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Franklin Resources, Inc. (BEN) reported an insider share purchase by a reporting person who is a 10% owner. On 11/18/2025, the reporting person purchased 50,000 shares of Franklin Resources common stock at a weighted average price of $21.4895 per share, with individual trades ranging from $21.43 to $21.57.
After this transaction, the reporting person beneficially owned 90,087,677 shares directly. They also held 25,108.0143 shares indirectly through the Franklin Templeton 401(k) Retirement Plan, based on a plan statement as of October 10, 2025, and 4,059,651 shares indirectly through an IRA.
Franklin Resources (BEN) reported that a director acquired 108.4599 deferred director’s fee units on 11/12/2025 at $23.05, as disclosed on Form 4. Following the transaction, directly held derivative units totaled 59,090.8761.
The award tracks the performance of Franklin Resources’ common stock and is payable in cash under the company’s 2006 Directors Deferred Compensation Plan. The instrument carries an expiration date of 01/20/2058, with exercisability and payout timing tied to separation from service per plan terms.
Franklin Resources, Inc. (BEN) filed a Form 13F Combination Report listing 14,148 holdings with an aggregate reported value of $401,019,857,982.
The filing identifies 21 Other Included Managers and notes structural updates: ClearBridge Investments Ltd and ClearBridge Investment Management Limited are now reported as Other Included Managers by ClearBridge Investments, LLC, while Martin Currie Ltd and Martin Currie Inc are no longer filing. The report was signed by Assistant Secretary Thomas C. Mandia.
Franklin Resources (BEN) filed its Annual Report on Form 10‑K. The company reports $1,661.2 billion in assets under management (AUM) as of September 30, 2025, reflecting a diversified platform across strategies and client types.
AUM mix by asset class: Equity $686.2B (41%), Fixed Income $438.7B (26%), Alternative $263.9B (16%), Multi‑Asset $193.9B (12%), and Cash Management $78.5B (5%). By product type: U.S. Funds $851.4B, Non‑U.S. Funds $317.2B, Institutional Separate Accounts $237.9B, Retail SMAs $164.5B, and Other $90.2B.
The company operates globally under multiple specialist brands, offering equity, fixed income, alternatives, multi‑asset, ETFs, and wealth/administration services. Recent portfolio expansion includes acquiring Putnam in January 2024 and Apera in October 2025. The aggregate market value of voting common equity held by non‑affiliates was $5.9 billion as of March 31, 2025. Shares outstanding were 520,970,580 at October 31, 2025.
Franklin Resources, Inc. (BEN) reported preliminary financial results for its fourth fiscal quarter and fiscal year ended September 30, 2025. The company announced the update via a press release, which is attached as Exhibit 99.1.
The company also posted a fourth quarter and fiscal year earnings commentary on its investor website. The disclosures are furnished under Items 2.02 and 7.01 and are not deemed filed or incorporated by reference, as noted in the filing.
Franklin Resources (BEN) reported insider activity by its Chief Executive Officer and Director. On November 4, 2025, the reporting person acquired 306,552 shares of common stock at $22.59 per share. An additional 108,262 shares relate to prior performance‑based restricted stock units, with the Compensation Committee certifying achievement for the fiscal year ended September 30, 2025; these are scheduled to vest on December 1, 2025.
Following these transactions, direct beneficial ownership was 3,371,787.0046 shares. The filer also reported indirect holdings, including 2,642.5854 shares via a 401(k) plan and stakes held through family and partnership entities.
Franklin Resources (BEN) Executive Chairman and director reported acquisitions of company stock. On 11/04/2025, he acquired 25,012 shares at $22.59 per share and reported 16,656 performance-based restricted stock units that are scheduled to vest on December 1, 2025 after the Compensation Committee certified fiscal 2025 performance.
Following these transactions, direct beneficial ownership was 2,694,742 shares. He also reported indirect holdings, including 7,679.7519 shares via a 401(k), 2,573,100 shares held by a business limited partnership, 396,000 shares by a venture limited partnership, 252,415 shares for children/trusts, and 26,444 shares by spouse.
Franklin Resources (BEN)
Franklin Resources (BEN): Form 4 insider activity — The company’s EVP and General Counsel reported two acquisitions on 11/04/2025. The filing shows 22,688 shares acquired at $22.59 per share and 16,494 restricted stock units tied to performance criteria certified by the Compensation Committee for the fiscal year ended September 30, 2025. These RSUs are scheduled to vest on December 1, 2025.
Following these transactions, beneficial ownership stands at 100,703 shares, which includes 41,879 unvested restricted stock units.
Franklin Resources (BEN): insider share acquisition disclosed. An officer listed as Co‑President, Public Markets acquired 46,730 shares of common stock at $22.59 on 11/04/2025. Following the transaction, direct beneficial ownership stands at 186,159 shares. Of this amount, 130,531 shares represent unvested restricted stock unit awards.
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