Franklin Resources SEC filings, summarized
We read every Franklin Resources 8-K filing and insider trade the night it hits SEC EDGAR, and turn it into a two-minute plain-English summary.
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Recent filings
Franklin Resources completes $750 million offering of 5.5% notes due 2036
Franklin Resources completed a $750 million offering of unsecured, subordinated notes on August 10, 2026, carrying a fixed 5.5% annual interest rate and…
Franklin Resources reports creation of a direct financial obligation
Franklin Resources disclosed under Item 2.03 that it created a direct financial obligation or an obligation under an off-balance-sheet arrangement. The…
Franklin Resources reports higher adjusted earnings and $1.8 trillion in AUM
Franklin Resources reported third-quarter fiscal 2026 revenue of $2.36 billion, net income of $171.5 million, or $0.31 per diluted share, and adjusted…
Franklin Resources to become Franklin Templeton on August 17
Franklin Resources will change its corporate name to Franklin Templeton, Inc. effective August 17, 2026, with no changes to its capital structure,…
Franklin Resources reports higher adjusted earnings and record $1.8 trillion AUM
Franklin Resources reported third-quarter fiscal 2026 net income of $171.5 million, or $0.31 per diluted share, for the quarter ended June 30, 2026, while…
Franklin Resources Grants $15 Million Retention Awards to Four Executives
Effective July 21, 2026, Franklin Resources granted one-time equity awards valued at approximately $15 million each to CEO Jennifer Johnson, Co-President…
FRANKLIN RESOURCES ($BEN) amended & restated its 1998 Employee Stock Investment Plan and 2002 Universal…
FRANKLIN RESOURCES ($BEN) amended & restated its 1998 Employee Stock Investment Plan and 2002 Universal Stock Incentive Plan, effective Feb 3, 2026. Changes…
Annual meeting 2/3/2026: All 11 directors elected at $BEN.
Annual meeting 2/3/2026: All 11 directors elected at $BEN. Notable dissent — Anthony J. Noto: 362,375,855 for / 62,012,899 against; Seth H. Waugh:…
At Franklin Resources' annual meeting (Feb 3, 2026) shareholders approved increases to equity incentive…
At Franklin Resources' annual meeting (Feb 3, 2026) shareholders approved increases to equity incentive plans: ESIP +5,000,000 shares and USIP +25,000,000…
FRANKLIN RESOURCES ($BEN) filed an 8‑K on Jan 30, 2026 — Exhibit 99.1 is a press release announcing…
FRANKLIN RESOURCES ($BEN) filed an 8‑K on Jan 30, 2026 — Exhibit 99.1 is a press release announcing first‑quarter results; Exhibit 104 is the Inline XBRL…
Franklin Resources ($BEN) posted its Q1 earnings commentary on its investor site…
Franklin Resources ($BEN) posted its Q1 earnings commentary on its investor site (investors.franklinresources.com), disclosed in a Form 8‑K filed…
Jan 30, 2026 — Franklin Resources ($BEN) issued a press release announcing financial results for its first…
Jan 30, 2026 — Franklin Resources ($BEN) issued a press release announcing financial results for its first fiscal quarter ended Dec 31, 2025. 📈 Investors…