Core Insights - Franklin Templeton, Inc. (BEN) has formed a strategic partnership with Copenhagen Infrastructure Partners (CIP), DigitalBridge, and Actis to enhance its infrastructure investment offerings for private clients [1][9]. Group 1: Partnership Details - The collaboration aims to provide private wealth clients with access to high-growth infrastructure opportunities, focusing on energy security, electrification, digitalization, and sectors such as data centers, renewable energy, and digital power [2][4]. - The partnership combines the expertise of three institutional infrastructure investment firms to meet the rising demand for sustainable energy and digital infrastructure in the private market globally [3][5]. Group 2: Strategic Rationale - Global infrastructure needs are projected to exceed $94 trillion by 2040, presenting an estimated $15 trillion investment opportunity for private capital [5]. - The partnership is designed to leverage complementary strengths to capture this growth and provide compelling infrastructure opportunities for private wealth investors [5][6]. Group 3: Offerings and Market Position - The expanded private wealth offerings will provide institutional-quality access to private infrastructure, targeting stable, inflation-linked cash flows and long-term resilience across economic cycles [7][8]. - This strategic alliance positions Franklin Templeton to broaden its footprint in private infrastructure, gaining access to attractive deal flow and specialist expertise, while diversifying beyond traditional equity and bond markets [8][9]. Group 4: Market Performance - Shares of BEN have increased by 26.3% this year, outperforming the industry average rise of 15.6% [10].

Company Overview - Franklin Resources Inc. (NYSE:BEN) offers a variety of investment management services, including equity, fixed income, alternative, and multi-asset solutions for both retail and institutional clients globally [1]. Earnings Report - The company is set to report its Q4 2025 earnings on November 3, with Wall Street analysts predicting an EPS of $0.57, a decrease from $0.59 in the same period last year [2]. - Quarterly revenue is anticipated to be $2.15 billion, down from $2.21 billion a year earlier [2]. - For Q3 2025, Franklin Resources reported an adjusted EPS of $0.49, surpassing the consensus estimate of $0.48, while revenues of $2.06 billion fell short of the consensus of $2.35 billion [4]. Stock Performance - The stock price of Franklin Resources has fluctuated between $16.25 and $26.08 over the past 52 weeks [3]. - The company has a dividend yield of 5.19%, having paid $1.28 per share in dividends over the last 12 months [3]. Dividend Insights - To generate an income of $100 per month, an investment of approximately $23,121 is required, based on the current dividend yield of 5.19% [7]. - The calculation for dividend yield involves dividing annual dividend payments by the current stock price [8]. Management Commentary - CEO Jenny Johnson emphasized the company's commitment to being a trusted partner for clients amid a complex market and geopolitical landscape, highlighting progress across various asset classes and geographies [5].

Franklin Resources (NYSE:BEN) announced on Tuesday a strategic partnership with three institutional infrastructure investment firms to deliver private infrastructure solutions to individual investors. The three firms are Actis, the sustainable infrastructure business of General Atlantic; Copenhagen Infrastructure Partners; and DigitalBridge ( ...

Group 1: Company Overview - Bendigo & Adelaide Bank Ltd (ASX: BEN) shares are currently priced around $12.60, with a focus on determining their true value for investors seeking dividend income [1][11] - The bank operates in a competitive environment dominated by a few large players, with a preference among Australian investors for bank shares due to their dividend potential and franking credits [2][3] Group 2: Valuation Methods - The Price-Earnings (PE) ratio is a common valuation tool, with BEN's current PE ratio calculated at 14.5x, compared to the banking sector average of 19x, leading to a sector-adjusted valuation of $16.92 [6] - A Dividend Discount Model (DDM) is highlighted as a more effective valuation method for banks, with BEN's share price estimated at $13.32 using a blended growth and risk rate, and $13.75 using an adjusted dividend payment [11][12] - Considering fully franked dividends, the valuation based on a gross dividend payment of $0.93 results in a share price estimate of $19.64 [12] Group 3: Growth and Risk Considerations - The analysis includes various growth and risk rate scenarios, indicating that a 6% risk rate with a 2% growth rate yields a valuation of $16.25, while a 10% risk rate with a 4% growth rate results in a valuation of $10.83 [13] - Investors are encouraged to assess the bank's growth strategy, including its focus on lending versus non-interest income, and to consider economic indicators such as unemployment and consumer sentiment [14]

Core Viewpoint - The article discusses the valuation of Bendigo & Adelaide Bank Ltd (BEN) shares, emphasizing the importance of using multiple valuation methods to assess whether the current share price of approximately $12.60 represents good value for investors [1][11]. Valuation Methods - The article outlines two basic valuation tools: the Price-to-Earnings (PE) ratio and the Dividend Discount Model (DDM) [2][7]. - The PE ratio compares a company's share price to its earnings per share, with a current PE ratio for BEN calculated at 14.5x, compared to the banking sector average of 19x [4][6]. - The DDM uses expected dividends to arrive at a valuation, with the last full-year dividend for BEN being $0.63, leading to a valuation of $13.32 under certain assumptions [9][11]. Sector Context - ASX bank shares constitute about one-third of the Australian stock market by market capitalization, indicating their significance in the financial sector [2]. - The article suggests that ASX bank shares, including BEN, are popular among yield-seeking investors due to their stable dividend history [3][7]. Dividend Valuation Insights - The DDM valuation can be adjusted based on different growth and risk rates, with a gross dividend payment forecast of $0.93 leading to a valuation of $19.64 for BEN shares [12]. - The article emphasizes the importance of considering fully franked dividends, which can enhance the valuation for eligible shareholders [12]. Analytical Practices - It is recommended to analyze at least three years of annual reports and management communications to form a comprehensive understanding of the company [14]. - Engaging with diverse analytical perspectives is encouraged to gain deeper insights into the company's performance and valuation [14][15].

While reaching retirement age can be both a blessing and a curse, relying on the U.S. ...

Key Takeaways Franklin reported an August AUM of $1.64T, up 1.7% from July on positive market performance.The rise was offset by $3B long-term outflows, including a $6B fixed income mandate.Western Asset posted $7B outflows, while equity, multi-asset, and cash balances increased.Franklin Resources, Inc. (BEN) reported its preliminary assets under management (AUM) of $1.64 trillion as of Aug. 31, 2025, which increased 1.7% from the prior month.The increase in the AUM balance was due to the positive impact of ...

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Resources, Inc. (Franklin Templeton; NYSE:BEN) today announced the appointment of Daniel Gamba as Chief Commercial Officer, overseeing global sales, marketing and product strategy, effective October 15, 2025. Gamba will report to Jenny Johnson, Chief Executive Officer of Franklin Templeton, and join the company's Executive Committee. He will be based in New York City. In addition, the company announced that Gamba, Terrence Murphy, Head of Public Mark. ...

Core Viewpoint - Franklin Resources, Inc. (NYSE: BEN) is currently facing significant net outflows from its Western Asset Management division, leading to a recommendation of "Hold" for income-focused investors seeking long-term buy and hold investments [1]. Group 1: Company Overview - Franklin Resources, Inc. is identified as a company that is experiencing large net outflows, particularly from its Western Asset Management segment [1]. Group 2: Investment Perspective - The recommendation for investors is to hold the stock, particularly for those focused on income and long-term investment strategies [1].

Dividend Announcements - NVIDIA will pay a quarterly cash dividend of $0.01 per share on October 2, 2025, to shareholders of record on September 11, 2025 [1] - Deere's Board of Directors declared a quarterly dividend of $1.62 per share payable on November 10, 2025, to stockholders of record on September 30, 2025 [2] - Franklin Resources announced a quarterly cash dividend of $0.32 per share payable on October 10, 2025, which is a 3.2% increase over the same quarter last year [3] - Nordson approved a five percent increase in its quarterly cash dividend to $0.82 per share, marking its 62nd consecutive year of annual dividend increases [4] - Guess approved a quarterly cash dividend of $0.225 per share, payable on September 26, 2025, to shareholders of record on September 10, 2025 [5]