Franklin Templeton FY2026: revenue up 7.0%, adjusted EPS $3.07
Franklin Templeton closed fiscal 2026 with $9.42 billion of revenue, up 7.0%, and $1.80 trillion in assets, up 8.0%, while adjusted EPS of $0.94 beat the $0.78 consensus by 20.6%. The catch: GAAP EPS was $0.72 for the quarter, so much of that beat comes from what the company excludes. Read the flow numbers first, then the adjustments.
1 · Expected vs. Actual
Free preview belowGAAP diluted EPS was $0.72 in the quarter and $1.97 for the year, versus $0.91 a year earlier. Strip out $81.1 million of quarterly special termination benefits, $42.0 million of intangible amortization and other items, and adjusted EPS becomes $0.94 for the quarter and $3.07 for the year. Against a $0.78 consensus estimate the adjusted figure cleared by 20.6% while GAAP fell 7.6% short — that gap is the whole story.
Full-year revenue was $9.42 billion, up 7.0% from $8.77 billion, and the fourth quarter alone brought in $2.43 billion, 4.0% more than a year earlier. Investment management fees did the heavy lifting at $7.48 billion, or 79.4% of the total. Growth here is driven by average assets and markets rather than by new money — ending AUM of $1,795.1 billion was essentially flat versus June.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-11-09
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