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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Franklin Templeton
Franklin Templeton (BEN) investor relations material
Franklin Templeton Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary31 Jul, 2026
Executive summary
Assets under management (AUM) reached a record $1.8 trillion, up 6.5% sequentially and 11.2% year-over-year, with $18.4 billion in net inflows for the quarter and $63.3 billion fiscal year-to-date, driven by positive markets and broad-based inflows across all asset classes and geographies.
Adjusted operating income rose to $508.9 million, up 7% sequentially and 35% year-over-year, with adjusted operating margin improving to 28.0%.
Net income for Q3 2026 was $171.5 million, up 86% year-over-year, though down sequentially.
Investment performance remained strong, with 50% or more of mutual funds and ETFs AUM outperforming peer median across all periods.
Ahead of five-year plan due to disciplined execution and diversified growth.
Financial highlights
Operating revenues for Q3 2026 were $2.36 billion, up 14% year-over-year, and adjusted operating revenue was $1,816.6 million, up 3.7% sequentially and 14% year-over-year.
Adjusted net income was $386.3 million for the quarter, up 47% year-over-year, with adjusted diluted EPS at $0.72, up 46.9% year-over-year.
Returned $521.5 million to shareholders, including $348.1 million in share repurchases and $173.4 million in dividends.
Dividends declared per share were $0.33, a 3% increase year-over-year.
Catch-up fees for the quarter were $14 million.
Outlook and guidance
Expect to end the year with $40 billion in private markets fundraising, up from the original $25–$30 billion target.
Expenses projected to be 3–3.5% above FY2025, with margins expected to reach close to 30% in Q4 and 27%+ for FY2026; 2027 margin guidance is 29–30% assuming flat markets.
Fiscal year 2026 expenses are expected to be slightly higher than fiscal year 2025 due to increased sales, fundraising, and incentive compensation.
2027 fundraising and expense guidance to be provided next quarter.
Management remains focused on investment performance, expense management, and strategic investments in personnel and technology.
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Latest events from Franklin Templeton
- AUM hit $1.68T as net inflows, record alternatives, and margin gains drove strong results.BEN
Q2 2026 - All proposals passed, with strong financial growth and strategic progress in alternatives and ETFs.BENAGM 2026
- AUM hit $1.68T with record inflows, higher earnings, and strong growth across asset classes.BENQ1 2026
- Proxy covers director elections, stock plan amendments, and performance-based executive pay.BENProxy Filing
- AUM hit $1.66T in FY25, with strong alternatives growth and robust shareholder returns.BENQ4 2025
- AUM hit $1.68T, up 22%, with strong Putnam integration and $946M returned to shareholders.BENQ4 2024
- AUM up 15% YoY to $1.65T, strong ETF inflows, but earnings pressured by higher costs.BENQ3 2024
- AUM ended at $1.54T, with net outflows but strong alternatives and ETF inflows.BENQ2 2025
- AUM reached $1.58T, with strong inflows offset by Western Asset outflows and cost-saving plans.BENQ1 2025
Next Franklin Templeton earnings date
Q4 20266 Nov, 2026
Franklin Templeton
Next Franklin Templeton earnings date
Q4 20266 Nov, 2026
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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.