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Sep 30, 2025
Franklin Resources Q4 2025 Earnings Report
Franklin Resources reported Q4 2025 results with higher net income and strong adjusted EPS, driven by diversified asset growth and disciplined cost management.
Key Takeaways
Franklin Resources delivered improved Q4 performance with net income of $117.6 million and adjusted EPS of $0.67. Total AUM reached $1.66 trillion, supported by positive market movements and strong alternative asset flows, despite long-term net outflows.
Revenue by Segment
Forward Guidance
Franklin Resources expressed confidence entering FY2026, emphasizing strength in alternatives and global investment capabilities.
Positive Outlook
- Institutional pipeline of $20.4 billion in won-but-unfunded mandates
- Eighth consecutive quarter of positive flows excluding Western Asset
- Record Alternative AUM of $270 billion
- Growth in SMAs, ETFs, and Canvas with double-digit AUM increases
- Strong balance sheet with $6.7 billion in cash and investments
Challenges Ahead
- Total long-term net outflows of $11.9 billion in Q4
- Western Asset Management contributed $23.3 billion in outflows
- Decline in fixed income AUM year-over-year
- Operating margin decreased to 3.6% from 7.5% sequentially
Historical Earnings Impact
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Avg. Return Before/After Earnings
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