Fourth Quarter 2025 Review February 5, 2026 Seth P. Bernstein, Chief Executive Officer Tom Simeone, Chief Financial Officer Cautions Regarding Forward-Looking Statements Certain statements provided by management in this presentation are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are subject to risks, uncertainties and other factors that could cause actual results to differ materially from future results expressed o ...

During the Q&A, Tsang said quarter-to-date retail flows were running at CAD 90 million in net positive sales and added that the company was “cautiously optimistic” about the RSP season.Goldring and CFO Ken Tsang pointed to continued retail sales strength. AGF reported CAD 282 million of retail mutual fund net sales in the fourth quarter, described as 0.8% of mutual fund AUM for the quarter, versus 0.5% for the Canadian mutual fund industry. For the full year, AGF posted retail mutual fund net sales of CAD 9 ...

Company Overview - Franklin Resources, Inc. is a global investment management company headquartered in San Mateo, CA, primarily generating revenues from investment management services for retail mutual funds, institutional, and high-net-worth investors worldwide [11]. Zacks Rank and Style Scores - Franklin Resources has a Zacks Rank of 3 (Hold) and a VGM Score of B, indicating a solid position in the market [12]. - The company has a Value Style Score of A, supported by attractive valuation metrics such as a forward P/E ratio of 9.24, making it appealing to value investors [12]. Earnings Estimates - In the last 60 days, four analysts have revised their earnings estimates upwards for Franklin Resources, with the Zacks Consensus Estimate increasing by $0.03 to $2.54 per share for fiscal 2026 [12]. - The company has demonstrated an average earnings surprise of +7.7%, indicating a positive trend in earnings performance [12]. Investment Consideration - With a strong Zacks Rank and top-tier Value and VGM Style Scores, Franklin Resources is recommended for investors looking for potential opportunities in the market [13].