$BEN · FRANKLIN TEMPLETON INC
Franklin Templeton reported preliminary Q4 and fiscal-year 2026 results (quarter ended September 30, 2026). Q4 net income attributable to the company was $380.1M ($0.72 diluted EPS), up from $117.6M ($0.21) a year earlier; adjusted net income was $493.4M ($0.94 adjusted EPS) versus $357.5M ($0.67). Full-year net income was $1,075.3M ($1.97 diluted EPS) versus $524.9M ($0.91), with adjusted EPS of $3.07 versus $2.22. AUM ended at $1,795.1B, up 8% YoY, driven by $84.1B full-year long-term net inflows.
- Q4 adjusted EPS $0.94, up 40% YoY from $0.67.
- Q4 operating income $355.8M, up 317% YoY from $85.4M.
- Full-year long-term net inflows $84.1B versus $97.4B outflows a year ago.
- AUM $1,795.1B, up 8% YoY; alternatives AUM $304.6B.
- Cash and investments $7.4B after returning $1.2B via dividends and buybacks.
Extended-hours last trade $33.50, +4.00% vs regular close, though -1.09% vs price-at-filing; regular session shows -4.90% today. The after-hours pop suggests the strong beat and record inflows were received positively despite the pre-market session decline.
Franklin Templeton swung to strong organic growth with $84.1B full-year long-term net inflows and a 40% YoY jump in adjusted EPS, signaling a strategic turnaround.
Strong organic growth ($84.1B full-year long-term net inflows) contrasts with peers still seeing outflows, and the 31.8% adjusted operating margin reflects disciplined expense management in asset management.
Western Asset Management posted $11.7B of long-term net outflows during the fiscal year, a drag on otherwise broad-based inflows. Forward-looking statements carry standard risks tied to market conditions and strategy execution.