Franklin Resources Inc Stock Price, News & Analysis

Franklin Resources (NYSE:BEN) reported Q3 2025 financial results with net income of $92.3 million ($0.15 per diluted share), down from $174.0 million ($0.32 per share) year-over-year. The company's total AUM reached $1.61 trillion, increasing $71.2 billion during the quarter.

Key highlights include long-term net outflows of $9.3 billion, though excluding Western Asset Management, the company achieved $7.8 billion in net inflows. Alternative assets fundraising generated $6.2 billion, with private markets contributing $5.3 billion. The ETF platform marked its 15th consecutive quarter of positive flows, attracting $4.3 billion.

The company announced plans to acquire a majority stake in Apera Asset Management, a European private credit firm with $5.7 billion AUM, expanding their private credit capabilities to nearly $90 billion pro forma AUM.

Western Asset Inflation-Linked Opportunities & Income Fund (NYSE: WIW) has announced its July 2025 distribution details and fiscal year-to-date allocations. The Fund's July monthly distribution of $0.0625 per share consists of 39.88% from net investment income and 60.12% return of capital. For the fiscal year-to-date, the Fund has distributed $0.4315 per share, with 48.30% from net investment income and 51.70% as return of capital.

The Fund's performance metrics show an average annual total return of 2.14% over the five-year period ended June 30, 2025, with an annualized distribution rate of 7.69%. The Fund maintains a managed distribution policy aimed at delivering long-term total return potential through regular monthly distributions.

Franklin Templeton (NYSE:BEN) has enhanced its Canvas custom indexing platform by adding managed options strategies, strengthening its position in personalized investment solutions. The new features will be managed by the Franklin Managed Options Strategies Team (MOST), which brings over 30 years of options investing experience.

Canvas, an end-to-end multi-asset investment platform, now offers expanded capabilities including fundamental active equity strategies, municipal bonds, and active fixed income strategies. The platform currently manages $13.8 billion in assets, contributing to Franklin Templeton's total $155 billion in SMA assets under management as of June 30, 2025.

[ "Integration of managed options strategies enhances risk management and income generation capabilities", "Platform expansion with fundamental active equity, municipal bonds, and active fixed income strategies", "Significant SMA presence with $155 billion in assets under management", "Canvas platform growth reaching $13.8 billion in assets" ]

Franklin Templeton (NYSE:BEN) has appointed Rich Nuzum as Head of OCIO (Outsourced Chief Investment Officer) for Franklin Templeton Investment Solutions (FTIS), effective July 28. Nuzum, former Executive Director of Investments at Mercer, will be based in New York and report to Adam Petryk, Head of FTIS.

The appointment aligns with Franklin Templeton's strategic focus on expanding its OCIO business to meet growing client demand for streamlined operations and investment expertise. FTIS currently manages $93 billion in assets with over 100 multi-asset investment professionals as of June 2025.

Franklin Resources (NYSE:BEN) reported preliminary assets under management (AUM) of $1.61 trillion as of June 30, 2025, representing an increase from $1.57 trillion in May 2025. The growth was driven by positive market performance, despite experiencing preliminary long-term net outflows of $1 billion.

Western Asset Management, a key division, saw $4 billion in net outflows, while the rest of the company achieved $3 billion in net inflows. For the quarter ended June 30, the company's AUM breakdown showed Equity at $656.1B, Fixed Income at $441.3B, Alternative investments at $254.0B, and Multi-Asset at $183.0B, with Cash Management at $71.9B.

Franklin Resources (NYSE:BEN) will release its third quarter 2025 operating results on Friday, August 1, 2025 at approximately 8:30 a.m. Eastern Time. A written commentary will be available simultaneously on the company's investor website.

The company will host a live teleconference at 10:00 a.m. ET featuring CEO Jenny Johnson, CFO/COO Matthew Nicholls, and EVP Adam Spector. The call will be accessible via the company's investor website or by phone, with replay available through August 8, 2025.

Western Asset Inflation-Linked Opportunities & Income Fund (NYSE: WIW) has announced its distribution details for June 30, 2025. The Fund declared a monthly distribution of $0.0625 per share, with 100% sourced from net investment income.

The Fund's fiscal year-to-date distributions total $0.3690 per share, also entirely derived from net investment income. Key performance metrics as of May 31, 2025, include an average annual total return of 2.43% over the past 5 years, an annualized distribution rate of 7.75%, and a cumulative total return of 2.94% for the current fiscal period.

The Fund operates under a managed distribution policy aimed at delivering long-term total return potential through regular monthly distributions. While distributions may be paid from various sources, including return of capital, the current distribution is fully covered by net investment income.

Franklin Templeton has launched a patent-pending Intraday Yield feature on its Benji Technology Platform, enabling second-by-second yield calculation and distribution for tokenized securities. This blockchain-integrated innovation allows investors to earn precise yields even when holding securities for partial days, a significant improvement over traditional end-of-day calculations. The Benji Technology Platform, developed since 2017, supports tokenized investments and has achieved several milestones, including launching the first U.S.-registered blockchain mutual fund in 2021, the first tokenized UCITS fund in Luxembourg in 2024, and securing approval for Singapore's first retail tokenized fund in 2025. The platform offers additional features like compliant wallet-to-wallet transfers and stablecoin transactions, serving various clients from corporate treasurers to hedge funds through both retail and institutional interfaces.

Franklin Resources (NYSE: BEN) reported preliminary assets under management (AUM) of $1.57 trillion for May 31, 2025, showing an increase from $1.53 trillion in April 2025. The company experienced preliminary long-term net inflows of $1 billion, despite Western Asset Management recording $3 billion in outflows. Excluding Western Asset Management, net inflows were $4 billion. The AUM breakdown shows equity at $630.7B (up from $596.6B), fixed income at $438.7B (down from $440.3B), alternatives at $253.5B (slightly down), multi-asset at $178.5B (up from $173.7B), and cash management at $71.5B (up from $70.8B). Western Asset Management's AUM decreased to $239B from $241B in April.