8-K current report · filed Jul 31, 2026

Franklin Resources (BEN) 8-K Current Report: July 31, 2026

Item 2.02Item 5.03Item 7.01Item EX-99.1BEN overview

Short answer

Franklin Resources (BEN) filed an 8-K current report with the SEC on July 31, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item 5.03 (Amendments to Articles of Incorporation or Bylaws), Item 7.01 (Regulation FD Disclosure), Item EX-99.1 (Exhibit EX-99.1). Q3 fiscal 2026 results for quarter ended June 30, 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

  • Q3 fiscal 2026 results for quarter ended June 30, 2026
  • Press release issued July 31, 2026, containing the financial results
  • Exhibit 99.1 provides the substantive earnings details for investor review

Item 5.03 · Amendments to Articles of Incorporation or Bylaws

  • Corporate name changed from Franklin Resources, Inc. to Franklin Templeton, Inc. effective August 17, 2026
  • Bylaws amended solely to reflect the new corporate name
  • Registered office and Delaware registered agent details conformed to the name change
  • No stockholder vote required; voting and other stockholder rights unchanged

Item 7.01 · Regulation FD Disclosure

  • Name Change announced July 31, 2026, effective on the stated Effective Date
  • Third-quarter earnings commentary posted at investors.franklinresources.com
  • Reg FD disclosure is furnished, not filed, limiting Section 18 liability and automatic SEC filing incorporation

Item EX-99.1 · Exhibit EX-99.1

  • Q3 revenue $2,358.4M, up 14% YoY; adjusted operating income $508.9M, up 35%
  • GAAP EPS $0.31, down 37% sequentially, while adjusted EPS reached $0.72, up 47% YoY
  • Record AUM $1,791.6B, up 11% YoY, supported by $18.4B quarterly long-term net inflows
  • Alternative AUM reached $294.2B; fiscal-year private-markets fundraising totaled $33.0B
  • $521.5M returned to shareholders, including $348.1M in repurchases; corporate name changes to Franklin Templeton, Inc. August 17, 2026

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