Core Insights - Franklin Resources, Inc. (BEN) reported preliminary assets under management (AUM) of $1.66 trillion as of September 30, 2025, reflecting an increase of nearly 1% from the previous month, driven by positive market impacts despite long-term net outflows of $11 billion [1][7] AUM Breakdown - Equity assets reached $685.9 billion, up 1.9% from the previous month [2] - Alternative AUM slightly increased to $262.6 billion [2] - Fixed income AUM decreased by 1.3% to $437.1 billion [2] - Multi-asset AUM grew to $194.1 billion, up 1.9% from August 2025 [2] - Cash management balance rose to $78.3 billion, an increase of 2.2% from the previous month [2] Company Performance and Outlook - The growth in total AUM in September indicates continued improvement for BEN, supported by positive market movements despite ongoing outflows [3] - The gains across various asset classes suggest steady progress, and the company's inorganic expansion, including the Apera acquisition, is expected to enhance long-term growth prospects [3] - Over the past year, BEN shares have increased by 21.5%, outperforming the industry's growth of 3.8% [4] Current Ranking - Franklin currently holds a Zacks Rank 3 (Hold) [5]

Core Insights - Franklin Resources, Inc. (BEN) has completed the acquisition of Apera Asset Management, enhancing its global alternative platform and direct lending capabilities in Europe's lower middle market [1][8] Group 1: Acquisition Details - The acquisition increases Franklin Templeton's alternative credit assets under management (AUM) by over $90 billion, bringing the total alternative asset strategies to nearly $270 billion as of September 30, 2025 [2] - Apera's expertise in European private credit complements Franklin Templeton's existing platforms, including Benefit Street Partners in the U.S. and Alcentra in Europe, broadening the firm's geographic reach [3][4] Group 2: Strategic Partnerships and Growth - Franklin Templeton has formed a strategic partnership with Copenhagen Infrastructure Partners, DigitalBridge, and Actis to enhance its infrastructure investment offerings, targeting a $15 trillion investment opportunity in private capital by 2040 [5] - In 2024, the company expanded its partnership with Envestnet, Inc. to provide tax-managed, customized strategies through its Canvas Custom Indexing platform, reinforcing its position as a leading Separately Managed Account provider [6] Group 3: Market Performance - Over the past six months, BEN shares have increased by 41.1%, outperforming the industry average rise of 26.9% [7]

Group 1 - Franklin Resources, Inc. (NYSE:BEN) is recognized as a Dividend Champion, having increased dividends for 49 consecutive years and is one year away from becoming a Dividend King [2] - The company currently offers a quarterly dividend of $0.32 per share, resulting in a dividend yield of 5.59% as of October 2 [2] - Franklin Resources has a diverse product offering, including mutual funds, ETFs, and separate accounts, and has pursued growth through acquisitions like Putnam and Apera Asset Management [3][4] Group 2 - The company's asset pool reached approximately $1.61 trillion by the third quarter of fiscal 2025, which is crucial for its revenue generation through management fees [4] - Franklin Resources faces challenges in maintaining asset levels during market downturns and ensuring new products meet investor demand [3][4] - The company operates in a complex regulatory environment, requiring tight cost control and efficient integration of new businesses [4]

Core Insights - Franklin Resources, Inc. reported preliminary month-end assets under management (AUM) of $1.66 trillion as of September 30, 2025, an increase from $1.64 trillion at August 31, 2025 [1] - The increase in AUM was attributed to positive market conditions, although this was partially offset by long-term net outflows of $11 billion, which included $13 billion in net outflows from Western Asset Management [1] Financial Performance - Preliminary AUM for September 30, 2025: $1.66 trillion [1] - AUM for August 31, 2025: $1.64 trillion [1] - Long-term net outflows: $11 billion [1] - Long-term net outflows from Western Asset Management: $13 billion [1]

Core Viewpoint - Franklin Resources, Inc. has successfully completed the acquisition of Apera Asset Management, enhancing its investment management capabilities in the private credit sector in Europe [1] Company Summary - Franklin Resources, Inc. operates as Franklin Templeton, a global investment management organization [1] - The acquisition of Apera Asset Management adds over €5 billion in assets under management (AUM) as of September 30, 2025 [1] - Apera Asset Management specializes in providing senior secured private capital solutions to private equity-backed companies in Western Europe [1]

Core Points - Franklin Resources, Inc. will announce its fourth quarter and fiscal year 2025 results on November 7, 2025, at approximately 8:30 a.m. Eastern Time [1] - A live teleconference will be held by Jenny Johnson, President and CEO, and Matthew Nicholls, Executive Vice President, CFO and COO, at 11:00 a.m. Eastern Time on the same day to address questions [2] - Access to the teleconference will be available via the company's investor relations website or by dialing specific phone numbers for North America and other locations [3] Company Overview - Franklin Resources, Inc. operates as a global investment management organization under the name Franklin Templeton, serving clients in over 150 countries [4] - The company has over 75 years of investment experience and manages approximately $1.64 trillion in assets as of August 31, 2025 [4]

Group 1 - Franklin Resources, Inc. (NYSE:BEN) has shown significant revenue and dividend growth, making it one of the 20 Best Stocks to Buy and Hold for a Lifetime [1] - The company announced a strategic partnership with Binance on September 25, 2025, to create digital asset projects, leveraging Binance's trading infrastructure and Franklin Templeton's compliance expertise [2] - This partnership aims to bridge traditional and decentralized finance, enhancing settlement, collateral management, and portfolio construction efficiency [2][3] Group 2 - Franklin Resources, Inc. previously collaborated with Actis, DigitalBridge, and Copenhagen Infrastructure Partners to improve private wealth solutions, particularly in private infrastructure investments [3] - These initiatives are part of Franklin Resources' strategy to increase access to digital assets and alternative investments, positioning the company at the forefront of financial technology integration [3] - The company provides investment services to various clients, including partnerships, pension plans, individuals, and institutions, reinforcing its status as a leading asset management firm [4]

Core Insights - Franklin Resources is currently ranked in the top 10% of dividend stocks, indicating strong fundamentals and attractive valuation for investors [1] - The stock has recently entered oversold territory with a Relative Strength Index (RSI) of 26.1, suggesting potential buying opportunities [2][3] - The annualized dividend of $1.28 per share translates to a yield of 5.48% based on the recent share price of $23.37, making it appealing for dividend investors [3] Group 1 - Franklin Resources' shares traded as low as $22.855, indicating a significant drop in price [2] - The average RSI for the universe of dividend stocks is 47.8, highlighting that Franklin Resources is underperforming relative to its peers [3] - The recent heavy selling may be exhausting, presenting a potential entry point for bullish investors [4] Group 2 - Investors should examine Franklin Resources' dividend history to assess the likelihood of continued dividend payments [4]

Core Viewpoint - Franklin Resources, Inc. (NYSE:BEN) is recognized as one of the best stocks for passive income, boasting a strong dividend history and a significant asset management portfolio [1][4]. Group 1: Company Overview - Franklin Resources, Inc. manages a diverse range of investments, including equities, fixed income, alternatives, multi-asset strategies, and cash management, with assets under management (AUM) reaching $1.61 trillion in Q3 FY25 [2][3]. - The company's strength is attributed to its scale, broad product lineup, and global distribution network, which includes mutual funds, ETFs, separately managed accounts, and alternative strategies [3]. Group 2: Financial Performance - The company has demonstrated consistent performance with 49 consecutive years of dividend growth, currently paying a quarterly dividend of $0.32 per share and offering a dividend yield of 5.28% as of September 22 [4]. Group 3: Strategic Advantages - Key drivers of Franklin Resources' success include maintaining large AUM, aligning products with market shifts, and effectively integrating acquisitions such as Putnam and Apera Asset Management [3]. - The company's global reach, strong regulatory oversight, and tight cost control are essential for sustaining its competitive edge [3].

Core Insights - Companies that have consistently raised their dividends for over 25 years are ideal investments for passive income investors [1] Group 1 - Companies with a long history of dividend increases are attractive for generating passive income [1]