Core Viewpoint - Franklin Resources, Inc. has successfully completed the acquisition of Apera Asset Management, enhancing its investment management capabilities in the private credit sector in Europe [1] Company Summary - Franklin Resources, Inc. operates as Franklin Templeton, a global investment management organization [1] - The acquisition of Apera Asset Management adds over €5 billion in assets under management (AUM) as of September 30, 2025 [1] - Apera Asset Management specializes in providing senior secured private capital solutions to private equity-backed companies in Western Europe [1]

Core Points - Franklin Resources, Inc. will announce its fourth quarter and fiscal year 2025 results on November 7, 2025, at approximately 8:30 a.m. Eastern Time [1] - A live teleconference will be held by Jenny Johnson, President and CEO, and Matthew Nicholls, Executive Vice President, CFO and COO, at 11:00 a.m. Eastern Time on the same day to address questions [2] - Access to the teleconference will be available via the company's investor relations website or by dialing specific phone numbers for North America and other locations [3] Company Overview - Franklin Resources, Inc. operates as a global investment management organization under the name Franklin Templeton, serving clients in over 150 countries [4] - The company has over 75 years of investment experience and manages approximately $1.64 trillion in assets as of August 31, 2025 [4]

Group 1 - Franklin Resources, Inc. (NYSE:BEN) has shown significant revenue and dividend growth, making it one of the 20 Best Stocks to Buy and Hold for a Lifetime [1] - The company announced a strategic partnership with Binance on September 25, 2025, to create digital asset projects, leveraging Binance's trading infrastructure and Franklin Templeton's compliance expertise [2] - This partnership aims to bridge traditional and decentralized finance, enhancing settlement, collateral management, and portfolio construction efficiency [2][3] Group 2 - Franklin Resources, Inc. previously collaborated with Actis, DigitalBridge, and Copenhagen Infrastructure Partners to improve private wealth solutions, particularly in private infrastructure investments [3] - These initiatives are part of Franklin Resources' strategy to increase access to digital assets and alternative investments, positioning the company at the forefront of financial technology integration [3] - The company provides investment services to various clients, including partnerships, pension plans, individuals, and institutions, reinforcing its status as a leading asset management firm [4]

Core Insights - Franklin Resources is currently ranked in the top 10% of dividend stocks, indicating strong fundamentals and attractive valuation for investors [1] - The stock has recently entered oversold territory with a Relative Strength Index (RSI) of 26.1, suggesting potential buying opportunities [2][3] - The annualized dividend of $1.28 per share translates to a yield of 5.48% based on the recent share price of $23.37, making it appealing for dividend investors [3] Group 1 - Franklin Resources' shares traded as low as $22.855, indicating a significant drop in price [2] - The average RSI for the universe of dividend stocks is 47.8, highlighting that Franklin Resources is underperforming relative to its peers [3] - The recent heavy selling may be exhausting, presenting a potential entry point for bullish investors [4] Group 2 - Investors should examine Franklin Resources' dividend history to assess the likelihood of continued dividend payments [4]

Core Viewpoint - Franklin Resources, Inc. (NYSE:BEN) is recognized as one of the best stocks for passive income, boasting a strong dividend history and a significant asset management portfolio [1][4]. Group 1: Company Overview - Franklin Resources, Inc. manages a diverse range of investments, including equities, fixed income, alternatives, multi-asset strategies, and cash management, with assets under management (AUM) reaching $1.61 trillion in Q3 FY25 [2][3]. - The company's strength is attributed to its scale, broad product lineup, and global distribution network, which includes mutual funds, ETFs, separately managed accounts, and alternative strategies [3]. Group 2: Financial Performance - The company has demonstrated consistent performance with 49 consecutive years of dividend growth, currently paying a quarterly dividend of $0.32 per share and offering a dividend yield of 5.28% as of September 22 [4]. Group 3: Strategic Advantages - Key drivers of Franklin Resources' success include maintaining large AUM, aligning products with market shifts, and effectively integrating acquisitions such as Putnam and Apera Asset Management [3]. - The company's global reach, strong regulatory oversight, and tight cost control are essential for sustaining its competitive edge [3].

Core Insights - Companies that have consistently raised their dividends for over 25 years are ideal investments for passive income investors [1] Group 1 - Companies with a long history of dividend increases are attractive for generating passive income [1]

Core Insights - Franklin Resources, Inc. (BEN) is a global investment management firm with a market cap of $12.6 billion, managing over $1.6 trillion in assets across various investment strategies [1][2] Company Overview - BEN operates in over 150 countries and is classified as a large-cap stock due to its market capitalization exceeding $10 billion [2] - The company has a diverse asset management portfolio, including equity, fixed income, and alternative investments, with 30% of its assets managed internationally, providing resilience against regional market fluctuations [2] Stock Performance - BEN's stock has experienced a decline of 7.9% from its 52-week high of $26.08, reached on August 13, while gaining 5% over the past three months, underperforming the Financial Select Sector SPDR Fund (XLF) which gained 5.8% [3] - Year-to-date, BEN shares rose 18.4%, outperforming XLF's 11.2% gains, but over the past 52 weeks, BEN's stock climbed 15.8%, underperforming XLF's 18.3% returns [4] Financial Performance - In Q3, BEN's performance exceeded expectations despite a 2.8% year-over-year decline in operating revenue, primarily due to lower investment management fees; however, revenue surpassed consensus estimates by 3% [5] - The adjusted EPS for the quarter was $0.49, reflecting an 18.3% decline from the previous year, although it beat analyst expectations [5] - A significant decline in operating margin impacted profitability, which may have contributed to a muted investor response [5]

Group 1 - DBS Group Holdings, Franklin Templeton, and Ripple Labs have partnered to offer trading solutions for accredited investors using tokenized money market funds and U.S. dollar-pegged stablecoins [1][2] - The collaboration will enable the listing of Franklin Templeton's sgBENJI token on the DBS Digital Exchange, with Ripple's USD stablecoin also being listed [2] - Eligible DBS clients can trade RLUSD for sgBENJI tokens, allowing for portfolio rebalancing into stable assets 24/7 while earning yield during market volatility [3] Group 2 - Franklin Templeton launched a blockchain-powered money market fund in 2023, with total assets exceeding $736 million, primarily backed by government securities and cash [4] - Each share of the fund is represented by one BENJI token, and Franklin Templeton is pursuing a spot exchange-traded fund tracking the XRP token [4]

Core Viewpoint - The company emphasizes the importance of value investing, focusing on long-term value rather than short-term thinking [1] Group 1: Company Overview - Brandywine Global is a specialist investment manager under Franklin Resources, Inc., providing differentiated investment solutions [1] - The company has been operational since 1986, leveraging global experience to generate investment insights [1] Group 2: Investment Philosophy - The investment approach prioritizes value investing, aiming to look beyond conventional short-term strategies [1] - The firm offers a range of fixed income, equity, and alternative solutions to meet diverse investment needs [1] Group 3: Operational Footprint - Brandywine Global is headquartered in Philadelphia, with additional offices located in London and Singapore [1] - The company combines the advantages of an investment boutique with the resources of a leading global asset manager [1]

Core Insights - Franklin Templeton, Inc. (BEN) has formed a strategic partnership with Copenhagen Infrastructure Partners (CIP), DigitalBridge, and Actis to enhance its infrastructure investment offerings for private clients [1][9]. Group 1: Partnership Details - The collaboration aims to provide private wealth clients with access to high-growth infrastructure opportunities, focusing on energy security, electrification, digitalization, and sectors such as data centers, renewable energy, and digital power [2][4]. - The partnership combines the expertise of three institutional infrastructure investment firms to meet the rising demand for sustainable energy and digital infrastructure in the private market globally [3][5]. Group 2: Strategic Rationale - Global infrastructure needs are projected to exceed $94 trillion by 2040, presenting an estimated $15 trillion investment opportunity for private capital [5]. - The partnership is designed to leverage complementary strengths to capture this growth and provide compelling infrastructure opportunities for private wealth investors [5][6]. Group 3: Offerings and Market Position - The expanded private wealth offerings will provide institutional-quality access to private infrastructure, targeting stable, inflation-linked cash flows and long-term resilience across economic cycles [7][8]. - This strategic alliance positions Franklin Templeton to broaden its footprint in private infrastructure, gaining access to attractive deal flow and specialist expertise, while diversifying beyond traditional equity and bond markets [8][9]. Group 4: Market Performance - Shares of BEN have increased by 26.3% this year, outperforming the industry average rise of 15.6% [10].