Franklin Resources completed its previously announced underwritten public offering of $750 million aggregate principal amount of 5.500% Unsecured Notes due 2036 on August 10, 2026. The company intends to use the net proceeds to repay approximately $700 million of outstanding revolving borrowings under its Second Amended and Restated Credit Agreement and for general corporate purposes. Interest is payable semi-annually in arrears on February 10 and August 10, commencing February 10, 2027, with maturity on August 10, 2036. The notes are unsecured and subordinated obligations issued under a base indenture dated October 6, 2020. Franklin Resources operates in the asset management industry, providing investment management and financial planning services.

Franklin Resources reported third-quarter net income of $171.5 million ($0.31 diluted EPS), down from $268.2 million in the prior quarter but up significantly from $92.3 million a year earlier. Adjusted diluted EPS was $0.72, compared to $0.71 previously and $0.49 last year. Assets under management reached a record $1.8 trillion, supported by $18.4 billion in long-term net inflows. The company also announced it will change its corporate name from Franklin Resources, Inc. to Franklin Templeton, Inc., effective August 17, 2026. This rebranding aligns the legal entity with its global brand identity without altering capital structure or voting rights. The firm operates in the asset management industry.

Franklin Resources entered into a Second Amended and Restated Credit Agreement on July 30, 2026, replacing its existing revolving credit facility with Bank of America. The new five-year facility provides $1.5 billion in aggregate commitments, extendable by up to $500 million, with maturity extended to July 30, 2031. As of the closing date, $700 million was outstanding under the agreement. The filing also confirms the termination of the original credit agreement, which had a scheduled maturity of April 30, 2030. Franklin Resources operates in the asset management industry.

Effective July 21, 2026, Franklin Resources, Inc. granted one-time special retention equity awards to CEO Jennifer M. Johnson, Co-President Daniel Gamba, Co-President Terrence J. Murphy, and Co-President/CFO Matthew Nicholls. Each award has a grant date fair value of approximately $15 million, consisting of 50% performance stock units with a three-year cliff vesting period and 50% time-based restricted stock units with a five-year cliff vesting period. Additionally, the Board allocated carry incentives to the CEO and Executive Chairman Gregory E. Johnson to align compensation with the performance of the company's private markets and alternative strategy platforms. Franklin Resources, Inc. is an asset management company.

Franklin Resources, Inc. announced its financial results for the second fiscal quarter ended March 31, 2026, through a press release issued on April 28, 2026. This disclosure is a key event for investors as it provides the company's latest quarterly performance data and updates on its financial condition.