Net income $268.2M ▲ 77.1% Diluted EPS $0.49 ▲ 88.5%
Jan 30
Quarterly report 10-Q FY2026 Q1, ended Dec 31
Quarterly report for FY2026 Q1 AI summary on its way
Revenue $2.33B ▲ 3.4% Net income $255.5M ▲ 56.2% Diluted EPS $0.46 ▲ 58.6%
2025
Nov 10
Annual report 10-K FY2025, ended Sep 30
Annual report for FY2025
Revenue $8.77B ▲ 3.5% Net income $524.9M ▲ 12.9% Diluted EPS $0.91 ▲ 7.1%
Aug 1
Quarterly report 10-Q FY2025 Q3, ended Jun 30
Quarterly report for FY2025 Q3
Revenue $2.06B ▼ 2.8% Net income $92.3M ▼ 47.0% Diluted EPS $0.15 ▼ 53.1%
May 2
Quarterly report 10-Q FY2025 Q2, ended Mar 31
Quarterly report for FY2025 Q2
Revenue $2.11B ▼ 1.9% Net income $151.4M ▲ 21.9% Diluted EPS $0.26 ▲ 13.0%
Jan 31
Quarterly report 10-Q FY2025 Q1, ended Dec 31
Quarterly report for FY2025 Q1
Revenue $2.25B ▲ 13.1% Net income $163.6M ▼ 34.9% Diluted EPS $0.29 ▼ 42.0%
2024
Nov 12
Annual report 10-K FY2024, ended Sep 30
Annual report for FY2024
Revenue $8.48B ▲ 8.0% Net income $464.8M ▼ 47.3% Diluted EPS $0.85 ▼ 50.6%
Jul 26
Quarterly report 10-Q FY2024 Q3, ended Jun 30
Quarterly report for FY2024 Q3
Revenue $2.12B ▲ 7.8% Net income $174M ▼ 23.5% Diluted EPS $0.32 ▼ 27.3%
Apr 29
Quarterly report 10-Q FY2024 Q2, ended Mar 31
Quarterly report for FY2024 Q2
Revenue $2.15B ▲ 11.7% Net income $124.2M ▼ 36.0% Diluted EPS $0.23 ▼ 39.5%
Showing 1–50 of 134 documents
Key facts CIK 38777 CUSIP 354613101 13F (30d) 585 filings 517 filers Visit website Investor relations