Franklin Resources stock fell 1.34 percent as September AUM slipped

Published on 10/07/2026 at 04:15 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Franklin Resources stock was last at USD 32.44 on October 6, 2026, while preliminary AUM reached USD 1.79 trillion on September 30. Analysts set a Hold consensus target at USD 35.42.

Makrofotografie einer Finanzdaten-Tabelle mit Zinssätzen und Renditen im Franklin Resources Stil — Franklin Resources US3546131018 extreme Makroaufnahme einer Zinssatz-Tabelle mit Rendite-Prozentzahlen und unscharfem Papierhintergrund, Illustration mit AI erstellt.

Franklin Resources (ISIN US3546131018) fell 1.34 percent to USD 32.44 on the NYSE on October 6, 2026 at 4:00 p.m. ET. The move followed preliminary September assets under management of USD 1.79 trillion, a figure that puts market conditions and client flows at the center of the stock story.

September AUM shows pressure

According to Markets Insider on October 5, 2026, preliminary AUM fell from USD 1.83 trillion at August 31 to USD 1.79 trillion at September 30. Long-term net inflows of USD 6 billion partly offset the negative market impact during the month, while quarterly long-term inflows reached USD 21 billion.

The combination matters because Franklin Resources earns fees from assets managed for clients. The inflows provide operating support, but the lower month-end AUM shows that market performance can outweigh new money over short periods.

Quarterly revenue beats the comparison

For the quarter ended June 30, 2026, revenue reached USD 2.36 billion and net income was USD 171.5 million, according to Markets Insider. Revenue was up 14.3 percent from USD 2.06 billion a year earlier, while net income rose from USD 92.3 million.

The latest quarter therefore offers a counterweight to the September AUM decline. For investors, the key distinction is between fee-generating asset growth and reported earnings growth, because the two can diverge when market valuations change.

Analysts split on the valuation

TD Cowen analyst William Katz maintained a Buy rating and a USD 40.00 price target on October 6, 2026, as reported by Markets Insider. Bank of America Securities reiterated a Sell rating and a USD 26.00 target on October 5, 2026, according to Markets Insider.

MarketScreener lists a Hold consensus from 12 analysts and an average target of USD 35.42. That target lies 9.2 percent above the USD 32.44 price, leaving the market between a bullish individual view and a more cautious group assessment.

Franklin Resources stock stays below its high

Franklin Resources stock was last at USD 32.44 on October 6, 2026, with a 52-week range of USD 21.11 to USD 36.28 and a market capitalization of USD 16.9 billion. The next earnings date listed for the company is November 6, 2026.