The updates are:Fee Reduction – Franklin Innovation FundThe actively managed five–star Franklin Innovation Fund combines a strong rating with a cost structure that is among the most competitive in its peer group.1 Effective March 1, 2026, the management fees and administration fees for Franklin Innovation Fund will be reduced for each  series, which are detailed in the table below.Proposed Investment Objective Changes – Franklin Quotential Balanced Growth Portfolio, Franklin Quotential Balanced Income Portf ...

Institutions can now use Benji-issued tokenized money market funds as off-exchange collateral to trade on Binance using Ceffu’s custody layer.Mumbai, India, February 18, 2026 —Franklin Templeton, a global investment leader and Binance, the world’s leading cryptocurrency exchange by trading volume and users, today announced a new institutional off-exchange collateral program, making digital markets more secure and capital-efficient. Now live, eligible clients can use tokenized money market fund shares issued ...

Core Viewpoint - Franklin Resources, Inc. (NYSE:BEN) is experiencing mixed analyst ratings, with Evercore maintaining a Sell rating and a price target of $28, while TD Cowen holds a Buy rating with a price target of $36 [1]. Group 1: Analyst Ratings - Evercore ISI analyst Glenn Schorr reiterated a Sell rating on Franklin Resources on February 5, 2026, with a price target of $28 [1]. - TD Cowen analyst William Katz maintained a Buy rating on the same day, setting a price target of $36 [1]. - Morgan Stanley reaffirmed an Underweight rating on February 3, 2026, but raised the price target from $21 to $22 [3]. Group 2: Assets Under Management - As of January 31, 2026, Franklin Resources reported preliminary month-end assets under management (AUM) of $1.71 trillion, reflecting a $0.03 million increase from December 31, 2025 [2]. - The increase in AUM was attributed to favorable market conditions and $1.5 billion in long-term net inflows, offset by a $1.5 billion outflow from Western Asset Management [2]. Group 3: Company Overview - Franklin Resources, Inc. is a global investment management firm founded in 1947, headquartered in California, offering a range of products including mutual funds and institutional accounts [3].

Franklin Resources, Inc. (NYSE:BEN) is included among the 13 Cheapest Dividend Aristocrats to Invest in. TD Cowen Presented a Bullish Stance on Franklin Resources (BEN) Photo by Dan Dennis on Unsplash On February 2, TD Cowen’s Bill Katz raised his price recommendation on Franklin Resources, Inc. (NYSE:BEN) to $36 from $30. The analyst kept a Hold rating in place. After reviewing the company’s Q4 results, the firm adjusted its model and said it had become incrementally more optimistic about the stock’s o ...

Core Insights - Franklin Resources, Inc. (BEN) and Binance have launched a new off-exchange institutional collateral program to enhance the safety and capital efficiency of digital asset trading, stemming from their strategic partnership announced in September 2025 [1][9] Group 1: Program Details - The program allows eligible institutional clients to use tokenized money market fund shares from Franklin's Benji Technology Platform as collateral for trading on Binance [2] - The custody and settlement infrastructure for this collaboration is supported by Ceffu, Binance's institutional crypto-native custody partner [2] Group 2: Rationale and Benefits - This initiative addresses a significant challenge for institutional crypto traders, as traditional collateral usage required asset transfers to exchanges, increasing custody and counterparty risks [3] - The value of tokenized money market fund shares is reflected in Binance's trading system while the actual assets are securely held off-exchange, allowing institutions to earn yield on their holdings while backing digital asset trades [4] Group 3: Statements from Executives - Roger Bayston, head of Digital Assets at Franklin Templeton, emphasized that the program allows clients to utilize their assets in a regulated environment while earning yield [5] - Catherine Chen, head of VIP & Institutional at Binance, noted that using traditional financial instruments on-chain creates new opportunities for investors and enhances market efficiency [5] Group 4: Strategic Implications - The collaboration strengthens Franklin and its Benji platform by integrating tokenized money market funds into the digital market, bridging traditional finance and digital assets [6] - For Binance, the initiative supports safer trading and attracts traditional financial institutions, meeting the demand for stable, yield-generating collateral with 24/7 settlement [7] Group 5: Market Performance - Shares of Franklin Resources (BEN) have increased by 23.6% over the past three months, contrasting with a 1.4% decline in the industry [8]

Market and Performance Overview - Emerging markets advanced 4.7% in Q4 2025, finishing as one of the best-performing global equity asset classes, with the MSCI Emerging Markets Index rising 33.6% for the year, outperforming the MSCI EAFE Index (+31.2%) and the U.S. S&P 500 Index (+17.9%) [2] - Performance in Q4 was led by Korea and Taiwan, with Korean equities soaring 27.3% driven by a 50% gain in the IT sector, while Taiwanese stocks climbed 10.4% due to AI-related momentum [3] Sector Performance - The IT sector gained 16.4%, bolstered by AI-related stocks, while the materials sector advanced 11.6% as gold prices rose over 10% and copper prices hit record highs [6] - Energy, financials, and industrials sectors outperformed the index, while consumer discretionary, communication services, health care, and real estate underperformed [6] Company Highlights - SK Hynix saw its shares soar over 80% in Q4 and nearly tripled for the year due to increased demand for DRAM and NAND memory, particularly for AI workloads [7] - Samsung Electronics also experienced strong performance, benefiting from memory shortages that enhanced pricing power [7] - Taiwan Semiconductor, a leading manufacturer of high-end chips for Nvidia, significantly outperformed the benchmark [7] Regional Contributions - Significant contributors included China's Sieyuan Electric and Korea's HD Hyundai Electric, supporting AI data center buildouts [10] - Capitec Bank in South Africa delivered strong financial results, while Titan, an Indian jewelry retailer, showed encouraging performance despite India's overall underperformance [10] Detractors - Alibaba and Tencent surrendered gains due to a broader rotation out of China, while Contemporary Amperex Technology also faced declines [11] - MercadoLibre remained weak amid competition concerns in Brazil, and Apollo Hospitals detracted due to its large portfolio weight in a lagging Indian market [12] Portfolio Positioning - The strategy added four new positions, including Raia Drogasil and Nu Holdings in Brazil, while exiting positions in B3 S.A. and Proya Cosmetics [13][14][17] - Upgraded exposure in Indonesia by replacing PT Bank Rakyat Indonesia with PT Bank Central Asia, which has a strong deposit franchise [15] Outlook - The emerging market recovery is viewed as being in its early stages, with appealing valuations and supportive macroeconomic drivers [18] - Anticipated increased foreign investments into EM equities, driven by lower valuations and stronger economic growth [19] - The Chinese economy shows signs of increased stability, with improved trade relations and a more optimistic outlook [20] - Emerging markets offer opportunities in world-class companies with technological innovation, particularly in sectors like industrial automation, e-commerce, and fintech [21] - India remains a focus due to its large population and status as the fastest-growing major global economy, despite challenges faced in 2025 [22] Portfolio Highlights - The ClearBridge Emerging Market Strategy outperformed its benchmark in Q4, with gains across five of the nine sectors invested [23] - Stock selection in IT and industrials sectors contributed positively, while communication services and an underweight in materials detracted from performance [24] - Leading contributors included SK Hynix, Samsung Electronics, and Capitec Bank, while Tencent, Alibaba, and MercadoLibre were primary detractors [25]

Franklin Resources, Inc. (NYSE:BEN) is included among the Dividend Champions, Contenders, and Challengers List: 15 Highest Yielding Stocks. Morgan Stanley Raises Franklin Resources (BEN) Target to $22, Keeps Underweight Rating Image by Alexsander-777 from Pixabay On February 3, Morgan Stanley raised its price recommendation on Franklin Resources, Inc. (NYSE:BEN) to $22 from $21. It kept an Underweight rating on the stock and trimmed its calendar Q4 adjusted EPS estimate by 14%, pointing to higher operat ...

经济观察网富兰克林资源(BEN)近期值得关注的事件主要集中于财务表现和内部人士交易动向。 根据披露信息，富兰克林资源在12月3日披露了多笔发生于12月1日的内部人士交易。其中包括董事 JOHNSON GREGORY E、JOHNSON JENNIFER M以及高管Merchant Thomas C和Nicholls Matthew均进 行了减持操作。作为对比，在2025年11月，公司持股10%以上股东JOHNSON CHARLES B曾连续进行 增持。内部人的交易行为通常受到市场关注。 业绩经营情况 以上内容基于公开资料整理，不构成投资建议。 富兰克林资源在2025财年第四季度(截至2025年9月30日)呈现出营收强劲但盈利承压的局面。根据其发 布的财报，当季营收为23.437亿美元，超出市场预期的17.1925亿美元。然而，按通用会计准则(GAAP) 计算的每股收益(EPS)为0.21美元，未达到0.46美元的市场预期，这反映出公司在市场波动和运营成本方 面面临的挑战。此次财报公布后，公司股价当日出现显著波动。 行业政策现状 作为全球性投资管理公司，富兰克林资源的管理资产规模(AUM)庞大，但其业绩与全球资 ...

Core Insights - Franklin Templeton and Binance have launched an institutional off-exchange collateral program, allowing institutions to use tokenized money market fund shares as collateral for trading on Binance, enhancing security and capital efficiency in digital markets [1][2] Group 1: Program Details - The program enables eligible clients to utilize Benji-issued tokenized money market fund shares as off-exchange collateral, alleviating a significant pain point for institutional traders [1] - Tokenized assets remain securely held off-exchange in regulated custody, reducing counterparty risk while allowing institutions to earn yield [1] - The custody and settlement infrastructure is supported by Ceffu, Binance's institutional crypto-native custody partner [1] Group 2: Strategic Collaboration - The collaboration between Franklin Templeton and Binance aims to bridge traditional finance and digital assets, making financial markets more efficient [1] - This initiative is part of a broader strategic partnership that began in September 2025, focusing on expanding off-exchange program networks [1] - The program responds to increasing institutional demand for stable, yield-bearing collateral that can settle 24/7, enhancing the trading experience on Binance [1] Group 3: Company Background - Franklin Templeton is a pioneer in digital asset investing and blockchain innovation, managing over $1.7 trillion in assets as of January 31, 2026, and operating in more than 35 countries [2] - Binance is recognized as the world's largest cryptocurrency exchange by trading volume and users, trusted by over 300 million people globally [2]

Key Takeaways BEN reported a preliminary January AUM of $1.71T, up 1.3% sequentially, with growth across most asset classes.Franklin saw equity, alternatives and multi-asset AUM rise on market gains and $1.5B in long-term inflows.BEN's acquisitions and partnerships boosted alternatives and distribution, aiding non-U.S. net flows.Franklin Resources, Inc. (BEN) reported preliminary assets under management (AUM) of $1.71 trillion as of Jan. 31, 2026, reflecting a 1.3% increase from the prior month. The rise wa ...