olivLaw · US equity research
Franklin Templeton, Inc. BEN
Investment Advice · SIC 6282 · Vertical: Investment Advice (SIC 6282)
Franklin Templeton, Inc. (formerly Franklin Resources, renamed effective August 17, 2026, NYSE ticker BEN) is a global investment management company with AUM of $1,791.6 billion at June 30, 2026. In the third quarter of fiscal 2026, operating revenues were $2,358.4 million and long-term net inflows were $18.4 billion, signalling sustained growth in the business.
At the close of 04 Nov 2026, Franklin Templeton, Inc. (BEN) stock was 33.87 USD (+4.67% on the day), with market capitalisation 17.2 bn USD, P/E 22.8 on diluted EPS of 1.49 USD over the last 12 months, dividend yield 3.87%, beta 1.14, 52-week range 21.18–35.77 USD. Latest reported quarter (Q3 2026): revenue of 2.4 bn USD (+14.3% YoY), net income of 171.5 m USD (+85.8% YoY), diluted EPS 0.31 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 64.4
- strong (55–70)
- Bollinger (20, 2)
- 30.16 – 33.10
- above the upper band · %B 1.26 · band width 9.3%
- SMA 50 / 200
- 32.66 / 30.35
- uptrend (price > SMA50 > SMA200)
- MACD (12, 26, 9)
- 0.01 / -0.28
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +3.0% | −1.1% | +4.1 pp | — |
| 3 months | −3.0% | −0.5% | −2.6 pp | — |
| 6 months | +8.7% | +4.4% | +4.3 pp | — |
| Year to date | +41.8% | +12.3% | +29.5 pp | — |
| 1 year | +49.9% | +13.5% | +36.4 pp | −6.9% |
| 3 years | +39.7% | +76.4% | −36.7 pp | +33.4% |
| 5 years | −5.6% | +63.7% | −69.3 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q3 2026 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 2.2 bn | 2.3 bn | 2.1 bn | 2.1 bn | 2.3 bn | 2.3 bn | 2.3 bn | 2.4 bn |
| Operating income | -150.7 m | 219.0 m | 145.6 m | 154.1 m | 85.4 m | 281.0 m | 323.3 m | 215.8 m |
| Depreciation & amortisation | 30.0 m | 30.2 m | 30.5 m ≈ | 33.5 m ≈ | 31.1 m | 28.8 m | 29.4 m ≈ | 32.1 m ≈ |
| Interest expense | 25.0 m | 23.1 m | 20.8 m | 25.8 m | 25.2 m | 20.4 m | 19.9 m | 23.5 m |
| Pre-tax income | -46.2 m | 313.2 m | 42.7 m | 176.6 m | 254.3 m | 451.8 m | 445.7 m | 370.9 m |
| Income tax | 9.5 m | 81.1 m | 31.1 m | 59.9 m | 65.8 m | 105.0 m | 99.1 m | 115.6 m |
| Net income | -84.7 m | 163.6 m | 151.4 m | 92.3 m | 117.6 m | 255.5 m | 268.2 m | 171.5 m |
| Diluted EPS | -0.16 ≈ | 0.29 | 0.26 | 0.15 | 0.23 ≈ | 0.46 | 0.49 | 0.31 |
| Operating cash flow | 558.2 m | -145.2 m | -50.1 m ≈ | 1.3 bn ≈ | -20.7 m | -255.1 m | -27.6 m ≈ | 581.2 m ≈ |
| Capex | 69.8 m | 71.8 m | 37.5 m ≈ | 14.0 m ≈ | 31.2 m | — | — | — |
| Dividends paid | 167.1 m | 166.2 m | 173.2 m ≈ | 173.2 m ≈ | 171.1 m | 170.2 m | 176.4 m ≈ | 176.2 m ≈ |
| Share repurchases | 102.4 m | 5.8 m | 10.0 m ≈ | 157.4 m ≈ | 67.1 m | 41.9 m | 57.1 m ≈ | 345.8 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 84 percentile of its own 43-quarter history (min 6.8, median 13.8, max 44.5; quarters with earnings only).
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 6.3 bn | 5.8 bn | 5.6 bn | 8.4 bn | 8.3 bn | 7.8 bn | 8.5 bn | 8.8 bn |
| Revenue YoY | −1.1% | −8.6% | −3.6% | +51.4% | −1.8% | −5.1% | +8.0% | +3.5% |
| Net income | 764.4 m | 1.2 bn | 798.9 m | 1.8 bn | 1.3 bn | 882.8 m | 464.8 m | 524.9 m |
| Net income YoY | −54.9% | +56.4% | −33.2% | +129.2% | −29.5% | −31.7% | −47.3% | +12.9% |
| Diluted EPS | 1.39 | 2.35 | 1.59 | 3.57 | 2.53 | 1.72 | 0.85 | 0.91 |
| Diluted EPS YoY | −53.8% | +69.1% | −32.3% | +124.5% | −29.1% | −32.0% | −50.6% | +7.1% |
| net % | 12.1% | 20.7% | 14.4% | 21.7% | 15.6% | 11.2% | 5.5% | 6.0% |
| Free cash flow | 2.1 bn | 34.8 m | 979.6 m | 1.2 bn | 1.9 bn | 940.4 m | 794.2 m | 911.6 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 30 Sept 2025
- Cash
- 3.6 bn USD
- Financial debt
- 2.4 bn USD
- Net debt
- -1.2 bn USD
- Equity
- 13.0 bn USD
- Total assets
- 32.4 bn USD
- Debt / equity
- 0.18x
- Current ratio
- unavailable
- ROE
- 4.0%
- ROA
- 1.6%
- FCF margin
- 10.4%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 5.6 bn | 8.4 bn | 8.3 bn | 7.8 bn | 8.5 bn | 8.8 bn | SEC (XBRL)· 10 Nov 2025verified |
| Operating income | 1.0 bn | 1.9 bn | 1.8 bn | 1.1 bn | 407.6 m | 604.1 m | SEC (XBRL)· 10 Nov 2025verified |
| Depreciation & amortisation | 74.5 m | 78.6 m | 95.8 m | 104.3 m | 116.5 m | 125.3 m | SEC (XBRL)· 10 Nov 2025verified |
| EBITDA | 1.1 bn ≈ | 2.0 bn ≈ | 1.9 bn ≈ | 1.2 bn ≈ | 524.1 m ≈ | 729.4 m ≈ | SEC (XBRL)· 10 Nov 2025derived |
| Interest expense | 33.4 m | 85.4 m | 98.2 m | 123.7 m | 97.2 m | 94.9 m | SEC (XBRL)· 10 Nov 2025verified |
| Pre-tax income | 1.0 bn | 2.4 bn | 1.7 bn | 1.3 bn | 823.2 m | 786.8 m | SEC (XBRL)· 10 Nov 2025verified |
| Income tax | 230.8 m | 349.6 m | 396.2 m | 312.3 m | 215.3 m | 237.9 m | SEC (XBRL)· 10 Nov 2025verified |
| Net income | 798.9 m | 1.8 bn | 1.3 bn | 882.8 m | 464.8 m | 524.9 m | SEC (XBRL)· 10 Nov 2025verified |
| Diluted EPS | 1.59 | 3.57 | 2.53 | 1.72 | 0.85 | 0.91 | SEC (XBRL)· 10 Nov 2025verified |
| Weighted average diluted shares | 492.4 m | 490.6 m | 489.3 m | 490.8 m | 510.3 m | 517.4 m | SEC (XBRL)· 10 Nov 2025verified |
| Dividend per share | 1.08 | 1.12 | 1.16 | 1.20 | 1.24 | 1.28 | SEC (XBRL)· 10 Nov 2025verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 4.0 bn | 4.6 bn | 4.8 bn | 4.4 bn | 4.4 bn | 3.6 bn | SEC (XBRL)· 10 Nov 2025verified |
| Property, plant & equipment, net | 813.8 m | 770.0 m | 743.3 m | 800.1 m | 946.4 m | 949.1 m | SEC (XBRL)· 10 Nov 2025verified |
| Goodwill | 4.5 bn | 4.5 bn | 5.8 bn | 6.0 bn | 6.2 bn | 6.2 bn | SEC (XBRL)· 10 Nov 2025verified |
| Intangibles (excl. goodwill) | 4.9 bn | 4.7 bn | 5.1 bn | 4.9 bn | 4.8 bn | 4.2 bn | SEC (XBRL)· 10 Nov 2025verified |
| Total assets | 21.7 bn | 24.2 bn | 28.1 bn | 30.1 bn | 32.5 bn | 32.4 bn | SEC (XBRL)· 10 Nov 2025verified |
| Long-term debt | 3.0 bn | 3.4 bn | 3.4 bn | 3.1 bn | 2.8 bn | 2.4 bn | SEC (XBRL)· 10 Nov 2025verified |
| Total liabilities | 10.3 bn | 11.4 bn | 14.2 bn | 16.5 bn | 17.9 bn | 18.2 bn | SEC (XBRL)· 10 Nov 2025verified |
| Equity | 10.9 bn | 11.8 bn | 12.3 bn | 12.5 bn | 13.2 bn | 13.0 bn | SEC (XBRL)· 10 Nov 2025verified |
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 1.1 bn | 1.2 bn | 2.0 bn | 1.1 bn | 971.3 m | 1.1 bn | SEC (XBRL)· 10 Nov 2025verified |
| Capex | 103.7 m | 79.3 m | 90.3 m | 148.8 m | 177.1 m | 154.5 m | SEC (XBRL)· 10 Nov 2025verified |
| Free cash flow | 979.6 m ≈ | 1.2 bn ≈ | 1.9 bn ≈ | 940.4 m ≈ | 794.2 m ≈ | 911.6 m ≈ | SEC (XBRL)· 10 Nov 2025derived |
| Investing cash flow | -4.1 bn | -2.6 bn | -3.3 bn | -3.6 bn | -2.4 bn | -2.3 bn | SEC (XBRL)· 10 Nov 2025verified |
| Financing cash flow | 734.4 m | 2.0 bn | 1.6 bn | 2.1 bn | 1.4 bn | 452.4 m | SEC (XBRL)· 10 Nov 2025verified |
| Dividends paid | 533.2 m | 559.7 m | 583.1 m | 607.3 m | 656.4 m | 683.7 m | SEC (XBRL)· 10 Nov 2025verified |
| Share repurchases | 218.2 m | 208.2 m | 180.8 m | 256.3 m | 274.4 m | 240.3 m | SEC (XBRL)· 10 Nov 2025verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
Score: 38 / 100
A scoring methodology on indicators and valuation, not investment advice.
score < 40
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 17.2 bn USD
Key indicators
Coverage and freshness
Score by group
- Valuation26
- Returns60
- Quality19
- Balance sheet100
- Growth8
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 10.51 – 42.95 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)10.51 – 15.06 (Mid 12.24)WACC 8.7% · starting FCFF 298.1 m USD · terminal value share of EV 74%The WACC × g sensitivity gives the method's bounds; these are not probabilities.Reverse DCF: no growth between −30% and +40% justifies the price
- Peers: EV/EBITDAunavailable · not enough peers
- Peers: P/E17.65 – 42.95 (Mid 41.85)5 companies used · median multiple 28.1x · quartiles 11.9x – 28.9xAMP, APO, BX, KKR, TROW
- Dividend discount (DDM)16.82 – 22.62 (Mid 19.29)
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Unattractive profile · Score 38/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | 5.8% | 29 (on a fixed band) | 11% |
| Net margin · Quality | 8.7% | 20 (vs peers) | 7% |
| FCF conversion · Quality | 28.5% | 0 (on a fixed band) | 7% |
| Revenue CAGR 3Y · Growth | 2.0% | 16 (on a fixed band) | 9% |
| EPS CAGR 3Y · Growth | -28.9% | 0 (on a fixed band) | 9% |
| Net debt / EBITDA · Balance sheet | -1.3x | 100 (on a fixed band) | 11% |
| Interest coverage · Balance sheet | 10.2x | 100 (on a fixed band) | 7% |
| Current ratio · Balance sheet | unavailable | unavailable | — |
| P/E (TTM) · Valuation | 22.8x | 60 (vs peers) | 11% |
| EV/EBITDA · Valuation | 15.4x | 0 (on a fixed band) | 11% |
| FCF yield · Valuation | 1.3% | 17 (on a fixed band) | 9% |
| Shareholder yield (distributions) · Returns | 7.0% | 100 (on a fixed band) | 7% |
| Payout ratio (FCF) · Returns | 299.6% | 0 (on a fixed band) | 4% |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet100/100 · 2/3 factors with a value
- Growth8/100 · 2/2 factors with a value
- Quality19/100 · 3/3 factors with a value
- Returns60/100 · 2/2 factors with a value
- Valuation26/100 · 3/3 factors with a value
Memo
FRANKLIN RESOURCES INC (BEN). Latest full fiscal year: 2025; data up to 2026-06-30.
Figures computed from the financial statements: revenue 8.8 bn USD in 2025; YoY growth 3.5%; net margin 8.7%; ROE 6.8%; net debt/EBITDA -1.3x.
The estimated value range is 16.82–22.62 USD per share (median of 3 methods, agreement: low); assumptions are illustrative. Against the central value of 19.29 USD, the price of 33.87 USD leaves a potential of -43.0% (value / price − 1) and a margin of safety of -75.5% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 38/100, methodological classification: unattractive profile (score, margin of safety and method agreement together; not a judgement of the right price). Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Net debt / EBITDA: -1.3x
- Interest coverage: 10.2x
- Shareholder yield (distributions): 7.0%
What contradicts it
- ROIC: 5.8%
- Net margin: 8.7%
- FCF conversion: 28.5%
- Revenue CAGR 3Y: 2.0%
- EPS CAGR 3Y: -28.9%
- EV/EBITDA: 15.4x
- FCF yield: 1.3%
- Payout ratio (FCF): 299.6%
- The price is above the estimated value range
- The valuation methods diverge
Not assessed (insufficient data or a ratio without meaning): Current ratio.
Versus the vertical median
Investment Advice (SIC 6282) · same industry (4-digit SIC) · compared with 5 companies
Only companies with a capitalisation between 2.0 bn and 128.1 bn (within 8× of the company's); 36 of the vertical were left out.
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| BXBlackstone Inc. | 94.3 bn | 28.1 | 40.5% | 21.8% | +9.2% | −14% / +12% |
| KKRKkr & Co. Inc. | 91.0 bn | 28.9 | 10.6% | 14.8% | −11.0% | −17% / +34% |
| APOApollo Global Management, Inc. | 72.5 bn | 43.8 | 9.3% | 5.2% | +22.7% | −7% / +33% |
| AMPAmeriprise Financial, Inc. | 45.8 bn | 11.9 | 72.0% | 20.7% | +5.5% | +16% / +49% |
| TROWPrice T Rowe Group Inc | 24.0 bn | 11.3 | 19.7% | 28.4% | +3.1% | +10% / +12% |
| BENFranklin Resources Inc | 17.2 bn | 22.8 | 6.8% | 8.7% | +3.5% | +50% / +40% |
1- and 3-year price returns: for BEN from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 20.97 Total return -35% · Per year -35% | 37.12 Total return 14% · Per year 14% | 55.97 Total return 70% · Per year 70% |
| 3 years | 19.32 Total return -34% · Per year -13% | 38.58 Total return 27% · Per year 8% | 64.03 Total return 105% · Per year 27% |
| 5 years | 17.81 Total return -33% · Per year -8% | 40.11 Total return 40% · Per year 7% | 73.25 Total return 146% · Per year 20% |
- Exit P/E± 9.65
- Net margin± 6.75
- Annual revenue growth± 5.68
- Annual dilution± 0.57
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Franklin Templeton, Inc. (formerly Franklin Resources, renamed effective August 17, 2026, NYSE ticker BEN) is a global investment management company with AUM of 2 $1,791.6 billion at June 30, 2026. In the third quarter of fiscal 2026, operating revenues were 3 $2,358.4 million and long-term net inflows were 3 $18.4 billion, signalling sustained growth in the business.
SWOT
Strengths
- A diversified global platform with specialists across equities, fixed income, alternatives and multi-asset, giving a broad product base for clients.
- Positive net flows in the recent quarter across all asset classes and regions, a sign of distribution strength and investor interest.
- Strong demand for private and alternative assets, with record fundraising and a solid institutional pipeline.
Weaknesses
- Revenue depends heavily on the level of assets under management, so market declines or outflows quickly affect results.
- Performance of some products, particularly in fixed income, has lagged expectations at times, contributing to outflows.
- Integration costs and amortization of acquired intangibles linked to deals can reduce profitability in some quarters.
Opportunities
- Expansion in private assets and integrated public-private solutions could generate higher fees than traditional products.
- Growth in international activity and the global distribution platform could diversify revenue sources.
- If investor demand for customised solutions and ETFs continues, the company could capture new flows.
Threats
- Persistent fee pressure and competition from passive products may reduce average revenue per dollar of assets.
- Market volatility, geopolitical instability and shifts in monetary policy can affect asset values and flows.
- A complex regulatory environment and possible litigation or investigations can generate costs and damage reputation.
Risks
- Market volatility and asset levelshigh
Market declines can reduce assets under management and therefore fees. The annual report notes that global declines have already had a material adverse impact on results.
- Investment performancehigh
Weak performance against benchmarks or peers can lead to outflows and lower management fees.
- Reputational harmmedium
Damage to the brands could cause clients to withdraw funds or terminate agreements, with direct effects on revenue.
- Operational and integration risksmedium
Operational errors, reliance on third-party providers and acquisition integration can create losses, sanctions or disruption.
- Regulation and litigationmedium
The global regulatory framework is complex, and legal proceedings or investigations can add costs and force changes to business practices.
Investment thesis
What would need to be true (bull case)
- If positive net flows from the recent quarter persist across all asset classes, the company could strengthen its fee base and benefit from growing assets under management.
- Strong demand for alternative and private assets, with record fundraising, could raise average revenue per dollar of assets.
- If adjusted profitability keeps improving and capital discipline is maintained, the company could sustain steady returns to shareholders.
What would break the thesis
- If markets correct, assets under management could fall quickly, directly hitting fee revenue, which makes up the majority of income.
- Continued fee pressure and migration toward passive products could limit growth in average revenue per dollar of assets.
- Integration risks and acquisition-related costs could reduce near-term profitability, especially if expected synergies are delayed.
What to watch
- Evolution of assets under management and long-term net flowsQ4 2026
- Whether private markets fundraising meets the full-year targetQ4 2026
- Effect of the corporate name change and Apera integration on expenses2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
The company is a holding company whose subsidiaries operate under the Franklin Templeton brand and numerous specialist names, including Putnam, Western Asset, ClearBridge and Clarion Partners. It provides investment management services to retail, institutional and high-net-worth clients through funds, separate accounts and sub-advised products, with related services covering fund administration, distribution and shareholder servicing. According to the annual report, the business runs as one operating segment, investment management and related services.
Distribution runs directly to investors and through financial intermediaries, and in the U.S. its distribution subsidiaries act as principal underwriters for most mutual funds. The company earns sales and distribution fees and shareholder servicing fees, which partly diversifies revenue beyond pure asset management. Expansion into private assets such as private credit and alternative funds is an increasingly visible part of the strategy.
Segments
Investment management (single segment)
The company reports one operating segment covering investment management and related services for funds, separate accounts and sub-advised products. Revenue is dominated by management fees, largest in equities, where 1 assets at September 30, 2025 were $686.2 billion.
Sales and distribution
Sales and distribution revenue, which includes sales commissions and distribution fees, rose in the third quarter of fiscal 2026 compared with the prior year as gross sales increased. This component depends on sales volume and asset mix, and institutional consultants and intermediaries play an important role.
Shareholder servicing
Shareholder servicing fees, tied to investor accounts and fund transactions, increased in the recent quarter. They complement management fees and reflect activity at the account and fund level.
Market context
Recent asset growth was supported by positive equity market returns, which the sources link to solid corporate earnings and investment in artificial intelligence. Bond markets were calmer, which matters for a book with a significant fixed income weighting.
Competitive position
Investment management is a competitive industry, with rivals including global asset managers as well as ETF platforms and index funds with very low fees. The company positions itself through the diversity of its specialist managers across equities, fixed income, alternatives and multi-asset solutions.
Competitive pressure appears mainly as fee compression and investor migration to passive products. The company stresses that investment performance and brand reputation are critical to retaining clients and assets.
- BlackRockBLK
Global asset manager competing directly in funds, ETFs and institutional solutions. The source texts do not detail its comparative position.
- InvescoIVZ
Asset manager active in funds and ETFs, competing for the same intermediaries and retail investors. No quantitative comparison appears in the sources.
- T. Rowe PriceTROW
Active equity and retail asset manager relevant to the actively managed fund segment. The sources provide no comparative data.
- Index funds and passive ETFs
Competitors without a single issuer, drawing flows away from higher-fee products. The annual report explicitly cites this pressure.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- Franklin Templeton CEO Hopes Indonesia Changes on MSCI WarningBloomberg Markets · 03 Nov 2026 · EN
- Uber Joins HSBC, Franklin Templeton in Blockchain Investing TestBloomberg Markets · 30 Oct 2026 · EN
- SAI Muntenia Invest, sub radar, a “suflat” surprinzător celor de la Franklin Templeton administarea FP, dar istoria ultimilor 15 ani arată că a performat mai bine decât americaniiProfit.ro · 26 Oct 2026 · RO
- Reprezentanţii Franklin Templeton, Fidelity şi Amundi văd România pe drumul parcurs de Polonia şi Cehia: banii merg masiv în fondurile de acţiuni, iar piaţa, încă mică, are potenţial mare dacă se întăreşte clasa de mijlocZiarul Financiar · 22 Oct 2026 · RO
- Reprezentanţii Franklin Templeton, Fidelity şi Amundi văd România pe drumul parcurs de Polonia şi Cehia: banii merg masiv în fondurile de acţiuni, iar piaţa, încă mică, are potenţial mare dacă se întăreşte clasa de mijlocZiarul Financiar · 09 Oct 2026 · RO
- Franklin Templeton’s Mann on ETF Business in AsiaBloomberg Markets · 02 Oct 2026 · EN
- Bursă. Acţionarii au decis: Administrarea activelor de 2,7 mld. lei ale Fondului Proprietatea trece în premieră la SAI Muntenia, controlată de Lion Capital, care ar fi câştigat şi fără votul Lion, acţionar cu 18%. Americanii de la Franklin Templeton pleacă după 16 aniZiarul Financiar · 30 Sept 2026 · RO
- Finanţe personale. Administrarea activelor de 2,7 mld. lei ale Fondului Proprietatea trece în premieră la SAI Muntenia, controlată de Lion Capital. Americanii de la Franklin Templeton pleacă după 16 aniZiarul Financiar · 29 Sept 2026 · RO
- Final de eră la Fondul Proprietatea, după 16 ani de administrare Franklin Templeton. Cine e SAI Muntenia Invest, noul administratorEconomedia · 29 Sept 2026 · RO
- Schimbare istorică în România. Americanii de la Franklin Templeton pierd, după 16 ani, managementul Fondului Proprietatea. SAI Muntenia Invest este noul administrator. Ce se pregătește pentru FP CONFIRMAREProfit.ro · 29 Sept 2026 · RO
- Schimbare istorică la Fondul Proprietatea după 16 ani de Franklin Templeton: acţionarii aleg SAI Muntenia Invest ca administrator. Rezultatul ar fi fost acelaşi şi fără voturile Lion Capital, care o controleazăZiarul Financiar · 29 Sept 2026 · RO
- Franklin Templeton se retrage din procesul de selecție pentru un nou mandat ca administrator al Fondului Proprietatea. Care sunt motiveleMediafax · 23 Sept 2026 · RO
- Franklin Templeton se retrage din cursa pentru administrarea Fondului Proprietatea – Cine va prelua FondulCursDeGuvernare.ro · 23 Sept 2026 · RO
- Franklin Templeton își retrage candidatura pentru rolul de administrator unic al Fondului Proprietatea, după ce l-a administrat 16 aniEconomedia · 23 Sept 2026 · RO
- Franklin Templeton se retrage din procesul de selecție pentru numirea unui nou administrator al Fondului ProprietateaProfit.ro · 23 Sept 2026 · RO
- Franklin Templeton iese din cursa pentru Fondul Proprietatea și lasă în urmă o întrebare: cum a fost ales succesorul?HotNews.ro · 23 Sept 2026 · RO
- Franklin Templeton anunță retragerea din procesul de selecție pentru numirea Administratorului Fondului de Investiții si Administratorului Unic al Fondului ProprietateaFinancial Intelligence (RO) · 23 Sept 2026 · RO
- Surpriză de proporţii miercuri la Bursa de Valori: Franklin Templeton renunţă la cursa pentru un nou mandat de patru ani la Fondul Proprietatea, cu o săptămână înainte de AGAZiarul Financiar · 23 Sept 2026 · RO
- Franklin Resources (BEN) Surged 47.3% in Q2: Why Investors Took NoticeYahoo Finance — News · 21 Sept 2026 · EN
- Franklin Templeton contestă evaluarea Comitetului Reprezentanților în procesul de selecție a administratorului Fondului ProprietateaHotNews.ro · 15 Sept 2026 · RO
SEC filings
- Current report10 Aug 2026Creation of a direct financial obligation · Other events · Financial statements and exhibits
- Quarterly report31 Jul 2026
- Current report31 Jul 2026Results of operations · Amendments to articles or bylaws · Regulation FD disclosure · Financial statements and exhibits
- Current report30 Jul 2026Material agreement · Termination of a material agreement · Creation of a direct financial obligation · Financial statements and exhibits
- Current report23 Jul 2026Departure or appointment of officers · Financial statements and exhibits
- Current report05 Jun 2026Other events · Financial statements and exhibits
- Quarterly report28 Apr 2026
- Current report28 Apr 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
- Current report05 Feb 2026Departure or appointment of officers · Shareholder vote
- Quarterly report30 Jan 2026
Sources
- [1] Form 10-K, fiscal year ended 2025-09-30 · SEC / Franklin Templeton, Inc. · 10 Nov 2025
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Franklin Templeton, Inc. · 31 Jul 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Franklin Templeton, Inc. · 31 Jul 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.