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Franklin Templeton (BEN) guidance and outlook

Franklin Templeton's 10-K filed Nov 9, 2026 makes 17 forward-looking statements.

Guidance and outlook

Forward-looking statements, 10-K filed Nov 9, 2026

• While we remain focused on expense management, we will also seek to attract, retain and develop personnel and invest strategically in our business and in systems and technology to support our evolving business.
• We will continue to seek to protect and further our brand recognition while developing and maintaining broker-dealer and client relationships.
• As such, the impact of future changes in AUM on investment management fees will be affected by the relative mix of asset class, geographic region, distribution channel and investment vehicle of the assets.
• As such, any changes in the underlying performance of our investment products or changes in the composition of our incentive compensation offerings could have an impact on compensation and benefits expenses going forward.
• In addition, when calculating adjusted net income and adjusted diluted earnings per share we exclude unrealized investment gains and losses included in investment and other income (losses) because the related investments are generally expected to be held long term.
• We expect to utilize the Credit Agreement periodically as part of our normal operations.
• We expect that our main uses of cash will be to invest in and grow our business including through acquisitions, pay stockholder dividends, invest in our products, pay income taxes and expenses of the business, enhance technology infrastructure and business processes, repurchase shares of our common stock, and repay and service debt.
• While we expect to continue to repurchase shares to offset dilution from stock-based compensation, and expect to continue to repurchase shares opportunistically from time to time, we will likely spend more of our post-dividend free cash flow investing in our business, including seed capital and acquiring resources to help grow our investment teams and operations.
• Purchase obligations include contractual amounts that will be due to purchase goods and services to be used in our operations and are recorded as liabilities in the consolidated financial statements when services are provided.
• We currently expect to continue paying comparable regular dividends on a quarterly basis to holders of our common stock depending upon earnings and other relevant factors.
• In addition, we will pay up to €125.0 million in cash through the fifth anniversary of the closing date based on achieving revenue targets.
• As part of our acquisition of Putnam, which closed on January 1, 2024, we will pay up to $375.0 million between the third and seventh anniversaries of the closing date related to revenue growth targets from the strategic partnership with Great-West which will be recognized in operating income.

Franklin Templeton's latest quarter

Questions

What does Franklin Templeton expect?

While we remain focused on expense management, we will also seek to attract, retain and develop personnel and invest strategically in our business and in systems and technology to support our evolving business. We will continue to seek to protect and further our brand recognition while developing and maintaining broker-dealer and client relationships. As such, the impact of future changes in AUM on investment management fees will be affected by the relative mix of asset class, geographic region, distribution channel and investment vehicle of the assets.

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Updated Nov 9, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.