Franklin Resources, Inc. has recently released its 10-Q report, revealing a publicly owned asset management holding company with subsidiaries that provide services to individuals, institutions, pension plans, trusts, and partnerships. The firm offers a wide range of investment products, including equity, fixed income, balanced, and multi-asset mutual funds, and has a global presence with offices in various countries.
In the 10-Q report, Franklin Resources, Inc. discussed its results of operations for the three and nine months ended June 30, 2025. The firm reported operating revenues of $2,064.0 million for the three months ended June 30, 2025, representing a 3% decrease compared to the same period in the prior year. Similarly, for the nine months ended June 30, 2025, operating revenues amounted to $6,427.0 million, reflecting a 3% increase from the prior year.
The net income attributable to Franklin Resources, Inc. was $92.3 million for the three months ended June 30, 2025, a 47% decrease from the same period in the prior year. For the nine months ended June 30, 2025, the net income was $407.3 million, indicating a 26% decrease from the prior year.
Assets Under Management (AUM) by asset class as of June 30, 2025, showed that equity AUM was $656.6 billion, representing a 10% increase from the prior year, while fixed income AUM was $441.7 billion, reflecting a 22% decrease from the prior year. The total AUM as of June 30, 2025, amounted to $1,611.8 billion, which was 2% lower than the AUM as of June 30, 2024.
The report also detailed the components of the change in AUM, revealing that net market change, distributions, and other factors contributed to an increase in AUM during the three months ended June 30, 2025. Long-term inflows decreased by 9% to $75.6 billion, while long-term outflows decreased by 1% to $84.9 billion compared to the prior year period.
Today the company's shares have moved -0.36% to a price of $23.9133. Check out the company's full 10-Q submission here.
