Business Context and Reporting Period
This Form 8-K is filed by Franklin Resources, Inc. on July 31, 2026. The report covers two primary events: the announcement of financial results for the third fiscal quarter ended June 30, 2026, and a corporate name change effective August 17, 2026, from "Franklin Resources, Inc." to "Franklin Templeton, Inc."
Key Financial Metrics
The filing references a press release (Exhibit 99.1) containing the third-quarter financial results. However, the text of this Form 8-K does not provide specific numerical values for revenue, profit, cash flow, margins, debt, or liquidity. Investors must refer to the attached press release for detailed financial data.
Material Changes
- Corporate Name Change: The company legally changed its name to "Franklin Templeton, Inc." effective August 17, 2026, via a Certificate of Amendment filed with the State of Delaware.
- Bylaws Amendment: The company amended and restated its bylaws solely to reflect the name change.
- Stockholder Rights: The name change does not affect voting or other rights of stockholders and did not require a stockholder vote.
Guidance, Outlook, and Management Commentary
Management issued a press release on July 31, 2026, announcing the name change and third-quarter results. An earnings commentary was posted to the company's investor website. The filing explicitly states that website contents are not incorporated into this report. No specific forward-looking guidance, risk factors, or unusual items are detailed within the text of this Form 8-K.
Investor Verification Checklist
- Verify the specific financial performance metrics (revenue, net income, EPS) in the attached Exhibit 99.1 Press Release.
- Confirm the effective date of the name change to "Franklin Templeton, Inc." is August 17, 2026.
- Review the Amended and Restated Bylaws (Exhibit 3.2) to ensure no other provisions were altered beyond the name change.
- Check the company's investor relations website for the detailed third-quarter earnings commentary referenced in Item 7.01.