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$36.02 +0.16 (+0.45%) At close · Nov 13
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

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$36.02 Open$36.11 Day$35.41–36.17 52W close$21.18–36.30 Avg vol 30d4.0M Short int16.9M · 3.3% of shares · 5.2d Short vol35% Last earningsNov 6, 2026 DataJan 2020–Nov 2026 Filing10-K · Nov 9

Up next

Next earnings call
Jan 29, 2027 Est · unconfirmed · in 11 wks
Q4 2026 earnings call transcript
call held Nov 6, 2026
Play latest call

Latest documents

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
All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$9.42B
Trailing 12 months
Net income (TTM)
$1.08B
Trailing 12 months
Revenue growth YoY
+3.9%
Year over year
Operating margin
12.5%
Trailing 12 months
P / E (TTM)
18.3
Trailing earnings · reciprocal yield 5.5%
FCF yield
—
TTM · current market cap
Return on invested capital
9.2%
Trailing 12 months
Net cash
$1.75B
Latest balance sheet
Dividend yield
3.7%
Trailing 12 months
Shares change YoY
-0.1%
Year over year · fewer shares
Price change (1Y)
+61.6%
Trailing year
Short interest
3.3%
Latest settlement · 5.2 days to cover
View all 125 metrics

Quarterly results

Revenue Net income Net loss
▲13.1% $2.25B $163.60M '25 Q1 ▼1.9% $2.11B $151.40M '25 Q2 ▼2.8% $2.06B $92.30M '25 Q3 ▲6% $2.34B $117.60M '25 Q4* ▲3.4% $2.33B $255.50M '26 Q1 ▲8.7% $2.29B $268.20M '26 Q2 ▲14.3% $2.36B $171.50M '26 Q3 LATEST ▲3.9% $2.43B $380.10M '26 Q4*

* Q4 derived as the full year minus Q1 to Q3.

AI Brief

Q4 FY26 earnings call · Nov 6, 2026
Q4 FY26

TL;DR. Fiscal 2026 delivered higher adjusted operating income and margins, $84.1 billion of long-term net inflows, and higher fiscal 2029 targets across key growth areas. Risks included fixed-income and Western Asset outflows, $2.8 billion of cash-management net outflows, regulatory charges, lower-fee business pressure, and lower private-markets fundraising in 2028 and 2029.

Bullish
  • + Fiscal 2026 adjusted operating income increased 23% to $2.02 billion and adjusted operating margin expanded 350 basis points to 28%.
  • + Fiscal 2026 net income was $1,075.3 million and diluted EPS was $1.97.
  • + Fiscal 2026 long-term net inflows were $84.1 billion, with positive net flows in every quarter and across all regions and both retail and institutional channels.
  • + The company raised its fiscal 2029 goals for private-market fundraising, ETFs, Canvas and adjusted operating margin.
  • + Alternatives fundraising reached $48.7 billion in fiscal 2026, including $43.2 billion in private markets, and the company increased its fiscal 2029 private-markets fundraising target to $150 billion.
  • + Retail SMA, Canvas and ETF AUM grew 19%, 100% and 73%, respectively, from the prior year.
Bearish
  • − Full-year fixed-income net outflows moderated to approximately $700 million.
  • − Western Asset Management recorded $11.7 billion of long-term net outflows during fiscal 2026.
  • − The adjusted operating-income reconciliation included a $100.0 million charge related to significant regulatory settlements.
  • − Private-markets fundraising is expected to be around the mid-30s in 2027 and lower in 2028 and 2029 because no particular Lexington flagship fund is assumed.
  • − Growth in lower-fee investment capabilities was offset by lower-fee Western outflows and flows into higher-fee alternative assets.
  • − Fiscal 2026 cash-management net outflows were $2.8 billion.

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Strong Buy Momentum Very Strong Sentiment Neutral Fundamentals Strong Quant / Vol Moderate
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Strong Buy
50 / 200-day cross No cross
Price vs 200-day avg +17%
above
Price vs 50-day avg +10%
above
RSI (14) 66
neutral
MACD trend Positive
52-week position 98%
near high
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +16%
trailing
6-month return +14%
trailing
YTD return +51%
this year
Relative strength +13%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $33 › 200d $31 — 50d above 200d
Institutional flow Distributing
620 of 677 funds reported for Sep 30 · net -1.6M sh shares · +67 new
Insider flow Distributing
Net -$5.8M over 90 days · 100% sells
Short interest Falling
3.31% of shares out · ▼ -5.7% MoM · 5.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
677 holders — near 3-yr high, broad support
Squeeze score 56
elevated · 0–100
Fundamentals
Strong
Revenue growth −9%
Y/Y
EPS growth +116%
Y/Y
Free cash flow $816.2M
Valuation P/E 18.3
in line
Balance sheet $1.8B
net cash
Quant / Vol
risk profile
Moderate
Volatility 29%
annualized · 1-yr
Max drawdown −19%
past year
ATR 3.0%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Apr 28, 2026
Compensation · third quarter $830M
IS&T · third quarter $155M
Occupancy · third quarter $70M
G&A · third quarter $210M – $215M
Prior guidance period ended · from the Earnings Call filed Jul 31, 2026
Compensation · fourth quarter $850M
IS&T · fourth quarter $165M
Occupancy · fourth quarter $70M
G&A · fourth quarter $200M
Tax rate · fourth quarter 25% – 27%
Tax rate · fiscal year 2026 25% – 27%
Expenses · full year 2026, versus full year 2025 3% – 3.5%
Total expenses including performance fee guide · full year 2026, versus 2025 2% – 2.5%
Lexington flagship fundraising · by September at least $10B

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Buy
0 · 3 · 4
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+17% Bullish
Price vs 50-day avg
+10% Bullish
RSI (14)
66 Neutral
MACD trend
Positive Bullish
52-week position
98% Bullish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $33 › 200d $31 — 50d above 200d
Institutional flow Distributing
620 of 677 funds reported for Sep 30 · net -1.6M sh shares · +67 new
Insider flow Distributing
Net -$5.8M over 90 days · 100% sells
Short interest Falling
3.31% of shares out · ▼ -5.7% MoM · 5.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
677 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $21 Now $36 · 98% Range high $36
vs 200-day avg +17% vs 50-day avg +10%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Acquisition (disposition) 6.2B Twelve Months Ended September 30, 2026 —
Alternative AUM $304.6B fiscal year ended September 30, 2026 —
Americas, excl. U.S. 105B 30-Sep-26 —
Asia-Pacific 191.7B 30-Sep-26 —
AUM increase 8% fourth quarter of fiscal year 2026 —
Average AUM for the Three-Month Period 1.8T 30-Sep-26 —
Beginning AUM 1.79T Three Months Ended September 30, 2026 —
Canvas AUM $32.6B fiscal year ended September 30, 2026 —
Cash Management 75.6B 30-Sep-26 —
Cash management net flows -2.8B Twelve Months Ended September 30, 2026 —
cash management net outflows $2.8B fiscal year ended September 30, 2026 —
Equity 763.8B 30-Sep-26 —
ETF AUM $84.6B fiscal year ended September 30, 2026 —
ETF AUM increase 73% fiscal year ended September 30, 2026 —
Europe, Middle East and Africa 226.1B 30-Sep-26 —
Fixed Income 427.6B 30-Sep-26 —
fundraising $48.7B fiscal year ended September 30, 2026 —
institutional pipeline of won-but-unfunded mandates $22B fourth quarter of fiscal year 2026 —
International AUM $525B fourth quarter of fiscal year 2026 —
Long-term inflows 473.5B Twelve Months Ended September 30, 2026 —
Long-term outflows -389.4B Twelve Months Ended September 30, 2026 —
long-term reinvested distributions $39.5B fiscal year ended September 30, 2026 —
Multi-Asset 223.5B 30-Sep-26 —
Net market change, distributions and other 46.4B Twelve Months Ended September 30, 2026 —
private markets fundraising $43.2B fiscal year ended September 30, 2026 —
retail SMA AUM $196.3B fiscal year ended September 30, 2026 —
retail SMA AUM growth 19% fiscal year ended September 30, 2026 —
shares of its common stock repurchased 2.5M quarter ended September 30, 2026 —
Total international 522.8B 30-Sep-26 —
United States 1.27T 30-Sep-26 —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
BEN
Franklin Templeton Inc
this stock
$18.41B +50.8% -8.6% 18.3 3.3%
BLK
BlackRock, Inc.
 $198.15B +14.3% +16.2% 27.9 1.3%
BN
BROOKFIELD Corp
 $91.46B -10.7% — — 1.0%
BX
Blackstone Inc.
 $90.28B -22.0% +9.2% 26.8 2.6%
KKR
KKR & Co. Inc.
 $87.47B -23.1% -11.0% — 1.6%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
707
% held
53.3%
Reported
620 of 677
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
564
View
Short & Settlement
Short Interest Falling
Shares short
16.9M
Days to cover
5.2d
Change
-1.0M sh
View
Short Volume
Short vol %
35%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
18.4K
Value
$572.3K
As of
Oct 14, 2026
View
Off-Exchange
Off-exchange %
38.7%
Week of
Oct 5, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$5.8M
Buyers / Sellers
0 / 1
Buyers Sellers
View
Congressional Trades Buy
Member
Alan Armstrong
Amount
$1.0K–$15.0K
Traded
Mar 27, 2026
View
Financials
Financials
Revenue (FY)
$9.4B
Net income (FY)
$1.1B
EPS diluted
$1.97
View
Buybacks
Remaining
shares 82.5M
View
Filings
SEC Filings
Latest
10-K
Filed
Nov 9, 2026
This year
13

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.

View
Proposed Sales
Value
$5.8M
Shares
160.0K
Filed
Nov 12, 2026
View
Earnings & Events
Webcasts
Last webcast
Nov 6, 2026
View
Investor Relations
Latest news
Franklin Templeton, Inc. Announce…
Published
Nov 6, 2026
View

Performance

5D 20D 120D MTD YTD
BEN +6.8% +16.3% +13.7% +13.8% +50.8%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY +4.2% +17.4% +13.2% +14.0% +40.2%

Capital returns

Latest dividend
$0.33 / share · ex Sep 30, 2026
Raised 3.1%
Paid (TTM)
$1.32 / share · 4 payouts
Dividend yield (TTM, derived)
3.66%
Full dividend history
Buyback program · as of Jun 30, 2018
Authorized
—
Spent (derived)
—
Remaining
shares 82.50M

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 38777 CUSIP 354613101 13F (30d) 585 filings 517 filers Visit website Investor relations