BEN

Franklin Templeton Inc. ( BEN ) Q4 2026 Earnings Call November 6, 2026 11:00 AM EST Company Participants Selene Oh - Head of Investor Relations Jennifer Johnson - CEO & Non-Independent Director Matthew Nicholls - Co-President, CFO & COO Daniel Gamba - Co-President & Chief Commercial Officer Conference Call Participants Brennan Hawken - BMO Capital Markets Equity Research Alexander Blostein - Goldman Sachs Group, Inc., Research Division William Katz - TD Cowen, Research Division Daniel Fannon - Jefferies LLC, Research Division Craig Siegenthaler - BofA Securities, Research Division Alexander Bond - Keefe, Bruyette, & Woods, Inc., Research Division Michael Cyprys - Morgan Stanley, Research Division Brian Bedell - Deutsche Bank AG, Research Division Patrick Davitt - Autonomous Research US LP Benjamin Budish - Barclays Bank PLC, Research Division Michael Brown - UBS Investment Bank, Research Division Presentation Operator Welcome to the Franklin Templeton's Earnings Conference Call for the year ended September 30, 2026. Hello. My name is Shamali, and I will be your call operator today.

Franklin Resources NYSE: BEN reported higher adjusted earnings and broad-based client inflows for fiscal 2026, prompting the asset manager to raise its long-term targets for private markets fundraising, exchange-traded funds, its Canvas platform and profitability.

BEN's fiscal Q4'26 earnings top estimates, driven by higher revenues, rising AUM, robust long-term net inflows and lower operating expenses.

The headline numbers for Franklin Templeton (BEN) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Franklin Templeton (BEN) came out with quarterly earnings of $0.94 per share, beating the Zacks Consensus Estimate of $0.78 per share. This compares to earnings of $0.67 per share a year ago.

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton, Inc. (the “Company”) [NYSE: BEN] today announced preliminary net income1 of $380.1 million or $0.72 per diluted share for the quarter ended September 30, 2026, as compared to net income of $171.5 million or $0.31 per diluted share for the previous quarter, and $117.6 million or $0.21 per diluted share for the quarter ended September 30, 2025. Preliminary net income1 for the fiscal year ended September 30, 2026 was $1,075.3 million or $1.97.

A double-digit yield can look like a gift when it is really a warning. Five familiar names have already slashed payouts or carry heavy debt, and one simple coverage test shows which income streams may break next.

BEN is set to report Q4'26 results on Nov. 6, with higher AUM and equity market gains expected to support growth.

NEW YORK--(BUSINESS WIRE)--Benefit Street Partners L.L.C. (“BSP”) today announced the closing of BSPDF 2026-FL6 (“FL6”), a managed Commercial Real Estate Collateralized Loan Obligation totaling approximately $1.1 billion and featuring a 30-month reinvestment period. FL6 has an initial advance rate of 88.25% and a weighted average interest cost of 1M CME Term SOFR+1.77% before accounting for transaction costs. The transaction priced on October 20, 2026. This year, BSP has issued five CRE CLO tra.

Franklin Templeton (BEN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.