Franklin Resources Inc Stock Price, News & Analysis

Franklin Templeton (NYSE:BEN) has announced significant leadership changes, appointing Daniel Gamba as Chief Commercial Officer effective October 15, 2025. Gamba will oversee global sales, marketing, and product strategy, reporting to CEO Jenny Johnson. Additionally, Gamba, along with Terrence Murphy (Head of Public Market Investments) and Matthew Nicholls (Chief Financial and Operating Officer), will become Co-Presidents.

Gamba joins from Northern Trust, where he led their $1.3 trillion asset management business. He succeeds Adam Spector, who becomes CEO of Fiduciary Trust International. The appointment comes as Franklin Templeton continues to expand its investment capabilities across alternatives, ETFs, and customization through Canvas, supported by a network of over 1,500 sales professionals.

Franklin Resources (NYSE:BEN) reported preliminary assets under management (AUM) of $1.64 trillion for August 31, 2025, up from $1.62 trillion in July 2025. The increase was driven by positive market performance, partially offset by preliminary long-term net outflows of $3 billion.

The company experienced mixed fund flows, with Western Asset Management seeing $7 billion in net outflows, while the rest of the business generated $4 billion in net inflows. A significant $6 billion fixed income mandate was funded during the month. By asset class, Equity AUM reached $673.0 billion, Fixed Income $442.7 billion, Alternative $260.9 billion, and Multi-Asset $189.6 billion.

Franklin Templeton has launched the Franklin Dividend Growth ETF (NYSE: FRIZ), an actively managed ETF focused on long-term capital appreciation through dividend-growing U.S. companies. The fund is managed by the same team behind the Franklin Rising Dividends strategy, including Matt Quinlan, Amritha Kasturirangan, and Nayan Sheth.

FRIZ leverages Franklin Equity Group's fundamental research platform, targeting companies with resilient business models, good governance, and sustainable competitive advantages. This launch expands Franklin Templeton's ETF lineup to 137 ETFs with over $47 billion in ETF assets under management globally as of August 21, 2025.

Western Asset Inflation-Linked Opportunities & Income Fund (NYSE: WIW) has announced its distribution details for August 29, 2025. The Fund declared a monthly distribution of $0.0625 per share, comprising 41.11% from net investment income and 58.89% from return of capital.

For the fiscal year-to-date ending July 31, 2025, the Fund has distributed $0.4940 per share, with 48.32% from net investment income and 51.68% from return of capital. The Fund's performance metrics show a 1.29% average annual total return over the past 5 years and an annualized distribution rate of 7.75% as of July 31, 2025.

Franklin Templeton (NYSE:BEN) has launched the Franklin Multisector Income ETF (NASDAQ:MULT), a new actively managed ETF focused on global fixed income markets. The fund aims to generate diversified income and long-term capital appreciation through opportunistic investments across various bond sectors.

The ETF is managed by Franklin Templeton Fixed Income, which oversees $224 billion in assets and employs over 160 investment professionals globally. The fund is led by portfolio managers Mike Salm, Patrick Klein, and Albert Chan. This launch expands Franklin Templeton's ETF business, which now includes 137 ETFs with over $47 billion in ETF assets under management globally.

Franklin Resources (NYSE:BEN) has declared a quarterly cash dividend of $0.32 per share, maintaining the same level as the previous quarter. The dividend represents a 3.2% increase compared to the same quarter last year. The payment is scheduled for October 10, 2025, to stockholders of record as of September 30, 2025.

Franklin Resources (NYSE:BEN) reported preliminary assets under management (AUM) of $1.62 trillion for July 31, 2025, showing a slight increase from $1.61 trillion in June 2025. The company experienced flat preliminary long-term net inflows, which included $3 billion of net outflows from Western Asset Management.

By asset class, Equity AUM increased to $662.8 billion from $656.6 billion, while Fixed Income decreased to $440.0 billion. Alternative investments stood at $257.5 billion, and Multi-Asset reached $184.7 billion. Cash Management remained stable at $72.0 billion.

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.