Filings monitor · BEN

What FRANKLIN TEMPLETON INC's SEC filings said

10-K for 2026, filed 9 Nov 2026. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Operating Income and Margins75 · importance in its document · 10-K · 2026
   GAAP operating income increased 94.6% to $1,175.9 million in fiscal 2026 from $604.1 million, while operating margin rose to 12.5% from 6.9%. Adjusted operating income increased to $2,019.4 million from $1,640.2 million, and adjusted…
2. Operating Margin Drivers68 · importance in its document · 8-K exhibit · 6 Nov 2026
   Fiscal 2026 operating income increased 95% to $1,175.9 million and operating margin rose to 12.5% from 6.9%; fourth-quarter operating income was $355.8 million, up 317% year over year, with margin at 14.6% versus 3.6%. Adjusted operating…
3. Assets Under Management Growth64 · importance in its document · 10-K · 2026
   Fiscal 2026 AUM increased 8% to $1,795.1 billion, supported by $84.1 billion of long-term net inflows and $46.4 billion of net market change, distributions and other. Long-term inflows rose 38% to $473.5 billion, driven by higher inflows…
4. Capital Return Program63 · importance in its document · 10-K · 2026
   The Company repurchased 17.0 million shares for $533.2 million in fiscal 2026, compared with 10.7 million shares for $240.3 million in fiscal 2025, a 122% increase in repurchase spending. Fiscal 2026 purchases included 6.2 million shares…
5. Headcount and Restructuring59 · importance in its document · 10-K · 2026
   Termination benefits increased $131.4 million in fiscal 2026, primarily because of higher costs from workforce optimization initiatives. Special termination benefits totaled $204.5 million, compared with $69.7 million in fiscal 2025.…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-K · 2026 filed 9 Nov 2026

Full report · Filing on EDGAR

• Operating Income and MarginsImportance 75
  GAAP operating income increased 94.6% to $1,175.9 million in fiscal 2026 from $604.1 million, while operating margin rose to 12.5% from 6.9%. Adjusted operating income increased to $2,019.4 million from $1,640.2…
• Assets Under Management GrowthImportance 64
  Fiscal 2026 AUM increased 8% to $1,795.1 billion, supported by $84.1 billion of long-term net inflows and $46.4 billion of net market change, distributions and other. Long-term inflows rose 38% to $473.5 billion,…
• Capital Return ProgramImportance 63
  The Company repurchased 17.0 million shares for $533.2 million in fiscal 2026, compared with 10.7 million shares for $240.3 million in fiscal 2025, a 122% increase in repurchase spending. Fiscal 2026 purchases included…
• Headcount and RestructuringImportance 59
  Termination benefits increased $131.4 million in fiscal 2026, primarily because of higher costs from workforce optimization initiatives. Special termination benefits totaled $204.5 million, compared with $69.7 million…
• Liquidity and Cash PositionImportance 53
  At September 30, 2026, liquid assets totaled $5,964.4 million, including $3,114.6 million of cash and cash equivalents, compared with $5,646.2 million of liquid assets a year earlier. Debt was $2,637.8 million, up from…
• Revenue Performance and MixImportance 49
  Fiscal 2026 operating revenues rose 7.3% to $9,415.3 million from $8,770.7 million, an increase of $644.6 million. Investment management fees increased $497.1 million to $7,478.9 million, primarily from higher average…
• Acquisition / Partnership / DivestitureImportance 46
  The Company completed its acquisition of Apera Asset Management on October 1, 2025, for €65.2 million in cash, net of closing adjustments, funded from existing cash. Apera also carries up to €125.0 million of…
• Income Tax Rate ChangesImportance 46
  The effective income tax rate declined to 21.0% in fiscal 2026 from 30.2% in fiscal 2025, a decrease of 9.2 percentage points. The decline was primarily due to reduced foreign earnings, increased net income…
• Long-term Debt IssuanceImportance 46
  On August 10, 2026, Franklin issued $750.0 million of 5.500% notes due 2036. At September 30, 2026, Franklin senior notes had $1,950.0 million aggregate principal due and a $1,927.2 million carrying value; Legg Mason…
• Amortization and Impairment ChargesImportance 44
  Amortization of intangible assets declined 51% to $198.4 million in fiscal 2026 from $406.5 million, primarily because certain intangible assets became fully amortized, partly offset by reclassifications and shorter…
• Purchase Commitments and ObligationsImportance 44
  At September 30, 2026, the Company had $1.4 billion of committed capital contributions for investments in sponsored funds and other investment products and entities, including CIPs. These unfunded commitments were not…
• Operating Expense TrendsImportance 43
  Total operating expenses increased 0.9% to $8,239.4 million in fiscal 2026 from $8,166.6 million. Compensation and benefits rose $145.2 million to $3,963.4 million, including a $153.6 million increase in other…

8-K filings last 12 months

• Results, no stated guidance change6 Nov 2026 · 8-K Item 2.02 · Routine · rule score 10
  Read from the attached exhibit: Operating Margin Drivers · Assets Under Management Growth · Capital Return Program
• New debt10 Aug 2026 · 8-K Item 2.03 · Routine · rule score 25
• Results (release not read)31 Jul 2026 · 8-K Item 2.02 · Routine · rule score 20
• New debt30 Jul 2026 · 8-K Items 1.01, 2.03 · Routine · rule score 25
• Management change (filing not read)23 Jul 2026 · 8-K Item 5.02 · Routine · rule score 20
• Results (release not read)28 Apr 2026 · 8-K Item 2.02 · Routine · rule score 20
• Management change (filing not read)5 Feb 2026 · 8-K Item 5.02 · Routine · rule score 20
• Results (release not read)30 Jan 2026 · 8-K Item 2.02 · Routine · rule score 20
• New debt17 Dec 2025 · 8-K Items 1.01, 2.03 · Routine · rule score 25

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.