8-K current report · filed Apr 28, 2026

Franklin Resources (BEN) 8-K Current Report: April 28, 2026

Item 2.02Item 7.01Item EX-99.1BEN overview

Short answer

Franklin Resources (BEN) filed an 8-K current report with the SEC on April 28, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure), Item EX-99.1 (Exhibit EX-99.1). Q2 fiscal 2026 results covered the quarter ended March 31, 2026.

Franklin Resources 8-K event analysis

AI summary of each reported item and its exhibits

Item 2.02 · Results of Operations and Financial Condition

  • Q2 fiscal 2026 results covered the quarter ended March 31, 2026
  • Press release issued April 28, 2026 with financial results
  • Exhibit 99.1 contains the substantive earnings details for investor review

Item 7.01 · Regulation FD Disclosure

  • Second-quarter earnings commentary posted at investors.franklinresources.com
  • Website commentary provides additional management context beyond the 8-K
  • Disclosure furnished under Regulation FD, not filed under Section 18 liability provisions

Item EX-99.1 · Exhibit EX-99.1

  • Q2 FY2026 net income $268.2M, up 77% YoY; diluted EPS $0.49, up 88%
  • Adjusted EPS $0.71, up 51% YoY; adjusted operating margin expanded to 27.1% from 23.4%
  • Long-term net inflows $16.9B, reversing $26.2B outflows; total net flows reached $28.3B
  • Ending AUM $1.682T, up 9% YoY despite $30.2B market, distribution, and other headwinds
  • Alternatives AUM $282.8B, up 3% sequentially; private-market fundraising totaled $13.2B during the quarter

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