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AI English summary of an SEC filing — figures as filed

Franklin Templeton logoFranklin Templeton BEN

The company reported net income of $92.3 million ($0.15 per diluted share) for the quarter ended June 30, 2025, compared with $151.4 million ($0.26) for the previous quarter and $174.0 million ($0.32) a year earlier.

8-KResults of Operations and Financial ConditionFiled Period of report Summary published (UTC)

Key points

AI summary
  1. The company reported net income of $92.3 million ($0.15 per diluted share) for the quarter ended June 30, 2025, compared with $151.4 million ($0.26) for the previous quarter and $174.0 million ($0.32) a year earlier.

  2. Franklin Resources said operating revenues for the quarter were $2,064.0 million, down 3% from a year earlier, operating income was $154.1 million, down 31% from a year earlier, and the operating margin was 7.5%.

  3. The company said total AUM was $1,611.8 billion at June 30, 2025, up $71.2 billion during the quarter. Long-term net outflows were $9.3 billion, including $17.1 billion of net outflows at Western.

  4. The company repurchased 7.3 million shares of common stock for a total of $157.4 million in the quarter ended June 30, 2025. It said 518.4 million shares of common stock were outstanding and total stockholders’ equity was $13.1 billion as of that date.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Quarterly net income of $92.3 million, or $0.15 per share

The company reported net income of $92.3 million ($0.15 per diluted share) for the quarter ended June 30, 2025, compared with $151.4 million ($0.26) for the previous quarter and $174.0 million ($0.32) a year earlier.

Source · Based on the filing body and exhibits

Operating revenues of $2,064.0 million, operating income of $154.1 million

Franklin Resources said operating revenues for the quarter were $2,064.0 million, down 3% from a year earlier, operating income was $154.1 million, down 31% from a year earlier, and the operating margin was 7.5%.

Source · Based on the filing body and exhibits

Total AUM of $1,611.8 billion and long-term net outflows of $9.3 billion

The company said total AUM was $1,611.8 billion at June 30, 2025, up $71.2 billion during the quarter. Long-term net outflows were $9.3 billion, including $17.1 billion of net outflows at Western.

Source · Based on the filing body and exhibits

Repurchased 7.3 million shares for $157.4 million

The company repurchased 7.3 million shares of common stock for a total of $157.4 million in the quarter ended June 30, 2025. It said 518.4 million shares of common stock were outstanding and total stockholders’ equity was $13.1 billion as of that date.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.