Скачать или смотреть Franklin Resources Q1 2026 Earnings Beat: $28B Inflows, $1.68T AUM Surge

Franklin Resources, ticker BEN, delivered a mixed but largely positive Q1 2026 earnings report that surprised investors. While GAAP EPS missed estimates at $0.46 versus $0.55 expected, the adjusted EPS beat significantly at $0.70, surpassing consensus by $0.15. Revenue was a standout at $2.81 billion, beating forecasts by $360 million and representing a 35.5% year-over-year increase. The company's assets under management (AUM) reached a record $1.68 trillion, fueled by long-term net inflows of $28 billion. These inflows underscore strong client demand and momentum in both traditional and alternative asset classes.

Management emphasized the strategic importance of a broad platform that includes private markets and alternatives, alongside expanding distribution channels. CEO Jenny Johnson highlighted a shift in client preferences towards comprehensive investment partnerships that cover public and private markets, reinforcing BEN's competitive edge through scale and diversification. The company is actively investing in digital asset initiatives, such as tokenization and blockchain-based financial infrastructure, positioning itself for long-term innovation and efficiency gains.

Investor reaction was positive despite the GAAP EPS miss, with the stock rising nearly 3% on heavy volume, reflecting confidence in the companys operational strength and strategic direction. Key factors to watch going forward include the sustainability of inflows, margin expansion through expense discipline, and progress in alternatives fundraising. Franklin Resources is poised for continued growth, making it a compelling asset management stock in a competitive industry landscape.

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