Franklin Resources Reports AUM Growth Amid Market Weakness
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy BEN?
Source: Businesswire
Franklin Resources Inc's stock fell by 5.74% as it crossed below the 5-day SMA, reflecting broader market trends.
The company reported assets under management (AUM) of $1.74 trillion as of February 28, 2026, up from $1.71 trillion at the end of January, despite facing approximately $1 billion in long-term net outflows from Western Asset Management. This growth was driven by around $10 billion in long-term net inflows, showcasing strong investor confidence in Franklin's offerings amid challenging market conditions. The increase in equity AUM from $709.3 billion to $721.8 billion and fixed income AUM from $440.7 billion to $443.9 billion further demonstrates the effectiveness of its diversified investment strategy.
Despite the stock's decline, the robust AUM growth indicates that Franklin Resources is well-positioned to navigate market fluctuations and attract investor interest, highlighting the company's resilience in the asset management sector.
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Analyst Views on BEN
Wall Street analysts forecast BEN stock price to rise
6 Analyst Rating
1 Buy
1 Hold
4 Sell
Moderate Sell
Current: 25.780
Low
22.00
Averages
26.83
High
36.00
Current: 25.780
Low
22.00
Averages
26.83
High
36.00
About BEN
Franklin Resources, Inc. is a global investment management company with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Through its specialist investment managers, the Company offers specialization on a global scale, bringing capabilities in equity, fixed income, alternatives and multi-asset solutions. It provides its investment management and related services to retail, institutional and high-net-worth investors in jurisdictions worldwide. Its investment products include its sponsored funds, as well as institutional and high-net-worth separate accounts, retail separately managed account programs, sub-advised products, and other investment vehicles. Its funds include registered funds (including exchange-traded funds) and unregistered funds. It offers its services and products under its various distinct brand names, including, but not limited to, Alcentra, Benefit Street Partners, Brandywine Global Investment Management, Canvas, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Financial Stocks Underperform with 2.0% Decline in Afternoon Trading
- Financial Sector Performance: Financial stocks are the worst performers in afternoon trading on Monday, showing a 2.0% decline, with Franklin Resources Inc (BEN) and Arthur J. Gallagher & Co. (AJG) lagging at 4.7% and 4.5% losses, indicating a weak trend in the sector.
- ETF Performance: The Financial Select Sector SPDR ETF (XLF), which tracks the financial sector, is down 2.0% on the day and has declined 9.51% year-to-date, reflecting a lack of investor confidence in the financial industry.
- Individual Stock Dynamics: While Franklin Resources Inc is up 4.71% year-to-date, Arthur J. Gallagher & Co. has seen a significant drop of 15.51%, highlighting divergent performances that may influence investor decisions.
- Services Sector Trends: The services sector is also underperforming with a 1.6% decline, led by notable losses from Expedia Group Inc (EXPE) and Charter Communications Inc (CHTR) at 4.8% and 4.2%, respectively, further exacerbating the overall market's bearish sentiment.
See More
Franklin Resources Reports AUM Growth to $1.74 Trillion
- AUM Growth: As of February 28, 2026, Franklin Resources reported assets under management (AUM) of $1.74 trillion, up from $1.71 trillion on January 31, 2026, reflecting positive market performance and approximately $10 billion in long-term net inflows, indicating strong growth potential in asset management.
- Inflow-Outflow Dynamics: Despite approximately $1 billion in long-term net outflows from Western Asset Management, Franklin's long-term net inflows remained robust at around $11 billion when excluding this segment, showcasing the core business's attractiveness and market confidence.
- Asset Class Performance: Equity AUM increased from $709.3 billion to $721.8 billion, while fixed income rose from $440.7 billion to $443.9 billion, demonstrating sustained investor demand for both equity and fixed income products, further solidifying the company's market position.
- Cash Management Growth: Cash management AUM grew from $76.7 billion to $80.9 billion, reflecting increased client demand for liquidity management, as Franklin enhances customer loyalty and market competitiveness through tailored cash management solutions.
See More
Franklin Resources Reports 1.8% AUM Growth in February 2026
- AUM Growth: As of February 28, 2026, Franklin Resources reported assets under management (AUM) of $1.74 trillion, reflecting a 1.8% increase from $1.71 trillion at the end of January, driven by positive market conditions and long-term net inflows.
- Net Inflows Analysis: The month's AUM included approximately $10 billion in long-term net inflows, despite experiencing around $1 billion in long-term net outflows from Western Asset Management, indicating a complex flow of funds.
- Performance by Asset Class: Equity AUM rose by 1.8% to $721.8 billion, while fixed income AUM increased by 0.7% to $443.9 billion, demonstrating the effectiveness of the company's diversified investment strategies.
- Alternative and Multi-Asset Growth: Alternative AUM grew by 1.1% to $278.4 billion, and multi-asset AUM increased by 3.0% to $210.7 billion, highlighting the company's ongoing success in offering a diverse range of investment products.
See More
Franklin Resources Reports AUM Growth Amid Positive Market Conditions
- AUM Growth: As of February 28, 2026, Franklin Resources reported assets under management (AUM) of $1.74 trillion, up from $1.71 trillion on January 31, 2026, reflecting the positive impact of market conditions.
- Net Inflows: The company experienced approximately $10 billion in long-term net inflows this month, despite facing around $1 billion in net outflows from Western Asset Management, indicating strong investor confidence in Franklin's offerings.
- Asset Class Performance: Equity assets increased from $709.3 billion to $721.8 billion, while fixed income assets rose to $443.9 billion, showcasing the effectiveness of its diversified investment strategy.
- Western Asset Management Growth: Western Asset Management's preliminary AUM reached $221 billion as of February 28, 2026, up from $216 billion on January 31, driven by $5 billion in cash management net inflows, despite the pressure from long-term net outflows.
See More
Clarion Partners Acquires Franklin Senior Living Community
- High Occupancy Rate: The Franklin senior living community boasts a 99.2% occupancy rate, reflecting strong demand for quality senior services in the area, which further solidifies Clarion Partners' confidence in investing in senior housing.
- Market Growth Potential: Located in Franklin, TN, just a few miles from downtown Nashville, the property is surrounded by essential amenities, attracting many residents seeking quality senior living, which is expected to drive future rental growth and investment returns.
- Operational Management Strength: Operated by Vitality Living, which manages over 35 communities, the property benefits from a data-driven management platform and high service quality, ensuring sustained operational efficiency and enhancing long-term investment stability.
- Strategic Partnership Outlook: This acquisition not only reflects Clarion Partners' ongoing focus on senior housing but also aligns with Vitality Living's operational philosophy, as both parties commit to enhancing resident experiences and team engagement, promoting sustainable community development.
See More
Comparison of Active and Passive Fund Performance in 2025
- Decline in Active Fund Performance: According to Morningstar, only 38% of actively managed funds outperformed their passive counterparts in 2025 after fees, down from 42% in 2024, indicating challenges for active management amid increasing market competition.
- Strong Emerging Market Fund Performance: Among diversified emerging market funds, 64% surpassed passive peers, a significant increase of 42 percentage points from 22% in 2024, suggesting growing investment opportunities in this sector that may attract more capital inflows.
- Weak Real Estate Fund Performance: In contrast, only 12% of actively managed real estate funds outperformed passive funds, a dramatic decline of 54 percentage points from 66% in 2024, reflecting heightened investment risks in this market that may lead investors to reassess their strategies.
- Impact of Fees on Investment Returns: In 2025, passive ETFs had an average expense ratio of 0.135%, while active ETFs were at 0.42%, highlighting the significance of low fees in long-term investing, particularly for cost-conscious investors who may find passive funds more appealing.
See More
Financial Stocks Underperform with 2.0% Decline in Afternoon Trading
- Financial Sector Performance: Financial stocks are the worst performers in afternoon trading on Monday, showing a 2.0% decline, with Franklin Resources Inc (BEN) and Arthur J. Gallagher & Co. (AJG) lagging at 4.7% and 4.5% losses, indicating a weak trend in the sector.
- ETF Performance: The Financial Select Sector SPDR ETF (XLF), which tracks the financial sector, is down 2.0% on the day and has declined 9.51% year-to-date, reflecting a lack of investor confidence in the financial industry.
- Individual Stock Dynamics: While Franklin Resources Inc is up 4.71% year-to-date, Arthur J. Gallagher & Co. has seen a significant drop of 15.51%, highlighting divergent performances that may influence investor decisions.
- Services Sector Trends: The services sector is also underperforming with a 1.6% decline, led by notable losses from Expedia Group Inc (EXPE) and Charter Communications Inc (CHTR) at 4.8% and 4.2%, respectively, further exacerbating the overall market's bearish sentiment.
See More
Franklin Resources Reports AUM Growth to $1.74 Trillion
- AUM Growth: As of February 28, 2026, Franklin Resources reported assets under management (AUM) of $1.74 trillion, up from $1.71 trillion on January 31, 2026, reflecting positive market performance and approximately $10 billion in long-term net inflows, indicating strong growth potential in asset management.
- Inflow-Outflow Dynamics: Despite approximately $1 billion in long-term net outflows from Western Asset Management, Franklin's long-term net inflows remained robust at around $11 billion when excluding this segment, showcasing the core business's attractiveness and market confidence.
- Asset Class Performance: Equity AUM increased from $709.3 billion to $721.8 billion, while fixed income rose from $440.7 billion to $443.9 billion, demonstrating sustained investor demand for both equity and fixed income products, further solidifying the company's market position.
- Cash Management Growth: Cash management AUM grew from $76.7 billion to $80.9 billion, reflecting increased client demand for liquidity management, as Franklin enhances customer loyalty and market competitiveness through tailored cash management solutions.
See More
Franklin Resources Reports 1.8% AUM Growth in February 2026
- AUM Growth: As of February 28, 2026, Franklin Resources reported assets under management (AUM) of $1.74 trillion, reflecting a 1.8% increase from $1.71 trillion at the end of January, driven by positive market conditions and long-term net inflows.
- Net Inflows Analysis: The month's AUM included approximately $10 billion in long-term net inflows, despite experiencing around $1 billion in long-term net outflows from Western Asset Management, indicating a complex flow of funds.
- Performance by Asset Class: Equity AUM rose by 1.8% to $721.8 billion, while fixed income AUM increased by 0.7% to $443.9 billion, demonstrating the effectiveness of the company's diversified investment strategies.
- Alternative and Multi-Asset Growth: Alternative AUM grew by 1.1% to $278.4 billion, and multi-asset AUM increased by 3.0% to $210.7 billion, highlighting the company's ongoing success in offering a diverse range of investment products.
See More
Franklin Resources Reports AUM Growth Amid Positive Market Conditions
- AUM Growth: As of February 28, 2026, Franklin Resources reported assets under management (AUM) of $1.74 trillion, up from $1.71 trillion on January 31, 2026, reflecting the positive impact of market conditions.
- Net Inflows: The company experienced approximately $10 billion in long-term net inflows this month, despite facing around $1 billion in net outflows from Western Asset Management, indicating strong investor confidence in Franklin's offerings.
- Asset Class Performance: Equity assets increased from $709.3 billion to $721.8 billion, while fixed income assets rose to $443.9 billion, showcasing the effectiveness of its diversified investment strategy.
- Western Asset Management Growth: Western Asset Management's preliminary AUM reached $221 billion as of February 28, 2026, up from $216 billion on January 31, driven by $5 billion in cash management net inflows, despite the pressure from long-term net outflows.
See More
Clarion Partners Acquires Franklin Senior Living Community
- High Occupancy Rate: The Franklin senior living community boasts a 99.2% occupancy rate, reflecting strong demand for quality senior services in the area, which further solidifies Clarion Partners' confidence in investing in senior housing.
- Market Growth Potential: Located in Franklin, TN, just a few miles from downtown Nashville, the property is surrounded by essential amenities, attracting many residents seeking quality senior living, which is expected to drive future rental growth and investment returns.
- Operational Management Strength: Operated by Vitality Living, which manages over 35 communities, the property benefits from a data-driven management platform and high service quality, ensuring sustained operational efficiency and enhancing long-term investment stability.
- Strategic Partnership Outlook: This acquisition not only reflects Clarion Partners' ongoing focus on senior housing but also aligns with Vitality Living's operational philosophy, as both parties commit to enhancing resident experiences and team engagement, promoting sustainable community development.
See More
Comparison of Active and Passive Fund Performance in 2025
- Decline in Active Fund Performance: According to Morningstar, only 38% of actively managed funds outperformed their passive counterparts in 2025 after fees, down from 42% in 2024, indicating challenges for active management amid increasing market competition.
- Strong Emerging Market Fund Performance: Among diversified emerging market funds, 64% surpassed passive peers, a significant increase of 42 percentage points from 22% in 2024, suggesting growing investment opportunities in this sector that may attract more capital inflows.
- Weak Real Estate Fund Performance: In contrast, only 12% of actively managed real estate funds outperformed passive funds, a dramatic decline of 54 percentage points from 66% in 2024, reflecting heightened investment risks in this market that may lead investors to reassess their strategies.
- Impact of Fees on Investment Returns: In 2025, passive ETFs had an average expense ratio of 0.135%, while active ETFs were at 0.42%, highlighting the significance of low fees in long-term investing, particularly for cost-conscious investors who may find passive funds more appealing.
See More
