$BEN · FRANKLIN TEMPLETON INC
Franklin Templeton filed its 10-K for fiscal 2026 ended September 30, 2026. Revenue rose 7.3% to $9.415B, operating income nearly doubled to $1.176B (12.5% margin), and net income attributable to the company more than doubled to $1.075B, or $1.97 diluted EPS. Adjusted EPS was $3.07, up 38% YoY. Total AUM reached $1.795 trillion, up 8% from $1.661 trillion.
- Net income attributable to Franklin Templeton rose 105% to $1.075B from $524.9M.
- Adjusted EPS of $3.07 was up 38% from $2.22 a year earlier.
- Total AUM reached $1.795 trillion, up 8% from $1.661 trillion.
- Operating margin expanded to 12.5% from 6.9% in FY2025.
- Company renamed to Franklin Templeton, Inc. effective August 17, 2026.
Shares closed up 6.34% at $35.87 in the regular session; extended-hours trading is flat versus the close, suggesting the earnings strength was already priced in during the day.
A doubling of net income and 8% AUM growth mark a sharp turnaround for the asset manager after a weak FY2025.
The 8% AUM growth and margin recovery reflect a broader rebound in asset managers as markets recovered, with alternatives (up 15%) and multi-asset (up 15%) leading growth.
Fixed income AUM fell 3% YoY to $427.6B, and the company recorded $33M in intangible asset impairments plus a $100M regulatory settlement charge in FY2026.