FRANKLIN RESOURCES INC (BEN) — Quarterly Report

AI-Powered SEC Filing Analysis

Latest Quarterly Report Filed: 2026-04-28

Key Insights

The filing shows Franklin Resources' Q2 2026 (ended March 31, 2026) financial position with detailed segment reporting across Investment Advisory/Management, Sales & Distribution, and Shareholder Services segments spanning multiple geographic regions (US, Luxembourg, Asia Pacific, Americas, EMEA).
The document includes comprehensive equity structure data and accumulated other comprehensive income tracking across consolidated investment products, indicating active management of balance sheet components and potential exposure to market volatility.
Multiple period comparisons (Q2 2026 vs Q2 2025, six-month periods, and year-to-date) are included, enabling analysis of year-over-year trends in revenue composition, though specific financial metrics and performance results are not visible in the provided metadata structure.

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Earlier Quarterly Report filings

Filed: 2026-01-30

Franklin Resources Inc. (BEN) reported a slight decline in investment advisory, management, and administrative service fees across its geographic segments in Q1 2026 compared to the prior year period.
The company saw a modest decrease in sales and distribution fees, as well as shareholder service fees and other service fees, in Q1 2026 across its geographic regions.
Franklin Resources' consolidated investment products segment experienced a small contraction in Q1 2026 compared to the same quarter in the previous year.

Other reports for FRANKLIN RESOURCES INC

Insider Trading Current Report

Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.