AI English summary of an SEC filing — figures as filed
Franklin Templeton BENThe company said preliminary net income for the quarter ended September 30, 2025 was $117.6 million ($0.21 per diluted share), compared with $92.3 million in the previous quarter and a net loss of $84.7 million in the year-ago quarter. Preliminary net income for the fiscal year was $524.9 million, compared with $464.8 million in the prior fiscal year.
Key points
AI summaryThe company said preliminary net income for the quarter ended September 30, 2025 was $117.6 million ($0.21 per diluted share), compared with $92.3 million in the previous quarter and a net loss of $84.7 million in the year-ago quarter. Preliminary net income for the fiscal year was $524.9 million, compared with $464.8 million in the prior fiscal year.
Franklin Resources said preliminary operating income for the quarter was $85.4 million, lower than $154.1 million in the previous quarter. Adjusted operating income was $472.4 million, higher than $377.8 million in the previous quarter. Adjusted net income for the fiscal year was $1,195.8 million ($1,276.7 million in the prior fiscal year).
The company said total AUM was $1,661.2 billion as of September 30, 2025, up $49.4 billion during the quarter. Long-term net outflows for the quarter were $11.9 billion, including $23.3 billion at Western, and for the fiscal year were $97.4 billion.
The company disclosed that impairment of intangible assets for the quarter ended September 30, 2025 was $202.2 million, lower than $389.2 million in the year-ago quarter. The fiscal-year amount was $226.6 million.
Summary
AI-writtenAnalysis 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.
Q4 and Fiscal Year Net Income
The company said preliminary net income for the quarter ended September 30, 2025 was $117.6 million ($0.21 per diluted share), compared with $92.3 million in the previous quarter and a net loss of $84.7 million in the year-ago quarter. Preliminary net income for the fiscal year was $524.9 million, compared with $464.8 million in the prior fiscal year.
Source · Based on the filing body and exhibits
Operating Income and Adjusted Operating Income
Franklin Resources said preliminary operating income for the quarter was $85.4 million, lower than $154.1 million in the previous quarter. Adjusted operating income was $472.4 million, higher than $377.8 million in the previous quarter. Adjusted net income for the fiscal year was $1,195.8 million ($1,276.7 million in the prior fiscal year).
Source · Based on the filing body and exhibits
AUM and Long-Term Net Outflows
The company said total AUM was $1,661.2 billion as of September 30, 2025, up $49.4 billion during the quarter. Long-term net outflows for the quarter were $11.9 billion, including $23.3 billion at Western, and for the fiscal year were $97.4 billion.
Source · Based on the filing body and exhibits
Impairment of Intangible Assets
The company disclosed that impairment of intangible assets for the quarter ended September 30, 2025 was $202.2 million, lower than $389.2 million in the year-ago quarter. The fiscal-year amount was $226.6 million.
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.
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