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Franklin Resources (BEN) investor relations material
Franklin Resources Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary1 Aug, 2025
Executive summary
Assets under management (AUM) ended the quarter at $1.61 trillion, up 5% sequentially, driven by $78.0 billion in net market change and $2.7 billion in cash management inflows, despite $9.3 billion in long-term net outflows; excluding Western Asset Management, net inflows were $7.8 billion, marking the seventh consecutive quarter of positive ex-Western flows.
Alternatives and Multi-Asset strategies saw combined positive net flows of $4.3 billion, with alternatives fundraising totaling $6.2 billion in Q3 and ETF net flows reaching $4.3 billion for a record 15th consecutive positive quarter.
Strategic acquisition of Apera Asset Management expands direct lending capabilities in Europe and enhances private credit platform, with pro forma private credit AUM approaching $90 billion.
Over half of mutual fund and strategy composite AUM outperformed peer medians and benchmarks over 3-, 5-, and 10-year periods, though 1-year performance was impacted by one large fund.
Innovation in blockchain and tokenization continues, with the Benji tokenized money market fund launching an intraday yield feature.
Financial highlights
Adjusted operating income was $377.8 million, flat sequentially but down 11% year-over-year; adjusted operating margin was 23.7%, up from 23.4% last quarter but down from 25.7% a year ago.
Adjusted net income rose 4% sequentially to $263.4 million but fell 19% year-over-year; adjusted diluted EPS was $0.49, up from $0.47 in the prior quarter but down from $0.60 a year ago.
Operating revenues for the quarter were $2,064.0 million, down 2% sequentially and 3% year-over-year.
Cash and investments totaled $5.9 billion at quarter-end; $157.4 million was used to repurchase 7.3 million shares in the quarter.
Effective income tax rate for the quarter was 33.9%, up from 22.7% in the prior year quarter.
Outlook and guidance
Management remains focused on expense discipline, operational efficiencies, and strategic investments in technology and personnel amid ongoing market and regulatory uncertainty.
Institutional pipeline of won but unfunded mandates increased by $4.0 billion to a record $24.4 billion, indicating future growth potential.
Fiscal 2025 expenses expected to be roughly flat to 2024, with $20–$30 million higher due to strategic investments.
Alternatives fundraising expected to end the year around $18.5 billion, in the middle of the annual guidance range.
The company expects to continue quarterly dividends and opportunistic share repurchases, with a focus on investing in business growth and acquisitions.
Explain drivers behind alternatives fundraising.
Detail AUM changes in fixed income.
How does Apera acquisition impact private credit AUM?
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Next Franklin Resources earnings date
Q4 20257 Nov, 2025
Next Franklin Resources earnings date
Q4 20257 Nov, 2025
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Frequently asked questions
Mutual Funds and More
Franklin Resources, Inc., operating as Franklin Templeton, is an American investment management organization with multinational operations. It provides a range of investment and wealth management services, including mutual funds, pension plans, and institutional and private wealth management solutions. It is headquartered in San Mateo, California, and its shares are listed on the NYSE.
Named After Benjamin Franklin
Franklin Templeton was founded in 1947 in New York by Rupert Johnson who named it after Benjamin Franklin, and initially operated as a traditional retail mutual fund company. During the 70s and 80s, the company saw significant growth under the leadership of Charles Johnson, Rupert’s son. During the first half of the 1980s, the company increased its assets under management by roughly 100% every single year. It also expanded its offerings and began to diversify its investment portfolios and Franklin made several key acquisitions that expanded its global reach. In 1992, it acquired Templeton, Galbraith & Hansberger Ltd., a move that significantly bolstered its international investment capabilities and gave the company the name it currently operates under.
The Key Business Segment
At its core, Franklin Templeton specializes in managing investment funds, which include mutual funds, institutional funds, and other pooled investment vehicles. The company provides investment management and advisory services to clients across various asset classes such as equities, fixed income, and alternative investments. Their investment approach combines individual stock selection, sector allocation, and macroeconomic analysis, aiming to deliver risk-adjusted returns over the long term. Some similar companies to Franklin Templeton listed on public exchanges are The Carlyle Group, KKR, and Apollo Global Management.
The Investment Products
The company offers a diversified range of investment products. These include traditional mutual funds, sector-specific funds, target-date retirement funds, and ETFs (Exchange-Traded Funds). Additionally, Franklin Templeton has expanded into alternative investments, offering products in areas like real estate, hedge funds, and private equity, catering to a broader range of investors and risk appetites.
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